AFFORDABLE HOUSING AS A KEYSTONE TO ECONOMIC MOBILITY 

Charlotte Housing Opportunity
Investment Fund

Three-Year Impact Report

IMPACT INVESTING

We invest in communities across the United States through mission-driven investment vehicles on behalf of our private, public, and philanthropic investors. These vehicles leverage the local presence of our parent company, Local Initiatives Support Corporation's, and our team's investment and fund management expertise, creating economic opportunity and changing the lives of the populations we serve. 

$26.7

BILLION INVESTED

BY LISC SINCE 1979

INVESTMENT STRATEGIES

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RACIAL WEALTH
EQUITY
HOUSING
HEALTHCARE
EDUCATION
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BUSINESS
COMMERCIAL
REAL ESTATE
OPPORTUNITY ZONES
CITY FUNDS

IN THE NEWS

WAYS TO WORK WITH US

 

LOOKING TO INVEST?

With our private, public, and philanthropic partners, we build and manage impact investment funds to meet both financial criteria and idealist mission goals.

 

We work in markets all over the country matching geographic targets according to your footprint to maximize the impact on the communities you care about the most.

FUNDING INNOVATIVE FINANCE MODELS?

We understand that many business and communities have been denied access to capital and opportunity for so long, that traditional capital sources don't fit their current needs. 

 

Our Community Investment Accelerator initiatives utilize innovative investments structures with the aim of filling finance gaps and growing resilient businesses in underinvested markets.

LOOKING FOR CAPITAL?

We believe that capital, not investment opportunity has been the limiting factor in expanding the diversity of fund managers.

With a focus on making LP investments in mission-driven funds managed by minority or diverse leadership teams, we will do our part to inject resources in communities that have been denied them for too long!

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Over the next three years, we aim to invest more than $3 billion to catalyze opportunity for residents and communities for whom the American Dream has remained a dream—when it should be reality.
— George Ashton, Managing Director LISC Strategic Investments
President, LISC Fund Management

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PORTFOLIO HIGHLIGHTS

 

The investment pools sponsored by LISC are available only to eligible investors, are offered only pursuant to their official offering documents, and are managed by LISC Fund Management, which is a wholly-owned subsidiary of LISC.  LISC Fund Management is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”).  Registration of an investment adviser with the SEC does not imply any level of skill or training. Please visit the SEC’s website at www.adviserinfo.sec.gov to see LISC Fund Management’s Form ADV, which contains important disclosures, including further disclosures about material conflicts of interest, risks, and limitations associated with LISC Fund Management.