Capital
Funding, Beyond The Conventional
Tax-Exempt Funding
Oakwell and its partners have secured over $100 million in off balance sheet, tax-exempt financing for health systems.
Tax-exempt financing can provide up to 100% of the funds, cost, or project value for critical infrastructure projects at attractive interest rates. The off-balance sheet approach ensures there is no impact on statutory debt limits. Additionally, real property tax abatement is possible under state law in many cases. Finally, under this structure health systems can shift their construction and completion risk of projects to Oakwell and its partners.
If you’d like to learn more about our tax-exempt funding opportunities add your information here.
Utility Rebates
Oakwell and its partners have identified and secured over $50 million in utility rebates on eligible projects.
Many utilities have time-bound rebate programs for energy conservation, systems setbacks, and resiliency projects. Oakwell has a special knack for strategically identifying projects that are rebate-ready. We drive higher ROIs for health systems by prioritizing projects that can gather incentives and doing the hard work of securing those funds for our clients.
If you’d like to explore the possibility of securing a utility rebate for a project at your health system, add your information here.
Government Incentives & IRA
Federal and state governments have a range of tax credit programs and other financial incentives that encourage health systems to increase efficiency.
Oakwell will secure these incentives on behalf of our health system clients. While the Inflation Reduction Act (IRA) remains in effect, its ability to be utilized is actively being debated. Oakwell has the ability to analyze the feasibility of any project for IRA as well as a much wider range of incentives that are currently available without debate.
If you’re interested in leveraging government incentives to supercharge projects at your facility, add your information here.
Philanthropic Funds
Oakwell builds unique partnerships with foundations and donors that pay us to serve hospitals that matter to them.
Most recently Oakwell partnered with America’s Essential Hospitals and Health Care Without Harm to pilot the Essential Hospitals Decarbonization cohort. With support from Wells Fargo Foundation and Kresge Foundation, Oakwell is creating comprehensive decarbonization plans for up to 15 health systems.
If you’re interested in leveraging this funding add your information here.
A Tailored Capital Process
Align Priorities
We begin our process by aligning with your health system’s strategic plan and priorities.
Identify positive-ROI projects
We then identify positive-ROI projects that can drive your infrastructure and utility costs lower.
Scout and implement high-ROI, short payback options
Finally, we select and implement the financing options that drive the highest ROI for you in the shortest payback period.
Let’s Unburden Your Balance Sheet
Let Oakwell help you answer that age-old question “How are we going to pay for the facility upgrades we need?”
Oakwell’s commitment to providing comprehensive, integrated solutions helps health systems navigate the complexities of financing and achieve significant, sustainable outcomes.