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RSF Social Investment Fund

United States of America

Last updated 13 May 2020, by Impactyield.

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The RSF Social Investment Fund provides a unique opportunity to invest in a diversified, direct loan fund comprised of over 75 leading non-profit and for-profit social enterprises. It represents a great way to achieve substantial social and environmental “returns” while generating a financial return similar to that of a bank CD.

Investments in this fund support RSF’s Core Lending Program, which provides mortgage loans, working capital lines of credit, and inventory financing exclusively to non-profit and for-profit organizations dedicated to improving the well-being of society and the environment. The RSF Social Investment Fund provides capital to high-impact organizations that often cannot find financing elsewhere. Since 1984, RSF has maintained a 100% repayment rate – plus interest – to our community of investors, and has made over $230 million in loans to social enterprises through this program.


Asset class

,

Fund style

Not listed


Financial description

Since 1984, RSF Social Finance has maintained a 100% repayment rate - plus interest - to our community of investors. With over 24 years of experience, RSF is an experienced lender of choice for values-driven social enterprises.
Our Core Lending Program funds organizations which demonstrate: (i) strong collateral (which may include pledge or guarantee communities), (ii)excellent history of repayment on any existing debt, (iii) three or more years of operating history, (iv)profitability or clear path to profitability in 12 months, (v)revenues of $1M+

34 years

of track record

1990

the year funded

n.a.

AUM

Interested in this fund?
Log in or create an account to request more information.

Gain a deeper and comprehensive understanding of how this fund generates positive impact in the themes and SDGs that matter to you, with insights provided by our dedicated team of expert analysts, and receive notifications about new available impact products, exciting investment opportunities, and relevant updates in the world of impact investing.

Asset manager

RSF Social Finance

Website

Headquarters location:

Other funds managed by this asset manager: RSF PRI Investment Notes

SDG goals

SDG targets

Equal rights to ownership basic services technology and economic resources

Encourage companies to adopt sustainable practices and sustainability reporting

Universal access to safe and nutritious food

Sustainable food production and resilient agricultural practices

Free primary and secondary education

Increase aid for trade support

Increase access to financial services and markets

Key performance indicators

Fund overview

Asset manager: RSF Social Finance

Product track record: Fund has 34 years of track record

Target IRR: 1%

Committed Capital: 73,000,000 USD (US Dollar)

Target return category: Below risk-adjusted market-rate of return

Fund domicile:

Product status:

Style/Stage:

Inception year: 1990

Vintage year: 1990

Target region: , , ,

Target close date: n.a.

Product term: 90 days

Assets under management: n.a.

Investment size: Min: 200,000; Max: 5,000,000; Avg: 1,000,000

Co-investment policy:

Currency of investments:

Currency for fund / product figures:

Fund investments to date: 233

Fund investments to date exited or repaid: 127

Management fee: n.a.

Carried interest: n.a.

Hurdle rate: n.a.

GIIN Investors' Council Investment: Yes

Limited Partners / Investors: n.a.

Limited Partner / Investor Type: Family Office, Other Institutional Investors, Retail Investors

Contact

E-mail: mark.herrera@rsfsocialfinance.org casey.johnson@rsfsocialfinance.org donna.daniels@rsfsocialfinance.org

Website: http://rsfsocialfinance.org/services/investing/social/

Phone number: (415) 561-3900

If you wish to have your details removed from this database please email gdpr@impactyield.com


Mark Herrera

Manager, Client Development

Impact Performance

n.a.

Impact thesis

Capital from the RSF Social Investment Fund is deployed through RSF's Core Lending Program which offers mortgage loans, construction loans, equipment loans, and working capital lines of credit exclusively to non-profit and for-profit organizations dedicated to improving the well-being of society and the environment. RSF Social Finance supports enterprises working in one of three focus areas: Food & Agriculture, Education & the Arts, and Ecological Stewardship. All borrowers are are carefully screened to meet specific criteria exhibiting the utmost commitment to people, place, and environment.

Impact Management

n.a.

Financial benchmark

Term Description:

Keywords