State Investment Impact > CALIFORNIA

CALIFORNIA - All
Security Type Asset Backed Security
Project Name Fruit & Ashlan
City Fresno
County Fresno
Purpose Affordable Housing
LMI Impact

100% of 150 units restricted to low- and moderate-income tenants.



Security Type Asset Backed Security
Project Name Vintage Grove Senior
City La Verne
County Los Angeles
Purpose Affordable Housing
LMI Impact 100% of 96 units restricted to low- and moderate-income tenants.


Security Type Asset Backed Security
Project Name Vista Alicante Apartments
City La Mirada
County Los Angeles
Purpose Affordable Housing
LMI Impact 100% of 100 units restricted to low- and moderate-income tenants.


Security Type Asset Backed Security
Project Name 2300 Van Ness
City San Francisco
County San Francisco
Purpose Affordable Housing
LMI Impact 100% of 22 units restricted to low- and moderate-income tenants.


Security Type Fannie Mae DUS
Project Name Pittsburg Park Apartments
City Pittsburg
County Contra Costa
Purpose Affordable Housing
LMI Impact LIHTC; 100% of 76 units restricted to tenants at or below 60% of AMI.


Security Type Fannie Mae DUS
Project Name Diamond Terrace Apartments
City Diamond Springs
County El Dorado
Purpose Affordable Housing
LMI Impact LIHTC; 100% of the 62 units are set aside for tenants with incomes at or below 40% of AMI.


Security Type Fannie Mae DUS
Project Name El Cazador Apartments
City Fresno
County Fresno
Purpose Affordable Housing
LMI Impact

Section 8; 64 units restricted to tenants with incomes are or below 50% of AMI; 24 units for tenants with incomes between 50% and 80%; and 10 units for tenants with incomes between 80% and 95% of median Income



Security Type Fannie Mae DUS
Project Name Auburn Heights
City Bakersfield
County Kern
Purpose Affordable Housing
LMI Impact LIHTC; 40% of units set aside for families/individuals at or below 50% AMI and 60% set aside for families/individuals at or below 60% AMI.


Security Type Fannie Mae DUS
Project Name The Knolls Apartments
City Orange
County Orange
Purpose Affordable Housing
LMI Impact 100% of 260 units below 60% AMI.


Security Type Fannie Mae DUS
Project Name Rosswood Villas
City Santa Ana
County Orange
Purpose Affordable Housing
LMI Impact Section 8; 198 of 199 units receive Section 8 assistance.


Security Type Fannie Mae DUS
Project Name Indio Desert Palms
City Indio
County Riverside
Purpose Affordable Housing
LMI Impact LIHTC; 144 units income restricted.


Security Type Fannie Mae DUS
Project Name Comfrey Seniors Apartments
City Galt
County Sacramento
Purpose Affordable Housing
LMI Impact LIHTC; Elderly housing; of 56 units 9% are at 40% AMI, 39% are at 50% AMI, and 21% at 60% AMI.


Security Type Fannie Mae DUS
Project Name West Creek Villas
City Lompoc
County Santa Barbara
Purpose Affordable Housing
LMI Impact LIHTC; 100% of 88 units restricted to tenants with incomes at or below 60% of AMI.


Security Type Fannie Mae DUS
Project Name Shadowbrook Apartments
City Redding
County Shasta
Purpose Affordable Housing
LMI Impact LIHTC; 100% of 80 units restricted to tenants with incomes at or below 60% of AMI.


Security Type Federal Housing Administration Project Loan
Project Name Hayward Villa
City Hayward
County Alameda
Purpose Affordable Housing
LMI Impact Section 8; 100% of 78 units Section 8 assisted.


Security Type Federal Housing Administration Project Loan
Project Name Valley Apartments IV
City El Centro
County Imperial
Purpose Affordable Housing
LMI Impact Section 8; 100% of 18 units Section 8 assisted.


Security Type Federal Housing Administration Project Loan
Project Name Villa Topanga II
City Canoga Park
County Los Angeles
Purpose Affordable Housing
LMI Impact Section 8; 100% of 48 units Section 8 assisted.


Security Type Federal Housing Administration Project Loan
Project Name Commerce Serena
City Commerce
County Los Angeles
Purpose Affordable Housing
LMI Impact Section 8; 100% of 68 units Section 8 assisted.


