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Bringing a blended capital stack to life with Care Access Real Estate (CARE), a PBC REIT

Lauren Grattan Mission Driven Finance

Blended finance has great promise to attract investors with different motivations to be stronger together, especially to create meaningful impact in new or underserved markets. But getting beyond the capital stack diagrams and fund models can prove tricky in practice. In this dynamic session, investors supporting different segments of an innovative real estate strategy to address the broken child care system will share how they considered impact and financial considerations to find the best way to participate from their respective portfolios. Together we’ll reverse-engineer a blended capital stack and provide practitioners and investors with tips for success. We will dig into tough questions about how to handle practical matters like legal redline negotiations—balancing covenants that protect a single investor or class with what may help unlock more capital for a shared goal or deepen impact outcomes.

Track

Catalytic Philanthropy

Format

Panel (3 speakers)

Speakers

  • NameGil Alvarado
  • TitleChief Financial Officer
  • OrganizationConrad Prebys Foundation
  • NameTracy Kartye
  • TitleDirector of Social Investments
  • OrganizationAnnie E. Casey Foundation
  • NameLauren Grattan
  • TitleChief Community Officer
  • OrganizationMission Driven Finance

Description

Blended finance has great promise to attract investors with different motivations to be stronger together, especially to create meaningful impact in new or underserved markets. But getting beyond the capital stack diagrams and fund models can prove tricky in practice. In this dynamic session, investors supporting different segments of an innovative real estate strategy to address the broken child care system will share how they considered impact and financial considerations to find the best way to participate from their respective portfolios. Together we’ll reverse-engineer a blended capital stack and provide practitioners and investors with tips for success. We will dig into tough questions about how to handle practical matters like legal redline negotiations—balancing covenants that protect a single investor or class with what may help unlock more capital for a shared goal or deepen impact outcomes.

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