Homewise offers an umbrella of products and services in our mission to help create successful homeowners and strengthen neighborhoods so that individuals and families can improve their long-term financial wellbeing and quality of life. Under that umbrella, Homewise offers a targeted investment program to support the initiatives of the Community Catalyst Fund.
This investment advances high impact and much-needed community development initiatives in Santa Fe, Albuquerque, and other communities in northern and central New Mexico by financing affordable housing and mixed-use developments, creating new homeowners, helping homeowners make home improvements, creating low-impact rental housing through casitas and guest houses, and helping seniors make necessary home modifications to age in place. Community Catalyst Fund initiatives are intended to benefit the entire community by catalyzing development projects and creating new financial products and tools to make these development projects affordable and accessible, positioning New Mexico communities to make a meaningful and lasting impact on affordable housing while helping to create a healthier and more equitable future.
Find out more about the Community Catalyst Fund here.
Individual and institutional investments to the Community Catalyst Fund can be made through the Homewise Community Investment Fund. Investments in the Fund can be targeted for the Community Catalyst Fund by indicating that preference on the Homewise Community Investment Fund subscription agreement.
After reading the Prospectus and accompanying materials carefully (links below), an investor should contact Homewise at firstname.lastname@example.org or 505-955-7039 to make their investment.
Investors in Community Catalyst Fund will also receive semiannual reports:
- Total units/square feet and composition of housing and mixed-use development in progress and completed.
- Number of people benefiting from CCF-enabled housing, job creation, and improved neighborhood environment and access to services.
- Geographic and demographic composition of development sites and beneficiaries to ensure CCF investments target underserved communities and populations.
- Inspiring stories of impact from communities and individuals whose lives are transformed.
The Notes are offered to both individual and institutional investors who reside in states in which our Notes are registered or exempt from registration. This currently includes: Alaska, New Mexico, California, Colorado, Connecticut, Hawaii, Illinois, Iowa, Maine, Massachusetts, Mississippi, New Jersey, New York, Rhode Island, Texas, Utah, Vermont, Washington, West Virginia, Wyoming.
There is no suitability or fiduciary obligation performed for an investor by the issuer or any of its representatives. Investors should consider diversification in their investments. This notice is not an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of securities in any state in which such offer, solicitation, or sale is not authorized. The offering is made solely by the Prospectus, which more fully describes certain risks involved in a purchase of securities. The securities are not FDIC or SIPC insured, are not bank deposits, and are not guaranteed by any federal agency.