This document summarizes an impact investment fund called OpenPath Investments that acquires and manages multifamily apartment complexes. OpenPath aims to generate 14-16% returns for investors while also creating positive social and environmental impacts for residents. It has over $260 million in current assets and has achieved 15-18% historical returns. OpenPath's UrbanVillage program provides residents with community engagement activities, leadership development, sustainability initiatives and shared resources to improve quality of life.
The document proposes opening a multi-use facility called "the Space" in St. Augustine, Florida. The Space would foster values-based earning through co-working space, private offices, programming, and community events. It would revitalize two historic buildings totaling over 5,000 square feet to include co-working space for 150, offices, meeting rooms, wellness areas, a café, and outdoor spaces. The founders believe the Space will be financially sustainable through member fees and rent, helping entrepreneurs and small businesses in St. Augustine's growing West King neighborhood.
Accion Chicago provides small business loans and coaching to entrepreneurs in Illinois and Northwest Indiana. In 2014, Accion made 535 loans totaling $4.8 million, creating or maintaining an estimated 2,408 jobs. The loans supported a variety of businesses, including 54% to startups, 66% to minorities, and 43% to women. Accion celebrated its 20th anniversary in 2014 while continuing to partner with various organizations to support small businesses and expand its impact.
La tecnología educativa facilita el aprendizaje y mejora el desempeño mediante el uso ético de procesos y recursos tecnológicos. Vincula medios educativos con diferentes grados de participación del alumno, como los medios audiovisuales. Los paradigmas conductista y cognitivo influyeron en el desarrollo de la tecnología educativa, al igual que los principios de aprendizaje multimedia y la teoría constructivista. La pedagogía emergente utiliza tecnologías innovadoras para proyectos de aprendizaje
The applicant is seeking to combine multiple platted lots and a portion of unplatted property totaling 0.981 acres into a single lot located at 206, 208, 210 Crescent St. The proposed replat will address existing non-conforming structures on the property that violate setback requirements and property lines. On November 2nd, the Planning and Zoning Commission approved the requested replat.
Este documento ofrece orientaciones para que activistas realicen investigación social efectiva en comunidades. Sugiere que los activistas estudien ocho categorías clave de la comunidad: geografía, demografía, tecnología, economía, política, instituciones, ideología y conceptos. También recomienda que los activistas dediquen tiempo a observar la comunidad, tomar notas detalladas y hacer listas para organizar su comprensión de la perspectiva social de la comunidad.
The document proposes opening a multi-use facility called "the Space" in St. Augustine, Florida. The Space would foster values-based earning through co-working space, private offices, programming, and community events. It would revitalize two historic buildings totaling over 5,000 square feet to include co-working space for 150, offices, meeting rooms, wellness areas, a café, and outdoor spaces. The founders believe the Space will be financially sustainable through member fees and rent, helping entrepreneurs and small businesses in St. Augustine's growing West King neighborhood.
Accion Chicago provides small business loans and coaching to entrepreneurs in Illinois and Northwest Indiana. In 2014, Accion made 535 loans totaling $4.8 million, creating or maintaining an estimated 2,408 jobs. The loans supported a variety of businesses, including 54% to startups, 66% to minorities, and 43% to women. Accion celebrated its 20th anniversary in 2014 while continuing to partner with various organizations to support small businesses and expand its impact.
La tecnología educativa facilita el aprendizaje y mejora el desempeño mediante el uso ético de procesos y recursos tecnológicos. Vincula medios educativos con diferentes grados de participación del alumno, como los medios audiovisuales. Los paradigmas conductista y cognitivo influyeron en el desarrollo de la tecnología educativa, al igual que los principios de aprendizaje multimedia y la teoría constructivista. La pedagogía emergente utiliza tecnologías innovadoras para proyectos de aprendizaje
The applicant is seeking to combine multiple platted lots and a portion of unplatted property totaling 0.981 acres into a single lot located at 206, 208, 210 Crescent St. The proposed replat will address existing non-conforming structures on the property that violate setback requirements and property lines. On November 2nd, the Planning and Zoning Commission approved the requested replat.
