Woodforest CEI-Boulos Opportunity Fund

The Woodforest CEI-Boulos Opportunity Fund invests in high-impact commercial real estate projects in federally designated Opportunity Zones with the goal of ensuring its investments benefit economically distressed communities where projects are located. The fund is an innovative collaboration between Woodforest National Bank, the fund’s investor, and CEI-Boulos Capital Management, LLC, the fund’s manager. The fund’s Social Impact Advisory Board provides input related to the social and environmental impacts of proposed investments by using metrics that align with goals of CRA and the “Opportunity Zones Reporting Framework” developed by a partnership of the U.S. Impact Investing Alliance, the Beeck Center on Social Impact and Innovation at Georgetown University, and the Federal Reserve Bank of New York.

Fund Manager: CEI-Boulos Capital Management
Asset Classes: Real Estate
Fund Size: $22M
Portfolio Type: Multi-Asset
Fund Status: Closed
Investment Locations: Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia
Property Types: Workforce Housing

Fund Contact Information

For additional information on this fund, contact:

Charles Masterson
401-533-0580
[email protected]

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