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 impact real estate fund 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 27 2024

This week we are excited to present an opportunity from an Impact Circle Member. It is a Tech-Enabled Infrastructure Fund.

 🌟 Tech-Enabled Infrastructure Fund🌟 

 Overview: Why a Tech-Enabled Infrastructure Fund? Global infrastructure is antiquated and ripe for disruption, improvement, and enhancement through the incorporation of technology (Infratech). This Tech-Enabled Infrastructure Fund is positioned to capitalize on this opportunity as one of the first funds to invest innovatively in both the companies and assets that are deploying proven infrastructure technology solutions (broadband, mobility, clean energy). "Infratech" represents $21-$30 trillion in strategic value each year for the next 30-40 years.

 Impact Goals: 

1. Seeks outsized returns to investors & offers significant co-invest opportunity

2. Return Target: 16-23% Asset Level (cash flow provided yearly to investors)/ 3-5x MOIC

3. Significant pipeline of proprietary opportunities

Female Leadership: This fund is the first Majority Women & Black owned/led firm in the infrastructure space and can pursue WMBE investments in public infrastructure adding a differentiating perspective with community impact.

Basic Questions Investors Might Consider asking:

1. How does this fund keep its portfolio diversified?

2. What is the specific investment strategy?

3. What are the terms of the fund? What is the expected lifeycle of the fund from investment to divestment ?

4. What is the exit strategy? How does the fund plan to exit?

🏷️ Tags in RISE database: ##Tech4All #ImpactVenture #TechVC #WomenLeadership #InnovationforImpact #DigitalInclusion #Environment #ResourceEfficiency #CleanEnergy

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_{It's not my rule—it's just how the finance 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 and discuss with our families.}

TEACHING IMPACT INVESTING

Family Impact Investment Discussions

This week I received a note from an Impact Circle member that the ‘rent capped units’ real estate impact fund we shared last week is closing on May 10th. How do we discuss opportunities like this as a family so the entire family has an investor lens?

Let’s imagine that as a family, we decide to invest $20,000 into a real estate impact fund that focuses on providing affordable housing. This is an example for family discussions - 20K is a nice number for illustration.

1. Projected Internal Rate of Return (IRR): 17% This tells us that if everything goes as planned with our investment in affordable housing, every year, on average, we could earn an extra $3,400 on our original $20,000 investment. This percentage helps us understand how much money the investment might make each year.

2. Average Annual Cash Flow: 7% (paid quarterly) From the money the properties earn (like people paying rent), our investment would generate about $1,400 each year. This amount is paid out in parts every three months, so we would receive about $350 every quarter.

3. Return of Capital: 2.3x Over the duration of our investment, we expect to get back our initial $20,000 plus an additional $26,000, totaling $46,000. This is our initial $20,000 multiplied by 2.3, showing us the total return we anticipate from our investment.

4. Preferred Return: 8% This is a promise that from the money the fund makes, the first 8% of returns on our original investment, or $1,600 per year, is prioritized to be paid to us before others who might have invested in different terms or later.

5. Operating Partners These are the experienced professionals who manage the properties. They have a solid track record, having acquired and managed over 25,000 units and completed 35 successful deals, proving they know how to generate a good profit for investors like us. This track record is important to discuss with our family.

Closing Date of a Fund Raise This is the deadline for us to decide if we want to put our $20,000 into this fund. It’s set for May 10th, and after this date, the opportunity to invest will no longer be available.

Impact Explanation This fund provides affordable housing for people such as teachers and military personnel who might struggle with high rent costs. By investing, we're helping ensure that 60-80% of the units are rented out at prices they can afford. This way, our investment is not only growing financially but also making a positive impact in the community, supporting people who do important work. As you pass buildings ask our children/teens to think about the rent rolls are they affordable? Are they aligned with reducing inequality? Also, we can encourage them to think about whether these buildings use clean energy or sustainable practices that could benefit their generation. How could these structures contribute more positively to our community and the environment?

._{*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 opportunities from businesses, funds, and real estate - all impact. Next meeting is May 14th. Janine Firpo author of Activate Your Money will share her investment experience. Amanda will share her sustainable agriculture impact investing experience and trends. Finally, an investment opportunity from a women owned company with a proprietary process utilizing 80% food waste into luxury leather goods. 100% sourced and made in Italy. Ready to be a part of this circle of change-makers? Apply now for membership. 

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.

_{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.}