Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

For decades, I've been passionate about understanding the diverse world of investing. Sadly, conventional financial education often overlooks the myriad ways one can manage their money, especially when it comes to combining public and private investments.

No one told me that I could tailor my investments according to my values, or that my financial decisions could directly influence the causes close to my heart. It took years of personal exploration and participation through leadership with private investing groups to truly grasp the potential of my own portfolio to effect change.

Now, as a parent of teenagers, my goal is to streamline this learning curve for you.

As a reminder, RISE maintains a comprehensive database of private vetted, exclusive, impactful investments that includes everything from startups to established funds and real estate, spanning all areas of impact. These opportunities vary; some have specific participation qualifications, while others are more accessible. We do this because we all have different levels of savings, communities, and can participate in impact at different levels. Either way, as always, let's share this valuable knowledge of values aligned investing with our loved ones, including our children (it's never too early to start!), friends, and broader community. With that said, let's explore this week’s impactful opportunity.

TEACHING IMPACT INVESTING

Family Impact Investment Discussions

New to Impact/Values-Aligned Investing?

Whether you're just starting out or looking to teach the next generation about values-aligned investing, we've got your back. Here's a step-by-step guide to get you started on your impact investing journey.

Step 1: Identify Your Values and Goals

What causes are you passionate about? Look at the UN Sustainable Development Goals and pick 3-5 that resonate with you. Is it environmental sustainability, gender equality, education? Align your investments with these values.

Step 2: Assess Your Risk Tolerance

This is super important because it determines how you allocate your savings. Ask yourself: given my level of savings, do I have enough for my financial freedom number? For retirement? For my children's needs? If the answer is yes, you might be able to take on more risk. Or, lead with impact focused projects that have a lower return.

How much risk are you comfortable with? Higher risk can mean higher returns, but also greater potential for loss.

Step 3: Educate Yourself

You're already on the right track by reading this newsletter and watching our content. Join communities like RISE to learn from experienced investors and gain more insights into impact investing.

Step 4: Understand How the Wealthy Invest

Google how wealthy people invest and you'll see that there is a significant percentage allocated to alternatives or private markets. So, how do you start?

How to Invest in Public Markets

1. Choose Impact-Focused ETFs and Mutual Funds:

   • ETFs (Exchange-Traded Funds) and mutual funds focused on impact investing are great starting points. These funds pool money from many investors to buy a diversified portfolio of stocks and bonds that align with specific impact themes.

   • Look for funds that prioritize ESG (Environmental, Social, and Governance) criteria.

2. Research Companies with Strong ESG Ratings:

   • Invest in individual companies known for their commitment to social and environmental responsibility. You can find these companies by looking at their ESG ratings from agencies like MSCI or Sustainalytics.

3. Utilize Impact Investing Platforms

4. Consider Sustainable Bonds:

   • Green bonds, social bonds, and sustainability bonds are fixed-income securities designed to finance projects that have positive environmental or social impacts.

5. Seek Guidance from a RISE Impact-Focused Financial Advisors community member.

   How to Invest in Private Markets

1. Start Small and Grow:

2. Explore Alternative Investments with the RISE Impact Circle

   1. Invest in Impactful Startups

   2. Impactful Funds

   3. Impactful Real Estate

   4. Impactful Water & Sanitation Funds

   5. All things Private & Impactful

Ready to make a real impact with community? Come to our next Impact Circle meeting. Email us [email protected]

._{*Please, it is never too early to share these differentiations with others so we are all educated together allowing us all to have an investor mindset. If you need lists or access to any of the above reply back and we will support with our database.}

New Weekly Impact Insight - June 1 2024

Let’s set the stage for this week’s impact investing opportunity

Why Sustainable Agriculture Matters: Insights

Sustainable agriculture is not just a trend; it's a necessity for the future of our planet and our communities. Here are some compelling reasons, backed by data, on why sustainable agriculture is crucial:

1. Soil Health and Fertility:

• Data Insight: Conventional farming practices can degrade soil quality, reducing its fertility over time. According to the Food and Agriculture Organization (FAO), one-third of the world’s soil is already degraded.

2. Water Conservation:

• Data Insight: Agriculture accounts for 70% of global freshwater withdrawals. Traditional farming methods often lead to inefficient water use and pollution from runoff.

3. Climate Change Mitigation:

• Data Insight: Agriculture is responsible for about 24% of global greenhouse gas emissions. Conventional farming practices contribute to these emissions through deforestation, methane from livestock, and nitrous oxide from fertilizers

4. Healthier Food Production:

• Data Insight: Pesticide residues in food are linked to various health issues. The Environmental Working Group (EWG) found that nearly 70% of conventional produce in the U.S. contains pesticide residues.

