Your questions, answered

If you’re a foundation or non-profit, program-related investments allow you to invest 5% of your funds annually in an organization committed to doing public good rather than donating them. 

Program-related investments are a great way to make a difference while also seeing a return and maintaining greater control over your assets.

If you’re interested in investing with us, get in touch, and we’ll gladly provide you with information about the fund and a breakdown of what the process entails. 

Under the Community Reinvestment Act (CRA), banks are evaluated on their efforts to provide loans, investments, and services that benefit their local communities. Regulatory agencies assess compliance with CRA requirements, and financial institutions are expected to demonstrate a commitment to fostering economic development and addressing the financial needs of underserved populations. Generally, the higher your CRA rating, the better your relationship with regulators and the more financial services you’re able to engage in. Plus, CRA investments make a real, measurable difference for many folks in your community.   

Our fund is considered a public welfare investment.

We know how vital CRA can be for banks and financial institutions. That’s why our fund is set up to maximize your CRA rating. Investing with us means you’re funding a complex, responsive, and innovative solution to an important issue.  

Our approach to affordable housing lowers rents, prevents displacement, provides homes to those in need, and stabilizes neighborhoods. In communities across the state, this means less homelessness and better health outcomes for our tenants.

If you’re a government worker or elected official, please reach out. By collaborating on our affordable housing strategy, we can work to protect safe, accessible homes in your community and across the state. 

Because we offer an effective solution with many benefits for private and public sector organizations, we’re funded by a mix of capital from banks, foundations, and governments.