3 Upcoming US-Based Impact Investment Opportunities You Don’t Want to Miss
SVX US is pleased to present our latest impact opportunities. These exclusive offerings span diverse sectors within the impact space, providing you with the unique chance to make strategic investments to drive meaningful change.
We invite you to explore how you can be part of these exciting ventures. Below, you’ll find detailed information about each new opportunity.
*Only available to accredited investors.
ProActive Realty Income Fund II
A Path to Sustainability, Renovation, and Speed
ProActive Realty Income Fund II (PRIF II) is a Measured Social Impact investment vehicle committed to addressing the affordable housing crisis in underserved communities while advancing key United Nations Sustainable Development Goals (SDGs). With a focus on acquiring, redeveloping, and managing properties such as manufactured housing communities, multi-family complexes, and single-room occupancy (SRO) units, PRIF II aims to create high-quality, affordable housing for low-income families, very low-income households, veterans, people with disabilities, and undocumented individuals. Proactive has 2 Morningstar Sustainalytics SPO & Impact Reports.
Advancing Key SDGs through Holistic Housing Solutions
At the core of PRIF II’s mission is the alignment with several SDGs, ensuring that our investments not only generate financial returns but also contribute to global goals for social and environmental progress:
- SDG 1: No Poverty — By providing affordable housing to low-income individuals and families, PRIF II helps alleviate poverty by creating stable, safe, and affordable homes. Housing security is the foundation of economic empowerment, giving families a platform to build better futures.
- SDG 6: Clean Water and Sanitation — PRIF II integrates sustainable water management systems into our properties, ensuring clean water access and promoting efficiency. Through energy-efficient retrofits and water conservation initiatives, we contribute to long-term sustainability for both residents and the environment.
- SDG 7: Affordable and Clean Energy — A significant focus of PRIF II’s redevelopment efforts includes implementing renewable energy solutions such as solar power and energy-efficient infrastructure. These improvements not only lower utility costs for residents but also promote clean energy use, contributing to a healthier planet.
- SDG 10: Reduced Inequalities — PRIF II’s projects focus on providing housing to marginalized and underserved populations, including veterans, undocumented individuals, and those facing financial or housing barriers. By offering affordable housing, we actively work to reduce social and economic inequalities.
- SDG 11: Sustainable Cities and Communities — Through our commitment to revitalizing distressed properties and developing sustainable housing, PRIF II fosters the creation of inclusive, resilient communities. Our developments improve the quality of life for residents while contributing to long-term sustainability in the areas we serve.
Combining Financial Returns with Meaningful Social Impact
PRIF II’s strategy goes beyond traditional real estate investment by incorporating sustainability and social impact into every project. Our investment model allocates a portion of above-average returns to charitable organizations, including our own philanthropic arm, ProActive Initiative, ensuring that our financial success directly contributes to community reinvestment.
With a robust pipeline of up to 550 units across multiple states, PRIF II offers investors the opportunity to participate through equity shares or fixed-term debt notes. This flexibility, coupled with our competitive returns, makes PRIF II a compelling option for accredited investors who want to blend financial growth with purpose.
Recognized for Impact: Morningstar Sustainalytics
ProActive Realty Income Fund II’s measurable impact is recognized by Morningstar Sustainalytics through both the Impact Report and Second Party Opinion (SPO), underscoring the credibility and accountability of our projects. These evaluations affirm PRIF II’s alignment with ESG (Environmental, Social, and Governance) standards and SDGs, offering investors clear insights into the tangible social outcomes and environmental benefits their investments support.
Proven Track Record in Transforming Communities
Since its inception in 2019, ProActive Realty Group has consistently demonstrated expertise in transforming distressed properties into vibrant communities. Our high-impact projects in South Carolina and Las Vegas showcase our commitment to creating sustainable housing that delivers both social and financial returns. Recognized for advancing SDGs 6, 7, and 11, PRIF II stands as a leader in the intersection of real estate investment and social impact.
The Future of Impactful Investing
As we gear up for SOCAP 2024, ProActive Realty Income Fund II is redefining the landscape of affordable housing investment. By aligning with the United Nations SDGs and driving sustainable development, PRIF II offers investors an opportunity to generate competitive returns while making a lasting difference in the lives of those most in need. Our dedication to building affordable, resilient, and inclusive communities makes PRIF II not only a sound financial choice but a meaningful one.
