CDE: United Fund Advisors

To all NMTC Coalition Members: If you would like to add projects, a description of your CDE, or anything else to this page, contact Paul Anderson.

Recent Allocation Awards:

Project Profiles and Stories

Albina Head Start

Portland,
OR
(2014)

Community, Daycare and Early Childhood, Youth and Families

CDE(s): United Fund Advisors

A Head Start program serving over 1,000 children receives NMTC financing to improve their overall financial sustainability including working capital.

The Family YMCA of Marion and Polk Counties

Salem,
OR
(2021)

Community, Recreation, YMCAs and YWCAs

CDE(s): United Fund Advisors

A YMCA is building a new community center in Salem, Oregon.

New Orleans Center for Creative Arts

New Orleans,
LA
(2017)

Business Development, College or Vocational Training, Community, Culinary Entrepreneurship, Incubator, Vocational Training

CDE(s): Enhanced Capital, United Fund Advisors

New Orleans Center for Creative Arts is a regional, pre-professional arts training center that offers students intensive instruction in culinary arts, dance, media arts.

IAVI Bioscience Research Lab

Brooklyn,
NY
(2008)

Business Development, Incubator, Research, Science and Tech

CDE(s): Greystone CDE, United Fund Advisors

An AIDS vaccine research lab anchors a bioscience hub in the repurposed Brooklyn Army Terminal.

City Point

Brooklyn,
NY
(2012)

Affordable Housing, Grocery and Fresh Food, Mixed-use, Retail, Retail and Commercial

CDE(s): GS New Markets Fund, United Fund Advisors

Catalytic multi-use development generates thousands of jobs, provides affordable housing, and brings fresh food and retail opportunities to an underserved neighborhood in Brooklyn, NY.

Vanport Square

Portland,
OR
(2006)

Community, Floods, Housing, Mixed-use, Restaurants and Catering, Retail, Retail and Commercial

CDE(s): United Fund Advisors

Innovative business condominium building provides wealth-building opportunities in underserved area.

Basketball City

New York,
NY
(2010)

Community, Daycare and Early Childhood, Recreation, Solar, Youth and Families

CDE(s): United Fund Advisors

Warehouse space on a Lower East Side pier becomes a new athletic facility and public waterfront esplanade.

Portland Habilitation Center

Portland,
OR
(2013)

Community, Solar

CDE(s): United Fund Advisors

A non-profit utilizes a rooftop solar PV system to help power its new facility.

The Roshek Building

Dubuque,
IA
(2009)

Community, Mixed-use, Nonprofit Hub, Retail

CDE(s): Iowa Community Development, United Fund Advisors, USBCDE

A long underutilized historical building is rehabilitated to become an IBM regional service headquarters.

The Fremont Building

Portland,
OR
(2006)

Mixed-use, Restaurants and Catering, Retail, Retail and Commercial

CDE(s): United Fund Advisors

A long-vacant corner lot is transformed into a mixed-use building with offices, restaurant and retail.

Community Transitional School

Portland,
OR
(2007)

Community, Schools

CDE(s): United Fund Advisors, USBCDE

A school for children impacted by homelessness relocates into a new and permanent facility.

Roseland Boys and Girls Club

Roseland,
CA
(2023)

Boys and Girls Clubs, College or Vocational Training, Community, Vocational Training, Youth and Families

CDE(s): United Fund Advisors

A new boys and girls club provides children with after school enrichment.

Community Medical Centers

Fresno,
CA
(2008)

Community, FQHCs, Healthcare, Hospitals and Emergency Services

CDE(s): Citibank, TruFund, United Fund Advisors

Community Medical Centers, the largest and most comprehensive hospital system in California’s San Joaquin Valley, developed the Deran Koligian Ambulatory Care Center to increase medical services to surrounding underserved communities.

Monarch School

San Diego,
CA
(2012)

Community, Daycare and Early Childhood, FQHCs, Healthcare, Schools, Shelters and Community Food, Youth and Families, Youth Program

CDE(s): United Fund Advisors

Renovation of a vacant warehouse provides a state-of-the-art K-12 learning facility for students impacted by homelessness.

Harrison Health Center

Bronx,
NY
(2009)

Behavioral Health, Community, FQHCs, Healthcare

CDE(s): United Fund Advisors

A non-profit healthcare provider expands services with medical offices, pharmacy and senior housing.