Este documento ofrece orientaciones para que activistas realicen investigación social efectiva en comunidades. Sugiere que los activistas estudien ocho categorías clave de la comunidad: geografía, demografía, tecnología, economía, política, instituciones, ideología y conceptos. También recomienda que los activistas dediquen tiempo a observar la comunidad, tomar notas detalladas y hacer listas para organizar su comprensión de la perspectiva social de la comunidad.
SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES - Michael L...IFG Network marcus evans
Michael Lent, VERIS WEALTH PARTNERS - Speaker at the 2013 IFG Wealth Management Forum held in Phoenix, AZ, April 22-23, delivered his presentation entitled SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES
The document describes the PHIMPACT INVESTMENT FUND, a multi-strategy impact investment fund focused on emerging markets, starting in Argentina. The fund is committed to responsible investing and producing solid returns while also generating positive environmental and social impacts. It will target investments in sectors like clean energy, sustainable real estate, education, and infrastructure. The experienced management team combines international finance expertise with local knowledge and networks to identify and structure impactful investments. The fund's strategy is to make 5-10 acquisitions over 2 years focused on themes like clean energy, education, infrastructure, real estate and social housing in Argentina, where opportunities exist to generate both impact and returns.
This orientation session, and the Impact Foundations workshop is preliminary to the upcoming Impact Academy education programs and Hacking Social Impact Unconference hosted by TenX & Northwest Social Venture Fund.
Come to meet peer founders and impact practitioners, and learn how YOU can get more involved in social change opportunities with Northwest Social Venture Fund or by launching / scaling social ventures in your community.
If you're interested in participating as a volunteer, partner, or funder in “Hacking Social Impact” as we work to advance social impact in our communities, please complete our interests registration at http://bit.ly/1cqq3TZ, or contact carolynn@nwsvf.org to discuss
The document announces an Impact Capitalism Train Stop Tour hosted by Big Path Capital to educate family offices, high net worth individuals, and foundations on impact investing. The tour will make stops in major cities across the United States from November 2022 to June 2023. At each stop, there will be a keynote speaker and panels of investors discussing strategies for achieving impact and financial returns. Sponsorship opportunities are available for local partners to promote their organizations and engage with attendees interested in aligning investment capital with social and environmental goals.
The document announces an Impact Capitalism Train Stop Tour hosted by Big Path Capital to educate family offices, high net worth individuals, and foundations on impact investing. The tour will make stops in major cities across the United States from November 2022 to June 2023. At each stop, there will be a keynote speaker and panels of investors discussing strategies for achieving impact and financial returns. Sponsorship opportunities are available for local partners to promote their organizations and engage with attendees interested in aligning investment capital with social and environmental goals.
We're a non-profit providing micro-grants for the work of emerging entrepreneurs making positive social & environmental impact in sustainability, health, & learning. Always looking for Angel Impact Investors. Join us today! info@starduststartupfactory.org
A Corporate Presentation on the Lever Fund Martin Massiah
The Lever Fund was formed in 2014 to invest in programs fighting poverty in the Greater Washington area. It seeks to transform regional philanthropy by providing funding and support to proven programs that significantly improve earning potential for those in need. Its goals are to invest $10 million by 2020 and $50 million by 2025 in opportunities that yield a benefit-cost ratio of at least 10:1. It is inspired by the Robin Hood Foundation model of directing all donations to social programs and uses rigorous evaluation of impact.
This document provides information about Business Week, an event hosted by Illinois State University's College of Business from February 23-26, 2015. It included a professional development dinner, transition seminars for students, a corporate social responsibility day, and a keynote speech. The event offered networking opportunities for students with alumni and corporate partners. It also inducted distinguished alumni into the College of Business Hall of Fame. The document provides details on the schedule, speakers, and topics covered during the various Business Week events.
