At CREA, LLC, our purpose is found in providing our investor and developer clients with professional real estate investment banking solutions. Together with our partners, we endeavor to create a world where everyone has a safe, affordable, decent place to call home. We strive to create communities of opportunity, connecting housing to world-class education, transportation, healthcare and jobs.
We are more than capital providers. We are partners. We specialize in low income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. CREA is headquartered in downtown Indianapolis and has offices in Austin, Boston, Chicago, New York, Portland, San Diego and Sarasota.
Mission Statement: To make affordable housing a reality.
FACTS & FIGURES
The CREA logo has been developed as a balanced whole and at no time may the shape, configurations or proportions be altered. The correct proportions are shown below. Consistent use of the logo helps maintain the integrity of the brand and ensures greater brand recognition.
To preserve the integrity of the logo and ensure maximum impact in environments where it appears with other elements, clear space must be maintained on all sides of the logo. The minimum clear space required is defined by the height of the letter forms in the CREA logo.
COMPANY NAME USAGE
CREA, LLC is the official name of the (“company”) and should be referred to as such across all internal and external uses, such as contracts, press releases, news stories, sponsorships, etc. Additional name agreements are as follows:
- First references of the Company should be used in full: “CREA, LLC.” All references thereafter may use “CREA” as an is acceptable and encouraged abbreviation.
- City Real Estate Advisors, and versions alike, is an outdated and inaccurate reference to the Company.
- CREA personnel may be referred to as CREA employees and are held to the expectation of upholding our core values: trust, attitude, commitment, honesty, collaboration and approachability as ambassadors of our mission to make affordable housing a reality.
BOILERPLATE / COMPANY DESCRIPTION
CREA, LLC specializes in low-income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. Since inception, CREA has raised over $7.1 billion in equity and has properties under management in 47 states, D.C. and one U.S. territory. CREA is headquartered in Indianapolis, with offices in Austin, Boston, Chicago, New York, Portland, San Diego and Sarasota.
317 808 7193
INDIANAPOLIS – HEADQUARTERS
30 S Meridian St, Ste 400
Indianapolis, IN 46204
317 634 4797
1515 S Capital of Texas Hwy, Ste 306
Austin, TX 78746
512 861 4080
745 Boylston St, Ste 203
Boston, MA 02116
617 549 4515
2100 Manchester Rd, Ste 1626
Wheaton, IL 60187
331 716 0100
800 Third Ave, Ste 3700
New York, NY
212 405 2653
1331 NW Lovejoy St, Ste 700
Portland, OR 97209
503 290 5034
8141 Lakewood Main St, Ste 208
Lakewood Ranch, FL 34202
727 329 5479
Foremost Professional Plaza
12396 World Trade Drive, Ste 218
San Diego, CA 92128
858 386 5199
Jeff Whiting conceptualized CREA in 2001 and now oversees Executive Management. He has grown CREA from 1 to 120+ employees with a nationally-known reputation as one of the top syndication companies. His passion to help people gain stability and a sense of belonging fuels his dedication to affordable housing advocacy both locally and nationally. As he strives to ensure everyone has a voice, Jeff regularly travels to Washington, D.C. to advocate for low-income housing. As the leader of CREA, he empowers his team to make fresh, forward-thinking decisions at every turn. He is president emeritus of the Affordable House Tax Credit Coalition and a board member of Up for Growth a Washington DC based not for profit that is focused on policy initiatives to promote economic growth throughout the United States. Jeff holds a Master of Business degree from Indianapolis University and is an active member of the Indianapolis Archdiocese Finance Council.
Charles Anderson oversees CREA’s acquisition of LIHTC equity nationally, as well as Information Technology, Marketing and Tax Review and Assurance departments. With over 20 years of experience in the area of affordable housing, he got his start as a financial analyst with a national LIHTC provider structuring, underwriting, and closing affordable housing investments. Since joining CREA in 2007, he’s been directly involved in every aspect of the acquisitions process including identifying transactions, structuring transactions, closing transactions, and managing CREA’s Acquisitions Department. He is committed to client development, leading his team, and encouraging others to take on new and challenging roles. Charles holds a Bachelor of Science degree in business administration with concentrations in finance and real estate finance from California State University, Northridge. When he’s not in the office, Charles loves spending time with family, traveling, food and wine, and running. He also volunteers on the board of the National Housing and Rehabilitation Association and is a big supporter of JDRF and breast cancer research.
As Co-President, Tony Bertoldi runs the syndication and investor relations platform, oversees Portfolio Management and Credit & Underwriting departments, and sits on all approval committees. He and the syndications team are responsible for the marketing, formation, and closing of all funds as well as managing most interactions with investors. Before joining CREA in 2009, he was managing director of the Investor Relations Group of a major tax credit syndicator in the affordable housing industry and was a vice president in a large publicly-held REIT. He holds a Bachelor of Arts degree in economics and real estate from the University of Connecticut and an M.B.A. in finance from Boston University. He’s especially proud of CREA’s reputation for transparency, service, and performance, even long after the deal is done. After hours, Tony is an avid dog lover who enjoys spending time outdoors and playing sports.
Roger Shank is responsible for all financial accounting for CREA, managing financial reporting, audits, taxes, and borrowings. He has over 25 years of financial industry accounting and operational experience including serving as senior vice president and controller for City Financial/City Securities Corporation, CFO of a boutique estate planning firm, and controller for a nationally-recognized estate planning firm. He’s most passionate about tackling challenges head-on and enjoys seeing issues come to successful resolutions. Roger believes investors and developers choose CREA because of the company’s ability to be nimble and flexible, bending to meet the needs of their clients. Outside of the office, he enjoys spending time with his wife and four daughters.
Katy McShane joined CREA in 2016 and is responsible for leading the design, implementation and administration of all corporate HR programs, practices and processes including benefits, talent acquisition, compensation, performance management and workforce planning. Prior to joining CREA full-time, she was the Director of Human Resources for City Financial Corporation for 13 years. Katy earned her Bachelor of Science in business administration with a concentration in human resources management from Hawaii Pacific University. Additionally, she holds her Senior Professional in Human Resources® (SPHR®) certification and Society of Human Resources Management –Senior Certified Professional (SHRM-SCP) designation.
Brian Villa serves as general counsel and is responsible for assisting all departments with legal-related matters; and he is the secretary of CREA’s various committees. Before joining CREA in 2013, Brian was an attorney in the corporate and real estate practice groups of a large regional law firm. Brian is a member of the Indiana State Bar Association; the ABA Affordable Housing Forum; and the Association of Corporate Counsel. He earned his Juris Doctor degree from the Indiana University’s Maurer School of Law; his Master of Business Administration from Indiana University’s Kelley School of Business; and a Bachelor of Science in economics from Purdue University’s Krannert School of Business.