Drew Ades, Housing Partnership Equity Trust

1. Housing
Opportunity 2014:
Healthy Housing,
Healthy Places
May 2014

2. 2
 The Housing Partnership Equity Trust is an impact investment
vehicle that partners with its mission driven non-profits
members to preserve affordable and workforce housing.
 The objective of HPET is to generate both a risk appropriate
return as well as measurable social outcomes.
 HPET’s Members are the foremost providers of resident
services targeted at sustainability, resident health, job
creation and meeting resident basic needs
Executive Summary

3. 3
Members
Equity Trust members collectively own over 66,000 units of housing in 38 states with an aggregate
total asset value of $3 Billion

4. 4
Initial Investors

5. 5
Mission
Driven Non
Profit
Operators Social
Outcomes
Private
Investors
Philanthropic
Foundations
Impact Investment
Investment&
Management
JV Acquisitions
Structure