• At capacity, our healthcare investments serve 95,000+ active low- and moderate-income patients per year.
• 100% of our healthcare provider partners meet or beat the majority of applicable benchmarks for quality of care at their facilities. 93% of our healthcare provider partners receive significantly higher patient satisfaction scores than the applicable benchmark at their facilities.
• 100% of our facilities improve access to quality, affordable care, with 63% located in health professional shortage areas.
• Our completed healthcare facilities have supported over 1,000 permanent healthcare jobs.

• At any given time, our housing communities provide affordable housing to over 9,900+ low- and moderate-income residents at any one time through 5,100+ housing units, having served over 55,000 residents since inception.
• Our communities have provided 249,000+ hours of Resident Enrichment Programming with:
  • 96% Resident Enrichment Programs satisfaction rate; and
  • 1.6x increased resident tenure among Resident Enrichment Program participants vs. non-program participants.
• On-site crime has fallen by over 48% since implementation of our safety and security protocols.
• Since inception, 24,200+ residents have enrolled in positive rent reporting and financial inclusion services to improve their credit and financial access.
• TMIF II was awarded 4 stars in 2023 for sustainable management practices from GRESB, ranking No. 2 of 19 peer group members.

• Our schools have improved high-quality educational opportunities for more than 59,000 students per year at full capacity.
  • Over 80% are students of color; and
  • 60% participate in free and reduced lunch programs.
• Nearly 75% of Turner-Agassi schools academically outperform the nearest traditional district public school.
• Our education facilities have supported 5,700 construction jobs and over 4,000 permanent teaching and academic administration jobs.

Our investments have achieved:

• Nearly 60% average improvement in overall building performance score from pre- to post- construction, with greatest improvements among water score (over 60% average improvement).
• An environmentally attractive, less carbon intensive, development approach through adaptive re-use.
• Over 4.5% reduction in average residential energy consumption onsite.
• Over 8% reduction in average residential water consumption onsite.
• Over 3,000 Energy Star-rated appliances installed.
• Over 51,000 in-unit water saving retrofits, such as low-flow showerheads and toilets.
• Over 49,000 energy saving lighting enhancements.
• Over 4,900 Resident Enrichment Program participant hours dedicated to the environment and sustainability.

Third-party measurements independently validated by providers such as Sustainable Investment Group, Nova Group, and Measurabl.

• We have been a signatory to the UN Principles for Responsible Investment (PRI) since 2014, actively committing to all six principles.
  • Includes Principle 2, working as “active owners and incorporating ESG issues into our ownership policies and practices.”
• We embrace effective governance policies recognized by GRESB, beating both peer and overall averages for management practices.
• We offer competitive salaries, shared equity opportunities, and comprehensive health benefits for employees to create aligned incentives and support employee well-being.
• We provide company-sponsored opportunities for community service, matched charitable giving, and engagement with public-serving causes and organizations which are relevant to our employees, end users and regions of investment.
• In 2022, we:
  • Continued internal and external mentorship programs to create new pipelines and opportunities for rising impact investing professionals.
  • Provided staff workshops related to diversity, equity, and inclusion, as well as leadership and promoting a culture of impact.
  • Continued long-standing practice of tracking diversity at every level of the organization, achieving over 80% women and/or people of color across all teams.