Join us in creating a future where every investment contributes to both financial success and global impact.
View the fund’s one-pager here.
CoPeace Health PBC
Investing in Scalable Healthcare Solutions
Imagine a world where everyone, regardless of geography, race, or gender, has access to the resources and knowledge to live healthier, longer, and more fulfilling lives. CoPeace Health PBC is committed to accelerating this vision, investing in ventures that drive scalable solutions in Healthcare. CoPeace Health PBC is a subsidiary of CoPeace, focused on advancing health equity and well-being through impact-driven investments in scalable health ventures. As a Public Benefit Corporation (PBC), CoPeace Health aims to generate both financial returns and positive social outcomes, addressing critical issues such as access to healthcare, health technology innovation, and solutions for underserved communities.
The gap in access to health and longevity is widening, disproportionately affecting underserved populations, particularly along geographic, racial, and gender lines. Rural communities in the U.S. face alarming healthcare disparities: nearly one-fifth of the population lives in rural areas, where hospitals struggle with rising costs and staffing shortages. Of the 1,350 Critical Access Hospitals (CAHs) serving these regions, 360 are at risk of closing in the next 2–3 years. CoPeace Health has solutions.
CoPeace Health balances purpose with profit, targeting high-growth companies that prioritize health equity. The company focuses on investing in scalable ventures, allowing for widespread impact and sustainable solutions in healthcare. Backed by a seasoned team with expertise in health, finance, and social impact, CoPeace Health has the capacity to drive both significant social and financial returns. CoPeace Health PBC is uniquely positioned to address critical healthcare challenges, particularly in underserved populations, while creating meaningful, long-term change.
This offering, open exclusively to accredited investors, has a minimum investment of $150,000 and a raise goal of $1.5 million, closing on 11/15/24.
Rhode Island Community Investment Cooperative
Investing in Local Community Ownership
The Rhode Island Community Investment Cooperative has launched a direct public offering for the Local Return Diversified Community Investment Fund (DCIF), the nation’s first DCIF and Rhode Island’s first-ever community investment fund, which will invest in local real estate projects and related ventures that create or preserve local ownership and economic activity. The Cooperative aims to stimulate revitalization in neighborhoods that have been historically excluded from traditional financial investment. With a $3.5 million fundraising target, the fund will provide “possibility capital” ⸺ catalytic dollars which enable progress for vital projects that do not receive financing from traditional sources.
The Cooperative anticipates making loans and equity investments between $15,000 and $500,000 into real estate projects or related ventures that create or preserve local ownership, and generate neighborhood benefits, from a community asset. These investments could take the form of helping small-scale, first-time resident real estate developers finance their first project, assisting small businesses in controlling their real estate, promoting shared ownership models, or supporting nonprofit-driven community development projects. This diversified, locally-managed, pooled fund provides a local impact investment opportunity for both accredited and non-accredited investors. The fund was carefully and intentionally designed so that any community member has the opportunity to build wealth for themselves and the community.
Investors can purchase one of three types of preferred stock:
- Neighbor Members can purchase Series A Preferred Stock for a minimum investment of $500. This option is open to Rhode Islanders who have low incomes (defined as below 80% area median income for the state of Rhode Island, as published annually by the United States Department of Housing and Urban Development).
- Community Members purchase Series B Preferred Stock with a minimum investment of $2,500. This is available to all Rhode Island residents.
- Sponsor Members purchase Series C Preferred Stock for a minimum of $5,000 for individuals and $25,000 for institutions. This is open to accredited investors who are Rhode Island residents. (Accredited investors who are not currently Rhode Island residents can purchase Series C stock through a 506c private offering.)
Preferred shareholders will be entitled to receive dividends when and if determined by the Cooperative’s Board of Directors. Series A shareholders receive 100% of any declared dividend, Series B 85%, and Series C 70%. “
The Cooperative was established by members of the board of directors of Local Return, a 501(c)3 organization created in 2021 by community and economic development practitioners with the mission of building community wealth in Rhode Island through community investment and ownership.
Conclusion: Your Chance to Make Lasting Impact
Whether it’s supporting affordable housing with PRIF II, transforming healthcare through CoPeace Health, or revitalizing local economies with the Rhode Island Community Investment Cooperative, our new offerings provide a rare opportunity for investors to align their financial goals with a commitment to impactful change.
