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Properties Description & Location<br />
GROUP ONE<br />
Blossom River Apts.<br />
Blossom River Assoc.<br />
1000 Blossom River Way<br />
San Jose, CA 95123<br />
El Parador<br />
Bascom HACSC<br />
Associates<br />
2565 Bascom Avenue<br />
Campbell, CA 95008<br />
Villa Hermosa<br />
Thunderbird Associates<br />
1640 Hermocilla Way<br />
San Jose CA 95116<br />
GROUP TWO<br />
Family apt, San Jose, bonds,<br />
LIHTC, City Loan<br />
Senior apt, San Jose, bonds,<br />
LIHTC, City Loan<br />
Senior apt, San Jose, conv,<br />
LIHTC, City Loan<br />
Bracher Senior Housing<br />
Bracher Associates 2665 Senior apt, Santa Clara,<br />
South Drive<br />
conv, LIHTC, Redev Loan<br />
Santa Clara, CA 95151<br />
DeRose Gardens<br />
1401 Derose Way<br />
San Jose, CA 95126<br />
Pinmore Gardens<br />
Pinmore Associates<br />
1706 Branham Lane<br />
San Jose, CA 95118<br />
Klamath Gardens<br />
Klamath Associates<br />
2051 Klamath Avenue<br />
Santa Clara, CA 95151<br />
San Pedro Gardens<br />
16718 San Luis Way<br />
Morgan Hill, CA<br />
Senior apt, San Jose, conv,<br />
City Loan<br />
Family apt, San Jose, conv,<br />
LIHTC, City Loan<br />
Family apt, Santa Clara,<br />
conv, LIHTC, Redev Loan<br />
Family apt, Morgan Hill, conv,<br />
RHCP, Redev Loan<br />
# of<br />
Units<br />
144 1999<br />
125 2002<br />
100 1999<br />
72 1995<br />
76 1989<br />
51 1995<br />
17 1996<br />
20 1992<br />
Year<br />
Built General Partner or Owner Limited Partner<br />
Derose HDC Inc<br />
Alex Sanchez, President<br />
Louise Hofmeister, VP<br />
Jacque Hansen, VP/Secretary<br />
Derose HDC Inc<br />
Alex Sanchez, President<br />
Louise Hofmeister, VP<br />
Jacque Hansen, VP/Secretary<br />
Derose HDC Inc<br />
Alex Sanchez, President<br />
Louise Hofmeister, VP<br />
Jacque Hansen, VP/Secretary<br />
SPG Housing Inc.<br />
Alex Sanchez, President<br />
Lousie Hofmeister, VP<br />
Jacque Hansen, VP/Secretary<br />
SPG Housing Inc.<br />
Alex Sanchez, President<br />
Louise Hofmeister, VP<br />
Jacque Hansen, VP/Secretary<br />
SPG Housing Inc.<br />
Alex Sanchez, President<br />
Louise Hofmeister, VP<br />
Jacque Hansen, VP/Secretary<br />
SPG Housing Inc.<br />
Alex Sanchez, President<br />
Louise Hofmeister, VP<br />
Jacque Hansen, VP/Secretary<br />
SPG Housing Inc.<br />
Alex Sanchez, President<br />
Louise Hofmeister, VP<br />
Jacque Hansen, VP/Secretary<br />
Macintosh HD:Users:Cathy:Desktop:Santa Clara:Final Drafts:Exhibit B Portfolio In<strong>for</strong>mation Sheet.xls12/6/10<br />
Union Bank (UBOC)<br />
200 Pringle Ave.<br />
Walnut Creek, CA 94596<br />
Newport Partners,LLC<br />
26461 Crow Valley Pkwy<br />
Mission Viejo, CA 92691<br />
Fannie Mae<br />
Multi Fam Equity Inv<br />
3900 Washington Ave.<br />
Washington, DC. 20016<br />
Edison Capital<br />
1801 Von Karman Ave<br />
Suite 1700<br />
Irvine, CA 94612<br />
Edison Capital<br />
1801 Von Karman Ave<br />
Suite 1700<br />
Irvine, CA 94612<br />
Edison Capital<br />
1801 Von Karman Ave<br />
Suite 1700<br />
Irvine, CA 94612<br />
Effective<br />
Standard<br />
Af<strong>for</strong>dability<br />
Restrictions<br />
50 units @<br />
50%; 93 units<br />
@ 60%<br />
124 units @<br />
50%<br />
$ 1,995,320 31-Dec 2/28/11<br />
$ 1,334,508 31-Dec 6/30/11<br />
100% at 40% $ 885,163 31-Dec 6/30/11<br />
100% @ 50% $ 659,179 31-Dec 6/30/11<br />
N/A 100% @ 60% $ 755,161 31-Dec 6/30/11<br />
Housing Authority of the<br />
County of Santa Clara<br />
100% @ 50% $ 662,726 31-Dec 6/30/11<br />
100% @ 50% $ 220,608 31-Dec 2/28/11<br />
17 units @<br />
50%; 3 units<br />
Mod<br />
2011 Gross<br />
Potential<br />
Income<br />
Fiscal Year<br />
End<br />
Proposed<br />
Mgmt<br />
Contract<br />
Commence<br />
ment<br />
Funder-Required<br />
<strong>Services</strong><br />
The Resident Manager will<br />
make referrals available to<br />
local social service<br />
agencies on a case by<br />
case basis.<br />
The Resident Manager will<br />
make referrals available to<br />
local social service<br />
agencies on a case by<br />
case basis.<br />
Access to basic services<br />
shall be available by other<br />
than resident-owned<br />
transportation.<br />
The Resident Manager will<br />
make referrals available to<br />
local social service<br />
agencies on a case by<br />
case basis.<br />
Outreach & Escort; Adult<br />
Protective <strong>Services</strong>; Meals on<br />
Wheels; Senior Adult Legal<br />
<strong>Services</strong>; West Valley Mental<br />
Health Geriatric Assessment<br />
Info-Needs Program<br />
The Resident Manager will<br />
make referrals available to<br />
local social service<br />
agencies on a case by<br />
case basis.<br />
The Resident Manager will<br />
make referrals available to<br />
local social service<br />
agencies on a case by<br />
case basis.<br />
$ 172,836 31-Dec 9/30/11 None required
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