Presidential candidate and former Vice President, Joe Biden, recently released announced a tax plan to, among other things 1) remove the preferential tax rate on long-term capital gains (“LTCG”) for taxpayers earning more than $1 million annually, 2) revert the top...
We Agree on Opportunity Zones
As a country we don't agree on everything, but when it comes to Opportunity Zones, an innovative approach to spurring long-term private sector investments in low-income communities nationwide, the history is clear - they've been bi-partisan from the beginning... "The...
Affordable Housing Primer
Access to safe and affordable housing is a foundational component of any society. Each and every day, thousands of families are on the search for a suitable place to live. It may be a small urban apartment, a midsized suburban tract home, or a rural ‘McMansion’, but...
Giving Orlando a LIFT
During these times of severe unrest, we all need not only threads of hope, but also positive action with measurable results. Right here in our hometown of Orlando, Florida, LIFT Orlando is exactly that. This non-profit organization is making a difference in the lives...
Making Alpha Less Elusive
Alpha – the enduring, and sometimes nebulous, metric that all investors regardless of sector, stage, or mandate are perpetually chasing. It is arguably the most important standard by which General Partners (GPs) are measured. In light of today’s increasingly...
Akola Investment Round Closed
CGC Credit Partners, a credit-focused investment and advisory firm, announced today the closing of an $8.9M investment round for Akola PBC (“Akola” or the “Company”), a luxury lifestyle brand. CGC, which has been serving as the Company’s acting Chief Financial Officer...
Stories of Impact
Jeff Shafer shares the story of how he came to dedicate his career to Impact Investing, plus the philosophy that drives CommonGood Capital and how he came to co-founding the firm. https://vimeo.com/428188153
Housing Matters – Now More Than Ever
Access to safe, clean, affordable housing is a key part to human flourishing and a very important aspect in making this a reality is having enough supply at different price points to meet the demand. Unfortunately, our current health and economic realities are putting...
The Price of a Pandemic II
In the first issue of this series, I wrote about the economic cost of the COVID-19 pandemic: 22 million unemployment claims then – now reported at 33.5 million; 15.0% projected unemployment rate then – now reported at 14.7%; and 34% projected decline in U.S. Q2 GDP –...
Due Diligence: Now More Than Ever
“Corporate behavior in a time of crisis—both in how companies treat employees and customers, and their impact on society in a time of need—can have lasting implications, both positive and negative," says Jessica Alsford, Head of Sustainability Research at Morgan...
Three Years of CommonGood
CommonGood is celebrating 3 years of realizing our vision to transform investors, businesses, financial markets, and the world through the power of stewardship and capital. Three years ago my daughter, at age 15, drew this image for the launch of CommonGood - and...
OZ Gains for 2019 and the OZ Extension
In light of the health and economic crisis we are in today, the need for private capital as a catalyst for good has only been amplified. Qualified opportunity zone funds (QOFs) remain a attractive option for investors to make an impact alongside financial gain and...
More Than A Paycheck
Friends, family, and neighbors are among the many that have lost their jobs in what has been a painful year for our country. Living in Orlando, Florida which is so known for tourism and hospitality, I see the count increasing locally as it does nationally. And,...
Emerging Markets: CGC In Africa & COVID-19
CommonGood Capital hosted a webinar earlier this month that highlighted some of the emerging market initiatives CGC is undergoing in Africa. Jonathan Shafer, who is on-the-ground in Rwanda exploring impact investment opportunities in the region, gave an update on...
The Price of a Pandemic
Long before the CARES Act was first being discussed in the halls of Congress, we were closely monitoring the potential economic impact caused by the onset of COVID-19 and the subsequent steps taken by local, state and federal officials in response to it. Our outlook...
Key Updates From TriLinc Global
Gloria Nelund, Founder and CEO of TriLinc Global, and Paul Sanford, Chief Investment Officer, recently hosted a webinar on COVID-19 and the financial markets. The webinar offered commentary on the coronavirus’s current and potential impacts on TriLinc’s portfolios and...
SBA / SBIC Observations From Concentric Investment Partners
The Small Business Administration (SBA) was created to provide support to entrepreneurs and small businesses. This support is provided in a variety of ways, one of them being loans provided by Small Business Investment Company (SBIC) funds. These SBIC funds provide...
What Is Impact Investing And How Do I Do It?
Join Michael Whitaker as he walks us through what Impact Investing is, how and why it came to be, and how to integrate it into your advisory business... https://vimeo.com/404815879