Company Profile RET 2016 - conformed mincoproj FINAL compressedRobert Li
RET.asia is a real estate crowdfunding platform founded in 2015 in Cebu City, Philippines by a team of Australians and Filipinos. Their vision is to democratize real estate ownership and development in the Philippines by making it more transparent, sustainable, and accessible to everyday Filipinos. The company aims to change how real estate is invested in, built, and financed through their online platform that connects investors and developers. Their mission is to create "open, safe, and affordable community driven real estate for everyone by anyone."
Founded in March 2017, Big Tiny is the first company in Singapore to integrate the concept of “tiny houses” with eco-tourism. “Tiny houses” are part of an international trend of simplifying lives by reducing the size, and therefore the resource consumption, of homes without sacrificing quality of life.
Big Tiny takes the movement one step further by placing its beautifully designed, handcrafted compact homes on wheels in spectacular rural settings. The intent – to amplify the benefits of the “tiny house” movement by pairing the advantages of a thoughtfully efficient abode with the recharging potential of an intimate connection with Mother Nature.
The brainchild of 3 young Singaporean entrepreneurs, Big Tiny stems from a desire to 1) offer the city dweller a chance to experience the perfect escape from a hectic, digitally-laden lifestyle; and 2) enable anyone to have a part in this new way of living.
The Global Center for Nonprofit Excellence is an orchestrated network that brings Nonprofits, Funders and Recognized Experts together for the greatest impact. With scores of weekly encounters with nonprofit leaders from all corners of the community, obvious trends have emerged.
Biography of Saumil Ambani | President - Finance, SolarSaumil Ambani
Ambani's influence extends far beyond the confines of his business ventures. He is deeply committed to philanthropy, as demonstrated by his involvement in various charitable activities that span cultural, educational, and environmental initiatives. Through his generosity and leadership, he has made a lasting impact on numerous organizations, improving the lives of many and enriching communities.
Ahead of the marcus evans Private Wealth Management Summit 2020, John Molina discusses sectors that can provide investors socially valuable assets without compromising their ROI
The summary provides an overview of Open Avenues Foundation's 2019 annual report. It discusses the organization's efforts to inspire inclusive communities and upward mobility. Key highlights include over 500 people attending events, 150 stakeholder meetings, formal partnerships with 3 universities, 7 startup companies participating in programming, and 23 students participating in experiential learning projects led by foreign nationals. The report outlines 2019 objectives of establishing the brand, building programming, and operationalizing. It discusses accomplishments within each objective and looks ahead to 2020 strategies of expanding visibility, programming, and ensuring stability.
Capital Plus Finance Social Impact Learning 2019SoPact
Capital Plus Financial provides a report on their social impact and learnings from 2019. As a community development financial institution, their mission is to provide affordable housing and financing to low-to-moderate income families. They have invested over $250 million into underserved communities in Texas, providing financing to first-time homeowners who often lack credit. In 2019, they began formally measuring their impact through surveys of beneficiaries and analyzing metrics related to housing, health, education, safety, and community. Key findings include that over 90% of homeowners feel safer in their new homes and 84% report their children attend school more regularly. The report reflects on learnings around improving disaster preparedness communication and striving for deeper impact through thriving communities.
Seven Generations places a strong emphasis on community engagement and building trust with stakeholders. The company believes it is important for energy companies to listen to community concerns and involve stakeholders in project planning rather than just informing them of plans after they are made. Seven Generations works to understand community perspectives and have senior executives directly engage with communities and regulatory agencies. This approach has helped the company build strong relationships and trust within the communities where it operates.
CONTI is a vertically-integrated real estate investment company specializing in multifamily properties in Texas. It currently owns 15 multifamily communities with over 3,300 units across six cities in Texas. CONTI's mission is to be the leading owner and operator of multifamily housing in Texas while benefiting residents, investors, employees, and partners. It focuses on acquiring, rehabilitating, and redeveloping multifamily properties using a hands-on approach and value-added strategy.
This document discusses cause sponsorship and how corporations are developing proprietary social programs aligned with community investment strategies to build trust and engagement among employees and stakeholders. It provides the example of Frito-Lay's mobile greenhouse tour that educated the public about farming and donated plants to community gardens in several cities. The advantages of such programs are that they are turnkey, give the corporation full ownership and control, have a high return on investment, and can be effectively measured through social media engagement.
