CEI-Boulos Capital Management

CEI-Boulos Capital Management

CEI-Boulos Capital Management is a boutique real estate investment fund management company focused on delivering both competitive financial returns and social impact. The company serves banks, family offices, and other institutional investors, and has a national scope. Areas of the company’s specialization include Opportunity Zones and the Community Reinvestment Act (CRA).

CEI-Boulos is an innovative joint venture between two long-standing and respected organizations, forging a unique team representing divergent and complementary skills and perspectives:

  • Coastal Enterprises, Inc. (CEI), one of the nation’s most successful, experienced, and innovative Community Development Finance Institutions
  • The Boulos Company, one of New England’s most successful integrated commercial real estate firms with broad experience in capital markets and real estate development

An Award-Winning Model of Impact Investing

CEI-Boulos’s first fund, the Woodforest CEI-Boulos Opportunity Fund, was recognized by Forbes and the Sorenson Impact Center as one of “The Forbes OZ 20: Top Opportunity Zone Catalysts’” and one of the ten most innovative and impact focused Opportunity Zone funds in the country. The fund invests across the 17-state CRA footprint of its sole investor, Woodforest National Bank. Woodforest is a privately owned bank with over 750 branch locations.

Woodforest CEI-Boulos Opportunity Fund was also selected as the winner in the Societal & Community Impact Innovation category for the 2020 BAI Global Innovation Awards, a prestigious awards program recognizing financial services organizations that have gone beyond the conventional to bring creative ideas to life, especially during a time of unprecedented change.

Investment Objectives

CEI-Boulos’s objective is to deliver attractive risk-adjusted returns from investments in commercial real estate projects with positive social and environmental impacts. The company targets redevelopment and new construction of commercial properties such as multi-family, mixed-use assets, industrial, office, retail and hospitality. Investment types include:

  • Projects that help create good jobs 
  • Affordable and workforce housing
  • Main Street revitalization/historic preservation developments
  • Developments that serve non-profit organizations
  • Sustainable focused real estate developments that incorporate LEED standards and/or alternative energy

Contact Us

Sam Spencer, CEO and Managing Director
30 Federal Street, Suite 300
Brunswick, ME 04011

Our offices are closed to the public, but we are hard at work. Get in touch today!