HYBRID RETURN

Social & Financial Investments

GAINS MADE TODAY PROVIDE FOR EVEN MORE GOOD TOMORROW

Every investment serves a purpose for the Otto Bremer Trust. We refer to those meeting both social and financial objectives as delivering hybrid returns. These can range from program-related investments with like-minded organizations, our 92 percent ownership of Bremer Bank, or participation in other mission-driven initiatives. Explore the different ways innovative finance is facilitating more good for our communities.

Hybrid Return Focus

Investment Types

  • Program-Related Investments (PRIs)
  • Bremer Bank
  • Mission-Driven Initiatives
Program-Related Investments (PRIs)

Program-related investments are an important tool we use to provide capital to qualified organizations. These organizations—with demonstrated capabilities in areas consistent with our Trust and capable of entering into appropriately documented financial transactions—work with us to further social impact and financial objectives. Financial returns on our investments contribute to our resource base and will be reinvested in support of our mission. PRIs can include financing methods commonly associated with banks or other private investors, such as loans, loan guarantees, linked deposits, and even equity investments in nonprofit organizations or in commercial ventures for charitable purposes.

The Impact

SUCCESSFUL INVESTMENTS DELIVERING HYBRID RETURN

We are seeking organizations that successfully contribute to both the financial and social capital within a community. Here is a link to some of our notable partnerships.

Recent Grant Recipients

See All Recipients
Banyan Investment Corporation
$500,000 | 2015 | Minneapolis, MN

To support the building of a community center to provide comprehensive programming and services that develop youth, strengthen families, and build community in the Phillips neighborhood.

Twin Cities Habitat for Humanity
$1,000,000 | 2016 | Saint Paul, MN

To increase the opportunity for low-income families to buy affordable homes and expand choice of location within the seven-county metropolitan area

Greater Minnesota Housing Fund
$1,000,000 | 2015 | Saint Paul, MN

To support a re-lending program that will create new workforce housing in Bremer Bank communities in greater Minnesota.

Partner With Us

When seeking opportunities to generate a hybrid return for the people in the Upper Midwest, there are numerous complexities to consider. We find it beneficial for all parties to begin the partnership process with exploratory conversations. If you represent an organization that may be able to provide hybrid returns, we welcome the opportunity to talk with you. To start the conversation, please contact one of our directors.

Aretha Green-Rupert

Regional Director

Regions Served

Twin Cities Metropolitan Area

Lue Her

Regional Director

Regions Served

Southeastern Minnesota

Western & South Central Minnesota

Western Wisconsin

Tony LookingElk

Regional Director

Regions Served

Red River Region

Western North Dakota

Central & Northern Minnesota