Tax Credit Investing For Investors


Investors have the choice of two product offerings, Credit Enhanced or Traditional Syndication, depending upon investor risk tolerance and investment objectives:

I.  Credit Enhanced Funds

  • Successful execution of 32  Credit Enhanced Fund transactions that own affordable housing projects
  • A more predictable delivery of tax credit benefits

II. Traditional LIHTC Syndication

  • Both multi-investor and proprietary funds are available to meet highly specific investment parameters, both economic and CRA.
  • Long-term strategy focused on growth and sustainability
  • Alignment of interest with Aegon's ability to co-invest
  • Asset Management Fees are paid over the life of the fund

Aegon USA Realty Advisors, LLC (AURA) syndicates affordable housing investments and offers institutional investors a variety of investment structures. We leverage the expertise and resources of AURA's Production and Asset Management staffs to source, underwrite, and manage an array of tax credits investments for its affiliated and non-affiliated institutional clients. 

Key Facts:

$2.4 BILLION USD

Nonaffiliate Investor Capital Under Management

46 FUNDS

Traditional and Credit Enhanced

33 INSTITUTIONAL INVESTORS

We offer a variety of Multi-Investor and Proprietary Fund solutions to fit your institution’s individual investing needs.

As of 2/29/2016

Christoph Gabler

Executive Vice President, AURA

“In Community Investments we take pride in being able to offer our developer partners surety of execution while simultaneously offering our investor partners an alignment of interest. By directly linking the success of both our investors and developers we believe AURA’s platform is robust and comprehensive.”

Aegon USA Realty Advisors, LLC (AURA) is a U.S.-based real estate asset manager and a member company of Aegon Asset Management, the global investment management division of the Aegon Group. AURA is not a registered investment adviser with the Securities and Exchange Commission.