Unlock Ownership Fund
Increasing household wealth and well-being through asset ownership
Unlock Ownership Fund accelerates the development of equitable asset ownership through grants and investments. Specifically, the goal is to build wealth in historically underinvested households through home and employee ownership.
How We Do It
The fund brings together a growing movement of leaders in the field to ensure that capital is being moved to the places where it can effectively accelerate change.
Our investment committee, advisors, and network of partners are closest to the problem.
They identify the places and funds where your catalytic capital will positively drive the highest impact needs of shared ownership.
With our full spectrum capital, you’ll join a community of mission- and impact-focused investors who are ready to take the lead and unlock their investments to unlock ownership.
What We Will Invest In
The Unlock Ownership Fund will invest in initiatives and funds that align with the investment policies established by our committee. The current policies are outlined below:
- Clear Path for Wealth Creation: Investments should be directed towards funds and initiatives that enable wealth creation for people and households. This may include innovative ownership models that provide employees with equity and / or retirement benefits as well as other forms of long-term wealth accumulation such as home ownership and tenant equity vehicles.
- Commitment to Racial and Economic Equity: Preference will be given to funds and initiatives that explicitly focus on addressing racial and economic disparities in asset ownership. These should demonstrate a clear strategy for empowering historically marginalized communities through asset ownership.
- Innovative Financing Models: Seeking out funds and initiatives that employ equitable practices in structuring risk and return. This includes models that provide patient capital to allow for sustainable growth and development.
- Experienced and Diverse Leadership: We will prioritize funds and initiatives led by teams with relevant lived experiences. This includes leaders who have first-hand understanding of the challenges faced by the communities they serve and a deep commitment to creating opportunities for wealth creation and empowerment. We value diverse perspectives and will look for teams that reflect the diversity of the communities they invest in, recognizing that this diversity strengthens decision-making and community impact. We do not require previous experience leading funds.
- Community Impact and Sustainability: Preference for funds and initiatives that demonstrate a strong commitment to community impact and sustainability. This includes funds that invest in businesses with environmentally sustainable practices and positive community engagement, reflecting a holistic approach to business success.
- Catalytic Capital: We intend that the capital provided by Unlock Ownership will be catalytic and enable funds and initiatives to further develop and attract additional sources of funding.
Shifting Power through Inclusive Decision Making
We have heard from leaders in shared ownership of the importance of their voices and expertise in ensuring that capital is most effectively deployed to accelerate shared ownership. To that end we are building an inclusive governance model that empowers those leaders to make decisions over the fund.
All grant and investment decisions will be made by an inclusive governance committee of experts, asset allocators, fund managers in the portfolio, and the fund founders. Our governance process and advisers will be refined for launch, periodically updated and shared publicly.
We hope to demonstrate the success of a truly inclusive governance model.
Investment Committee
The fund will bring together a growing number of leaders working directly with these solutions to help ensure that capital is being moved to the places where it can rapidly drive impact.
How does Unlock Ownership work?
With Unlock Ownership Fund, we make it easy and overcome the usual roadblocks so that your money will effectively address wealth inequality.
As easy as submitting a grant to get started!
Who We Are
The Unlock Ownership Fund uses donations and Donor Advised Fund (DAF) capital to develop more shared ownership investing options. The fund is actively seeking additional mission-aligned investors and donors.
Join the Ownership Movement
Contact us to learn more about our investing strategies, supporting grants and how to join the shared ownership movement.
