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CALIFORNIA - Taxable Municipal Bond
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Playa Del Alameda |
| City |
Alameda |
| County |
Alameda |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; 100% of the 40 units receive Section 8 assistance. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Park Manor Apartments |
| City |
Hayward |
| County |
Alameda |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 100% of 80 units restricted to low- and moderate-income families. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
MORH I Housing |
| City |
Oakland |
| County |
Alameda |
| Purpose |
Affordable Housing |
| LMI
Impact |
125 of 126 units set aside for low- and moderate-income tenants. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Sunrise of Fresno Project |
| City |
Fresno |
| County |
Fresno |
| Purpose |
Affordable Housing |
| LMI
Impact |
Not less than 20% of total units shall be available for occupancy on a priority basis to very low-income tenants. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Papillon Apartments |
| City |
Fresno |
| County |
Fresno |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Ridgeview |
| City |
Coalinga |
| County |
Fresno |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Sequoia Knolls |
| City |
Fresno |
| County |
Fresno |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Academy Village |
| City |
North Hollywood |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
20% of 248 units restricted to families with incomes at or below 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Hidaway Apartments |
| City |
San Clarita |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Wilshire Court Apartments |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
201units; at least 20% of units restricted to tenants earning no more that 50% AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Wilshire Station Apartments |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Economic Development / Affordable Housing |
| LMI
Impact |
Of 448-units, at least 20% of the units must be set aside for rental to persons or families having incomes at or below 50% of area median gross income. In addition, 36,000 square feet of retail space, will include a Los Angeles Unified School District. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Second & Central Apartments |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; Of 128 units at least 20% of the units must be rented or held for rent for persons or families whose income is at 50% or below the AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Dalton Arms Apartments |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Park Plaza West Seniors Apartments |
| City |
North Hollywood |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; At least 20% of units for rental to persons at or below 50% of AMI. **2002 NAHB AFFORDABLE SENIOR APARTMENTS GOLD WINNER** |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Rohit Villas |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Child\'s Avenue Apartments |
| City |
Merced |
| County |
Merced |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Los Padres Apartments |
| City |
Salinas |
| County |
Monterey |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 75% of 219 units below 60% AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Parkway Plaza Redevelopment Project |
| City |
Napa |
| County |
Napa |
| Purpose |
Economic Development |
| LMI
Impact |
Eliminate blighted conditions, and to upgrade the quality of the community. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Wood Canyon Villas |
| City |
Aliso Viejo |
| County |
Orange |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Heritage Park Apartments |
| City |
Anaheim |
| County |
Orange |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Santa Ana Towers |
| City |
Santa Ana |
| County |
Orange |
| Purpose |
Affordable Housing |
| LMI
Impact |
199 of 200 units set aside for low- and moderate-income tenants. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Desert Hot Springs Redevelopment Agency |
| City |
Desert Hot Springs |
| County |
Riverside |
| Purpose |
Economic Development |
| LMI
Impact |
CDBG; 20% set aside for low- and moderate-income housing, single and multifamily. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Huntcliffe Apartments |
| City |
Fair Oaks |
| County |
Sacramento |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Agave at Elk Grove Apartments |
| City |
Sacramento |
| County |
Sacramento |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 38 of 200 units set aside for persons at or below 50% AMI and 150 of remaining units set aside for persons at or below 60% AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Verandas Senior Apartments |
| City |
Sacramento |
| County |
Sacramento |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 100% of 180 units reserved for lower- to moderate-income individuals. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Natomas Park Apartments |
| City |
Sacramento |
| County |
Sacramento |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 92 of 212 units set aside for low- to moderate-income families. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
El Cajon Redevelopment Agency |
| City |
El Cajon |
| County |
San Diego |
| Purpose |
Economic Development |
| LMI
Impact |
20% Set Aside for Low and Moderate Income Housing |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Mountain Shadows Community Homes |
| City |
Escondido |
| County |
San Diego |
| Purpose |
Affordable Healthcare |
| LMI
Impact |
Approximately 99.8% of the client population are Medi-Cal beneficiaries |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
San Diego Redevelopment Project |
| City |
San Diego |
| County |
San Diego |
| Purpose |
Economic Development |
| LMI
Impact |
Economic Development of Blighted Areas |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Woodglen Vista Apartments |
| City |
Santee |
| County |
San Diego |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Centre City Redevelopment |
| City |
San Diego |
| County |
San Diego |
| Purpose |
Economic Development |
| LMI
Impact |
5,000 Permanent Jobs Created; 1,700 Housing Units Dedicated to Low & Moderate Income Residents |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Via Roble Apartments |
| City |
Escondido |
| County |
San Diego |
| Purpose |
Affordable Housing |
| LMI
Impact |
34 of 87 units at or below 50% of area median family income |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
San Diego Family Housing (Military Housing) |
| City |
San Diego |
| County |
San Diego |
| Purpose |
Affordable Housing |
| LMI
Impact |
The acquisition of approximately 2,660 existing housing units, the demolition of approximately 812 existing housing units, and the construction of approximately 1,400 new housing units for enlisted military personnel grades E1-E9 |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Lassen Apartments |
| City |
San Francisco |
| County |
San Francisco |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; 100% of the 81 units in Lassen Apartments receive Section 8 assistance. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Delaware Place |
| City |
San Mateo |
| County |
San Mateo |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Plum Tree West Apartments |