Security Type Federal Housing Administration Project Loan
Project Name Casa Serena
City Los Angeles
County Los Angeles
Purpose Affordable Housing
LMI Impact Section 8; 100% of 29 units Section 8 assisted.


Security Type Federal Housing Administration Project Loan
Project Name Casa Pacifica
City Port Hueneme
County Ventura
Purpose Affordable Housing
LMI Impact Section 8; 90 of 91 units Section 8 assisted.


Security Type Ginnie Mae Project Loan
Project Name Westwood Apartments
City Coalinga
County Fresno
Purpose Affordable Housing
LMI Impact

Section 8 M2M; 100% of 88 units Section 8 assisted.



Security Type Ginnie Mae Project Loan
Project Name Sunnyside Glen Apartments
City Fresno
County Fresno
Purpose Affordable Housing
LMI Impact Section 8 M2M; 100% of the 74 units receive Section 8 housing assistance.


Security Type Ginnie Mae Project Loan
Project Name Villa del Commanche
City Arvin
County Kern
Purpose Affordable Housing
LMI Impact Section 8 M2M; 100% of the 57 units receive Section 8 housing assistance.


Security Type Ginnie Mae Project Loan
Project Name Grandview Homes
City Los Angeles
County Los Angeles
Purpose Affordable Housing
LMI Impact Section 8 M2M; 100% of 26 units Section 8 assisted.


Security Type Ginnie Mae Project Loan
Project Name Sherman Park Apartments
City Reseda
County Los Angeles
Purpose Affordable Housing
LMI Impact Section 8; 100% of 134 units Section 8 assisted.


Security Type Ginnie Mae Project Loan
Project Name Reseda Park Apartments
City Reseda
County Los Angeles
Purpose Affordable Housing
LMI Impact 100% of 136 units are Section 8 assisted.


Security Type Ginnie Mae Project Loan
Project Name Penasquitos Village
City San Diego
County San Diego
Purpose Affordable Housing
LMI Impact Section 8; The project has 64% Section 8 subsidized units, will all units remaining long-term affordable under the recorded use agreement.


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 Small Business Loan
Project Name Tahoe Marine Mart
City S. Lake Tahoe
County El Dorado
Purpose Job Retention
LMI Impact Retained 15 jobs in a Moderate-Income area.


Security Type Small Business Loan
Project Name Zarate's Auto Center
City Fresno
County Fresno
Purpose Job Retention
LMI Impact Retained 3 jobs in a Moderate-Income area.


Security Type Small Business Loan
Project Name Kim's Deli & Market
City Long Beach
County Los Angeles
Purpose Job Retention
LMI Impact Retained 4 jobs in a Low-Income area.


Security Type Small Business Loan
Project Name Sam Sam Group
City Los Angeles
County Los Angeles
Purpose Job Retention
LMI Impact Retained 1 job in an Empowerment Zone.


Security Type Small Business Loan
Project Name Fickler Engineering
City San Jacinto
County Riverside
Purpose Job Retention
LMI Impact Retained 1 job in a Moderate-Income area.


Security Type Small Business Loan
Project Name Rancho Auto Service
City Temecula
County Riverside
Purpose Job Retention
LMI Impact Retained 5 jobs in a Moderate-Income area.


Security Type Small Business Loan
Project Name Florence Food Mart
City Los Angeles
County Los Angeles
Purpose Job Retention
LMI Impact Retained 7 jobs in a Moderate-Income area.


Security Type Small Business Loan
Project Name Gold Star Grinding Inc
City Santa Fe Springs
County Los Angeles
Purpose Job Retention
LMI Impact Retained 15 jobs in a Moderate-Income area.


Security Type Small Business Loan
Project Name Redlands Gas & Food Mart
City Victorville
County San Bernardino
Purpose Job Retention
LMI Impact Retained 3 jobs in a Moderate-Income area.


Security Type Small Business Loan
Project Name JAF Property Investments
City Fallbrook
County San Diego
Purpose Job Retention
LMI Impact Retained 6 jobs in a Moderate-Income area.


Security Type Small Business Loan
Project Name Lompoc Motel
City Lompoc
County Santa Barbara
Purpose Job Retention
LMI Impact Retained 5 jobs in Moderate-Income area.


Security Type Targeted Mortgage-Backed Securities
Project Name
City
County
Purpose Homeownership
LMI Impact

492 Low- to Moderate-Income Families



Security Type Fannie Mae DUS
Project Name Antelope Valley Apartments
City Lancaster
County Los Angeles
Purpose Affordable Housing
LMI Impact Section 8 Impact.


