Cohousing-L Mailing List: Re: Limited Equity models?

[Kavana Tree Bressen (kavana]

Hi Elissa,

I have experience with this, and would be happy to talk with you 
further.  I helped start a small limited equity co-op here that's still 
going (one house with 9 bedrooms), and more recently was employed by a 
local nonprofit launching a large affordable housing LEC project (70 
units).  While neither of those were on a cohousing model, i've also 
worked with dozens of cohousing groups on governance and group process.  
Althought some LEC projects are tied to scales such as CPI, others set 
their own interest rate internally--the model is reasonably flexible, 
which allows projects to choose which option best meets their needs.  
The only cohousing project i can think of offhand that uses the LEC 
structure is Berkeley Cohousing; their model ties resale prices to AMI 
(Area Median Income).  Raines who's on this list lives there and i 
imagine he'll repy too.

I see your area code is 503, are you located in Portland/Oregon? I'm in 
Eugene (aka Chanchifin), and recently attended a meeting of many 
different reps interested in seeing more co-ops happen, convened by 
Portland city government.  So if you're in this geographic area, i can 
probably help connect you with local resources.  I'd be happy to talk 
further off-list.

Cheers,

--Kavana

On 4/16/2026 10:12 AM, Bloom! A WeBUILT Community via Cohousing-L wrote:
> Hi everyone - I’ve been a member of cohousing for a year but just joined this 
> list.  We are building a community of 18 units for adults with I/DD disabilities.  We 
> want to use a limited equity model for resale purposes in order to keep the community 
> affordable and sustainable and at the same time allow our owners to gain some 
> appreciation in value over time.
>
> I have been searching high and low for a model/index/anything used by others to 
> do that.  So far no one has one and only suggests using something like CPI - 
> which will not work.  Anyone use this model and are willing to share?
>
> Thanks so much.
>
>
> Elissa M. Ryan Morris, Manager
> Bloom! A WeBUILT Community, LLC
> 503-319-9078
>
>
>
>
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Kavana Tree Bressen

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