Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

Before sharing this week's Impact Opportunity, where financial returns are intertwined with meaningful, enduring change 🌟, let's remind ourselves of our common purpose: to invest in a future 🌍 that not only confronts today's challenges—climate change, healthcare disparities, gender equality—but also ensures a thriving, equitable world for generations to come. It's about doing our part, leveraging our resources and influence to create a legacy that benefits not just our current society but also safeguards the wellbeing and prospects of those who will follow. We care.

Last week, we spotlighted an exceptional opportunity in cold storage logistics, a key player in creating more efficient and equitable food supply chains worldwide. This company's innovative approach not only addresses global food waste by ensuring perishables reach their destination in optimal condition but also plays a crucial role in reducing the environmental impact associated with food distribution.

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 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 - Mar 2 2024

If your values center around environmental sustainability, social justice, and equitable economic development, this innovative investment cooperative aligns with your commitment to fostering a more sustainable, fair, and inclusive world. And yes, there is a track record here of successful returns.

Why are we sharing this opportunity? Here are key data insights for this unique cooperative to inform and guide your investment consideration:

Environmental Stewardship: The cooperative invests in projects and companies that prioritize environmental conservation, renewable energy, and energy efficiency, addressing the urgent need for sustainable development.

Social Equity: With a focus on investments in businesses and real estate that promote social justice, community wealth building, and majority ownership or leadership by women or BIPOC, the cooperative contributes to reducing inequality and enhancing social inclusion.

Economic Impact: By supporting cooperatives, democratic workplaces, and companies with B-Corp, LEED, organic, and/or fair trade certification, the cooperative invests in entities that are not only profitable but also beneficial to their employees and communities.

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🌟 An Innovative Investment Cooperative 🌟

📍 Overview: This investment cooperative and public benefit corporation focuses on owning and operating “impact real estate” and investing in privately held “impact companies.” This fund allows you to participate in impact in a diverse capacity.

💰 Fund Size: $25 – 49M

📈 Investment Focus: The cooperative proactively targets the following impact themes (while remaining open to others):

• Environmental conservation and stewardship

• Renewable energy and energy efficiency

• B-Corp, LEED, organic, and/or fair trade certification

• Majority ownership and/or leadership by women or BIPOC

• Employee ownership

• Cooperatives

• Democratic workplaces

• Sustainable agriculture, forestry, and land use

• Social justice

• Community wealth building

👩‍💼 Leadership: 50% or more of the investment team identify as women.

💼 Mission and Impact: The fund targets patient capital and “non-extractive investors” who do not demand the kind of “maximize-it-at-all-costs” financial return that conventional investing does. It prioritizes the highest possible financial return without the “win-at-someone-else’s-expense” paradigm, benefiting stakeholders like employees, customers, suppliers, the environment, the community, and so on.

🚀 Portfolio & Return: At least 60% of the assets are impact real estate, with the remaining 40%-or-less in private impact company investments. Projects 5.5%-8.0% average annual patronage dividends.

💡 My Thoughts: The cooperative has a diverse portfolio with private debt, equity, AND real estate assets. Unlike traditional funds, it is an open-ended, evergreen fund into which members can invest via annual stock offerings; each member has one vote, regardless of investment size. It is welcoming to non-accredited investors who can participate in its offerings and receive 1099s instead of relatively complex K-1s, due to its cooperative nature. The fund accepts both accredited and non-accredited investors.

🏷️ Tags in the RISE Database: #CleanTechnology #ClimateChange #AlternativeEnergy #ImpactRealEstate #Environment #RenewableEnergy #WomenLeadership

Considerations for us to ask as we evaluate this:

1. What is the historical performance of the cooperative's investments?

2. How does the cooperative manage risk, especially in volatile markets?

3. How are financial returns expected calculated?

4. How does the cooperative define and measure 'impact'?

5. Can you provide examples of successful impact investments made by the cooperative?

6. How does the cooperative ensure ongoing alignment with impact goals?

7. How are investors involved in decision-making processes?

👉 Login To View Company Name & Listing & Returns👈

TEACHING IMPACT FINANCE

✨ First and foremost, a heartfelt thank you to each and every one of you ✨for spreading the word about our newsletter. It's truly inspiring to see our community of entrepreneurs and investors grow, sharing insights and empowering each other - it's important to remember the importance of discussing and considering impact investing, no matter where we are on our financial journey.