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 Fannie Mae DUS
Project Name Mercy Terrace Apartments
City San Francisco
County San Francisco
Purpose Affordable Housing
LMI Impact 100% of 158 units receive Section 8 assistance.


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 Small Business Loan
Project Name Soultran's Seafood
City Vallejo
County Solano
Purpose Job Creation/Job Retention
LMI Impact 2 jobs in a moderate-income census tract.


Security Type Small Business Loan
Project Name Adore Knit
City Los Angeles
County Los Angeles
Purpose Job Creation/Job Retention
LMI Impact 1 job in a low-income census tract.


Security Type Small Business Loan
Project Name Nasser Namvar
City San Diego
County San Diego
Purpose Job Creation/Job Retention
LMI Impact 1 job in a moderate-income census tract.


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 Ginnie Mae REMIC
Project Name Pleasant Valley Pines
City Coalinga
County Fresno
Purpose Affordable Housing
LMI Impact 25 of 52 units receive Section 8 assistance.


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 SBA Pool
Project Name Zone 88
City San Francisco
County San Francisco
Purpose Enterprise Development
LMI Impact 11 jobs created.


Security Type SBA Pool
Project Name Reyes Alternator
City Orange
County Orange
Purpose Enterprise Development
LMI Impact 2 jobs retained/created.


Security Type Ginnie Mae Remic
Project Name Hayes Valley Apartments South
City San Francisco
County San Francisco
Purpose Affordable Housing
LMI Impact 100% of 110 units public assisted.


Security Type Ginnie Mae Remic
Project Name Nikkei Village
City Pacoima
County Los Angeles
Purpose Affordable Housing
LMI Impact 99 of 100 units receive Section 8 assistance.


Security Type Ginnie Mae REMIC
Project Name Vista Lee Rosa Apartments
City Harbor City
County Los Angeles
Purpose Affordable Housing
LMI Impact 99 of 101 units receive Section 8 assistance. Restricted to elderly residents.


Security Type Certificate of Deposit
Project Name Neighborhood National Bank
City National City
County San Diego
Purpose Economic Development
LMI Impact Provides loans to small businesses, particularly women and minority owned businesses.


Security Type Asset Backed Security
Project Name Legal Aid Society of Orange County
City Orange County
County Orange
Purpose Economic Development
LMI Impact The Legal Aid Society of Orange County is a non-profit agency that provides free legal services to the poor and elderly in Orange County.


Security Type Asset Backed Security
Project Name Arc of San Diego, North Shores
City San Diego
County San Diego
Purpose Economic Development
LMI Impact Provides programs for children and adults with developmental disabilities.


Security Type Asset Backed Security
Project Name Hoopa Valley Tribe
City Humboldt County
County Humboldt
Purpose Economic Development
LMI Impact To finance economic development projects and borrowers on the Hoopa Valley Indian reservation.


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 Ginnie Mae REMIC
Project Name St. John's Plaza
City Lemon Grove
County San Diego
Purpose Affordable Housing
LMI Impact 99 of 100 units receive Section 8 assistance.


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 SBA Pool
Project Name Stitch Factory
City Los Angeles
County Los Angeles
Purpose Job Creation / Job Retention
LMI Impact 15 jobs in a moderate-income census tract.


Security Type SBA Pool
Project Name Jamestown Furniture Designs
City Huntington Park
County Los Angeles
Purpose Job Creation / Job Retention
LMI Impact 2 jobs in a moderate-income census tract.


Security Type SBA Pool
Project Name Little Angel School
City Sacramento
County Sacramento
Purpose Job Creation / Job Retention
LMI Impact Job creation in a low-income census tract.


Security Type SBA Pool
Project Name California Banking Company
City Chula Vista
County San Diego
Purpose Job Creation / Job Retention
LMI Impact Finance employment for 18 people in a moderate-income community.


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 Ginnie Mae REMIC
Project Name DeSoto Gardens
City Canoga Park
County Los Angeles
Purpose Affordable Housing
LMI Impact 238 of 248 units receive Section 8 assistance.


Security Type Ginnie Mae REMIC
Project Name Maywood Manor
City Maywood
County Los Angeles
Purpose Affordable Housing
LMI Impact 54 of 55 units receive Section 8 assistance.


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 SBA Loan
Project Name The Filling Station Old Towne
City Orange
County Orange
Purpose Job Creation / Retention
LMI Impact Retained 15 jobs in a moderate-income area.


