Member Directory – Investment Services
Amity Companies
Contact: Cameron Woodford
Address: 22 Free St., Ste. 403 Portland ME 04101
Phone: 207-240-7340
Email: cmw@amitycos.com
Website: www.amitycos.com
Bellwether Enterprise
Contact: Bob Morton
Address: 4555 W. Burgundy Trail LaPorte IN 46350
Phone: 216-870-9935
Fax: 216-820-4501
Email: bob.morton@bwe.com
Website: www.bwe.com
Company Info:
Bellwether Enterprise is one of the largest commercial & multifamily mortgage banking and commercial real estate advisors in the country. We connect borrowers with lenders, arranging and servicing loans for clients buying, refinancing, developing, and investing in commercial and multifamily real estate.
Local expertise, a wide variety of lenders, competitive products and unmatched customer service, Bellwether Enterprise is one source for all your commercial mortgage banking needs.
Bonneville Multifamily Capital
Contact: Rob Hall
Address: 111 Main St., Ste. 1600 Salt Lake City UT 84111
Phone: 801-323-1078
Fax: 801-323-1001
Email: rhall@bmfcap.com
Website: www.bmfcap.com
Company Info:
Bonneville Multifamily Capital has been a division of Bonneville Real Estate Capital (BREC), a full-service mortgage banking firm, since 2003. Since 1975 BREC has originated in excess of $6 billion in interim and long-term loans and sales on real property across the United States.
Bonneville is a founding member and regional owner of Q10 Capital, LLC—one of the top five largest intermediaries in the placement of commercial real estate capital. Q10 | Bonneville is able to offer a wide variety of creative financing solutions for the entire spectrum of income-producing properties.
Bonneville Multifamily Capital is one of the largest USDA 538 lenders in the country, closing over 100 loans in the past four years, with an average loan of $1.5 million. Bonneville Multifamily Capital is a HUD MAP-approved lender with dedicated origination and in-house underwriting and servicing. We are the #1 FHA Multifamily lender in Utah with exceeds of $3 billion in their servicing portfolio.
Churchill Stateside Group LLC
Contact: Keith Gloeckl
Address: 915 Chestnut St. Clearwater FL 33756
Phone: 727-233-0564
Fax: 727-461-6047
Email: kgloeckl@csgfirst.com
Website: www.csgfirst.com
Company Info:
Churchill Stateside Group is a leading real estate financial services and renewable energy company dedicated to supporting investors and developers in affordable housing, commercial, and multifamily real estate. As a proud member of the Council for Affordable & Rural Housing, we specialize in USDA-RD 538 loans and 515 transfers, providing tailored financial solutions that promote rural development.
With extensive industry knowledge and experience, we offer innovative strategic solutions and open communication to ensure our clients and partners achieve their financial and investment objectives. By leveraging our expertise and advanced technological resources, we aim to create sustainable, affordable, and accessible communities for everyone. Partner with us to drive progress in real estate and renewable energy.
Community Preservation Partners, LLC
Contact: Seth Gellis
Address: 11921 Freedom Dr., Ste. 860 Reston VA 20190
Phone: 949-278-3658
Email: sgellis@cpp-housing.com
Website: www.cpp-housing.com
Coventry Capital Group, LLC
Contact: Liam McGuigan
Address: 1265 Drummers Ln., Ste. 203 Wayne PA 19087
Phone: 610-768-7732
Fax: 610-768-7734
Email: liam@coventrycg.com
CREA, LLC
Contact: Mike Regan
Address: 855 Boylston St., Ste. 701 Boston MA 2116
Phone: 617-865-2163
Email: mregan@creallc.com
Website: www.creallc.com
Company Info:
Since 2001, CREA has provided inventive financial solutions that contribute to the creation of affordable housing across the country. Working with investor, developer, and community partners who align with our mission, CREA’s leading the way toward a vision of affordable housing that everyone can be proud of.
Enterprise Community Partners, Inc.
Contact: Robin Wolff
Address: 1035 Osage, Ste. 1125 Denver CO 80204
Phone: 303-376-5418
Email: robinwolff@enterprisecommunity.org
Website: www.enterprisecommunity.org
Company Info:
We invest in and advocate for the preservation and production of good homes people can afford.
Local Initiatives Support Corporation (LISC)
Contact: Mark Kudlowitz
Address: 1825 K St., NW, Ste. 1100 Washington DC 20006
Phone: 202-739-9279
Email: mkudlowitz@lisc.org
Website: www.lisc.org
Lument
Contact: Padam Singh
Address: 3560 Lenox Rd., Ste. 1225 Atlanta GA 30326
Phone: 614-506-9531
Email: padam.singh@lument.com
Website: www.lument.com
Company Info:
Lument, a division of ORIX Real Estate Capital (OREC), provides targeted financial services in the multifamily and affordable housing markets and is recognized for its industry expertise, innovative structures and consistently high rankings.
We provide investment banking, financial advisory, mortgage banking and investment advisory solutions to multifamily and affordable housing organizations nationwide. Consulting services include: Section 538, Section 515, LIHTC, HUD, FHA, Fannie Mae, GNMA. OREC is a Fannie Mae DUS®, MAP- and Lean-Approved FHA, and Freddie Mac OptigoSM Small Balance lender. Securities, investment banking and advisory services are provided through OREC Securities, LLC, a member of FINRA/SIPC.
Stifel
Contact: John Rucker, III
Address: 2660 East Chase Ln., Ste. 400 Montgomery AL 36117
Phone: 334-834-5100
Email: ruckerj@stifel.com
Website: www.stifel.com