CEI-Boulos Capital Management

CEI-Boulos Capital Management (CEI-Boulos) is an innovative partnership between Coastal Enterprises, Inc. (CEI), a community development financial institution (CDFI) and The Boulos Company, a traditional, integrated commercial real estate company–forging a unique team representing divergent and complementary skills and perspectives.

Formally launched in August 2019, CEI-Boulos, through its first managed fund, the Woodforest CEI-Boulos Opportunity Fund, has already demonstrated how the Opportunity Zone tax incentive can be used to achieve positive outcomes for both investors and underinvested communities – in addition to working hand and hand with Community Reinvestment Act and other economic development incentives. CEI-Boulos also has the capability to manage non-Opportunity Zone capital to make high-impact, financially attractive investments.

CEI-Boulos creates high-impact commercial real estate investment funds targeting projects in underinvested communities in order to achieve the following objectives:

  • Deliver attractive risk-adjusted returns from investments in commercial real estate projects
  • Assure rigorous compliance with Opportunity Zone regulations to maximize tax benefits
  • Generate positive social and environmental impacts that benefit people and communities with low and moderate incomes, and report to investors on these impacts on an on-going basis
  • Make investments that adhere to CRA and other tax incentive requirements

Contact Us

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

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