Phase 1: Asset Growth & Risk Management
Diversified Yield Portfolio
Staking, lending, liquidity-provision and interest accounts across multiple blockchains.
Caps on any single protocol (e.g. max 15 % of fund) to limit counterparty risk.
Investment Policy & Controls
Board-approved crypto investment policy defining acceptable assets, risk limits, and custody practices.
Quarterly internal audits of wallet balances and trade logs.
Performance & Compliance Reporting
Publish a simple “Crypto Dashboard” each quarter: total holdings, realized gains, yield rates.
Ensure all trading activity is documented in nonprofit’s financial statements.
Phase 2: Housing Fund Governance
Restricted “Housing Reserve”
Create a separate fund/account on your balance sheet: all realized gains flow here once they exceed your operating reserve threshold.
Allocation Rules
Define a trigger (e.g., every $50 K of gains or quarterly) for transferring into Housing Reserve.
Board or Finance Committee approval for each distribution to ensure it aligns with pipeline needs.
Phase 3: Deal Pipeline & Financing
Pipeline Development
Maintain a shortlist of 3–5 vetted properties or rehab opportunities in high-need areas.
Perform quick feasibility checks (pro forma, Section 8 rent comparables, rehab budgets).
Layered Funding
Combine Housing Reserve with public capital (Section 8 vouchers, 811 advances, No Place Like Home credits) and CDFI loans.
Use crypto‐derived funds for down payments, earnest money, or gap financing.
Phase 4: Acquisition & Stewardship
Closing & Rehab
Deploy Housing Reserve for purchase/initial rehab draws.
Track project spend versus budget in real time.
Ongoing Oversight
Monthly updates to Board on rehab progress, budget burn, and anticipated lease-up dates.
Phase 5: Impact Measurement & Reinvestment Loop
Key Metrics
Crypto gains realized → $ invested in housing
Number of units acquired or rehabbed
Tenant demographics (Section 8, disability, low-income)
Annual Impact Report
Tie crypto performance to housing outcomes—e.g., “$200K in staking rewards funded 4 units for Section 8 families.”
Continuous Cycle
Net rental income and future crypto gains both feed back into the Housing Reserve, fueling growth in Year 2 and beyond.