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Investor Alignment Tool

Overview: The Investor Alignment Tool is an instrument for potential AHI investors to use to understand how closely their investment priorities align with AHI Fund priorities. The tool compares an investor’s priorities with characteristics of the AHI Fund by generating a match score.

Using the Investor Alignment Tool

This instrument focuses on nine dimensions of impact. They are:

  1. Location
  2. Environmental Sustainability
  3. Target Group Served
  4. Innovative Solutions
  5. Reputation
  6. Organizational/Investment Values
  7. Fund Performance
  8. Investment Period
  9. Fund Management

Across the nine dimensions, allocate a percentage (0 – 100 percent) for how important each dimension is for your investment strategy. The total across all dimensions should equal 100 percent.

Investment Entity / Person

Dimensions of Impact

Dimension Investor Weight
for Dimension
Environmental Sustainability%
Target Group Served%
Innovative Solutions%
Organizational/Investment Values%
Fund Performance%
Investment Period%
Fund Management%

Each dimension has several variables that ask for your priority rating: Rate each dimension of impact on a scale from 1-5 based scale. 1 is not important at all, 5 is very important (see scale). Some dimensions ask for you to select the most important factor to you and rate that factor while some ask you to rate several factors.

Investor Priority RatingScale
Very important5
Somewhat important2
Not important at all1
Characteristic not selected0

Investor Priority
Select most important item
Housing investments are in a high-priority location (e.g., Los Angeles County, Southern California, California).
The investment serves a low-moderate income census tract.
Environmental Sustainability
Rate each item
Includes environmentally friendly construction practices and materials (e.g. solar panels and/or LEED certification).
Prioritizes housing investments in walkable areas with easy access to transit.
Target Group Served
Select most important item
Housing primarily serves people with extremely low income - 0-30% AMI (Area Median Income).
Housing is primarily mixed-income, providing affordable housing to a range of incomes (30% AMI-120% AMI).
Housing is primarily workforce (80-100% AMI).
Investments must have a requirement that ensures long-term affordability.
Innovative Solutions
Rate each item
The fund invests in innovative development and/or construction approaches.
The fund uses financing approaches that do not rely on government funding to build affordable housing.
Lessons from implementing funding model have the potential to inform broader policy change.
The investment model can be replicated and scaled.
Rate each item
The fund sponsor has a solid reputation for project execution and partnerships in the community.
The fund sponsor has a long-standing commitment to responding to housing insecurity and homelessness in the community.
Organizational/Investment Values
Rate each item
All subcontractors are paid a living wage
Developers are minority owned or led.
Note: AHI defines,
1) Minority-led developer firms as firms with at least 51% of workers identifying as minority individuals.
2) Minority developers are defined as Black, indigenous and people of color (BIPOC), Asian, women and LGBTQ+ individuals.
Fund Performance
Select most important item
Annual fund return can be significantly lower than market rate returns (anything > 0%).
Annual fund returns can be 25%-75% of market rate returns.
Annual fund returns need to match market rate returns.
Investment Period
Select most important item
Capital will be returned to investors within 1-3 years.
Capital will be returned to investors within 3-5 years.
Capital will be returned to investors within 5-7 years.
Capital will be returned to investors within 7-12 years.
Fund Management
Select most important item
Investments mitigate risk by diversifying locations.
Investments mitigate risk by diversifying developers.
Investments have a clear exit strategy for repayment.
Investments are targeting acquisition/predevelopment financing.
Investments are targeting construction financing.
Investments are targeting permanent financing.
Financial feasibility of the proposed projects.

You may leave this window open and come back to it, and you may calculate your score multiple times. If you close the window and then come back, the form will be blank again.