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Hands-on technical assistance to local government and NGOs to translate place-based priorities to asset-level strategies, balancing inclusiveness and social equity, and ultimately driving project financial feasibility. Our core values link to achievable Environmental, Social, and Governance (ESG) results.


Our team believes that every community has its unique needs, and Federal and State programs need customization on a local level. Our national network of public and private organizations gives us access to unparalleled benchmark data. 

The team knows how to navigate complicated capital stacks that include grants and public financing, as well as private investment. 


A strong network coupled with business and development expertise make our team uniquely positioned to support communities and developers in their journey to create a thriving ecosystem of Opportunity Zones exchange. We have verifiable experience working with various stakeholders to create successful Public Private Partnerships, and 'get on the same page to move the needle'. 

Economic Impact Reports

We believe that every good project needs an analysis that highlights the number of temporary and permanent jobs, and incremental taxes to local, state, and federal partners. Our team works with clients to dissect the project, understand the 'multiple', and deliver a document that can be used for grants and public assistance. 

Guarantees & 



Matching balance sheet guarantees from local government, non-profit, and others with national & neighborhood lenders results in a reduction in the cost of capital and required equity to private developers. Reverse engineering the investment process to connect such bundled guarantees to local priority projects is a simple way to increase the participation of private capital providers and developers.  

Any deal is only as good as the sponsor and the team on the ground. We believe in hands-on asset management and cost control, and run a flat organization that quickly escalates issues. 

We often partner as co-GP to provide local leadership on various asset types including commercial real estate, housing, infrastructure, and business investment. 

Debt Placement and Loan Funds

Local Equity is registered with the State of California Department of Financial Protection and Innovation as a Finance Lender and Broker. We place debt for our own account, we broker debt, and we create place-based debt funds that attract local support. 

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