155 Federal Street
Boston, MA 02110
Contact: David F. Sand, Managing Director, Chief Investment Officer
Access Capital Strategies seeks to deliver competitive, risk-adjusted returns by investing in high-credit quality, economically targeted, taxable fixed income investments. The strategy helps to provide financing for low- and moderate-income homebuyers, the development of affordable rental housing units, Small Business Administration loans, and economic development projects in urban and rural communities across the U.S. Depending on investment amount, investors can target their investments by geographic location.
Access Capital Strategies currently has investments in 46 states and territories, including investments that support low- to moderate-income home buyers, affordable rental units, rural housing projects, rural enterprise initiatives, SBA loans, economic development projects, and community-based not-for-profit organizations. Recent partnerships with Housing Finance Agencies in Iowa and Florida help provide capital to first time homebuyers and low and moderate income buyers in underserved communities.
Current clients include banks, public pension funds, foundations, faith-based organizations and individual investors. Contact Access Capital for information on investment options.
The Access Capital Community Investment strategy provides an innovative approach to double bottom line investing with a focus on Community Development. From inception, 6.30.98, through 6.30.09, the Fund's cumulative community impact includes the following investments across the United States:
- 10,477 low- to moderate-income homebuyers
- 12,147 affordable rental housing units
- 275 small businesses
- 95 rural enterprises
- 27 rural housing projects
- 64 community economic development projects
- 14 community-based not-for-profit organizations
Holyoke, MA, has the highest state rate of mortality, teen births, AIDS/HIV-related deaths, alcohol and drug related deaths, and deaths from homicide and suicide. In March 2005, Access Capital Strategies made a $9,375,000 loan to the Holyoke Health Center. These funds will be used for building rehabilitation and other Holyoke Health Center initiatives. In 2004, the Center treated 18,984 patients who live below the poverty level and 8,024 patients who are uninsured. Full Story