Stratford Capital Group: Company Profile

Background

Founded in 2007, Stratford Capital Group, LLC is a prominent entity in the multifamily investment sector, with a specialized focus on affordable housing and Low-Income Housing Tax Credit (LIHTC) investments. The company's mission is to positively impact the affordable housing industry through tax credit syndication, asset management, investor fund management, and development services. Since its inception, Stratford Capital has successfully originated, underwritten, sponsored, and syndicated over 300 affordable housing properties, encompassing more than 34,000 apartment units across 38 states, with a capitalized value exceeding $6.7 billion.

Key Strategic Focus

Stratford Capital Group's strategic focus centers on the following core areas:

LIHTC Investment Opportunities: Leveraging a 28-year track record in affordable housing tax credit syndication, the company has raised over $2.6 billion in equity for affordable housing transactions.

Developer Equity Investment Opportunities: Providing affordable housing developers with high-quality equity financing options nationwide, distinguished by an innovative approach, personalized relationship building, and swift execution.

Asset & Fund Management: Offering comprehensive oversight of affordable housing investments, ensuring quality, safety, and financial performance from initial underwriting to disposition.

Financials and Funding

As of 2024, Stratford Capital Group's estimated annual revenue is approximately $4.9 million, with a revenue per employee of $120,000. The company employs around 41 individuals. The principals have raised over $2.6 billion in equity for affordable housing transactions, underscoring the firm's significant role in the LIHTC equity marketplace.

Pipeline Development

Stratford Capital Group has successfully originated, underwritten, sponsored, and syndicated over 300 affordable housing properties, totaling more than 34,000 apartment units across 38 states, with a capitalized value exceeding $6.7 billion. Notably, the Residences at the Government Center in Fairfax, Virginia, completed in 2017, received the Outstanding Project Innovation Award by the National Council for Public-Private Partnerships for its advancement in financing efficient, affordable housing utilizing 9% and 4% Low-Income Tax Credits.

Technological Platform and Innovation

Stratford Capital Group distinguishes itself through its expertise in LIHTC syndication and development, as well as comprehensive asset and fund management. The firm's innovative approach includes personalized relationship building and quick turnarounds, setting it apart in the affordable housing sector.

Leadership Team

The leadership team at Stratford Capital Group comprises experienced professionals dedicated to the company's mission:

Ben Mottola: President, leading the company's strategic initiatives and operations.

Stephen Wilson: Owner, contributing to the company's vision and growth.

Jerry Nelson: Principal and Chairman, overseeing the company's strategic direction.

Keith McDonald: Vice President of Development and Acquisitions, managing development projects and acquisitions.

Amy Crotty: Vice President, contributing to the company's operational and strategic initiatives.

Competitor Profile

Market Insights and Dynamics

The affordable housing investment sector is characterized by a competitive landscape with several key players specializing in LIHTC syndication and development. The market is driven by the demand for affordable housing solutions and the availability of tax credits to incentivize investment.

Competitor Analysis

Stratford Capital Group's competitors include:

First Light: A company providing property management services.

Bridgfords: A real estate company offering property selling and renting services.

Rent It Furnished: A company specializing in luxury rental properties.

CPI Property Group: A real estate company engaged in property investment and project development.

These competitors operate in various facets of the real estate and property management industry, each with its unique focus and market approach.

Strategic Collaborations and Partnerships

Stratford Capital Group's success is bolstered by its collaborative approach with developers, investors, and community stakeholders. The company's commitment to building strong, lasting relationships is encapsulated in its tagline, "People. Passion. Purpose."

Operational Insights

The company's operational strategy emphasizes trust, transparency, creativity, and balance, fostering a welcoming and inclusive working environment. This culture supports personal and professional growth through a forward-thinking collaborative approach, enabling the team to create safe and secure affordable housing investments.

Strategic Opportunities and Future Directions

Looking ahead, Stratford Capital Group aims to continue its growth trajectory by expanding its portfolio of affordable housing investments and enhancing its asset and fund management services. The company's strong foundation and experienced leadership position it well to capitalize on emerging opportunities in the affordable housing sector.