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LIHTC EQUITY INVESTMENT OPPORTUNITIES FOR INVESTORS

Based on our track record, reputation for service, and portfolio size, Boston Financial has become a nationally recognized leader in the low- income housing equity market. Our tax credit acquisitions and investment professionals are renowned in the business and many have been active in the tax credit market since the introduction of the LIHTC program in 1986 which allows investors to receive a credit against their federal taxes in exchange for providing funds to build or renovate housing at rents within reach of low-income people.

Boston Financial, as syndicator, acquires low-income housing tax credits from affordable housing developers by investing equity in their housing developments in exchange for their tax credits. We create investment funds that allow the tax credits to be distributed to investors. Investors purchase interests in these funds and receive the tax benefits of the investment.

Over the course of our firm’s 45 year history, we have built long-term relationships with over 400 affordable housing developers – all with a demonstrated record of accomplishment and expertise in building, rehabbing, and managing affordable housing communities that are safe, attractive and financially feasible.

If you are an investor and are interested in pursuing LIHTC equity investment opportunities with Boston Financial, please contact:

Todd D. Jones
Todd D. Jones
Senior Vice President, Institutional Sales

Direct: 1.502.212.3826

Mr. Jones joined the firm in 2012 as a Senior Vice President where he serves as a senior member of the Production team. Mr. Jones is responsible for identifying and securing institutional capital for all Boston Financial multi-investor and proprietary fund offerings. In this capacity, he oversees the fund marketing and sales activities of the firm, as well as the day to day management of all broker-dealers representing Boston Financial. Previously, Mr. Jones served as Vice President and Manager of Institutional Sales at PNC Financial Services Group where he was primarily responsible for marketing its Low-Income Housing Tax Credit ("LIHTC") investment funds. During his tenure at PNC, Mr. Jones was involved in raising more than $2.5 billion of investor capital and was instrumental in expanding the group’s investor base by creating over 25 new relationships. Prior to joining PNC in 2005, Mr. Jones served as an Assistant Vice President with National City Bank where he was responsible for managing and advising a large portfolio of clients on a wide range of credit and treasury management products. Mr. Jones received a Bachelor of Science in Accountancy from the University of Louisville and holds a Master of Business Administration from Bellarmine University where he graduated Beta Gamma Sigma.

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