Press Page & Media Kit
At CREA, LLC, our purpose is found in providing our investor and developer clients with professional real estate investment banking solutions. Together with our partners, we endeavor to create a world where everyone has a safe, affordable, decent place to call home. We strive to create communities of opportunity, connecting housing to world-class education, transportation, healthcare and jobs.
We are more than capital providers. We are partners. We specialize in low income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. CREA is headquartered in downtown Indianapolis and has offices in Austin, Boston, Chicago, New York, Portland, San Diego and Sarasota.
Mission Statement: Opportunity starts with a safe place to call home.
Facts & Figures
LIHTC Equity Raised
Affordable Homes Developed
Total States, Territories
Boilerplate / Company Description
CREA, LLC specializes in low-income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. Since inception, CREA has raised over $9.2 billion in equity and has properties under management in 48 states, D.C. and one U.S. territory. CREA is headquartered in Indianapolis, with offices in Austin, Boston, Chicago, New York, Portland, San Diego and Sarasota.
11801 Domain Blvd
3rd Floor #03b167
Austin, TX 78758
800 Third Ave
New York, NY 10022
855 S Boylston St
Boston, MA 02116
1331 NW Lovejoy St
Portland, OR 97209
2100 Manchester Rd
Wheaton, IL 60187
12396 World Trade Dr
San Diego, CA 92128
30 S Meridian St
Indianapolis, IN 46037
8141 Lakewood Main St
Lakewood Ranch, FL 34202
Executive Bios & Headshots
Charles Anderson oversees the annual production of more than $1 Billion of LIHTC equity nationally with support from CREA’s Acquisitions and Tax Review & Assurance departments. He is also responsible for guiding the Marketing team’s event planning, public relations, and social media efforts as well as leading corporate innovation initiatives created by the Information Technology group. With more than two decades of experience in affordable housing, he’s been directly involved in identifying, structuring, and closing more than $1 Billion of LIHTC equity in more than 150 transactions nationally. He is committed to client development, leading his team, and encouraging others to take on new and challenging roles. When he’s not in the office, Charles loves gathering with family & friends, travel, food & wine, and running. He also volunteers on the board of the National Housing and Rehabilitation Association and is a big supporter of JDRF and breast cancer research.
Chairman & Chief Executive Officer
Jeff Whiting conceptualized CREA in 2001 and now oversees Executive Management. He has grown CREA f rom 1 to 130+ employees with a nationally-known reputation as one of the top syndication companies. His passion to help people gain stability and a sense of belonging fuels his dedication to affordable housing advocacy both locally and nationally. As he strives to ensure everyone has a voice, Jeff regularly travels to Washington, D.C. to advocate for low-income housing. As the leader of CREA, he empowers his team to make fresh, forward-thinking decisions at every turn. He is president emeritus of the Affordable House Tax Credit Coalition and the President of the Indiana Affordable Housing Council, a valuable resource for those invested in the affordable housing industry in the state of Indiana. Jeff is also an active member of the Indianapolis Archdiocese Finance Council.
Arvetta Jideonwo joined CREA in 2021 as the company’s chief philanthropic leader, overseeing CREA Foundation, Inc. administration and strategic investments through grant and scholarship initiatives, as well as internal philanthropy, volunteerism, and community engagement efforts. Her 20 years of executive-level experience within a variety of leadership roles and industries includes serving as Executive Director for Bosma Visionary Opportunities Foundation for eight years. Arvetta holds a Bachelor of Science in Community Health from Indiana State University, a Master’s in Health Administration from Indiana University, and a Non-Profit Executive Leadership Certificate from Harvard University’s John F. Kennedy School of Government. She is actively involved in the community through board service for Visually Impaired Preschool Services, membership in the National Council of 100 Black Women Indianapolis and Jack and Jill of America – Circle City Chapter, as well as Chair for the Cathedral Mother’s Club Teacher grants program for Cathedral High School.
As Co-President, Tony Bertoldi runs the syndication and investor relations platform, oversees Portfolio Management and Credit & Underwriting departments, and sits on all approval committees. He and the syndications team are responsible for the marketing, formation, and closing of all funds as well as managing most interactions with investors. Before joining CREA in 2009, he was managing director of the Investor Relations Group of a major tax credit syndicator in the affordable housing industry and was a vice president in a large publicly-held REIT. He holds a Bachelor of Arts degree in economics and real estate from the University of Connecticut and an M.B.A. in finance from Boston University. He’s especially proud of CREA’s reputation for transparency, service, and performance, even long after the deal is done. After hours, Tony is an avid dog lover who enjoys spending time outdoors and playing sports.
KATY MCSHANE, SHRM-SCP
Executive Vice President, Director of Human Resources
Katy McShane joined CREA in 2016 and is responsible for leading the design, implementation and administration of all corporate HR programs, practices and processes including benefits, talent acquisition, compensation, performance management and workforce planning. Prior to joining CREA full-time, she was the Director of Human Resources for City Financial Corporation for 13 years. Katy earned her Bachelor of Science in business administration with a concentration in human resources management from Hawaii Pacific University. Additionally, she holds her Senior Professional in Human Resources® (SPHR®) certification and Society of Human Resources Management –Senior Certified Professional (SHRM-SCP) designation.
Executive Vice President, Chief Financial Officer
As Chief Financial Officer, Roger Shank is responsible for all fiscal operations, managing financial reporting, audits and corporate lending relations. With over 30 years’ accounting and operational experience, Roger has been a part of CREA since its formation in 2001 – having initially served as Controller for the previous parent company before his transition to Chief Financial Officer in 2011. Roger is passionate about tackling challenges head-on and enjoys collaborating to create positive change and discover new solutions. Roger believes investors and developers choose CREA because of the company’s ability to be nimble and flexible, bending to meet the needs of their clients. Outside of the office, he enjoys spending time with his wife and four daughters. He also involved with the local Isaiah 117 House which provides physical and emotional support in a safe and loving home for children awaiting foster care placement.