Providing Banking Institutions an Alternative in Community Development Investing
PHG Financial, LLC with offices in Chicago, Illinois and Phoenix, Arizona, leverages our experience in LIHTC development and property management to offer financial institutions a complex, responsive, and innovative solution to assist in satisfying Community Reinvestment Act requirements.
Our flagship fund, the CRA Affordable Housing Fund, LLC was created with the primary objective of assisting banks and other financial institutions actively satisfy on-going Community Reinvestment Act requirements. All property investments qualify as CRA investments. Other unique characteristics include:
Shorter Lock-Up of CRA Investment — average investment term is 3 to 5 years allowing for more frequent recirculation of CRA investments.
Quarterly Payouts —Preferred annual payments are paid in cash quarterly.
No Complex Accounting —real estate equity fund with no complex tax accounting and straightforward annual audit.
Focused Markets —CRA investments will be in proportion to the markets served by our clients.
PHG Financial, LLC is led by an experienced tax credit developer and management team with a successful track record of affordable property development and property management. Cumulative experience of more than 40+ years.
To learn more about our innovative strategy, please contact us by email firstname.lastname@example.org or by phone at (312) 637-5673.