Triangle Plaza Hub

Bronx,
NY
(2013)

Adult Education, College or Vocational Training, Community, Daycare and Early Childhood, FQHCs, Grocery and Fresh Food, Healthcare, Mixed-use, Retail, Retail and Commercial, Youth and Families

CDE(s): GS New Markets Fund, Low Income Investment Fund, United Fund Advisors

Mixed-use development to bring fresh food, accessible healthcare and job opportunities to a highly distressed community in the South Bronx.

Michiana Public Broadcasting

South Bend,
IN
(2010)

Adult Education, College or Vocational Training, Community

CDE(s): United Fund Advisors

The Michiana region gets a new headquarters for public television in South Bend.

Virginia Garcia Memorial Health Center

Newberg,
OR
(2024)

Healthcare

CDE(s): Community Health Center Capital Fund, United Fund Advisors

In response to an increase in patient demand in the community it serves, Virginia Garcia Memorial Health Center (VMHC) in Oregon is embarking on a $25.4 million purchase, renovation, and

Logos Academy and LogoWorks

York,
PA
(2022)

Vocational Training, Youth and Families

CDE(s): United Fund Advisors

The renovation of a former car dealership and construction of a new multipurpose facility at a site located across the street from the existing Logos facility.

University Charter School

Livingston,
AL
(2023)

Healthcare, Schools

CDE(s): PNC, TruFund, United Bank of Alabama, United Fund Advisors

Opened in 2018, UCS is a non-profit PreK-12 charter school in Livingston, Alabama. This small town is anchored by the University of Western Alabama (UWA), and the school currently shares

Shop-Rite at Perring Parkway

Parkville,
MD
(2012)

Grocery and Fresh Food

CDE(s): United Fund Advisors

Grocery store with affordable groceries.

Castellucci Hospitality Group

Johns Creek,
GA
(2021)

Food Manufacturing, Manufacturing

CDE(s): United Fund Advisors

In order to expand production and create more high-quality jobs, Castellini constructed a new 180,000 sq. ft. refrigerated processing and distribution facility that includes 20,000 sq. ft. of LEED-certified office

$250M Lighthouse Point project taking shape on Staten Island waterfront

Community, Disaster Recovery, Grocery and Fresh Food, Healthcare, Incubator, Mixed-use, Retail, Retail and Commercial, Sandy, Transit Oriented Development

CDE(s): CCG Community Partners, GS New Markets Fund, United Fund Advisors

American Peanut Growers Group to Open New Facility Creating 90 Jobs

Timber and Agriculture

CDE(s): Carver State Bank, Midwest Renewable Capital, National New Markets Fund, United Bank of Alabama, United Fund Advisors

CMC Post Oklahoma

Durant,
OK
(2017)

Manufacturing

CDE(s): United Fund Advisors

CMC Oklahoma is the construction and expansion of a technologically advanced steel and T-post manufacturing facility located in a Promise Zone.

American Peanut Growers Group, LLC

Donalsonville,
GA
(2021)

Timber and Agriculture

CDE(s): Carver State Bank, Midwest Renewable Capital, National New Markets Fund, United Bank of Alabama, United Fund Advisors

Formed in 2003, American Peanut Growers Group LLC is a farmer-owned cooperative shelling plant that returns the profit over the farmer stock price directly back to the growers through distributions,

Cam Turner

CDE(s): United Fund Advisors

Cam Turner co-founded and co-heads all management and investment activities of United Fund Advisors, LLC (UFA), a fund manager and financial services company that provides investment capital and advisory services

Green Zebra Project 1

Portland,
OR
(2015)

Grocery and Fresh Food, Mixed-use and Commercial, Retail

CDE(s): United Fund Advisors

Financing for Green Zebra Grocery, a neighborhood grocery offering convenient access to fresh, healthy foods.

ST Paper

Oconto Falls,
WI
(2010)

Business Development, Manufacturing

CDE(s): Cinnaire New Markets, Greenline Ventures, National New Markets Fund, United Fund Advisors, USBCDE, WHEDA

ST Paper purchased the Oconto Falls mill in 2007 and made investments in the operation to expand its customer reach and improve production capabilities.