LMI individuals, families or Commercial communities. real estate Corporate real estate Schedule Mortgage Loans. Most Commercial B investments reported in Mortgage this category are commercial mortgages on property located in LMI census tracts. However, Residential residential mortgages Mortgage where the housing provided would qualify as affordable housing, as defined, would also qualify. Schedule Other Long-Term Invested Venture BA Assets Owned. The capital funds California portions of all Limited Mezzanine LIHTCs and NMTCs qualify. Partnerships financing Other qualifying Leveraged investments include Or buyout (LBO) Private Equity, Joint Private funds Ventures, limited Limited Equity Funds Fund of funds partnerships and limited Liability Real Estate liability company Company Funds investments in funds that Other liquid provide capital for Or asset classes community development Distressed debt purposes benefiting Joint Venture funds California LMI people or communities. Hedge Funds Schedule All Long-Term Bonds Municipal and D Stocks Owned Bonds Other Bonds, Notes and Debt Obligations Certificates of Deposit
LMI individuals, families or communities. Commercial real estate Corporate real estate Schedule B Mortgage Loans. Most investments reported in this category are commercial mortgages on property located in LMI census tracts. However, residential mortgages where the housing provided would qualify as affordable housing, as defined, would also qualify. Commercial Mortgage Residential Mortgage Schedule BA Other Long-Term Invested Assets Owned. The California portions of all LIHTCs and NMTCs qualify. Other qualifying investments include Private Equity, Joint Ventures, limited partnerships and limited liability company investments in funds that provide capital for community development purposes benefiting California LMI people or communities. Limited Partnerships Or Limited Liability Company Or Joint Venture Private Equity Funds Venture capital funds Mezzanine financing Leveraged buyout (LBO) funds Fund of funds Real Estate Funds Other liquid asset classes Distressed debt funds Hedge Funds Schedule D All Long-Term Bonds and Stocks Owned Municipal Bonds Other Bonds, Notes and Debt Obligations Certificates of Deposit
COIN-Bulletin-Application-2.docx