Investor Solutions
Solutions for Investors
Boston Financial’s growing platform is built on almost 60 years of investment opportunities in affordable housing at attractive yields. We have worked with more than 200 institutional investors to build and preserve affordable housing nationwide through low-income housing tax credit (LIHTC) funds, preservation equity funds, and impact investments. 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 one of the largest syndicated portfolios 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 Investments
Boston Financial is America’s longest-standing LIHTC syndicator with an exclusive focus on affordable housing. Built by a team with decades of experience, we help clients achieve investment goals and CRA objectives, and customize products to each client’s unique objectives, markets, and credit focus. Our team invests in high-quality 9% and 4% tax credit properties with attractive yields and pursues debt placement opportunities, to maximize both return and impact. We have sponsored over 120 proprietary and multi-investor funds over the last 30 years.
learn moreAffordable Housing Preservation & Impact Investments
Boston Financial’s Preservation Funds and Impact Investments seek to positively impact communities by preserving affordability and limiting tenant displacement while achieving solid, risk-adjusted returns. Our proprietary and multi-investor preservation and impact investments 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 investments also provide intentional, accountable, and measurable alignment with 24 impact targets and 10 of the United Nation’s 17 Sustainable Development Goals.
learn moreCommunity Development (CDFI) Investments
Boston Financial is the only for-profit affordable housing syndicator with community development financial institution (CDFI) capabilities. 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. Partnering with ACC offers the ability to secure Community Reinvestment Act (CRA) lending credit in addition to qualifying for CRA equity investing credit through Boston Financial’s syndication program.
learn moreCustomized Investment Opportunities
As a national leader in affordable housing capital solutions, our expertise goes beyond LIHTC, preservation, and impact equity investments. Our team has extensive experience in funds (whether proprietary or multi-investor), portfolio acquisitions, specialized club funds, joint ventures, third-party asset management, and a wide range of bespoke investment opportunities in affordable housing. We leverage our expertise and resources to build creative solutions that address complex challenges across the affordable housing market.
learn moreInvestor 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
