Cambridge Wilkinson Secures $190MM for Tax-Exempt Real Estate Fund Targeting Affordable Housing

Cambridge Wilkinson Secures $190MM for Tax-Exempt Real Estate Fund

On May 6, 2025, Cambridge Wilkinson (CW) proudly announced its involvement in raising approximately $190 million for a fund aimed at investing in tax-exempt municipal bonds, with a special focus on financing affordable housing projects. This initiative comes at a pivotal time when the demand for affordable housing continues to rise, coupled with the advantages presented by tax-exempt structures. The fund not only addresses a critical housing issue but also offers a promising avenue for stable return on investments.

In the current economic climate marked by volatility, the strategy behind this fund was carefully designed to maintain historically low default rates. This thoughtful approach is expected to appeal particularly to family offices, high net-worth individuals, and Registered Investment Advisors (RIAs). CW aims to secure an additional $100 million within the next 30-60 days, with an ambitious goal to ultimately raise up to $500 million throughout the year.

Rob Bolandian, Co-Founder and Global Head of Investment Banking at CW, expressed optimism about the fund’s potential. He stated, “We feel fortunate to be collaborating with a robust institutional sponsorship group for this fund. Family offices and RIAs who are U.S. taxpayers truly resonate with the vision and opportunity presented by this fund. Although fund equity raises are not our typical endeavor, the exceptional quality of the management team and the unique nature of the anticipated returns influenced our decision to proceed.”

Cambridge Wilkinson focuses on the middle market, where it has established the agility and confidence required to facilitate transactions efficiently. Combining a keen understanding of various sectors, the firm specializes in arranging capital raises from $25 million to $5 billion, and offering advisory services related to mergers and acquisitions. Their deep experience in specialty finance, real estate, and alternative credit markets allows them to create tailored strategies that benefit clients.

Through its expansive network, CW connects investors with diverse capital sources, including large family offices, non-bank credit firms, credit funds, banks, and sovereign entities. The fusion of traditional finance with modern investment strategies has positioned Cambridge Wilkinson as a go-to partner for not just capital markets but real estate entities as well.

This fund's emphasis on tax-exempt municipal bonds signifies a dual win—enabling investors to seek stable, risk-adjusted returns while contributing to the vital endeavor of enhancing affordable housing availability throughout the United States. Given the continuing concerns about economic inequality and housing shortages, investment in such funds is both timely and beneficial.

Furthermore, the interest from investors underscores a growing trend towards socially responsible investing, where financial gains do not override ethical considerations. As the firm moves forward with its fundraising efforts, stakeholders can expect well-structured opportunities that coincide with market demands and community needs.

In conclusion, Cambridge Wilkinson not only aims to secure funding but also aspires to drive meaningful impact on communities by facilitating access to affordable housing. This strategic initiative showcases the firm's commitment to combining financial expertise with social responsibility, reinforcing its position in the investment banking landscape.

For more information, visit Cambridge Wilkinson.