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ASSET AND PORTFOLIO MANAGEMENT SERVICES

Boston Financial’s expertise and solid track record in asset and portfolio management is widely recognized as best-in-class in the industry, and the company has been a service provider to third parties since 1999. Our expert Asset and Fund Management teams and well-supported processes allow us to take in and manage portfolios with no gaps in risk management.

To date, we’ve seamlessly integrated five portfolios with over 1,450 assets without interruption in monitoring or reporting including a 122-property direct portfolio in 1999, a 575-property equity portfolio in 2003, 625-debt investments in 2006, a third-party historic tax credit portfolio in 2007, and a portfolio of 133 tax credit properties in its disposition stage in 2015.

Portfolio under Management

  • Approximately $8.5 billion of LIHTC equity investments in 1,450 properties
  • 140,000 units under management
  • 126 corporate investor funds; 150 institutional investors

Among the services customized to meet our clients’ needs and portfolio objectives are

  • Property and partnership monitoring and problem resolution
  • Workouts and Dispositions
  • Fund Management
  • Fund Accounting
  • Reporting and Data Management

PROPRIETARY INFORMATION TECHNOLOGY

In addition, 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 thoughtfully designed our proprietary database and IT applications to allow our investment management team to quickly identify both problems and opportunities in our portfolio and meet our clients' reporting needs.

PRISM, our proprietary Asset Management database, contains detailed, up-to-date information about every fund, partnership and property we manage.

Risk Matrix, K-1 Checklist, and Corporate Reports, our proprietary IT business applications support our asset and fund monitoring, risk management, and client servicing processes.

The Hub, our Web-based reporting portal, provides our investor clients with access to portfolio reports and tax and financial information for all of their investments.

Our Accounting, Legal, Taxation and Data Processing teams are also dedicated to providing our clients with the quality service they deserve.

If you would like learn more about how Boston Financial’s Asset and Portfolio Management Services can help you, please contact:

Armando Pérez
Executive Vice President

Direct: 1.617.488.3511
Boston Financial Investment Management, L.P.
101 Arch Street
Boston, MA 02110
Tel: 1.800.782.7890