The Valued Advisor Fund facilitates long-term community development in economically distressed areas through partnerships with local community development organizations and stakeholders. By investing in the growth of community businesses, the Valued Advisor fund provides a lasting legacy of enhanced capacity in the communities it serves.

Fostering sustainable economic growth for underserved communities nationwide requires a combination of capacity building and direct financial support.

The Valued Advisor Fund:

• Maximizes community resources
• Leverages New Markets Tax Credits
• Provides access to underwriting structuring, compliance, and reporting expertise
• Establishes connections between investors, lenders, and alternative resources
• Offers basic training for lenders, investors, and community development entities
• Provides financial counseling and other sources to non-profits, businesses, and other entities to support long-term community growth

For more information on this program:

• Advisory Board
• Targeted States
• Valuable Insights
• Community needs assessment survey
• Community-needs seminars
  • 2008 Conference Agenda
  • 2008 Best Practices
  • 2007 Best Practices
• Industry resources
  • CDFI Fund
  • New Markets Tax Credit Coalition
• Valued Advisor Fund applications
  • New Markets Tax Credits CDE Partner Application
  • New Markets Tax Credits Project Application

Project Profile: Manhattan Shopping Center, Manhattan, KS
Long-abandoned steel plant redeveloped into 46,700 sq ft of retail space as part of an overall $50 million revitalization effort.

How the Valued Advisor Fund helped:

• Valuable Insights
• Community-needs seminars
• Industry resources
• Valued Advisor Fund applications

Contact our construction and real estate services team >