Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

This week, as we explore an Impact Opportunity that combines financial gains with societal progress, we also celebrate International Women's Day—a reflection of our shared mission for a more equitable world, especially in gender equality, a cause.

International Women's Day reinforces our 'why': for me, it's deeply personal, with the goal to create a better future for my daughters. Every decision is driven by the hope of a world where they, and all girls, can flourish freely.

Thank you for last week’s feedback on the Impact Opportunity.

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 - Mar 9 2024

🌟 Social Impact Investment Firm: Empowering Communities through Sustainable Real Estate 🌟

📍 Overview: Its mission combats societal challenges across the United States, focusing on the creation and support of affordable workforce housing, healthcare, and educational facilities.

🚀 Mission: The investment strategy is rooted in the belief that significant impact is achieved by focusing on underserved urban markets throughout the country. By targeting areas in dire need of development and support, its investments are meticulously designed to enhance and uplift the surrounding communities, addressing critical market voids.

♻️ Impact Goals:

• Educational Facilities: Committed to the expansion and success of high-achieving charter schools, with over 60,000 school seats created, fostering education and opportunity.

• Multifamily Housing: Efforts in preserving affordable workforce housing have directly benefited 54,000 residents, ensuring stability and enrichment in community living conditions.

• Healthcare Facilities: By increasing the accessibility to quality medical care in underserved areas, patient enrollment capacity has expanded to over 110,000, enhancing healthcare outcomes.

💰 Funding and Investments: Its experienced top management, with over 20 years in impact investing, focuses on critical sectors such as education, housing, and healthcare to drive sustainable growth and improvement.

📈 Recognitions:

• GRESB Green Star Designation (2020-2023): Acknowledged for exceptional sustainability practices in real estate.

• PREA Inaugural Social Impact Award Winner (2022): Recognized for outstanding contributions to social impact.

• GRESB First in Peer Group for Social/Affordable Housing (2021): Leading the industry in affordable housing initiatives.

👩‍💼 Leadership Diversity: With over 80% of its team comprised of female and/or people of color, the firm is dedicated to fostering a diverse and inclusive workplace. Its commitment extends beyond the internal team, aiming to nurture and develop the leaders of tomorrow through its investments and community engagement.

💡 Insight: This firm identifies and pursues unique market opportunities traditionally filled by governmental or philanthropic efforts, which are often overlooked by conventional investment models. We need more women leaders here.

🏷️ Tags in the RISE Database: #SocialImpact #AffordableHousing #EducationImprovement #HealthcareAccess #UrbanDevelopment #CommunityEmpowerment #SustainableRealEstate

Considerations for us to ask as we evaluate this:

1. What is the historical performance of the firm's investments in affordable workforce housing, healthcare facilities, and educational infrastructure? Specifically, how have these investments impacted the communities they serve?

2. How does the firm manage risk, particularly in the volatile market of real estate and in the context of underserved urban markets?

3. How are financial returns and impact outcomes balanced in the firm's investment strategy, and how are these expected returns communicated to investors?

4. Can you elaborate on the firm's approach to defining and measuring 'impact,' especially concerning its three core areas: education, housing, and healthcare?

👉 Login To View Company Name & Listing & Returns👈

TEACHING IMPACT FINANCE

✨ A Journey to Impactful Investing: Discoveries Worth Sharing

Dear Fellow Visionaries,

Reflecting on my journey, for years, my understanding of investing was confined to the well-trodden paths of public markets. Yet, hidden in plain sight were avenues of impact, potential, and growth that I wish someone had introduced to me earlier.

🌱 Seeds of Change: Investing with Purpose and Profit

Imagine if, from the start, we were told about the myriad ways to invest in private opportunities. Opportunities with histories of revitalizing schools, bringing microloans to communities for clean water and sanitation, supporting affordable housing, and championing clean energy initiatives to reduce environmental footprints.

The revelation? There are investments for us all. What's more, many of these opportunities come with track records showcasing their potential for both impact and financial return.

💼 Beyond Donations: Direct Impact Through Informed Investing

For too long, my narrative was about giving without seeing—donating to causes and hoping for the best. The reality I've come to discover is far more empowering. Through these private investments, we can directly influence the change we wish to see, all the while nurturing our financial growth.

🌍 A World of Opportunity: Making Every Investment Count

I spent 20 years piecing together this mosaic of knowledge, navigating through a fog of missed opportunities. But the landscape has transformed. Thanks to a community that values sharing and empowerment, the secrets of impactful investing are no longer confined to whispered conversations in closed rooms.

🌟 Your Path to Impact Starts Here

The journey to impactful investing doesn't have to be a solitary quest.

._{*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.}

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.

   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.}