Our Strategy

Purpose-Built Fund with a double bottom line of

Tulsa Real Estate Fund (TREF) is an impact fund built and designed to create an ecosystem of knowledge, resources, capital and investment needed to address systemic inequalities in underserved communities through group economics.

"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.“

- Marcus Garvey | on the launching of the Black Star Line

Our Process & Priority on Impact Investing

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 100 jobs created for minority workers since the inception of the fund

Deliver on Social Impact Promise

$1M in funding to Black Female Developers

Affordable Housing

Over 200 doors secured for affordable housing

Dividends

$391K dividends payments to over 14K TREF Partners

Reasonable Rate of Return

15.9%* lifetime IRR

*Calculated for liquidated assets