Investment Management
Investment Management
Boston Financial’s expertise and capabilities in asset and portfolio management are recognized as best-in-class in the industry and allow us to consistently deliver exceptional service and positive outcomes for our partners and the communities we serve.
$16B+
Equity under management
123
Funds brought through full investment cycle
$792M
Distributions to investors
Our Comprehensive Approach
Our expert teams focus on asset and fund performance, client service, and reporting. Boston Financial’s comprehensive approach to portfolio management is supported by well-established processes and our proprietary information technology platform. With more than 110 experienced professionals directly involved in the management of our portfolio, our know-how and resources allow us to closely monitor property and fund performance, anticipate issues, report on time, and respond quickly to client needs.
For investors and developers who value enduring partnerships, Boston Financial offers a long-standing track record of collaboration, reliability, and expertise. Our Investment Management teams are committed to building lasting relationships and working collaboratively with clients to solve problems creatively and provide timely responses to inquiries and requests.
Outstanding Asset and Portfolio Management
We manage the largest syndicated affordable housing portfolio in the industry and have an excellent record of success as a fund sponsor and investment manager, and as a provider of asset management services to third parties. Boston Financial has the right personnel with the right skills to manage portfolio performance, provide technical expertise, and deliver optimal results to our clients in support of our joint mission to provide quality affordable housing for all.
171
Active funds
1,877
Properties in the portfolio
2,190
Property dispositions
Portfolio Management Capabilities
Asset Monitoring and Problem Resolution
Property Workouts
Asset Disposition
Fund Management
Fund Accounting
Reporting and Data Management
Strategic Portfolio Management
An 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
Boston Financial’s Technology Platform
Boston Financial has invested significant financial and intellectual capital over the years to ensure we have the most advanced information technology systems to manage our portfolio. We have developed a proprietary database and 14 IT applications that allow our asset and portfolio management teams to quickly identify opportunities as well as potential issues in our portfolio and meet our clients’ reporting needs.
PRISM
Our proprietary database contains detailed, up-to-date information about every fund, partnership, and property we manage and supports key asset management, fund management, and investor reporting processes.
Risk Matrix, K-1 Checklist, and Portfolio Management
These applications support property monitoring, risk mitigation, fund performance management, and benefit delivery activities.
The Hub
Our proprietary web-based reporting portal provides investors with a customized view of their investments with Boston Financial and access to property, financial and tax information, and reports for their funds.
Third-Party Portfolio Services
Boston Financial has been a service provider to third parties since 1999. Our expertise and IT systems are available to industry participants. We offer comprehensive asset and fund management services and have onboarded and managed portfolios ranging from 120 to 1,200 assets with no gaps in monitoring or reporting.
Contact An Investment Specialist
