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
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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
6710 Professional Pkwy W, Ste 205
Sarasota, FL 34240
727 329 5479
Foremost Professional Plaza
12396 World Trade Drive, Ste 218
San Diego, CA 92128
858 386 5199
Gary Rodney works with the senior management team to expand and improve on CREA’s investor base and enhance relationships in different markets. With a wealth of experience from many sides of the affordable housing space, he brings a broad base of perspectives to the table. Nominated by New York City mayor Bill de Blasio in 2014, Gary served as president of the New York City Housing Development Corporation. He enjoys getting to know each and every client, listening to what’s important to them, and ensuring CREA does everything possible to address their needs and concerns. At the end of the day, what matters most to Gary is knowing that he’s played a part in helping someone achieve a better housing situation. When he’s not working, Gary enjoys spending time with his wife and three daughters, watching movies, and traveling.
Jeff Whiting oversees all activities at CREA and has since its inception in 2001. He has grown CREA from 1 to 95+ employees with a nationally-known reputation as one of the top syndication companies. His passion for helping 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. Outside of work, Jeff enjoys golf, spending time with his wife and four kids, reading, and doing some writing. He also volunteers as president emeritus of the Affordable House Tax Credit Coalition board in Washington, D.C.
Roger Shank is responsible for all financial accounting for CREA, managing financial reporting, audits, taxes, and borrowings. He has over 20 years of financial industry accounting and operational experience, including serving as senior vice president and controller for City Financial Corp/City Securities Corp, 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. He also travels to Haiti providing relief through a charitable organization.
Charles Anderson manages the production efforts of CREA’s developer clients. With over 18 years of experience in the area of affordable housing, he got his start as a financial analyst with a national LIHTC provider structuring and underwriting affordable housing investments. Since joining CREA in 2007, he’s been directly involved in identifying, structuring, and closing more than $750 million of LIHTC equity in more than 125 transactions and oversees the annual production of more than $500 million of LIHTC equity nationally. He is committed to client development, leading his team, and encouraging others to take on new and challenging roles. When he’s not in the office, Charles loves spending time with family, travel, 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.
Tony Bertoldi runs the syndication and investor relations platform at CREA and sits on all approval committees. He and his team are responsible for the marketing, formation, and closing of all funds as well as managing the majority of 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’s degree in economics and real estate from the University of Connecticut and an MBA 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. He also serves on the board of Victory Programs, a Boston-based non-profit.