Investment Options & Terms

What investment options do you offer?

We offer four Sustainable Investment Bond options and one Rapid Housing Opportunity Loan. Bond Option 1: 9% return, 2–4 year term, $20,000 minimum. Bond Option 2: 12% return, 2–4 year term, $100,000 minimum. Bond Option 3: 15% return, 24-month hold, $250,000 minimum. Bond Option 4: 15% return, 2–4 year term, $1,000,000 minimum. Rapid Housing (Side Letter): 45% total return, 36-month hold, $2,000,000 minimum.

How long are the holding periods?

Bonds have a 2-to-4-year term (the investor selects within that range). Bond Option 3 is a fixed 24-month hold. The Rapid Housing Side Letter is a 36-month hold.

Can the bond term be extended?

Yes. At the Maturity Date, the Managing Member has discretion to extend the term of any Bond (not Loans) by one additional year. The note may be extended up to a maximum 10-year total term.

When do I receive distributions?

Investors receive quarterly distributions from stable rental income across all investment vehicles.

Eligibility & Verification

Who can invest in Proactive Sustainable Bonds?

SEC-defined Accredited Investors and Institutional Investors seeking verified, mission-driven returns. You may qualify if you have a net worth exceeding $1 million (excluding primary residence), income exceeding $200,000 individually (or $300,000 jointly) in each of the past two years, or hold a Series 7, 65, or 82 FINRA license, among other qualifying criteria.

Impact & Verification

Is your impact independently verified?

Yes. We are validated by three separate third parties: Morningstar Sustainalytics, the Impact Evaluation Lab, and BlueMark Fund ID. We are additionally a PRI Signatory and a Candidate for OPIM Signatory.

What sustainability improvements do you make?

We install solar power systems, upgrade water management systems, implement energy-efficient lighting, create community spaces, and plant trees for natural cooling and air-quality improvement.

Investment Process

How does your investment process work?

Our process involves six steps: Strategic Property Sourcing, Comprehensive Due Diligence, Strategic Acquisition, Sustainable Infrastructure Improvements, Performance Optimization, and Community Impact & Growth monitoring.

What types of properties do you invest in?

We specialize in NOAH (Naturally Occurring Affordable Housing) properties, including mobile home communities, multi-family homes, and Single Room Occupancy (SRO) units. We focus on distressed, off-market, and value-add properties that offer significant opportunities for sustainable improvement while maintaining affordability for residents.

Risk & Liquidity

How do you manage risk?

TigerMark insurance covers malfeasance; property is insured by A-rated carriers; the fund is secured by hard assets purchased well below market replacement cost; and the structure includes built-in buffers against interest-rate, pricing, and inflation risk.

Are these investments liquid?

These are illiquid investments with specified holding periods. There is no guarantee of liquidity or ability to exit investments before the end of the term.