Advisors & Institutional Allocators

Information and access for registered investment advisors, family offices, and institutional investors evaluating Investing With Purpose as an alternative investment platform.

This page is intended for professional audiences, including:
- Registered Investment Advisors (RIAs)
- Family Offices
- OCIOs
- Institutional Allocators

This content is not intended for retail investors or general solicitation.

Investing With Purpose

Platform Overivew

Investing With Purpose is a values-aligned real estate investment platform focused on professionally managed commercial real estate strategies.The platform integrates institutional-grade underwriting, disciplined portfolio construction, and a proprietary Asset Ministry Program (AMP) designed to deliver measurable community impact alongside competitive financial returns.

Investing With Purpose

Return Framework

- Target fund-level return framework disclosed through formal diligence materials

- LP-first economic structure including preferred return and incentive alignment

- Returns presented at the fund level consistent with institutional underwriting standards

Detailed performance assumptions, projections, and historical results are provided upon request and subject to appropriate disclosures

The AMP Difference

Faith + Finance: Why AMP Makes IHG Unique

AMP isn’t charity - it’s strategy

Investment Focus

Primary focus on value-add multifamily and select complementary asset classes
Sunbelt-oriented investment strategy
Disciplined acquisition, asset management, and disposition framework
Emphasis on capital preservation, cash flow, and long-term appreciation

Asset Ministry Program (AMP) Overview

AMP is a structured, repeatable framework implemented at the asset level.

Examples may include:

 Local nonprofit and church collaborations
Educational Growth
Tutoring, life-skills, Financial Peace University
On-site community leadership and chaplaincy partnerships
Resident support and engagement initiatives

AMP is designed to enhance community outcomes while supporting long-term asset performance

For details regarding the sources of the data and methodologies used, please contact us directly at admin@investingwithpurpose.org. Additional information is available upon request.

This communication does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer will be made only by means of the official offering documents and only to accredited investors in accordance with applicable securities laws.

Governance & Stewardship

- Institutional-grade fund governance
- Third-party administration and reporting
- K-1 tax reporting
- Independent service providers where applicable

The platform is designed to meet the expectations of fiduciary advisors and professional allocators

Access to Materials

Upon review and approval, qualified advisors may receive access to:
- Fund structure summaries
- Return and risk framework overviews
- Governance and operational materials
- Impact and AMP implementation details

Access is provided on a case-by-case basis

Join the Movement

Invest in a Legacy That Outlives You.

Investing With Purpose exists to help investors steward capital that grows both wealth and the Kingdom. Whether you’re new to faith-based investing or a seasoned impact investor, AMP gives your dollars dual purpose - eternal and financial.

Create a legacy impact on your portfolio and your world

Disclosures

The information contained herein, including impact statistics, performance results, or projections, is provided for informational purposes only. While we believe the data to be accurate and reliable, it has been compiled from sources we consider trustworthy; however, Investing With Purpose makes no representation or warranty, express or implied, as to its completeness or accuracy. Past performance is not indicative of future results, and no guarantee of any financial or impact outcome is implied.For details regarding the sources of the data and methodologies used, please contact us directly, at admin@investingwithpurpose.org. Additional information is available upon request. This communication does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer will be made only by means of the official offering documents and only to accredited investors in accordance with applicable securities laws. The statements and opinions expressed in this testimonial are those of the individual investor and do not necessarily reflect the views of Investing With Purpose.