Hunter Chase - History

How It All Began

Hunter Chase & Company was formed in 2002 by Thomas Tracy to provide investment banking functions for real estate transactions within a community development environment. Tom previously was the co-manager of KeyBank’s Real Estate Capital Group (“KBREC”). In 2004 Edward Chu retired as Managing Director of KBREC and joined Mr. Tracy as a Principal of Hunter Chase. .

Hunter Chase initially focused on securing an allocation of New Markets Tax Credits (NMTC) through a joint application with KeyBank. In this competitive process, a joint entity known as KHC New Markets CDE, LLC was allocated $134 million, which was significantly based upon the community impact of the proposed investments. Today, Hunter Chase is the principal fund manager for this NMTC allocation. In addition, Hunter Chase has worked with non-profits and other NMTC applicants.

Beginning in late 2004 Hunter Chase added a number of employees and principals, many of whom previously worked in KBREC. Focusing primarily on opportunistic and value added transactions involving new development or asset repositioning, Hunter Chase has broadened its product mix to include market rate capital through several investment programs.

In order to support the investment and asset management process, Hunter Chase now has principals and employees operating
out of two offices located in Carlsbad, California and Irving, Texas. Read more about the experience and expertise of each
in their biographies.

A Proven Track Record

Our experience and references speak for themselves. Hunter Chase is merely the continuation of the respected accomplishments of key players in our industry. Many investors, banks, developers, and communities have realized success through the people at Hunter Chase. They include:

Investors		Nationwide Insurance, Columbus, OH ABN AMRO Bank, Chicago, IL Bank of Montreal/Harris Bank, Chicago, IL Fannie Mae, Washington, DC JPMorgan Capital Corporation, Chicago, IL

Banks		First Republic Bank, Del Mar, CA California National Bank, Walnut Creek, CA Bank of America, Washington DC

Developers		Multiple relationships with institutional and regional developers in the U.S.

Community References		Excellent Education Development City of Phoenix Great Lakes Capital Fund Bank of America, CDC Nonprofit Financial Center San Diego State University

Legal Affairs

Neither Hunter Chase & Co., nor any of its officers or principals, has been involved in any litigation or other legal proceedings relating to their investment activities. Hunter Chase & Co., its officers and principals have not been subject to any investigation by the SEC or any other regulatory authority.