Please Treat the Information in the Digest as Confidential. Do Not Circulate Outside of the Lex Mundi Network.

If you are interested in a matter, please let us know as soon as possible by emailing Isis Bous and Allison Laubach through the “Ask About a Matter” button on the details page or directly (; and let us know which project(s) interests you. We will place matches with Lex Mundi member firms on a first-come, first-served basis.

You can view all matter summaries on the “Digest” page(s). To view summaries by legal need, select the category of interest. See details of individual matters via the “Read More” link in a matter. To view all details of all available matters, choose “View All”.

Mission Driven Finance

Establish cREIT


Assist impact investment organization with establishing a cREIT.

Referred by:

Jurisdiction(s): U.S. (CA-based organization)
About the Organization: Mission Driven Finance is an impact investment firm dedicated to building a financial system that ensures good, socially driven, businesses have access to sufficient, affordable capital.
Legal Entity Type: Hybrid (nonprofit + for-profit affiliates)
SDG(s): Good Health and Well Being, Reduced Inequalities
Legal Issue(s):

Mission Driven Finance plans to form a Community REIT (cREIT) to support the creation and preservation of affordable childcare. The cREIT will use philanthropic and private capital to finance the purchase of homes and facilities by local organizations, which will own the property jointly with affordable childcare providers. They are seeking guidance in choosing a structure for the cREIT as well as assistance setting up the entity.