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🌍 Empowering Change: The Investor's Guide to Impactful Private Investments🌍

Why do Wealthy Invest in Private Investments?

Private investments unlock a unique opportunity for women to grow their wealth and make a significant impact. If you're new to this, consider starting with asset-based private investments, which can offer tangible assets as underlying value. Here's a breakdown:

Direct Funding: Invest directly in projects and companies you believe in, like sustainable initiatives and female-led startups.

Higher Returns Potential: Though riskier, they offer the chance for higher returns, amplifying your impact.

Values Alignment: Align your investments with your personal values, supporting causes you're passionate about.

Diversification: They provide portfolio diversification, contributing to financial stability and growth.

For newcomers to private investments, here are some asset-based options to consider:

Energy Funds: Invest in renewable energy projects to support the transition to a sustainable future.

Real Estate Impact Funds: Focus on properties that promise social and environmental benefits alongside financial returns.

Water & Sanitation Funds: Support projects aimed at improving access to clean water and sanitation, crucial for global health.

Agriculture Funds: Consider investing in sustainable agriculture practices that promote food security and environmental health.

• The Impact fund featured above

Adding an important dimension to this discussion:

Startups: While startups can carry a higher level of risk, they also offer the potential to impact change in a far greater way. Investing in early-stage companies, especially those focused on solving critical global challenges, allows you to be part of potentially groundbreaking innovations. This is where the balance between risk and impact becomes most pronounced. Your investment could support the next big breakthrough in healthcare or sustainability, making a lasting difference in the world.

🌟 Why Our Focus Matters: 🌟

Each of us, regardless of our experience level or the size of our savings, has a role to play in shaping a sustainable and equitable future through our investment choices. By sharing this newsletter, discussing these opportunities, and making informed decisions, we’re not just investing in our financial growth—we’re investing in the future we wish to see.

._{*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. Visit’s last week’s article to learn how to teach the next generation about impact.}

✨Here is how I explain the above investment opportunity to my teen on the drive home because it is important to discuss impact investing early with those we care for… she hears me whether she wants to or not….

Imagine you've have a giant toolbox. In it, there's a tool for every job you can think of, but instead of fixing cars or building shelves, these tools help us fix the world. Now, this group investment we're talking about? It's like the ultimate multi-tool in our box. It's designed not just to grow money but to make a positive mark on the planet and society. This fund or group investment lets you be part of something bigger, something diverse.

💰 Think of the fund size, between $25 – 49M, as a big pool of resources we're all contributing to. It's substantial, right? But what's even cooler is how it's used.

📈 The investment focus is all about impact themes we care about—like protecting the environment, supporting renewable energy, and ensuring businesses are run ethically and sustainably. They invest in real estate and companies that are doing good things, like creating clean energy or supporting local communities. It's not just about making money; it's about making a difference.

👩‍💼 And get this: half of the leaders in this team are women. That's huge in the investment world, and it shows that they're serious about supporting diversity and equal opportunities.

🚀 As for what's in the portfolio, think of it as a mix of properties and companies that all have a positive impact. And they're goals for returns that are fair, but also really solid—projecting dividends between 5.5% and 8.0%. This is money in your account after you have given an initial amount.

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. This week, we're sharing a group that has cherry-picked real estate and business opportunities where you can grow what you've saved while making the world a better place for you.

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.

   Plus, our virtual monthly meetings offer an opportunity to come together, discuss, and discover impact opportunities designed to make a difference. Next cohort begins in April. 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. Our weekly live sessions are tailored to empower you in navigating both public and private markets, helping you grow your wealth across various asset classes while contributing positively to the future. It's more than investing; it's about shaping a better world for the next generation.

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 investment journey. We believe the key to success lies in education, informed decision-making, and using investments to make an impact. We support Values - Aligned Financial Planners.

_{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.}