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Unmatched Experience

Decades of experience and a nationwide presence in affordable housing has allowed Boston Financial to establish itself as a leading asset and portfolio manager in the industry.

Our organization has experience with diverse assets and fund investment structures and has demonstrated an ability to deliver consistent results and exceptional service in the performance of its fiduciary duties.

Right People, Right Skills, Right Focus

Boston Financial has over 80 professionals with unsurpassed real estate and LIHTC industry experience dedicated to asset management, fund management and client reporting.

Our personnel have in-depth expertise in multifamily real estate and rental markets, affordable housing finance, and all aspects of LIHTC asset and fund management.

Highly specialized teams in our division focus on portfolio performance, risk mitigation and client reporting, working together to create superior value for our clients.

Asset Management Teams

Fund Management Team

The activities of these teams are supported by dedicated accounting, legal, taxation, and data processing teams and our proprietary database and proprietary Information Technology applications.

Proprietary Information Technology

Boston Financial has invested significant financial and intellectual capital over the years to ensure we have the most advanced information technology systems to manage our portfolio. We have thoughtfully designed our proprietary database and IT applications to allow our investment management team to quickly identify both problems and opportunities in our portfolio and meet our clients’ reporting needs.

In│Site: our robust proprietary database, contains detailed, up-to-date information about every fund, partnership and property we manage.

Risk Matrix, K-1 Checklist, and Portfolio Reports: our proprietary IT business applications, support our asset and fund monitoring, risk management, and client servicing processes.

The Hub: our Web-based reporting portal, provides our investor clients with access to portfolio reports and tax and financial information for all of their investments.

Portfolio under Management

Third Party Management Services

Our portfolio management capabilities are available to the affordable housing industry. Boston Financial can effectively integrate funds and properties into its platform and, in fact, has been a provider of asset and portfolio management services since 1999.

Expert teams and well established, IT-supported processes allow us to take on and manage portfolios without gaps in risk management and offer cost-effective services to our clients.

Our services are customized to meet client needs and portfolio objectives:

Integration of new portfolios into a new platform is a complex and time-consuming process that can create gaps in risk management. Unlike most affordable housing asset managers, Boston Financial is an experienced service provider and, to date, has seamlessly integrated four portfolios with over 1,100 assets into its platform, swiftly and without any interruption in monitoring or reporting.

For more information on Asset and Portfolio Management Services, please contact:

Armando Pérez
Executive Vice President
Boston Financial Investment Management, L.P.
101 Arch Street
Boston, MA 02110
Phone: 1.800.782.7890