We are singularly focused on preserving and investing in affordable housing.

We seek to positively impact the communities in which we invest.

Through our affiliation with WNC & Associates, we have access to more than 50 years of experience and an established national platform.

We build relationships with partners, employees and residents that share our passion for preserving affordable housing.

We are dedicated leaders in the preservation and investment of existing affordable housing. 

Our return on investment is as powerful as our returns for humanity.

We are expert fund managers and through our affiliation with WNC & Associates we have access to more than 50 years’ experience in growing affordable housing assets over time.

We are compassionate stewards for our investors and our properties. 

Investment Targets

  • Stable multifamily communities serving residents making 80% or less of AMI
  • Nationwide focus in markets with strong demand drivers for affordable housing
  • Institutional sized assets

Impact Objectives

  • Social impact and public welfare investment
  • Preserve affordability for the long-term
  • Provide social services programs to enhance resident’s life
  • Implement energy efficiency & environmentally conscious programs with bottom line impact

How we measure Investment Targets

  • Stable income from distributions
  • Capital appreciation
  • Meets CRA qualifications / standards / requirements
  • Strong hedge against recession
  • Drive revenues & reduce expenses

Impact Objectives

  • Social impact and public welfare investment
  • Preserve affordability for the long-term
  • Provide social services programs to enhance resident’s life
  • Implement energy efficiency & environmentally conscious programs with bottom line impact

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.

In too many communities across the nation, Americans are struggling to afford a place to live. More than 20 million renter households – including working families, seniors, and veterans – spend over 30% of their income on rent. More than half of these households spend more than 50% of their income on rent.

Investment Guidelines

Utilizing data, discipline and an extensive network, we seek to preserve affordable housing nationwide through targeted acquisitions of existing multifamily assets.

Markets

Our proprietary analytics platform identifies markets with strong growth potential and outsized demand for affordable housing.

Financing

We pursue conservative debt with competitive terms that allows for timely closings and flexibility upon exit.

Affordability

We target properties that are truly affordable and serve the public welfare – namely, at least 51% of the units can be income-certified at 80% or less of AMI.

Exit

We partner with buyers who share our commitment to investing and preserving affordable housing through a wide array of exit strategies and opportunities.

Guiding Principles

A sound set of principles underlies all of our investment decisions

Market Advantage

We invest in properties that have a clear market advantage.

Conservative Approach

We take a conservative approach when estimating vacancies, operating expenses, reserves and market trends.

Relationships of Trust

We acquire from sponsors we know and trust. We work with the best in the business time and time again.

Selective Process

We are highly selective and careful in which properties we purchase, as evidenced by our due diligence process.

Capital Fiduciaries

We build and maintain a high level of trust in how we use capital, conduct business, communicate, invest, and grow funds. 

Learn more about how we're answering America's Housing Crisis

Connect with Preservation Equity Fund Advisors

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WNC National Headquarters
17782 Sky Park Circle
Irvine, California 92614-6404

P. 714.662.5565