| City |
Gilroy |
| County |
Santa Clara |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; 100% of the 70 units at Plum Tree West Apartments receive Section 8 assistance. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
El Rancho Verde I & II |
| City |
San Jose |
| County |
Santa Clara |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; The Related Companies of California helped to preserve all 696 units as affordable housing in San Jose, through the acquisition and rehabilitation of the El Rancho Verde property. This award winning development is the largest preservation effort w |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Crescent Terrace |
| City |
Sunnyvale |
| County |
Santa Clara |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Oak Manor Townhouses |
| City |
Palo Alto |
| County |
Santa Clara |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Quail Terrace |
| City |
Fairfield |
| County |
Solano |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Avian Glen Apartments |
| City |
Vallejo |
| County |
Solano |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; The Project will be 100% affordable pursuant to a series of agreements that will impose varying affordability restrictions upon the Project. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Oak Haven Seniors Apts |
| City |
Oakdale |
| County |
Stanislaus |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
California Rural Home Mortgage Finance Agency |
| City |
Statewide |
| County |
Statewide |
| Purpose |
Homeownership |
| LMI
Impact |
Creates home ownerhsip opportunities for underserved market by financing up to 8% of mortgagors\' origination fees, closing costs, and downpayments |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
California Housing Finance Agency |
| City |
Statewide |
| County |
Statewide |
| Purpose |
Homeownership |
| LMI
Impact |
Affordable homeownership for low- to moderate-income families throughout the state. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
California Housing Finance Agency |
| City |
Statewide |
| County |
Statewide |
| Purpose |
Homeownership |
| LMI
Impact |
Statewide homeownership for low- and moderate-income families (Series J). |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Shasta Villa |
| City |
Farmersville |
| County |
Tulare |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC; 20% of the residential rental units are set aside for families with incomes at or below 50% of AMI |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Winters Apartments |
| City |
Winters |
| County |
Yolo |
| Purpose |
Affordable Housing |
| LMI
Impact |
Section 8; At least 20% of the units set aside at 50% of AMI. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Redevelopment Agency |
| City |
San Mateo |
| County |
San Mateo |
| Purpose |
Economic Development |
| LMI
Impact |
To purchase land for a future affordable housing site. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Bunker Hill Project |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
Bunker Hill has generated funds that support a city-wide housing program that, in the past 20 years, has produced approximately 20,000 new residential units for very low-, low-, and moderate-income households. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Adelante Eastside Redevelopment Project |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Economic Development |
| LMI
Impact |
Economic development of Adelante Eastside Redevelopment Project. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Pinole, California Redevelopment Agency |
| City |
Pinole |
| County |
Contra Costa |
| Purpose |
Economic Development |
| LMI
Impact |
Public capital improvements helping to increase the city?s economic strength and community vitality, maximizing the resident?s quality of life. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
City of Vacaville |
| City |
Vacaville |
| County |
Solano |
| Purpose |
Economic Development |
| LMI
Impact |
Finance redevelopment housing activities by making loans to qualified non-profit corporations. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Loma Linda Redevelopment Agency |
| City |
Loma Linda |
| County |
San Bernardino |
| Purpose |
Economic Development |
| LMI
Impact |
To finance the elimination of blight and to prevent the recurrence of blighting conditions in the Project Area. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
San Francisco Redevelopment Project |
| City |
San Francisco |
| County |
San Francisco |
| Purpose |
Economic Development |
| LMI
Impact |
To finance the construction and preservation of low-income housing. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Redding Redevelopment Agency |
| City |
Redding |
| County |
Shasta |
| Purpose |
Economic Development |
| LMI
Impact |
Finance projects that increase, improve and preserve low-income housing. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Oakmont of Chino Hills |
| City |
Chino Hills |
| County |
San Bernardino |
| Purpose |
Affordable Housing |
| LMI
Impact |
20% of 118 units restricted to low-income seniors. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Breezewood Apartments |
| City |
Riverside |
| County |
Riverside |
| Purpose |
Affordable Housing |
| LMI
Impact |
156 of 157 units set aside for low-income families. |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Teresina Apartments |
| City |
Chula Vista |
| County |
San Diego |
| Purpose |
Affordable Housing |
| LMI
Impact |
20% of 440 units restricted at 50% of AMI.
|
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Wilshire Station Apartments |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
448-units with 20% restricted to residents at or below 50% of ami; project will also include a Los Angeles Unified School District middle school for approximately 800 students |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
City of Los Angeles - Park Plaza Senior Apts |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Affordable Housing |
| LMI
Impact |
LIHTC property where 20% of 198 units restricted to residents at or below 50% of median adjusted gross income |
| Security
Type |
Taxable Municipal Bond |
| Project
Name |
Wilshire Center/Koreatown Recovery Redevelopment Project |
| City |
Los Angeles |
| County |
Los Angeles |
| Purpose |
Affordable Housing/Economic Development |
| LMI
Impact |
Projects include rehabilitation of blighted 16-unit apartment building for affordable permanent supportive housing; new construction of 48 units of large-family affordable housing; new construction of 49 units of large family affordable housing; construction of park and public green space; grant program for commercial property owners for facade and exterior improvements. |
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Investments shown in the State Investment Impact section represent all securities Community Capital Management has purchased since inception of the strategy. This is not a representation of Community Capital's current portfolio holdings; some investments may no longer be held by the portfolio(s). The information presented on the State Investment Impact section is designed to demonstrate the impact of the portfolios’ investments over time on the community. For information regarding the current holdings, please contact Community Capital Management at 877.272.1977.