Our fund is a great investment opportunity for investors looking to make a return and impact with their Donor Advised Fund (DAF) or retirement account. 

Investing with Donor Advised Funds (DAFs)

Investors have the option to invest Donor Advised Fund dollars into our fund. Rather than have DAF dollars sit idle in money market funds with a DAF provider, investors can put their DAF dollars to work to enable homeownership through Ownify. While the capital is invested, it generates income and potential appreciation over the 5-year investment period. At the end of the fund's life, the capital plus appreciation is returned back to the original DAF and can be invested again or donated to other causes.

David Hornik, Founding Partner of Lobby Capital, used his DAF to invest in our fund and said the opportunity was a "win-win" -  he was able to make a direct impact on an issue he cares about and grow his DAF balance in the process. 

Because not all DAF sponsors have the ability to make impact investments directly, we partner with Realize Impact to execute the investment. Realize Impact has already done due diligence on our fund and is able to quickly execute investments. Through this partnership, investors - regardless of where their DAF is held - can invest DAF dollars in our fund and then send money back to their original DAF.  For more on how to use your DAF to support first-time buyers with Ownify, contact us or our partner Realize Impact. 

Investing with Retirement Funds

Investors can also invest in our fund using their retirement account. Real estate can be an attractive asset class for investors looking to invest their retirement funds - it is an asset class that has historically provided long-term capital appreciation as well as passive income. Real estate investments also often perform best when held for longer (which is why our fund has a 5-year investment horizon). Because of that, retirement funds are a great way to invest in real estate - the capital appreciates and generates income while future retirees don't need it.

Investors that have a 401k or IRA can invest a portion of their retirement funds into the Ownify Home Fund by using a self-directed IRA. There are a number of SDIRA custodians we work with, including Equity Trust and Rocket Dollar. Contact us to learn more about how to move your 401k or IRA dollars into a self-directed IRA and invest in the Ownify Home Fund.

Balancing Returns & Impact

While many investors have chosen to invest with their DAF or retirement account, many investors have invested with cash. Our fund is a particularly good fit for investors seeking to generate returns and impact. Since inception, our fund has generated a 16%+ annualized return for investors and helped first-time homebuyers build an average equity stake of $14.9K in their homes in the first year of the program. 

Many of our investors have decided to invest for this double bottom line impact. Alan McIntyre, Former Leader of Accenture's Global Banking Practice says, "Homeownership is one of the great American wealth builders; yet, many struggle to take the first step. That's why I'm an investor in the Ownify Home Fund."

At Ownify, we have developed a unique model that truly benefits investors and homebuyers to create a one-of-a-kind double bottom line investment opportunity. 

Hear Directly From Investors

Watch our investor testimonials to hear directly from investors, many of whom have invested using their DAF or retirement account. 

Interested in investing for market rate returns and impact? You can get started investing here by submitting your information and scheduling a meeting with a member of our team.