Pollinators Inc. is a non-profit organization that aims to nurture innovation and entrepreneurship in Greater Geraldton, Australia. The prospectus outlines Pollinators' mission, vision, values and objectives. It provides details on programs and services like coworking spaces, training, accelerators and networking events. The prospectus seeks partnerships from organizations and individuals to support Pollinators' continued work in enabling resilient communities through social innovation.
This document summarizes a presentation given at the Nonprofit Spring Forum on building stable nonprofit strategies in a changing environment. It discusses trends of budget cuts at the federal, state, and local levels that could impact nonprofits. It also notes that philanthropic funding is concentrated and may not offset government cuts. The presentation provides strategies for nonprofits to plan for uncertainty, such as increasing information, engaging stakeholders, evaluating programs and impact, and considering strategic options like advocacy, adapting operations, or partnering with other organizations. The goal is to help nonprofits strengthen their ability to fulfill their missions in a challenging funding environment.
SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES - Michael L...IFG Network marcus evans
Michael Lent, VERIS WEALTH PARTNERS - Speaker at the 2013 IFG Wealth Management Forum held in Phoenix, AZ, April 22-23, delivered his presentation entitled SUSTAINABLE INVESTING STRATEGIES: WHY INVESTOR INTEREST CONTINUES
The document describes the PHIMPACT INVESTMENT FUND, a multi-strategy impact investment fund focused on emerging markets, starting in Argentina. The fund is committed to responsible investing and producing solid returns while also generating positive environmental and social impacts. It will target investments in sectors like clean energy, sustainable real estate, education, and infrastructure. The experienced management team combines international finance expertise with local knowledge and networks to identify and structure impactful investments. The fund's strategy is to make 5-10 acquisitions over 2 years focused on themes like clean energy, education, infrastructure, real estate and social housing in Argentina, where opportunities exist to generate both impact and returns.
This orientation session, and the Impact Foundations workshop is preliminary to the upcoming Impact Academy education programs and Hacking Social Impact Unconference hosted by TenX & Northwest Social Venture Fund.
Come to meet peer founders and impact practitioners, and learn how YOU can get more involved in social change opportunities with Northwest Social Venture Fund or by launching / scaling social ventures in your community.
If you're interested in participating as a volunteer, partner, or funder in “Hacking Social Impact” as we work to advance social impact in our communities, please complete our interests registration at http://bit.ly/1cqq3TZ, or contact carolynn@nwsvf.org to discuss
The document announces an Impact Capitalism Train Stop Tour hosted by Big Path Capital to educate family offices, high net worth individuals, and foundations on impact investing. The tour will make stops in major cities across the United States from November 2022 to June 2023. At each stop, there will be a keynote speaker and panels of investors discussing strategies for achieving impact and financial returns. Sponsorship opportunities are available for local partners to promote their organizations and engage with attendees interested in aligning investment capital with social and environmental goals.
The document announces an Impact Capitalism Train Stop Tour hosted by Big Path Capital to educate family offices, high net worth individuals, and foundations on impact investing. The tour will make stops in major cities across the United States from November 2022 to June 2023. At each stop, there will be a keynote speaker and panels of investors discussing strategies for achieving impact and financial returns. Sponsorship opportunities are available for local partners to promote their organizations and engage with attendees interested in aligning investment capital with social and environmental goals.
We're a non-profit providing micro-grants for the work of emerging entrepreneurs making positive social & environmental impact in sustainability, health, & learning. Always looking for Angel Impact Investors. Join us today! info@starduststartupfactory.org
A Corporate Presentation on the Lever Fund Martin Massiah
The Lever Fund was formed in 2014 to invest in programs fighting poverty in the Greater Washington area. It seeks to transform regional philanthropy by providing funding and support to proven programs that significantly improve earning potential for those in need. Its goals are to invest $10 million by 2020 and $50 million by 2025 in opportunities that yield a benefit-cost ratio of at least 10:1. It is inspired by the Robin Hood Foundation model of directing all donations to social programs and uses rigorous evaluation of impact.
