Tda Investment Group

TDA Investment Group, a skilled institutional real estate management company, has been a trailblazer in sustainable, community-first investment opportunities and non-bank lending since its inception in 1980. Founded by a group of real estate professionals who believed in strong social values and sustainability, TDA has become a recognized leader and sought-after real estate manager for Taft Hartley pensions and non-bank lending for real estate development.

Our story is one of commitment to forging strong, lasting relationships, protecting capital so it can grow, and creating positive social impact. At TDA, we understand the inherent value in developing holistic, creative investment solutions that provide clients with both financial security and social peace of mind. Our careful approach includes collaborating with borrowers in the real estate community to fund projects aligned with our trust-based, high-integrity ideals.

Every investment decision made at TDA is guided by the universal truth that we are all connected, helping build better lives for our investors, beneficiaries, borrowers, and all the communities touched by our collective actions.

Our Mission

Our mission is to be a successful, professional business that vests the life energies of those we serve and encourages participatory evolution by providing an equality of opportunity in a supportive environment of kindred spirits with a passionate regard for serving the unserved. We embrace mutual respect and strong long-term relationships, accountability, fairness, and sustainability in our conduct towards each other, our clients, and the community.

Practicing values-based and prudent investing of the assets of our clients demands superior market knowledge, entrepreneurial innovation analytical discipline, and agility. We seek the best risk-adjusted return for our clients and enhance the value of existing assets with creativity, flexibility, and agility to ultimately benefit their beneficiaries. We deliver long-term performance and protect capital in a humanistic way, knowing that patient capital can be profitable and supportive of social justice, the environment, and community investments.

Our Approach to Investing and Lending

TDA has a 40-year track record of successful real estate investment management, both as a direct lender and a property owner. We strive to execute prudent strategies, backed by strong due diligence and a fundamental approach to value. Our services include:

• *Real Estate Equity*: TDA offers a range of real estate equity investment opportunities, tailored to meet the unique needs of our clients. Our deep industry expertise, coupled with our commitment to sustainable and socially responsible investing, enables us to deliver strong risk-adjusted returns.

• *Real Estate Debt*: TDA's real estate debt solutions provide flexible and adaptable lending options for borrowers seeking efficient and precise financing. Our extensive due diligence and speed to close make us a preferred partner for construction loans, bridge loans, senior & mezzanine debt, and permanent loans.

• *Development*: TDA's development services offer agile lending for optimal outcomes. Our flexibility and creativity allow us to meet unique financing needs, achieving our clients' optimal economic outcome.

At TDA, we are committed to providing the highest level of service to our clients, ensuring that capital works for them and contributes to building better lives for all.