Security Type SBA Loan
Project Name El Ahorro Market
City Compton
County Los Angeles
Purpose Job Retention
LMI Impact Retain 3 jobs in a moderate-income area.


Security Type SBA Loan
Project Name Rialto Dentistry
City Rialto
County San Bernardino
Purpose Job Creation
LMI Impact Create 6 jobs in a moderate-income area.


Security Type SBA Loan
Project Name Mariscos El guasavense
City Huntington Park
County Los Angeles
Purpose Job Creation
LMI Impact Create 4 jobs in a moderate-income area.


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 Ginnie Mae REMIC
Project Name Millbrook Park
City Fresno
County Fresno
Purpose Affordable Housing
LMI Impact 72 of 75 units receive Section 8 assistance.


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 Ginnie Mae REMIC
Project Name Astoria Gardens Apartments
City Sylmar
County Los Angeles
Purpose Affordable Housing
LMI Impact 136 of 137 units receive Section 8 assistance.


Security Type Ginnie Mae Project Loan
Project Name Good Shepherd Homes
City Inglewood
County Los Angeles
Purpose Affordable Housing
LMI Impact 39 of 40 units receive Section 8 assistance.


Security Type Ginnie Mae REMIC
Project Name Napa Park Apartments
City Napa
County Napa
Purpose Affordable Housing
LMI Impact 116 of 140 units receive Section 8 assistance


Security Type SBA Loan
Project Name Reggie's Body Shop
City Van Nuys
County Los Angeles
Purpose Job Creation/Job Retention
LMI Impact 2 jobs created/retained


Security Type SBA Loan
Project Name Edward C. Duran dba Triple D's Grill
City Lompoc
County Santa Barbara
Purpose Job Creation/Job Retention
LMI Impact 15 jobs created/retained


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 Ginnie Mae REMIC
Project Name Arroyos de Paz
City Desert Hot Springs
County Riverside
Purpose Affordable Housing
LMI Impact designed to provide a high quality, safe living environment for low and very low-income individuals and families. The County of Riverside defines low-income as those making 80% or less of the Area Median Income and very low-income as those earning 50% or less of the AMI.


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.


Security Type Fannie Mae DUS
Project Name Claremont Villas Senior Apartments
City Claremont
County Los Angeles
Purpose Affordable Housing
LMI Impact 76 of 154 units are restricted to elderly residents with incomes at or below 50% of area median income; 77 units are restricted to elderly residents with incomes at or below 60% of area median income.


Security Type SBA Loan
Project Name K-Town Enopi Academy
City Los Angeles
County Los Angeles
Purpose Job Creation/Job Retention
LMI Impact median family income for census tract is 54.66% of the HUD 2007 median family income; 32 jobs


Security Type SBA Loan
Project Name Nacho's Ornamental Supply
City San Fernando
County Los Angeles
Purpose Job Creation/Job Retention
LMI Impact median family income for census tract is 79.66% of the HUD 2007 median family income; 5 jobs


Security Type SBA Loan
Project Name Sotos Produce Market
City Compton
County Los Angeles
Purpose Job Creation/Job Retention
LMI Impact median family income for census tract is 69.49% of the HUD 2007 median family income; 2 jobs


Security Type SBA Loan
Project Name Desert Rose Elder Care
City Twentynine Palms
County San Bernardino
Purpose Job Creation/Job Retention
LMI Impact median family income for census tract is 53.78% of the HUD 2007 median family income; 13 jobs


Security Type Ginnie Mae Project Loan
Project Name Hayes Valley North Apartments
City San Francisco
County San Francisco
Purpose Affordable Housing
LMI Impact Hayes Valley North Apartments resides in a census tract that is 64.49% of the median family income, thereby qualifying as moderate income.


Security Type Ginnie Mae REMIC
Project Name El Estero Senior Apartments
City Monterey
County Monterey
Purpose Affordable Housing
LMI Impact 100% of the 26 units receive Section 8 assistance


Security Type SBA Loan
Project Name Super Anotjitos Tepa
City Salinas
County Monterey
Purpose Job Creation/Job Retention
LMI Impact median family income for census tract is 72.30% of the HUD 2008 median family income; 6 jobs


Security Type Fannie Mae DUS
Project Name Villa Raintree
City El Monte
County Los Angeles
Purpose Affordable Housing
LMI Impact 100% of 70 units receive section 8 assistance.


