Where Opportunity Meets Impact
Preservation Equity Fund Advisors (PEF Advisors) is a real estate private equity fund manager providing access to investment opportunities that preserve and strengthen affordable housing in the United States.
Assets Under Management
Years Average Real Estate Experience
What We Do
We identify, acquire, manage and preserve affordable housing in the United States
We manage closed-end funds on behalf of institutional investors seeking to invest in the preservation of affordable rental housing
We invest in true affordable housing that meets the rigorous standard of public welfare investments as defined under the National Bank Act
The PEF Difference
Vision Backed by
Providing affordable housing for families, senior citizens, veterans and individuals who truly need it most.
Results Built on
Building meaningful outcomes with a positive social impact, beyond just returns, as a comprehensive gauge of performance.
Strategy Driven by
Leveraging proprietary analytics to identify markets with favorable economic and real estate fundamentals.
Legacy Fueled by
Supported by 50+ years of distinct connections in affordable housing through our affiliated companies.
News and Insights
See the latest on PEF Advisors and how we are making a difference.
PEF Advisors Acquires Affordable Housing Community for Veterans in San Diego
Built in 2019, Alcove Village is a 91-unit affordable apartment community for individuals and veterans located in San Diego, California. Each apartment averages approximately 254 square feet and includes a variety of amenities across the property.
PEF Advisors Closes on Crescent Club Affordable Housing Senior Living Apartments
Originally constructed in 1975 and re-built from the ground up in 2002, Crescent Club is a gated apartment community including 215 units spread across six, three-story buildings.
PEF Advisors President & CIO is LA Times Inspirational Women Award Finalist
Preservation Equity fund Advisors congratulates our President and Chief Investment Officer Ann Caruana for being recognized as a 2022 Finalist by L.A. Times B2B Publishing.
Preserving Communities. Together.
Focused intently on investing in high-housing-cost communities to preserve affordable housing, improve and maintain the quality of residents’ homes, as well as address inefficient operations and environmental waste, we are a team empowered by both the many partners we work with and the residents we serve.
In too many communities across the nation, Americans are struggling to afford a place to live. An estimated 20 million renter households—including working families, seniors, and veterans—spend over 30% of their income on rent. Half of these households spend more than 50% of their income on rent.
Source: Pew Research Center, Key facts about housing affordability in the U.S., 23 March 2022