Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

Overjoyed with the outpouring of support for our newsletter! Grateful for your feedback on the mental health app we shared last week!

It’s clear we’re all on the same investment page when it comes to learning how to make an impact with our savings whether its championing environmental sustainability, social equity, or fostering fair economic growth.

If you would like to learn all the diverse ways to invest in alignment with your values, across all asset classes - I invite you to join our free 3-day Impact Workshop: "Grow Your Wealth, Impact the World".

As a reminder, we maintain 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.

New Weekly Impact Insight - April 20 2024

But first, welcome New Impact Circle Member, Heather Beatty, Scopefour Capital!

Heather leads an investment firm focused on climate solutions, investing in public companies that are actively reducing carbon emissions. Her firm uses a science-based approach to select companies that are not only profitable but are also making real impacts on sustainability. ScopeFour Capital offers investors a unique opportunity to contribute to global decarbonization while potentially achieving attractive returns. We look forward to Heather’s insights in our community as we look at Climate opportunities.

Now, onward with the Impact opportunity of the week.

 🌟 Impact Based Real Estate Investment Opportunity in Dallas 🌟 

 Overview: We are excited to present a real estate investment opportunity in the Dallas-Ft. Worth MSA offered by an Impact Circle Member’s Impact based REIT fund, known for its strong returns in a high-growth Texas submarket. This opportunity offers a strategic blend of strong cash flows and forced appreciation, leveraging a property tax abatement program to boost profitability and social impact.

Impact Goals:

This project presents strong financial returns but also supports affordable housing by maintaining half of the units at 60-80% of the area median income. This initiative not only fosters community development but also results in significant savings, eliminating over $1MM in expenses from day one, aligning with our commitment to sustainable and impactful investing.

Project Highlights:

• Strong Investor Return Metrics with Conservative Underwriting:

  • Projected Internal Rate of Return (IRR): 17%

  • Average Annual Cash Flow: 7% (paid quarterly)

  • Return of Capital: 2.3x

  • Preferred Return: 8%

• Operating Partners: Partnered with a robust operator with a track record of over 25,000 units acquired in Texas, completing 35 full-cycle deals with an average IRR of 32.99%.

• Attractive Financing: Benefiting from a loan assumption with a fixed rate of 3.84%, well below today's market rate, enhancing the project's financial viability.

• Market Fundamentals: The region has experienced significant population, job, and wage growth, which supports the tax abatement strategy and ensures a robust renter base. The average median income in the area exceeds $100k.

• Newer Vintage Property: Built in 2020, this property benefits from newer construction, leading to fewer repairs and maintenance and better amenities.

Funding and Investments: This opportunity is time-sensitive due to the specifics of our loan assumption process.

Basic Questions Investors Might Consider:

1. What are the specific terms of the property tax abatement program, and how do they impact the project's long-term financial projections?

2. What are the anticipated challenges in maintaining the affordability criteria of the units, and how will these impact investor returns?

3. How sustainable is the projected cash flow in light of the current economic climate in the Dallas-Ft. Worth area?

🏷️ Tags: #RealEstateInvestment #AffordableHousing #SustainableDevelopment #ImpactInvesting #TexasRealEstate

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_{It's not my rule—it's just how the industry works. 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.}

TEACHING IMPACT INVESTING

ESG Insights - Why Balancing Profit and Planet Matters?

Risk Management: ESG metrics are crucial for identifying risks, helping companies avoid regulatory penalties and reputational damage, thus appealing to conscientious investors (KPMG).

Consumer and Employee Attraction: Strong sustainability practices enhance employee retention and meet growing consumer demands, with many millennials willing to pay more for sustainable products. This shift is reshaping business strategies to align more with customer and workforce values. (sustainalytics.com)​​

Innovation and Competitiveness: Leaders in sustainability often spearhead innovation, developing new products that cater to environmental and societal needs, thereby setting themselves apart in the marketplace and preparing for a resource-constrained future (IBM).

Regulatory Favorability: With tightening global regulations on sustainability, proactive companies can quickly adapt and benefit from financial incentives like tax breaks, reducing compliance costs and boosting profitability (BCG).

._{*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.}

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 from different risk profiles.

   Plus, our virtual monthly meetings offer an opportunity to come together, discuss, and discover impact opportunities designed to make a difference. Next meeting is May 14th. Ready to be a part of this circle of change-makers? Apply now for membership. 

2. Impact Investing Education Program:

   Dive into the world of impact investing with our 12-week Impact Investing program, designed for women who want to make a difference. This cohort will not only educate you on essential investment strategies but also connect you with a network of like-minded women.

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.

_{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.}