This document provides information about Business Week, an event hosted by Illinois State University's College of Business from February 23-26, 2015. It included a professional development dinner, transition seminars for students, a corporate social responsibility day, and a keynote speech. The event offered networking opportunities for students with alumni and corporate partners. It also inducted distinguished alumni into the College of Business Hall of Fame. The document provides details on the schedule, speakers, and topics covered during the various Business Week events.
Company Profile RET 2016 - conformed mincoproj FINAL compressedRobert Li
RET.asia is a real estate crowdfunding platform founded in 2015 in Cebu City, Philippines by a team of Australians and Filipinos. Their vision is to democratize real estate ownership and development in the Philippines by making it more transparent, sustainable, and accessible to everyday Filipinos. The company aims to change how real estate is invested in, built, and financed through their online platform that connects investors and developers. Their mission is to create "open, safe, and affordable community driven real estate for everyone by anyone."
Founded in March 2017, Big Tiny is the first company in Singapore to integrate the concept of “tiny houses” with eco-tourism. “Tiny houses” are part of an international trend of simplifying lives by reducing the size, and therefore the resource consumption, of homes without sacrificing quality of life.
Big Tiny takes the movement one step further by placing its beautifully designed, handcrafted compact homes on wheels in spectacular rural settings. The intent – to amplify the benefits of the “tiny house” movement by pairing the advantages of a thoughtfully efficient abode with the recharging potential of an intimate connection with Mother Nature.
The brainchild of 3 young Singaporean entrepreneurs, Big Tiny stems from a desire to 1) offer the city dweller a chance to experience the perfect escape from a hectic, digitally-laden lifestyle; and 2) enable anyone to have a part in this new way of living.
The Global Center for Nonprofit Excellence is an orchestrated network that brings Nonprofits, Funders and Recognized Experts together for the greatest impact. With scores of weekly encounters with nonprofit leaders from all corners of the community, obvious trends have emerged.
Biography of Saumil Ambani | President - Finance, SolarSaumil Ambani
Ambani's influence extends far beyond the confines of his business ventures. He is deeply committed to philanthropy, as demonstrated by his involvement in various charitable activities that span cultural, educational, and environmental initiatives. Through his generosity and leadership, he has made a lasting impact on numerous organizations, improving the lives of many and enriching communities.
Ahead of the marcus evans Private Wealth Management Summit 2020, John Molina discusses sectors that can provide investors socially valuable assets without compromising their ROI
The summary provides an overview of Open Avenues Foundation's 2019 annual report. It discusses the organization's efforts to inspire inclusive communities and upward mobility. Key highlights include over 500 people attending events, 150 stakeholder meetings, formal partnerships with 3 universities, 7 startup companies participating in programming, and 23 students participating in experiential learning projects led by foreign nationals. The report outlines 2019 objectives of establishing the brand, building programming, and operationalizing. It discusses accomplishments within each objective and looks ahead to 2020 strategies of expanding visibility, programming, and ensuring stability.
Capital Plus Finance Social Impact Learning 2019SoPact
Capital Plus Financial provides a report on their social impact and learnings from 2019. As a community development financial institution, their mission is to provide affordable housing and financing to low-to-moderate income families. They have invested over $250 million into underserved communities in Texas, providing financing to first-time homeowners who often lack credit. In 2019, they began formally measuring their impact through surveys of beneficiaries and analyzing metrics related to housing, health, education, safety, and community. Key findings include that over 90% of homeowners feel safer in their new homes and 84% report their children attend school more regularly. The report reflects on learnings around improving disaster preparedness communication and striving for deeper impact through thriving communities.
Seven Generations places a strong emphasis on community engagement and building trust with stakeholders. The company believes it is important for energy companies to listen to community concerns and involve stakeholders in project planning rather than just informing them of plans after they are made. Seven Generations works to understand community perspectives and have senior executives directly engage with communities and regulatory agencies. This approach has helped the company build strong relationships and trust within the communities where it operates.
