Impact Investing

Vision

At OpenPath Investments, our socially responsible investment platform continues to prove that a traditional asset class—particularly one that serves millions of people—is a trustworthy vehicle to generate a triple bottom line: robust financial returns alongside positive and measurable social and environmental impact.

Over the next eighteen months, OpenPath Investments is considering four to six acquisitions in the value range of $60 to $125 million.

Our strategy over the next three years is to continue to generate above market investment returns alongside measurable social and environmental impact. We will achieve our goals by investing an additional $100 million (with a leveraged asset value of $400 million) in large metro areas throughout the western U.S, scaling our vision to include several new multi-dwelling communities.

Performance

The results of our socially responsible investment approach are gratifying on a number of levels.

We have been actively involved in multifamily investing acquisitions for more than a decade and we have traded in and out of more than 4,100 apartment units, with a total acquisition value of $345 million and a historical average IRR of 33%+.

openpath72415

Our current apartment complex investments are valued at more than $360 million and we target 15%–18%+ returns for our investors.

However, we’re equally proud of the social and environmental returns our impactful investments yield for our residents, their communities and our investors.

Impact

Over the next five years, at our current rate of asset acquisition, we conservatively project the following impact in the areas of social capital, leadership/education, and ecological stewardship.

impact-image

Many people know how to make more money, but few know how to make money more. In Gino’s TEDx Talk, he invites you to sync your values with your money. This talk poses a question that all investors must ask—What is the full impact of our money?

Acquisition Criteria

OpenPath works with high net-worth individuals or institutional investors to invest in properties located in the western U.S. using the following parameters:

  • Metro areas with a high–desirability index (supply–constrained markets)
  • Potential for a village–like community (>100 units)
  • Underperforming property, in terms of occupancy and rent levels
  • Opportunity to improve physical environment and amenities
  • Residents interested in increased responsiveness from management
  • Pent–up demand from residents for more social and/or community offerings