INVESTMENTS | GOOD INVESTMENTS. GOOD FOR COMMUNITIES.
GOOD FOR YOUR BUSINESS.

Impact investing today can mean so much more than environmental and sustainable funds. By recognizing and emphasizing the importance of sound investment fundamentals in impact, we offer a timely and powerful choice: Community investment. Investments that reshape neighborhoods and lift up lives. But just as importantly, investments that scale to the needs of the institutions that endeavor to facilitate transformative change today.

IMPACT seeks to meet the challenge of our times by defining a new set of impact investing best practices.

VARIED INVESTMENTS. SHARED PRINCIPLES.

STEWARDSHIP. A singular focus on stewardship to our investors and the assets they have entrusted to us.

LONG-TERM FOCUS. Integrity, transparency and accountability lead to close alignment of interest between our owners, stakeholders and investors, supporting long-term relationships.

IMPACT. Investing without compromise—investments that transform communities without sacrificing financial performance—builds long-term value and a more sustainable world.

OPEN-MINDED AND STEADFAST. Exceptional long-term performance requires openness to new thinking, conviction in decision-making and obsession with details over multiple time horizons.

OPPORTUNISTIC. Efficient markets work in the long run but provide opportunities over shorter time horizons for those willing to invest in scalable “dusty corners.”

HOW ‘COMMUNITY’ HAPPENS

Through our Community Impact Loan (CIL) program, IMPACT has facilitated mortgage financing for 45,000 affordable housing residences—quality homes for working families, seniors and persons with special needs, whose incomes are typically a fraction of the Area Median Income.

CHILDCARE FOR MORE OF US

For America’s two-income households, quality childcare isn’t a luxury, it’s a necessity. IMPACT has invested $10 million in facilities that serve over 250 low-income and special needs children.

IMPROVING WORKING FAMILY LIVES

The National Low Income Housing Coalition estimates 35 affordable housing residences are available for every 100 households who can qualify to live in one. Reason enough why IMPACT continuously adds to the affordable housing residences it finances.**”The Economic Impact of Home Building in a Typical Local Area.” National Association of Home Builders, April, 2015.

GOOD JOBS, GOOD WORKS

According to the National Association of Home Builders, the one-year impact of creating 100 rental apartments in a community generates over $11 million in local income and 161 local jobs.**”The Gap: A Shortage of Affordable Homes.” National Low Income Housing Coalition, 2017 Edition. It’s another reason why every development IMPACT facilitates matters.

Rx FOR COMMUNITY HEALTH

IMPACT has provided approximately $30 million in financing to ten healthcare facilities serving approximately 350,000 low-income patients annually.

JUMPSTARTING THE ECONOMIC ENGINE

Since 2011, IMPACT has invested $31 million into 21 California certified CDFIs with a five-year commitment to enable those CDFIs to provide loans to local businesses in low- and moderate-income communities.

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