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Financial Letters of Support
To Whom it May Concern:
Letter of Reference: Blue Ridge Atlantic Development
Lument (fka ORIX, HUNT & Centerline) has been a lending partner to Blue Ridge Atlantic Development
through a wide range of financing activities. We have lent on new construction housing developments,
refinances and acquisitions. We greatly appreciate the strength of experience that Blue Ridge Atlantic
Development bring to the table. The entire team has successfully developed a substantial number of deals
throughout the southeast. Lument has successfully closed the following loans with Blue Ridge Atlantic
Development since 2020:
- Peachtree Creek on Ponce, April 2020
- Residence at Sky Harbor, November 2021
- Residence at Canopy Pointe, October 2022
- Englewood Garden Villas, October 2022
- Thrive at South End, October 2022
- Sage Apartments, March 2024
We have found Blue Ridge Atlantic Development to be well versed in the management and development
businesses. Lument desires to continue our strong relationship with Blue Ridge Atlantic through financing
their future acquisitions and development deals.
Sincerely,
Suzie Cope
Managing Director, Loan Originations
Mobile: 646.398.4675
suzanne.cope@lument.com
PO BOX 3398, Eagle, CO, 81631
HUDSON HOUSING CAPITAL LLC
630 FIFTH AVENUE, SUITE 2850 NEW YORK, NY 10111 TELEPHONE 212 218 4488 FACSIMILE 212 218 4467
July 7, 2024
Christopher L. Eisenzimmer, CPA
President
Blue Ridge Atlantic Development LLC
1630 Military Cutoff Road, Suite 104
Wilmington, NC 28403
Re: Blue Ridge Atlantic Development Reference
Dear Chris:
I am pleased to offer this reference letter in support of Blue Ridge Atlantic Development LLC
(“Blue Ridge”), as general partner and developer for affordable housing developments. Blue
Ridge’s professionalism, knowledge, attention to detail, and commitment to preserving and
creating affordable housing gives us tremendous confidence in their development capabilities.
By way of background, Hudson Housing Capital LLC is a federal low-income housing tax credit
syndicator that operates nationwide. Founded in 1998, Hudson has syndicated more than 600
low-income housing tax credit investments preserving or creating over 55,000 rental units. To
date, our firm has placed over $8 billion of tax credit equity.
Hudson has closed four transactions with Blue Ridge since 2020, of which one is stabilized and
three are under construction. We have found Blue Ridge to be extremely transparent in their
dealings with us. As a result, we have successfully and expeditiously resolved any unanticipated
issues during the closing and construction process on projects in our portfolio. We
enthusiastically support and would gladly welcome the opportunity to partner with Blue Ridge
on Bluffs at Nelms.
Please do not hesitate to contact me via phone (212-218-4438) or email
(sunny.sowards@hudsonhousing.com) should you have any questions.
Sincerely,
Sunny Sowards
Vice President
Hudson Housing Capital LLC
July 1, 2024
Christopher L. Eisenzimmer
Blue Ridge Atlantic Development, LLC
1630 Military Cutoff Road, Suite 104
Wilmington, NC 28403
Dear Chris:
Please accept this reference letter in support of Blue Ridge Atlantic Development, LLC. (“Blue
Ridge”). Bank OZK (“Bank”) previously financed two (2) construction projects with Blue
Ridge one within the Raleigh/Durham MSA and another in coastal region of North Carolina. The
Bank has found them to exhibit a profound dedication to developing affordable housing and look
forward to continuing to build a larger relationship with Blue Ridge.
Bank OZK, is primarily a construction lender that specializes in new construction, rehabilitation
and value-add opportunities within the affordable housing market. In total the Bank has either
committed or closed nearly three-quarters of a Billion dollars by the end of 2023. These deals
have represented an impact of approximately five-thousand affordable housing units.
Please do not hesitate to contact me via phone at 470-218-4438 or email at
michele.burch@ozk.com with any questions.
No Warranties Relating to Information. Bank OZK is providing information regarding its
financing of Affordable Housing “as is”, without any representations or warranties of any kind
including in respect of the accuracy or completeness of this information, or the suitability of this
information for any purpose. Bank OZK shall have no liability to any third party resulting from
the use or disclosure of this information.
Sincerely,
Michele Burch
AVP Portfolio Manager
Bank OZK
C.W. Early
Senior Managing Director
Affordable Housing Platform Leader
JLL Real Estate Capital, LLC
T +1 972-646-1125
C.W.Early@ jll.com
RE: Blue Ridge Atlantic Development/Shelter Resources Recommendation
To Whom It May Concern,
JLL is a leading professional services firm that specializes in real estate and investment management.
JLL Affordable Housing is one of the top capital markets intermediaries in the country for affordable
housing assets. From 2020 to 2022 JLL’s affordable investment sales and debt & equity placement teams
have closed over $14.2 Billion in affordable housing transactions.
Blue Ridge Atlantic Development/Shelter Resources is our valued partner and a proven leader in creating
and preserving affordable housing. Their expertise has allowed them to develop and acquire projects in
Washington, Oregon, Alaska, and Idaho and make positive changes in their communities. Our
relationship with Blue Ridge Atlantic Development/Shelter Resources includes debt placements on
numerous affordable housing projects, many of which involve local government participation and/or joint
ventures with non-profit organizations. Blue Ridge Atlantic Development/Shelter Resources has
consistently performed at the highest level, and their growth and strong financial standing are proof of
their capability as an affordable housing developer.
If you have any questions, please contact me to discuss this recommendation in more detail.
Sincerely,
C.W. Early
Senior Managing Director
July 3, 2024
JPMorgan Chase Bank, N.A. • Community Development Real Estate • 1301 2nd Avenue, Seattle, WA
Bob Powers • bob.powers@chase.com • 206.500.2241
July 3, 2024
Re: Blue Ridge Atlantic Development Reference
To whom it may concern:
JPMorgan Chase Bank has had a relationship with Len Brannen and Shelter Resources Inc.
(“SRI”) over 10 years, and most recently with affiliated Blue Ridge Atlantic Development
(“BRAD”), providing construction financing for a number of affordable housing projects. SRI
and BRAD have demonstrated success in financing complex projects, commitment to public-
private partnerships, and the achievement of project goals with win-win outcomes.
In the past three years, JPMorgan Chase has provided three construction loans to SRI and BRAD,
two of which are still active:
Redondo Heights, Federal Way, WA $68 million
Sky Harbor Apartments, Chamblee, Georgia $25 million
Peachtree Creek on Ponce Apartments, Clarkston, WA $10 million
We have had excellent experience with SRI and BRAD in underwriting and closing loans.
JPMorgan Chase would welcome opportunities to provide financing to SRI and BRAD in the
future.
Sincerely,
Bob Powers
Managing Director