This week’s Company Overview - Sustainable Agriculture

🌿 Investing in Sustainable Agriculture 🌿

Overview:

This organic farmland REIT offers accredited and non-accredited investors a chance to directly invest in a diverse portfolio of certified organic farmland. As an organic farmland finance company, it provides farmer-friendly leases, mortgages, and lines of credit to support the next generation of organic farmers.

🌍 Mission:

To enable healthy food production, restore soil, and improve water quality through secure and sustainable farmland access.

♻️ Impact Goals:

Making organic agriculture the norm in America to benefit soil health and future generations.

• 💰 Investing Options:

• Retirement Accounts:

• Own stock in a diversified portfolio of organic farmland.

• Returns reflect the value of farmland and annual profitability.

• Real asset diversification for investment portfolios.

• Cash returns dependent on shared risk with organic farmers.

• Redemption rights accrue after 5 years.

• Accessible minimum investment of $10,010.

• Available to retail investors.

• 👩‍💼 Team:

• Women represent 25-50% of senior management and investment professionals.

• Women are involved in decision-making on approximately 70% of the invested farms.

💡 Key Points:

• Responds to specific farmer needs and finances land.

• Offers favorable terms during transition years to organic farming.

• Holds land indefinitely, providing farmers with long-term security.

• Raises capital from mission-aligned investors, growing the portfolio while offering liquidity through company stock repurchases.

Questions to Consider:

1. What level of investor transparency and accountability does the REIT provide?

2. How does the performance of this REIT compare to other farmland investments?

3. What are the potential risks associated with the organic farming sector?

4. What are the liquidity and exit options for investors?

5. How diverse and experienced is the management team?

🏷️ Tags:

#SustainableAgriculture #ClimateAction #Farming #OrganicFood #REIT #FoodSecurity #RuralDevelopment #CommunityDevelopment #InnovationforImpact #Environment #Biodiversity

👉 Login To View Company Name & Listing & Returns👈

_{It's not my rule—it's just how the finance industry works I cannot share private investment opportunities to the masses that are on this email list. Some private investment opportunities are reserved, please log in. I'm a firm believer that knowledge and community power financial growth for everyone. Irregardless of where we are in our investment journey, we all need this knowledge and discuss with our families.}

Look around at the real estate and businesses out there—there are ones that prioritize making the world better for you and your generation, and some that don't. We want to support those that prioritize these principles. We look for solid plans with great people leading.

P.S. Whenever you’re ready here are a few ways for us to work together:

1. RISE The Movement Impact Circle:

   Join the RISE The Movement Impact Circle, an exclusive network where we collaborate, learn, and dive into vetted, exclusive, private, impact investment opportunities. We share two opportunities from businesses, funds, and real estate - all impact. Next meeting - June 11th. Ready to be a part of this circle of change-makers? Join Us. 

2. Impact Investing Education Program:

   Not ready to invest? Begin the world of impact investing with our 12-week Impact Investing program, designed for women who want to make a difference.

3. Partner with RISE the movement:

   Do you share a commitment to making a positive impact? Our RISE community is a vibrant mix of entrepreneurs, investors, and finance professionals. While our individual values may differ, our shared belief in investing for a better tomorrow unites us. We invite you to collaborate with us and showcase how your organization can empower us to excel in impact investing. 

   Together, we're not just investors; we're changemakers.

   Until next week, keep making an impact!

   Warmly,

   ^Tanaha

@risethemovement

www.risethemovement.com

At R.I.S.E (Rewarding Investments Smart Education) we are committed to educating and providing community for women investors at every stage of their impact investment journey. We believe the key to success lies in education, informed decision-making, and using investments to make an impact.

_{Disclaimer:R.I.S.E. the Movement is an educational platform designed to provide informative resources and foster discussions related to personal finance and investing. We are not registered financial advisors, and the content presented on our platform should not be construed as investment advice. Any information shared or discussed on this platform is for educational purposes only and should not be considered as a substitute for professional financial advice. It is important to conduct thorough research and consult with a qualified financial advisor or professional before making any investment decisions. R.I.S.E. the Movement does not guarantee the accuracy, completeness, or reliability of the information provided, and shall not be held responsible for any actions taken based on the content presented. By engaging with R.I.S.E. the Movement, you acknowledge and agree to release the platform, its creators, and contributors from any liability arising from your use of the information provided.}