Investor Solutions
Solutions for Investors
For over 50 years, Boston Financial has worked with more than 200 institutional investors to build and preserve affordable housing nationwide through low-income housing tax credit (LIHTC) funds and preservation equity impact funds. We work with national, regional, and community banks, insurance companies, and Fortune 500 companies, as well as pension funds, endowments, and family offices.
As an experienced and sustainable fund sponsor, we offer:
- Exceptional performance on behalf of our investors. We have a decades-long track record of delivering risk-adjusted returns and tax benefits while minimizing risk through a proactive credit and risk management culture.
- Delivering social and economic impact. We can help you achieve an outstanding rating while meeting Community Reinvestment Act (CRA) obligations, customizing benefits to investment properties (i.e., education, financial literacy, healthcare, childcare, English as a second language), reducing corporate tax liability, and achieving other investment and impact goals.
- Our originations platform is national in scope resulting in more diverse fund offerings. We have long-term relationships with thousands of experienced affordable housing developers – all with a demonstrated record of accomplishment in building, rehabilitating, and managing quality affordable housing communities from coast to coast.
- We manage the largest syndicated portfolio in the affordable housing industry. Our large base of recurring revenue allows us to withstand volatility and short-term market fluctuations and gives us access to a large repository of data and market trends to inform our underwriting and portfolio management.
We believe everyone deserves a safe, quality, affordable place to live and, by working together, we can make that belief a reality.
Boston Financial Offers
LIHTC Equity Investment Opportunities
Boston Financial sponsors both proprietary and multi-investor funds which raise capital to acquire low-income housing tax credits and other tax and economic benefits for investors. Built by a team with decades of experience, we can customize a proprietary fund to your unique objectives, markets, and credit focus, while our multi-investor funds can help you achieve your investment goals and CRA objectives. We offer high-quality 9% and 4% tax credit properties with attractive yields and debt placement opportunities, ensuring that you maximize both return and impact of your capital allocation.
Contact An Investment SpecialistAffordable Housing Preservation Impact Investment Funds
Boston Financial’s Preservation Impact Investment Funds give investors an opportunity to positively impact communities by preserving affordability and limiting tenant displacement while achieving solid, risk-adjusted returns. Our proprietary and multi-investor impact funds provide joint-venture equity or mezzanine debt to developers for the acquisition of properties in anticipation of a repositioning, refinancing, or eventual LIHTC re-syndication. Our impact fund investments also provide intentional, accountable, and measurable alignment with 24 impact targets and 10 of the United Nation’s 17 Sustainable Development Goals.
Contact An Investment SpecialistCommunity Development (CDFI) Investments
Boston Financial is the only for-profit affordable housing syndicator with community development financial institution (CDFI) capabilities. We can help you meet your social impact goals with customized community development investments and affordable housing investment funds. Boston Financial’s wholly-owned subsidiary, American Community Capital (ACC), is a certified CDFI with a mission to support the creation and preservation of affordable housing. By partnering with ACC, investors can secure Community Reinvestment Act (CRA) lending credit in addition to qualifying for CRA equity investing credit through Boston Financial’s syndication program.
Contact An Investment SpecialistCustomized Investment Opportunities
As a national leader in affordable housing capital solutions, our expertise goes beyond proprietary and multi-investor LIHTC and preservation equity funds. Whether it is a fund or portfolio acquisition, specialized club fund, joint venture, third-party asset management, or any other bespoke investment opportunities in affordable housing, our team has the expertise and resources to build creative solutions that meet your needs.
Contact An Investment SpecialistInvestor Driven, Investor Focused
Our risk-management culture cuts across all departments and is reflected in our portfolio’s favorable performance over many years. Our stabilized properties meet or exceed industry averages in occupancy, debt service coverage and median per-unit cashflow. When you partner with us, our Investor Sales and Capital Officers maintain constant communication to ensure all parties are signing off on pricing, deal terms, risks and mitigants.
UNDERSTAND Our ProcessSophisticated Investment Management
At Boston Financial, we believe strong underwriting leads to strong portfolio performance. As one of the leading firms in the LIHTC industry, we have the expertise and financial resources to approach opportunities creatively and close transactions promptly. Our strong working capital reserves show our effectiveness as an asset manager with a focus on quantifying, mitigating, and managing issues.
Learn moreAn Industry Leader
“Boston Financial is one of the most tenured and long-standing syndicators in the affordable housing industry. Their more than 50-year history demonstrates a proven track record through various ownership iterations and economic cycles.”
CohnReznick, 2023
