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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.
|
|
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.