CONTI is a vertically-integrated real estate investment company specializing in multifamily properties in Texas. It currently owns 15 multifamily communities with over 3,300 units across six cities in Texas. CONTI's mission is to be the leading owner and operator of multifamily housing in Texas while benefiting residents, investors, employees, and partners. It focuses on acquiring, rehabilitating, and redeveloping multifamily properties using a hands-on approach and value-added strategy.
This document discusses cause sponsorship and how corporations are developing proprietary social programs aligned with community investment strategies to build trust and engagement among employees and stakeholders. It provides the example of Frito-Lay's mobile greenhouse tour that educated the public about farming and donated plants to community gardens in several cities. The advantages of such programs are that they are turnkey, give the corporation full ownership and control, have a high return on investment, and can be effectively measured through social media engagement.
Pollinators Inc. is a non-profit organization that aims to nurture innovation and entrepreneurship in Greater Geraldton, Australia. The prospectus outlines Pollinators' mission, vision, values and objectives. It provides details on programs and services like coworking spaces, training, accelerators and networking events. The prospectus seeks partnerships from organizations and individuals to support Pollinators' continued work in enabling resilient communities through social innovation.
This document summarizes a presentation given at the Nonprofit Spring Forum on building stable nonprofit strategies in a changing environment. It discusses trends of budget cuts at the federal, state, and local levels that could impact nonprofits. It also notes that philanthropic funding is concentrated and may not offset government cuts. The presentation provides strategies for nonprofits to plan for uncertainty, such as increasing information, engaging stakeholders, evaluating programs and impact, and considering strategic options like advocacy, adapting operations, or partnering with other organizations. The goal is to help nonprofits strengthen their ability to fulfill their missions in a challenging funding environment.
Building Stable Nonprofit Strategies in a Changing Environment
OpenPath Strategy & Performance
1. contact
Info@openpathinvestments.com
Total Return Income Yield
Barclays Aggregate
Bond Index
S&P 500Open Path
Sources: Standard & Poor’s, Barclays Capital
Comparative Income Returns, 2005-2015
Incom
e Yield as an
8%
preferred return
Incom
e Yield in
the
form
of dividends
18%
15%
12%
9%
6%
3%
IMPACT INVESTING IN MULTI-FAMILY REAL ESTATE
OpenPath is leading a movement to transform apartment complexes into
thriving, healthy communities, by making positive social and environmental
impact just as important as financial returns. Our current apartment complex
investments are valued at more than $260 million, and we target 14-16%
returns for our investors. We’re equally proud of the social and environmental
returns our investments yield for our residents and their communities.
OpenPath, with its impact program UrbanVillageTM
, invests in the social
capital and economic outlook of our residents through community
engagement activities, leadership development opportunities, improved
physical spaces, eco-responsibility initiatives and shared consumption
platforms that reduce the cost of living.
KEY FACTS FOR IMPACT INVESTING
Private, Family Office,
Self-Directed IRA’s &
Institutional investors,
with minimum
$100,000 placement
Usually 3-5 years
(up to 10)
Major & surrounding
metro Western US
Depreciation helps
offset taxable income
on distributions: upon
sale of assets, capital
gains can be deferred
via 1031 exchange into
new investments
8% preferred annual
return, plus 70% of
capital gains after return
of original equity
$10- $50M
1.5% of acquisition
value, $250/ unit
annual asset
management fee of
apartments under
management
Operations data
updated quarterly in
investor web portal
Investor
profile
Term
Geography
Tax
advantage
Limited
partner
return
Deal size
Fees
Reporting
1
18% +
8.00%
5.87%
1.92%
6.96%
4.44%
Ecological Stewardship
Leadership/Education
300 tons of waste diverted
from landfills
Each resident has at least 36
opportunities each year to
develop leadership skills and
participate in educational
and social events.
