The information below is based solely on information provided to Novogradac & Company by the contact person.
| Sponsor Name / Contact |
Min. Annual Tax Credit |
Tax Credit Equity Raised to Date[1] |
Urb. / Sub. / Rur. Location Preference |
Investment Footprint |
AEGON Community Investments
Christopher Long
415.983.5443
415.983.5458 (Fax)
cjlong@aegonusa.com |
$300,000 |
$2.5 Billion |
All |
|
Alleghany Affordable Housing Partners LLC
David J. Bugatto
916.648.7718
916.648.7739 (f)
dbugatto@alleghanyprop.com
|
$150,000 |
N/A |
Urb./Sub. |
CA |
Alliant Capital
Brian Goldberg
Carl Wise
818.668.2802
818.668.2837 |
$150,000 |
$4.6 Billion |
All |
National |
Boston Capital
Bob Moss
800.LIHTC.42
617.624.8999
bmoss@bostoncapital.com
|
$300,000 |
$7 Billion |
All |
National |
Boston Financial Investment Management
Greg Judge
617.488.3556
617.439.4805 (Fax) |
$300,000 |
$9 Billion |
All |
National |
Centerline Capital Group
Eric Trucksess
212.317.5700
212.593.5794 (Fax)
etrucksess@centerline.com |
$250,000 |
$10 Billion |
All |
National |
City Real Estate Advisors, Inc.
Tony Bertoldi
617.892.6071
317.955.2519 (Fax)
tbertoldi@cityrealestateadvisors.com |
$300,000 |
$1 Billion |
All |
National |
Enterprise Community Investment, Inc.
Raoul Moore
Kari Fitzpatrick
410.772.2685
503.553.5720 |
$300,000 |
$9 Billion |
All |
National |
First Sterling Financial
Victor Sostar
Ann Soja
516.627.5223
800.777.7995
516.627.8760 (Fax)
vsostar@firststerling.com
asoja@firststerling.com
|
$300,000 |
$2 Billion |
All |
National |
Franklin Capital Group
Joseph E. Resende
703.838.8700
703.838.8710 (Fax) |
$75,000 |
$600 Million |
All |
National |
Hunt Capital Partners LLC
Dana Mayo
Jeffrey Weiss
424.204.4349
dana.mayo@huntcompanies.com
424.204.4413
jeff.weiss@huntcompanies.com
|
$300,000 |
N/A |
All |
National |
John Hancock Realty Advisor, Inc.
Sonya Prear
617.572.9392
617.572.4741 (Fax)
sprear@jhancock.com
|
$200,000 |
Direct Investor |
All |
National |
JP Morgan Capital Corporation
William Pelletier
312.732.2617
312.336.3496 (Fax)
william.c.pelletier@jpmorgan.com
|
$500,000 |
Single Investor |
All |
|
Key Community Development Corporation
Amy Dosen
216.689.5143
216.689.3865 (f)
amy_dosen@keybank.com
|
$150,000 |
$ 1.6 Billion |
All |
|
Michel Associates Ltd.
Elizabeth Ronayne
617.261.4646 x29
617.345.4293 (Fax)
elizabethr@michelltd.com
|
$300,000 |
$348 Million |
All |
National |
Morgan Stanley
Jorge Iragorri
212.761.2818
212.507.3547 (Fax)
jorge.iragorri@morganstanley.com |
$200,000 |
Direct/Proprietary Investor |
All |
National |
NDC Corporate Equity Fund
John Linner
Deborah Welchel
419.283.5713
jlinner@nationaldevelopmentcouncil.org
512.470.0799
dwelchel@nationaldevelopmentcouncil.org
|
$100,000 |
$450 Million |
All |
National |
PNC Real Estate - Tax Credit Capital
Bob Courtney
800.635.6556
502.581.3260 |
$400,000 |
$4.0 Billion |
All |
|
Raymond James Tax Credit Funds
Steve Kropf
Craig Descalzi
800.438.8088
steve.kropf@raymondjames.com
727.567.8455
craig.descalzi@raymondjames.com
|
$300,000 |
$3.8 Billion |
All |
|
RBC Tax Credit Equity Group
Anthony J. Alfieri
Craig S. Wagner
216.875.6046
980.233.6459
Tony.Alfieri@rbccm.com
Craig.Wagner@rbccm.com
|
$300,000 |
$3.8 Billion |
All |
National |
Red Stone Equity Partners
Eric McClelland
Ryan Sfreddo
216.820.4750
216.820.4751 (Fax)
Eric.McClelland@redstoneequity.com
Ryan.Sfreddo@redstoneequity.com |
$300,000 |
$900 Million |
All |
National |
The Richman Group Affordable Housing Corporation
Stephen M. Daley
740.321.1355
DaleyS@richmancapital.com
|
$200,000 |
$9 Billion |
All |
National |
Stratford Capital Group LLC
John M. Nelson IV
Kyle F. Wolff
978.535.5600
978.535.1141 (Fax)
mbm@stratfordcapitalgroup.com
|
$300,000 |
$500 Million |
All |
National |
SunTrust Community Capital
Keitt King
404.588.8130
404.827.6025 (Fax)
keitt.king@suntrust.com
|
$350,000 |
Direct Investor |
All |
Southeast/Mid-Atlantic |
Union Bank
Terce Sandifer
925.947.2473
william.sandifer@unionbank.com
|
$400,000 |
Direct Investor |
All |
CA, WA, OR |
US Bancorp Community Development Corporation
Beth Stohr
314.335.2626
beth.stohr@usbank.com
|
$300,000 |
Direct Investor |
All |
|
Wells Fargo Community Lending and Investment
Michael Lavine
704.383.9715
michael.lavine@wachovia.com |
$200,000 |
$6.9 Billion |
All |
National |
WNC & Associates
Michael Gaber
Darrick Metz
949.236.8130
949.236.8237
|
$200,000 |
$2.5 Billion |
All |
National |
[1] Tax Credit Equity raised to date (since 1986) applies to both corporate & individual investors.
