Track Record

Harbor Point

Vermont House



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Track Record



Mixed Use

Equity Raised
Atlantic Union Limited Partnership - Massachusetts $ 1,250,000
Beckley West Associates - West Virginia $ 1,461,000
Beverly Park Associates - Massachusetts $ 1,578,500
Blue Hills Village Associates - Massachusetts $ 2,250,000
Cedar Springs, Ltd. - Tennessee $ 668,000
Ferndale Associates - Kentucky $ 1,090,000
Green Hills Apartments, Ltd. - Massachusetts $ 1,130,000
North Stoughton Village Associates - Massachusetts $ 2,350,000
Turner Station Associates Limited Partnership - Maryland $ 422,000
Windsor Gardens Limited Partnership - Maryland $ 725,000
Subtotal: $12,924,500
 
Conventional/Market Rate Equity Raised
Atlantic Meadow Limited Partnership - Massachusetts $ 1,075,000
Brighton Meadows Associates - Indiana $ 2,070,000
Brookgreen, Ltd. - Tennessee $ 1,641,000
Columbia Towers of Springfield L. P. - Illinois $ 1,200,000
Hidden Hollow Town Homes - Texas $ 200,000
Kinkaid Park Associates - Kansas $ 1,587,000
Meadowview Associates, II - Tennessee $ 364,500
Park de Ville Associates, Ltd. - Texas $ 200,000
Shiloh Place Apartments, Ltd. - Texas $ 1,750,000
Shores, L.P. - Kansas $ 2,430,000
Terry Manor Associates Limited Partnership - Connecticut $ 1,099,000
Subtotal: $13,616,500
 
Farmers Home Equity Raised
Asbury Heights, Ltd. - Kentucky $ 435,000
Double G Associates - Maryland $ 400,000
Jessamine Village, Ltd./Robertson Square, Ltd. - Kentucky (2) $ 920,000
Kentucky Commonwealth Limited Partnership - Kentucky (4) $ 1,691,000
Mid-Town, Ltd./McEwen, Ltd. - Tennessee (2) $ 555,000
Mountainview Associates - Tennessee $ 326,000
Surreywood Apartments II, Ltd. - Tennessee $ 385,000
Subtotal: $4,712,000
 
Commercial Equity Raised
Landmark Building Associates, Ltd. - South Carolina $ 425,000
 
Low-Income Housing and Rehabilitation Tax Credits Equity Raised
Aleda Urban Renewal Associates - New Jersey $ 1,240,000
Backtrack Apartments, LLC - Kentucky $ 2,600,000
Berkshire Place, L.P. - Tennessee $ 750,000
Blues Alley Estates, L.P. - Mississippi $ 3,502,000
Calusa Springs I & II, L.P. - Florida $ 1,808,739
Cameron Villa, L.P. - Missouri $ 900,790
Chimney Ridge Partners, L.P. - South Carolina $ 4,632,834
Clinton Park Associates - New Jersey $ 1,320,000
Colony Apartments, L.P. - South Carolina $ 3,785,000
Commander Place Partners, L.P. - Florida $ 7,266,000
Conroy Housing Partners, Ltd. - Florida $ 4,478,900
Cruz Development and Associates, Ltd. - Florida $ 3,600,000
Crystal Lake, L.P. - Virginia $ 3,353,552
Eaton Village Associates, Ltd. - New Mexico $ 2,900,000
Elm Tree Lane Apartment Living, LCC - Kentucky $ 1,500,000
Elver Park, L.P. II & III - Wisconsin (2) $ 2,175,500
Fort Worth Shadow Glen Affordable Associates, L.P. - Texas $ 2,916,000
Fort Worth Shadow Hill Affordable Associates, L.P. - Texas $ 4,149,360
Georgetown Apartments, LCC - Kentucky $ 1,250,000
Granstaff Apartments Limited Partnership - Tennessee $ 3,896,100
Hanover Village, L.P. $ 1,181,000
Harbor Point Apartments, L.P. - Massachusetts $ 34,000,000
Harrison Affordable Units, L.P. - New York $ 3,420,000
Kentucky Qualified Housing Tax Credits, L.P. IV - Kentucky (3) $ 957,000
Low Country, L.P. - South Carolina $ 1,858,000
Manatee Pond, Ltd. - Florida $ 2,040,000
Manhan Realty, L.P. - Connecticut $ 1,000,000
Mansfield Meadows Associates, L.P. - Massachusetts $ 1,170,000
Mariners Cove Apartments Associates, Ltd. - Florida $ 4,867,000
Mission Towers Associates - Massachusetts $ 1,256,000
Oakbrook Terrace, L.P. - Florida $ 3,452,017
Pear Street, L.P. - Missouri $ 2,087,169
Pelican Pointe, L.P. - Louisiana $ 3,759,149
Pines Housing, L.P. - Vermont $ 2,210,000
Puerta del Sol Limited Dividend Partnership - Puerto Rico $ 1,680,000
Quail Ridge Associates, Ltd. Texas $ 6,335,000
R. E. Lee Partners, L.P. - Texas $ 2,342,925
Rivers Bend Estates, L.P. - Michigan $ 5,848,778
Rollingwood, L.P. - Virginia $ 3,971,027
Simmons Cay, L.P. - South Carolina $ 1,807,932
Skyview Apartments Limited Partnership - Tennessee $ 1,124,900
St. Cloud Village Associates, Ltd. - Florida $ 3,434,003
Standard Enterprises Housing, Ltd. - Louisiana (12) $ 10,232,000
Strategic Housing Investment Partnership, L.P. - Florida (1997 and 1998) $ 34,400,000
Summerset Apartments, L.P. - Indiana $ 1,926,486
Taino Limited Dividend, Ltd. - Puerto Rico $ 1,219,000
Tanama One Rental Housing, Ltd. - Puerto Rico $ 2,560,000
Trinity Hills, L.P. - Tennessee $ 2,850,000
Tucson Trails, L.P. I & II - Wisconsin (2) $ 1,947,000
Two K Associates, L.P. - Massachusetts $ 1,050,000
Village at Mansfield Depot II Associates, L.P. - Massachusetts $ 1,800,000
Villages at Marley Station Associates, L.P. - Maryland $ 9,900,000
Washington Street Housing Associates, L.P. - Massachusetts $ 1,360,000
Village at Mansfield Depot II Associates, L.P. - Massachusetts $ 1,800,000
Villages at Marley Station Associates, L.P. - Maryland $ 9,900,000
Washington Street Housing Associates, L.P. - Massachusetts $ 1,360,000
Westchase Park Housing Partners, Ltd. - Florida $ 5,245,000
Westgate Hills Apartments, L.P. - Mississippi $ 2,600,000
Woods of Marlton, L.P. I & II - Maryland (2) $ 3,000,000
Subtotal: $ 240,978,161
 
Historic Rehabilitation Equity Raised
Cable Development Associates - Massachusetts $ 2,375,000
Congress Street Historic Revitalization Associates, L.P. - Connecticut $ 1,175,000
D. H. Holmes Suite Hotel and Apartments, Ltd. - Louisiana (2) $ 6,500,000
Eloise Fuller Apartments, LCC - Kentucky $ 2,400,000
Heywood Wakefield Associates - Massachusetts $ 6,252,000
Investors Partnership of Vermont - Vermont $ 3,689,000
Marland Place Associates, L.P. - Massachusetts $ 2,750,000
Subtotal:
Grand Total:
$25,141,000
$297,745,161

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