OSP Value Fund IV LP Q4 2022
EDA-Type Loans
> $2 Billion
> $1.25 Billion
> $1 Billion
< $1 Billion
Source: O'Brien-Staley Partners proprietary research. Loans identified from 2001 to 2020.
Scale of Opportunity
AmeriNat Offices
AmeriNat Clients
PR
ⒸOSP, LLC 2022
• Economic development lending is a highly fragmented industry. Cities,
states and quasi-public special purpose organizations receive their
original funding from a host of federal and local programs spanning
EDA Title IX; HUD CDBG, 108, & RHED; Dept. of Ag IRP; Treasury
NMTC; as well as general fund, lottery or parking receipt earmarks.
As a consequence, aggregate industry statistics do not exist, but
OSP's proprietary research has identified over 1,500 dedicated
entities with nearly $60 billion in economic development-type loans.
•Over $17 billion is based in OSP's bull's eye geographies where OSP
professionals or special servicer relationships have previously
transacted.
ⒸOSP, LLC 2022
California *
New York *
Ohio *
State
Louisiana
Missouri
Texas
Massachusetts
Wisconsin
Pennsylvania
Illinois
Florida
Georgia
Michigan
Washington
New Jersey
Minnesota *
Maryland
Mississippi
*
*
North Carolina
Oklahoma
Oregon *
Washington D.C. *
Kentucky
States <$1B **
OSP-Identified EDA-Type Loans
Loan Balance
$4.9 billion
$3.5 billion
$3.0 billion
$2.8 billion
$2.3 billion
$2.2 billion
$2.2 billion
$2.2 billion
$2.2 billion
$2.0 billion
$1.6 billion
$1.5 billion
$1.4 billion
$1.4 billion
$1.4 billion
$1.4 billion
$1.2 billion
$1.2 billion
$1.1 billion
$1.1 billion
$1.1 billion
$1.0 billion
$1.0 billion
$12.2 billion
Prepared for the State of Connecticut
Entity Count
73
61
59
55
51
61
49
41
44
57
52
48
39
46
42
25
34
40
40
45
30
17
38
507
Total
$56 billion
1,554
* Geography where OSP professionals have done EDA-type transactions. Subtotal = $17.9 billion
** Puerto Rico has nearly $100 million in identifiable EDA-type loans (4 entities)
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