300 TONS
36x
Social Capital
$2 million in improved economic
outlook and household income
$
2 MILLION
2. contact
Info@openpathinvestments.com
PERFORMANCE
Financial: Current and Recent Assets
OpenPath has been actively investing in multifamily acquisitions for more than a decade and has traded in
and out of over 3500 apartment units, with a total acquisition value exceeding $315 million and a historical
IRR of 15-18%+. Current portfolio holdings are valued at $260 million.
OpenPath Investments
2
Market
Richmond, WA
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Provo, UT
Sandy, UT
Taylorsville, UT
Holladay, UT
Phoenix, AZ
Lewisville, TX
Layton, UT
Plano, TX
Phoenix, AZ
Phoenix, AZ
Portland, OR
Portland, OR
Colorado Springs, CO
Phoenix, AZ
Units
250
60
80
172
115
104
80
83
124
348
144
548
118
269
130
135
220
160
Sale price
$14.5 M
$4.3 M
$4.5 M
$14.5 M*
$10.0 M
$8.0 M
$10.5 M*
$7.0 M*
$11.0 M*
$22.0 M
$14.5 M*
$90.0 M*
$6.2 M*
$20.1 M*
$19.7 M*
$17.0 M*
$33.0 M*
$10.0 M*
IRR
18%
+50%
+50%
~18%
~20%
17%
~15%
~18%
~18%
~20%
~18%
~15%
~15%
~16%
~19%
~20%
~16%
~18%
Purchase
Date
2002
2006
2007
2008
2009
2009
2009
2008
2011
2012
2013
2013
2014
2014
2014
2014
2015
2015
Purchase
Price
$12.0 M
$2.5 M
$3.2 M
$11.0 M
$6.0 M
$6.8 M
$8.8 M
$4.9 M
$7.0 M
$18.0 M
$13.4 M
$70.0 M
$3.9 M
$17.1 M
$16.0 M
$13.0 M
$25.0 M
$8.5 M
Equity
Multiple
2.3x
2.1x
2.1x
2.0x
2.2x
1.8x
1.5x
2.12x
2.5x
1.7x
1.3x
1.7x
1.4x
1.4x
2.2x
1.7x
2.1x
2.1x
* Current Value
**Under Contract
3. Long-Term Vision
OpenPath has proven that a traditional asset class, particularly one that serves millions of people, can be
the best venue for true impact investing. We’ve merged our expertise as real estate investment managers
with our passion for the individuals and families who make our properties their home. Our strategy in the
coming three years is to continue to generate above-market investment returns and measurable
community impact by investing another $100 million (with leveraged asset value of $400 million) that will
scale our vision to several new multi-dwelling communities in major metro areas around the U.S.
Ideal Acquisition Profile
OpenPath Investments
3
contact
Info@openpathinvestments.com
• Metro areas with high desirability index
(supply-constrained markets)
• Opportunity to improve physical environment
and amenities
• Under-performing property, in terms of
occupancy and rent levels
• Potential for a village-like community
(>100 units)
• Residents interested in increased
responsiveness from management
• Pent up demand from residents for more social
and/or community offerings
Investor Feedback
“My family trust has invested in 5 separate properties with OpenPath in 3 different markets. I’ve also
introduced OpenPath to several additional investors, which is not something I would consider unless I
had absolute faith and trust in OpenPath’s integrity and ability to perform. But the real story here is
OpenPath’s forward-thinking community program called UrbanVillage! Not only is the Trust earning
very favorable returns, but I get to feel really good about the social/environmental impact in which
my capital is making.”
- George C., Trustee, C. Family Trust – Napa, CA
4. OpenPath Investments
4
contact
Info@openpathinvestments.com
Investment Team
Peter Slaugh, Managing Director
Peter Slaugh is the Founder and Managing Member of OpenPath Investments, formerly Su Casa Invest-
ments, LLC.Afterhisinitialcareerinresidentialrealestatestartingbackin1991,Petermovedintocommercial
realestateinthecapitalmarketsarenawithGMACCMin1997fundinginexcessof$1billionindebt&equity
productsforhisclients.Quickly,Peterrecognizedthevalueofinvestinginmultifamilyinvestmentsalongsidehis
clientsstartingin1999.
