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

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.

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

Roseland Boys and Girls Club

Roseland,
CA
(2023)

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

CDE(s): United Fund Advisors

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

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.

Shop-Rite at Perring Parkway

Parkville,
MD
(2012)

Grocery and Fresh Food, HFFI

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, HFFI, 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)

Indian Country, 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)

Co-ops, 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.

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.

Kroger Fulfillment Center

Forest Park,
GA
(2020)

Business Development, Housing, Manufacturing, Mixed-use, Warehouse and Wholesale

CDE(s): Black Business Investment Fund, Chase, Mid-City Community CDE, United Fund Advisors

Construction of a 375,000 sq. ft. e-commerce grocery fulfillment center in Forest Park, Georgia.

DePaul Treatment Center

Portland,
OR
(2020)

Addiction Treatment, Behavioral Health, Community, Healthcare, Parks and Forests

CDE(s): Capital One, United Fund Advisors

A new 53,000 sq. ft. facility, which sits on 3.4 acres of therapeutically planned green space.

Columbia Basin Health Association

Othello,
WA
(2016)

Behavioral Health, Community, Dental Services, FQHCs, Healthcare, Retail, Rural, Supportive Housing

CDE(s): Community Hospitality Healthcare Services, United Fund Advisors

NMTC financing supported an organization with a mission of providing healthcare to all persons regardless of age, sex, color, ethnicity, national origin or the ability to pay.

Farwest Steel

Vancouver,
WA
(2011)

Business Development, Machine Shops and Metal Fabrication, Manufacturing

CDE(s): Bank of America, Brownfield Revitalization, CRFUSA, United Fund Advisors

Steel manufacturer expands capacity and creates critical manufacturing jobs.

Talladega College Student Center

Talladega,
AL
(2018)

Adult Education, College or Vocational Training, Community, Grocery and Fresh Food, Healthcare, HFFI, Higher Education, Retail, Retail and Commercial, Rural, Vocational Training

CDE(s): Southern Community Capital, United Bank of Alabama, United Fund Advisors

NMTCs Put Major Construction at Iconic Alabama College over the Top

Lighthouse Point

Staten Island,
NY
(2016)

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

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

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

Waterside School for Underserved Children

Stamford,
CT
(2011)

Brownfield Remediation, Community, Schools

CDE(s): Brownfield Revitalization, United Fund Advisors

State-of-the-art facility doubles capacity for school educating underserved children.

Steel Warehouse Tucker

South Bend,
IN
(2016)

Business Development, Machine Shops and Metal Fabrication, Manufacturing, Warehouse and Wholesale

CDE(s): United Fund Advisors

Financing for a steel fabricating company that expanded a new line of busincess focused on product development.

Michiana Public Broadcasting

South Bend,
IN
(2010)

Adult Education, College or Vocational Training, Community, Higher Education

CDE(s): United Fund Advisors

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

Seattle Childrens Hospital

Seattle,
WA
(2008)

Children's Hospital, Community, Healthcare, Hospitals and Emergency Services

CDE(s): Accion Opportunity Fund, United Fund Advisors, USBCDE

One of the country’s leading pediatric hospitals doubles its research space.

Monarch School

San Diego,
CA
(2012)

Community, Daycare and Early Childhood, Food Bank or Pantry, FQHCs, Healthcare, Homeless Services, 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.

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.

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 office, restaurant and retail.

Smiths Block

Portland,
OR
(2006)

Business Development, Office, Retail

CDE(s): United Fund Advisors

A cast-iron era treasure is preserved in Portland’s historic waterfront district.

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.

Green Zebra

Portland,
OR
(2016)

Grocery and Fresh Food, HFFI, Retail, Retail and Commercial

CDE(s): United Fund Advisors

Green Zebra, a startup grocer aspiring to offer low-income areas a mini-grocery store that focuses on fresh, high-quality food, was in need of long-term, patient equity to open and operate

Community Transitional School

Portland,
OR
(2007)

Community, Homeless Services, Schools

CDE(s): United Fund Advisors, USBCDE

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

Albina Head Start

Portland,
OR
(2014)

Community, Daycare and Early Childhood, Head Start, 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.

12W

Portland,
OR
(2006)

Mixed-use, Office, Retail, Retail and Commercial

CDE(s): United Fund Advisors

Catalytic mixed-use building links Portland’s Central Business District with its vibrant Pearl District.

Museum for African Art

New York,
NY
(2009)

Arts, Community, Museums, Restaurants and Catering, Retail and Commercial

CDE(s): United Fund Advisors, Wells Fargo

African art museum finds a permanent location on “Museum Mile” of New York City.

Harlem Hospital Center

New York,
NY
(2012)

Community, FQHCs, Healthcare, Hospitals and Emergency Services

CDE(s): United Fund Advisors

New construction and renovation of acute-care hospital increases patient services and ensures the highest quality of care for economically disadvantaged NY neighborhoods.