Security Type SBA Loan
Project Name Sam's Market
City Santa Rosa
County Sonoma
Purpose Job Creation
LMI Impact 3 jobs created or retained.


Security Type Fannie Mae DUS
Project Name St. Marks Apartments
City Oakland
County Alameda
Purpose Affordable Housing
LMI Impact 100 of 102 units receive Section 8 assistance.


Security Type Ginnie Mae Remic
Project Name El Bethel Terrace
City San Francisco
County San Francisco
Purpose Affordable Housing
LMI Impact 100 of 101 units receive Section 8 assistance.


Security Type Ginnie Mae Remic
Project Name Hidden Creek Apartments
City Crescent City
County Del Norte
Purpose Affordable Housing
LMI Impact 80 of 81 units set aside for low and very low income residents.


Security Type SBA Pool
Project Name Superior Floor Coverings
City Santa Rosa
County Sonoma
Purpose Job Retention
LMI Impact 3 employees.


Security Type SBA Pool
Project Name Quicki Kleen Car Wash
City Manteca
County San Joaquin
Purpose Job Creation/ Retention
LMI Impact 6 employees.


Security Type Ginnie Mae Remic
Project Name Huntington Gardens
City Huntington Beach
County Orange
Purpose Affordable Housing
LMI Impact 100% of 185 units receive Section 8 assistance.


Security Type Ginnie Mae Remic
Project Name Las Torres
City Los Angeles
County Los Angeles
Purpose Affordable Housing
LMI Impact 104 of 105 units receive Section 8 assistance.


Security Type Ginnie Mae REMIC
Project Name Westwood I Apts.
City Coalinga
County Fresno
Purpose Affordable Housing
LMI Impact

88 of 102 units receive Section 8 assistance



Security Type Fannie Mae Dus
Project Name Palm Garden Apts.
City El Monte
County Los Angeles
Purpose Affordable Housing
LMI Impact

89% of the units restricted to low income seniors.



Security Type Fannie Mae Dus
Project Name Almaden Lake Apts.
City San Jose
County Santa Clara
Purpose Affordable Housing
LMI Impact

100% of 144 units restricted at 60% of area Median income.



Security Type Certificate of Deposit
Project Name Self Help Federal Credit Union
City
County Statewide
Purpose Economic Development
LMI Impact

Economic Development



Security Type Variable Rate Demand Note
Project Name Downtown Oakland YMCA
City Oakland
County Alameda
Purpose Economic Development
LMI Impact

Provides Community wide recreational and educational events and services.



Security Type Variable Rate Demand Note
Project Name Hilltop Family YMCA
City Richmond
County Contra Costa
Purpose Economic Development
LMI Impact

Provides Community wide recreational and educational events and services.



Security Type Variable Rate Demand Note
Project Name Community Wellness Center at the Fremont Newark YMCA
City Fremont
County Alameda
Purpose Economic Development
LMI Impact

Provides Community wide recreational and educational events and services.



Security Type SBA Pool
Project Name City Bloom
City Oakland
County Alameda
Purpose Enterprise Development
LMI Impact

Create/retain 9 jobs in a low income area.



Security Type SBA Pool
Project Name Brian M. Wiese
City San Luis Obispo
County San Luis Obispo
Purpose Enterprise Development
LMI Impact

Create/retain one job in a moderate income area.



Security Type SBA Pool
Project Name Bel-Clif Market
City San Francisco
County San Francisco
Purpose Enterprise Development
LMI Impact

Create/retain 3 jobs in low income area.



Security Type Ginnie Mae Remic Trust
Project Name Hacienda Del Norte
City Paso Robles
County San Luis Obispo
Purpose Affordable Housing
LMI Impact

100% of 44 units receive Section 8 assistance.



Security Type Ginnie Mae Remic Trust
Project Name Lula Haynes Plaza
City Fresno
County Fresno
Purpose Affordable Housing
LMI Impact

100% of 46 units receive Section 8 assistance.



Security Type Fannie Mae Dus
Project Name Maplewood Apts.
City Fresno
County Fresno
Purpose Affordable Housing
LMI Impact

40% of 100 units restricted to residents with incomes at or below 50% of AMI.



Security Type SBA Loan
Project Name Hire Green
City Oceanside
County San Diego
Purpose Job creation/Retention
LMI Impact

SBA Community Express Loan.




CALIFORNIA (View All)

 


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.