Peter formed Su Casa Investments in 2005 to acquire value-add apartment communities in the Western
States. Peter has owned either as a GP or a limited partner over 3500 units (dating back to 1999) in various
markets ranging from San Antonio, TX, Las Vegas, NV, Richland, WA, to Santa Rosa, CA, and now owns and
operates a portfolio of assets in AZ, CO, OR, TX & UT comprised of over 2200 units and growing.
Recognizing the value in a “whole property stewardship” approach to the business, Peter evolved his
platform to include “community building” and “greening” of resident lifestyles through the Urban Village
program. The OpenPath platform is the latest evolution of this approach and really embraces the notion
that “doing good” is also “good for business” and now measures success not only economically, but also
socially & environmentally.
(415) 454-8002 peter@openpathinvestments.com
Gino Dante Borges, Ph.D., Director of Impact
Combining his interest in the areas of both quality of life and finance, Gino’s expertise is helping
mission–driven businesses and asset managers implement investment practices that account for the
welfare of people, natural systems, and stakeholders, thus achieving full potential for positive impact.
Over the past 10 years, Gino has managed commercial real estate and farm properties in California and
Nevada and continues to oversee his family’s ranch in Northern Nevada. Gino earned his Ph.D. in
Communication Studies from Purdue University.
(775) 351-9439 gino@openpathinvestments.com
David Scacco, Partner
David Scacco has 20+ years of experience as an operator, investor and advisor. Scacco started his career in
the field of advertising and marketing in his hometown of Chicago. Shortly after moving to the California
Bay Area Scacco joined Google in early 2000 and holds the distinction as the company's first advertising
sales executive. During his 7 years at Google, Scacco established and led a strategic sales/business develop-
ment team and contributed to the overall growth of the company. More recently Scacco has held sales
leadership positions for a number of tech startups and serves as an angel investor and advisor.
Scacco strongly shares OpenPath’s belief that the best businesses create significant benefits for all parties
involved (in this case investors, residents, and the environment). Scacco has personally invested with
OpenPath since 2008.
(650)804-1819 david@openpathinvestments.com
5. OpenPath Investments
5
contact
Info@openpathinvestments.com
Investment Team (continued)
Sara Mossman, Urban Village Program Director
Sara’s first home was a small, indigenous village in the South Pacific where she learned to live in strong
kinship with her community and the surrounding ecology.
Sara’s start in life naturally led her to a career in horticulture and ecological design, focusing on
environmental sustainability. Over the past 15–years, she has educated audiences ranging from multi–
national corporations to school children on the importance of adopting an eco–friendly lifestyle and she
has created regenerative environments for individuals and businesses interested in maximizing poten-
tial and minimizing environmental impact.
As Program Director of the Urban Village program, Sara provides aesthetic and lifestyle design concepts
that support OpenPath’s triple bottom line investment strategy. On a daily basis, she thrives on getting to
know apartment residents and supporting them with tools, inspiration and ideas to enrich their
community life—from community gardens, to skill–sharing and leadership development.
Jay St. Claire, Director of Property Development
Jay has extensive experience in property development, construction management, sustainability best
practices and direct sourcing. Jay’s vision and creativity supports the OpenPath philosophy, he has been
a career property developer and product innovator for over 20 years. His diverse skills and experience
include: quality control, developing and managing budgets, luxury brand retail store design and
development, product design and direct sourcing for high end retailers, residential property
development and design, and managing all aspects of large construction development programs.
Desiree Storch, Director of Operations
Desiree has long held a personal commitment to creating a world where people live together in dignity,
respect, understanding and trust. Her vision aligns well with OpenPath’s philosophy, and she has almost
three decades of administrative, operations and accounting experience from a broad range of industries
including: construction and engineering, real estate, property management, financial services, banking
and non-profits. As Director of Operations, Desiree is tasked with overseeing all internal accounting,
project management, investor interface and maintaining best practices business systems for the firm.