Hunter Chase’s Private Equity placement efforts seek to deliver attractive risk-adjusted returns through opportunistic real estate investments. We provide growth capital to real estate developers and operators that possess a proven competitive advantage in their market segment.

Investments will be in the form of project-level equity, structured equity and subordinate debt, with an exit strategy that involves a bulk asset sale or refinance, or the sale of individual ownership units. On a select basis, entity-level investments will be evaluated if a clear exit strategy can be identified.

Hunter Chase seeks investment opportunities that tend to meet the following criteria:

Community Development Investments

Hunter Chase’s Community Development placement efforts creatively structure investments that provide a positive impact on the community, whether that involves job creation or the addition of affordable workforce housing. The group raises money and structures investments on behalf of local developers, redevelopment agencies and housing authorities.

Our community development investments always include community involvement. We believe that community involvement occurs at two levels in order to provide triple bottom line results.

• First, communities must be involved in defining the goals and objectives that allow assessment of the relative desirability of the proposed development to the community. This allows all involved constituencies two approaches by which to prioritize potential investment opportunities – namely on the basis of financial returns on investment (i.e., the sole traditionally measure of project viability), and on the basis of positive community impact. (first and second bottom line)
   
• Second, communication must support development with environmental sustainability. (third bottom line)
   
• Finally, communities must also be involved in obtaining capital funds sufficient to bridge the gap between financing available at market rates and structures, and that necessary to complete projects possessing high community impact but less compelling return on investment characteristics.

A Hunter Chase fund manager serves to provide the structuring and underwriting expertise at all levels of community involvement. The fund manager identifies the goals and objectives of impacted communities and creates the proper structures to allow the community to meet these goals and objectives.

New Markets Tax Credit Program (NMTC)

The New Markets Tax Credit (NMTC) is a powerful tool that can help to provide gap financing. The program can provide benefits through interest rate reductions, allowing the borrower to reduce its overall cost of borrowing, and principal forgiveness, where a portion of the amount financed is forgiven at the termination of the note. There is a limited amount of NMTC opportunities available. By focusing on high impact transactions that also support a market or near market rate of return we believe we can generate significant interest from current allocations. The mission of the fund is consistent with this goal.

Investment Portfolio

Current Funds Managed by Hunter Chase & Company