Impact is easy to claim and hard to prove. So we don’t grade ourselves. Proactive’s impact, governance, and reporting are independently assessed by Morningstar Sustainalytics, BlueMark, the Impact Evaluation Lab, and the UN-supported Principles for Responsible Investment. Every certification and report is yours to download below.
A leading global authority on ESG research and sustainable finance — its independent opinion and impact reporting on our framework.
Independently verifiedSustainalytics’ independent Second-Party Opinion finds the Proactive Realty Income Fund II Sustainable Finance Framework credible, impactful, and aligned with the Sustainability Bond Guidelines 2021, Green Bond Principles 2021, and Social Bond Principles 2023.
Morningstar Sustainalytics’ impact report on The Proactive Realty Group — an independent view of how our affordable-housing portfolio maps to recognized sustainable-finance and impact standards.
We’re proud to be named to the Real Leaders® 2026 Top Impact Investors List — a global recognition of the organizations turning capital into measurable good. It’s an honor that reflects the same independently verified, real-world impact behind every bond we issue.
Proactive Sustainable Bonds joins a global community of organizations proving that financial performance and lasting social impact belong together.
Annual impact and performance reporting since inception.
Mid-year update across the national portfolio: acquisitions, occupancy, resident savings, and impact metrics.
Year-end 2024 results, including the FountainVue manufactured-home-park acquisition and a 30% resident rent-savings benchmark.
Year-end 2023 metrics and SDG-aligned outcomes across the affordable-housing portfolio.
Two-year update on housing access, jobs created, and SDG contributions, including the SOCAP2022 feature.
Our first investor update, from the firm’s August 2019 founding through year-end 2020.
Where it began: Dr. Van’s first acquisition — a distressed 187-space mobile-home park in Orangeburg, SC — and the origin of the Proactive model.
The methodology behind every number we report.
Our complete framework for measuring, managing, and reporting impact across the portfolio — the foundation our third-party assessments are built on.
Our impact and governance are evaluated by independent specialists — not graded by ourselves.
Independently verifiedBlueMark’s independent verification of Proactive Sustainable Bonds™’ alignment with impact-investing and ESG best practices, under its Fund Impact Diagnostic (Fund ID) methodology.
Pillar-by-pillar scoring of Impact Strategy, Governance, Management and Reporting — an estimated overall Platinum rating based on Proactive’s submitted information.
Independently verifiedA third-party evaluation of the integrity of Proactive’s impact across affordable housing, equity & inclusion, underserved populations, and community development.
Confirmation of Proactive Sustainable Bonds as an Investment Manager signatory to the UN-supported Principles for Responsible Investment.
“The IAS Score is more than a report. It is a roadmap that builds accountability and drives meaningful, sustainable change in how we operate.”
Third-party ratings and scores reflect each issuer’s own methodology and the information available as of the dates shown; BlueMark’s Fund ID Compact rating is an estimate based on self-disclosed information. Past performance and prior impact do not guarantee future results. Nothing on this page is an offer to sell or a solicitation to buy any security; any offering is made only to verified accredited investors through the fund’s private placement memorandum.