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Investment History
Raymond James Tax Credit Funds (RJTCF) is a proven, experienced fiduciary for client tax credit investments, as well as a successful tax credit fund asset manager. RJTCF began with 11 series of three publicly registered funds (Gateway I, II and III), and now includes 40 institutional funds.
- RJTCF has sponsored funds that have invested over $1.9 billion on behalf of investors.
- RJTCF has provided equity for more than 1,100 properties nationwide.
- Although past performance does not ensure future results, all of RJTCF’s sponsored funds have met their annual tax credit objective once they became fully invested.
| Fund |
Year |
Type |
Number of
Properties |
Number of
States |
Number of
Units |
Capital |
RJHOF 4 |
2007 |
Institutional |
4 |
3 |
270 |
$50,000,000 |
RJTCF XXVII* |
2007 |
Institutional |
23 |
7 |
703 |
$25,000,000 |
RJNAF VI* |
2007 |
Institutional |
9 |
6 |
199 |
$50,000,000 |
RJHOF 3 |
2006 |
Institutional |
9 |
6 |
357 |
$25,000,000 |
RJAHF 10 |
2006 |
Institutional |
9 |
1 |
618 |
$80,000,000 |
RJAHF 9 |
2006 |
Institutional |
15 |
7 |
653 |
$60,000,000 |
RJAHF 8 |
2006 |
Institutional |
8 |
1 |
509 |
$60,000,000 |
RJAHF 7 |
2006 |
Institutional |
25 |
11 |
1577 |
$100,000,000 |
RJTCF 33 |
2006 |
Institutional |
15 |
7 |
827 |
$80,000,000 |
RJNAF V |
2006 |
Institutional |
11 |
6 |
292 |
$40,000,000 |
RJAHF 6 |
2005 |
Institutional |
23 |
10 |
1491 |
$100,000,000 |
RJAHF 5 |
2005 |
Institutional |
10 |
3 |
488 |
$40,000,000 |
RJTCF 32 |
2005 |
Institutional |
34 |
18 |
1763 |
$120,000,000 |
RJ NAHOF I |
2005 |
Institutional |
5 |
5 |
153 |
$50,000,000 |
RJNAF IV |
2005 |
Institutional |
11 |
7 |
268 |
$30,000,000 |
RJNAF III |
2004 |
Institutional |
12 |
6 |
257 |
$25,000,000 |
RJHOF 2 |
2004 |
Institutional |
15 |
9 |
841 |
$45,000,000 |
RJAHF 4 |
2004 |
Institutional |
27 |
11 |
1384 |
$75,000,000 |
RJTCF XXV |
2004 |
Institutional |
32 |
17 |
2090 |
$110,000,000 |
RJNAF II |
2003 |
Institutional |
13 |
6 |
325 |
$25,000,000 |
RJAHF 3 |
2003 |
Institutional |
36 |
13 |
1,589 |
$75,000,000 |
RJTCF XXIII |
2003 |
Institutional |
12 |
3 |
440 |
$33,500,000 |
RJTCF XXII |
2003 |
Institutional |
23 |
10 |
1309 |
$61,000,000 |
RJTCF Sec 2 |
2002 |
Institutional |
5 |
1 |
450 |
$9,000,000 |
RJTCF Sec 1 |
2002 |
Institutional |
140 |
24 |
5,476 |
$114,000,000 |
RJTCF XXI |
2002 |
Institutional |
9 |
6 |
528 |
$14,000,000 |
RJAHF 2 |
2002 |
Institutional |
30 |
13 |
1,387 |
$60,000,000 |
RJNAF I |
2001 |
Institutional |
14 |
6 |
335 |
$33,000,000 |
RJTCF XVIII |
2001 |
Institutional |
17 |
7 |
463 |
$14,000,000 |
RJHOF 1 |
2001 |
Institutional |
58 |
8 |
1,453 |
$100,000,000 |
RJCTF XVI |
2001 |
Institutional |
22 |
7 |
1,119 |
$30,000,000 |
RJTCF XV |
2000 |
Institutional |
13 |
7 |
983 |
$18,000,000 |
RJTCF XIV |
2000 |
Institutional |
25 |
15 |
1,112 |
$30,000,000 |
RJICTCF I |
2000 |
Institutional |
5 |
3 |
104 |
$8,000,000 |
RJTCF XII |
1999 |
Institutional |
9 |
6 |
576 |
$15,000,000 |
RJTCF XI |
1999 |
Institutional |
8 |
6 |
352 |
$11,000,000 |
RJTCF X |
1999 |
Institutional |
24 |
13 |
914 |
$30,000,000 |
RJTCF IX |
1999 |
Institutional |
18 |
11 |
892 |
$18,500,000 |
RJTCF VIII |
1998 |
Institutional |
22 |
13 |
819 |
$20,100,000 |
RJTCF VI |
1996 |
Institutional |
33 |
14 |
1,070 |
$27,800,000 |
GW Inst. II |
1995 |
Institutional |
29 |
14 |
1,105 |
$19,500,000 |
GW Inst. I |
1995 |
Institutional |
76 |
20 |
2,249 |
$25,000,000 |
GW III |
1992 |
Public |
133 |
18 |
3,796 |
$36,700,000 |
GW II |
1990 |
Public |
148 |
19 |
4,562 |
$37,200,000 |
GW I |
1988 |
Public |
87 |
24 |
3,134 |
$25,600,000 |
|
|
Total |
1,306 |
|
51,282 |
$2,055,900,000 |
*Active Fund, Specified Properties Subject to Change.
Past performance is not indicative of future results.
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