WE STEP IN WHERE CAPITAL STRENGTH MATTERS MOST
With approximately $100M in assets — including ~$20M in liquid capital — and longstanding institutional relationships, including banks, insurance companies and Stratford Capital Group, we bring meaningful leveraging power to every transaction. Our proven ability to syndicate tax credits allows us to structure and scale complex deals that others cannot.
We invest with discipline and flexibility: directly, through partnerships, and joint ventures through managed funds, always focused on opportunities where strong relationships and hands-on involvement drive better outcomes.
Federal and state guidelines for LIHTC transactions are raising the bar on net worth, liquidity, guaranty guarantees and experience requirements. Nelson & Partners exists to meet that bar — offering developers a well-capitalized, long-term equity partner with the liquidity, track record and credibility to make deals happen.
We believe affordable housing is one of the most durable and important asset classes in real estate. It serves essential community needs, generates stable long-term income and benefits from public-private structures that, when executed well, create lasting value for residents and investors alike.
This is not a sideline for us. We actively invest, own, and operate affordable housing and are committed to growing that platform alongside the right partners.
By seeking out projects that advance social equality, environmental resilience and human health, we believe in our investments not only as drivers of capital growth but as forces for positive change.
Why Affordable Housing |
Core Investment Strategies |
REAL ESTATE INVESTMENT
Direct Investment
Residential and mixed-use assets with potential for repositioning, renovation, or tax credit opportunities. Focus on small to mid-scale multifamily with experienced local operators.
REAL ESTATE INVESTMENT
Fund Investment & Syndication
Investments in managed funds and syndicators focused on energy-efficient, climate-resilient housing aligned with long-term demographic and environmental trends.
REAL ESTATE DEVELOPMENT
Housing & Community
Development partnerships focused on housing, livability, and long-term ownership. Grounded in local relationships, thoughtful design, and disciplined execution.
VENTURE CAPITAL
Selective & Thematic
Limited allocation to healthcare fintech and emerging green technologies — companies with strong leadership.
Partners Welcome.
We’re always open to thoughtful partnerships and aligned opportunities. Reach out to start a conversation.