Investment Process

Expertise, Trust, Innovation

Our client-facing teams have been working in affordable housing for decades with a focus on constant collaboration with investors and developer partners.  We excel at finding creative ways to structure transactions that achieve excellent results for investors, as well as deliver sustainable properties that make a difference in the quality of life of people everywhere.

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Our Investment Process

For investors and developers who seek reliability, consistency, and expertise, Boston Financial offers a long-standing track record of outstanding execution. Our extensive in-house capabilities and disciplined investment process allow us to consistently deliver optimal solutions, best-in-class service, and positive outcomes for our partners and the communities we serve. 

Asset Selection & Placement


Deal Identification & Placement

Working in close coordination, our Deal Originators and Capital Officers present development proposals to investors to identify the ideal equity provider for every transaction and ensure a successful closing.


Letter of Intent

Efficient processes and close coordination between client-facing and internal teams allow us to provide clear terms that meet deal needs in a timely manner.

Credit & Underwriting


Credit & Underwriting

Our experienced in-house market study group and multi-disciplined underwriting teams perform exhaustive due diligence to structure transactions that achieve investor objectives and ensure long-term property viability.



Our teams are dedicated to meeting our clients’ expectations and aim to deliver optimal solutions and certainty of execution.

After Closing: You Are in Good Hands With Our Investment Management Team

Boston Financial manages the largest syndicated affordable housing portfolio in the industry and has an excellent record of success as fund sponsor and investment manager. With more that 110 experienced professionals, our Investment Management team has the right staff and skills to manage asset and fund performance, provide technical expertise, solve problems creatively, and respond quickly to inquiries and requests.  We are committed to working collaboratively with our investors and developers to build lasting relationships and support our joint mission to provide quality affordable housing for all.  

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