Our Strategy
Purpose-Built Fund with a double bottom line of
- 1. Serving our community through group economics
- 2. Providing ownership while producing a reasonable rate-of-return on capital contribution
"They said that the Negro had no initiative; that he was not a businessman, but a laborer; that he had not the brain to engineer a corporation, to own and run ships; that he had no knowledge of navigation, therefore the proposition was impossible. Oh! ye of little faith. The Eternal has happened.“
The TREF Promise
Exercise Fiduciary Responsibility
Being good stewards of group economics is at the core of our DNA
Maintain Proper Internal Controls
Audited Financials, Zero Audit Irregularities, AML & KYC Compliance, and best-in-class service providers such as Computershare
Provide Financial Transparency
Annual audited financials submitted to the Securities & Exchange Commission (SEC)
Aligned Interests
Incentives: The Fund Manager doesn’t receive its 50% profit until after all TREF investors receive their full 8% preferred cumulative dividend payments
Create Jobs For Minorities
Over 200 jobs created for minority workers since the inception of the fund
Deliver on Social Impact Promise
Deployed over $9M in funding to Minority Real Estate Developers
Attainable Housing
Over 200 doors secured for affordable housing
Dividends
$391K dividends payments to over 14K TREF Partners
Reasonable Rate of Return
24.9%* Average Annual Weighted ROI
*Calculated for completed transactions