Developer Deck 1.16.18 SB

Developer Deck 1.16.18 SB

Developer Services

CREA Originator Team

How We Help Developers

We’re not just deal-makers, we’re game-changers. We anticipate challenges and provide swift, creative solutions. Throughout our long-term relationship, you need a reliable partner who stands firm and excels no matter the conditions. At CREA, we’re constantly working to improve and structure deals with maximum benefits. Since 2001, we’ve raised and closed over $4.3 billion in LIHTC equity in 46 states, representing more than 37,000 affordable housing units. Our nimble, knowledgeable team serves up the personal attention, capital, and resources you need to move forward.

PROVEN PARTNERS

GAME CHANGERS

FORWARD THINKERS

EXPERT TRAILBLAZERS

Meet Your Team

BRAD BULLOCK SVP - Portland

CHARLES ANDERSON EVP, Acquisitions

MIKE BOYLE SVP - Sarasota

NEALA MARTIN VP - New York

MICHAEL MURRAY SVP - Boston

RICHARD SHEA SVP - San Diego

JASON RACINE VP - Indianapolis

RACHEL THOMAS VP - Austin

CLOSING TEAMS

Jamie Irwin, VP Sr Account Manager Melissa Bennett, VP Account Manager

Alison Anderson, VP Account Manager

Lori Kocevar, Sr Closing Coordinator Amandula Anderson Closing Coordinator Alicia Fannon Closing Coordinator

Bianca Pyko, Closing Coordinator Brian Everest, Closing Coordinator Adam LaVelle, Closing Coordinator

Josh Reed, VP Account Manager

Jeff Nelson, VP Account Manager

Julie Beaubian, AVP Closing Coordinator

ANALYSTS

Marcin Dzido, Sr Acquisitions Analyst

Teresa Pumala, Acquisitions Analyst Chase Sims, Acquisitions Analyst

Ben Trussell, Acquisitions Analyst Nick Thompson, Acquisitions Analyst

Philip LaRocca, CPA Acquisitions Analyst

CREA Leadership Team

GARY RODNEY Chairman

JEFF WHITING President & CEO

ROGER SHANK EVP, CFO

EVP, Syndication & Investor Relations

SVP, Director of Human Resources

CHARLES ANDERSON EVP, Acquisitions

TONY BERTOLDI

KATY MCSHANE

SVP, Director of Portfolio Management

KELLI OZDEMIR

BOARD OF DIRECTORS

CHAIRMAN Gary Rodney

OMNI MEMBERS Eugene Schneur, Co-Managing Director Robert Bennett, Co-Managing Director

CREA MEMBERS Jeffrey A. Whiting, President & CEO

STONE POINT MEMBERS Agha Khan, Senior Principal Clarinda Lim, VP

Roger Shank, EVP, CFO Charles Anderson, EVP Tony Bertoldi, EVP

Proven Track Record. In December 2000, City Real Estate Advisors, Inc. (CREA) was formed under President and CEO, Jeff Whiting with a headquarters office in Indianapolis, IN. After building relationships with developers and investors, CREA closed its first transaction in March of 2002 with three employees under its roof and posted a profit in September 2002. In June 2016, City Real Estate Advisors, Inc became CREA, LLC and was acquired by Omni Holding Company, LLC as a wholly-owned subsidiary. CREA continues to operate as an autonomous business unit, managed by current CREA senior management.

As of July, CREA raised over $4.3B in total equity, resulting in over 37,000 properties managed and over 430 affordable homes developed. With 95 employees spanning seven offices, CREA’s footprint extends across 46 states and two U.S. territories.

Offices located in Austin, Boston, Indianapolis, New York, Portland, San Diego and Sarasota.

Equity Placed $4.3 BILLION RAISED SINCE INCEPTION - BALANCED DISTRIBUTION

52% MULTI-INVESTOR 41% PROPRIETARY 5% SECONDARY SALES 2% FSA/OTHER

Activity by Distribution 2016 FY $564M 2017 CY $634M

2018 FY* $750M

Creating Communities of Opportunity.

TENANCY TYPE Our Portfolio

CONSTRUCTION TYPE

LOCATION TYPE

66% FAMILY 30% SENIOR 4% OTHER

34% URBAN 34% SUBURBAN 32% RURAL

52% NEW 48% ACQ/REHAB

Total States & Territories 46+2

Properties Under Management 430+ Total Equity Placed $4.3B

Affordable Homes Developed 37,000+ Equity Placed in 2016 $547M

Median Occupancy 97.2%

For-Profit vs. Not-For-Profit

65% FAMILY 30% SENIOR 5% OTHER

94% FOR-PROFIT 6% NOT-FOR-PROFIT

HUD Housing Agency Experience State

Historic Energy

FHA RD

Fannie Freddie

Section 8 RAD Conversion

Our Partners Investor Clients

Allianz Allstate Ally Bank American Savings Bank Ameriprise Financial Bank of Hawaii Bofl Federal Bank Bank of the Internet Bank of the West BMO Harris Branch Banking and Trust Company Charles Schwab Bank CIBC

Farm Burea Life Insurance Company Fifth Third Bank First Financial Bank of Cincinnati First Farmers Bank & Trust Co HomeStreet Bank Huntington Bank J.P. Morgan Chase KeyBank Liberty Mutual MetLife Northwestern Mutual Life Old National Bank People’s United Bank Principal ProAssurance First Hawaiian Bank First National Bank First Republic Bank ENVIRONMENTAL CONSULTANTS EFI Global Nova Consulting Tax, Audits and Consulting CohnReznick Novogradac & Company LLP Dauby O’Connor & Zaleski Rubin Brown LEGAL COUNSEL Nixon Peabody Applegate Thorne- Thomsen Barnes & Thornburg

Prudential Rabobank Sallie Mae First National Bank Santander Bank Signature Bank Standard Insurance State Street Bank Symetra Life Think Mutual Bank Trustmark National Bank U.S. Bank United Bank USAA

Valley Republic Bank Washington Federal WellPoint WesBanco Bank Wintrust Financial Corporation

CIT Bank Citibank Citizens Bank City National Bank Comerica Bank

* Not a full list of Investor Clients

Nationally Recognized Third-Party Providers AM SOFTWARE PROVIDER MRI Software / Integratec The Wilson Group

Holland & Knight Jones Day Cannon, Heyman & Weiss, LLP MARKET STUDIES Novogradac & Company LLP Prior & Associates Vogt Santer Insights SECTION 42 COMPLIANCE Spectrum Inc. Windsor Consulting A.J. Johnson Consulting Services, Inc.

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