.168 Impact Philosophy

Every impact project we back demonstrates:

• Long-term economic necessity

• Real-asset backing and operational relevance

• Durable yield generation across market cycles

This discipline allows impact to persist beyond short-cycle investment windows.

Our Impact Commitment

Building the Next Generation of Real-Economy Infrastructure

We believe profitability and stewardship are not opposing forces. When capital is allocated with precision and long-term intent, it strengthens ecosystems, communities, and the industrial foundations that modern economies rely on.

Our approach prioritizes what must continue to function—housing, infrastructure, food systems, energy inputs, and industrial supply chains—and improves how those systems operate over time.

Impact, in our model, is achieved by elevating the quality, efficiency, and resilience of essential assets while maintaining strict investment discipline.

A Better Future—Built With Real Assets

Our goal is to invest for the next generation, while delivering meaningful returns today.

10–30 Year Asset Horizons, Essential-Use Sectors, Physical Throughput-Based Income, Multi-Cycle Reinvestment.

Regenerative Land & Real Estate Development

Community Development & Local Economic Uplift

Industry Upgrades & Modernization

Essential Housing & Care Infrastructure

We invest in income-producing land and real estate assets that prioritize long-term usability, environmental resilience, and community integration.

Our focus includes regenerative land strategies, long-term residential assets, and essential-use real estate designed to serve local economies over decades—not development cycles.

Benefit signals we include:

• Long-duration land stewardship models

• Reduced land degradation through regenerative practices

• Stable housing supply aligned with long-term demand

• Assets designed for operational longevity, not short-term turnover

We allocate capital to housing and care assets that address long-term demographic realities rather than short-term yield arbitrage.

This includes student housing, senior living, and long-term rental infrastructure designed to remain functional and affordable across economic cycles.

Indicators we track:

• Expansion of long-term housing supply

• Stable, non-speculative rental models

• Care infrastructure aligned with aging populations

• Assets structured for continuity, not just exit velocity

We recognize that mining, refining, and industrial processing are resource-intensive, yet essential to the functioning of the global economy. Our approach is not disengagement, but improvement.

Through co-investment, modernization financing, and operational restructuring, we support upgrades that enhance efficiency, safety, environmental performance, and long-term economic viability.

Upgrade signals we track:

• Improved operational efficiency and throughput

• Modernized processing and compliance standards

• Reduced waste and energy intensity per unit of output

• Strengthened supply-chain transparency

Our real-asset strategies intentionally intersect with local economies. Capital deployment is paired with employment creation, skills transfer, and infrastructure improvements that persist after project completion.

We work alongside municipalities, local partners, and regional institutions to ensure that capital strengthens—not extracts from—the communities in which it operates.

Operational outcomes we prioritize:

• Local employment and supplier integration

• Infrastructure upgrades tied to productive use

• Long-term community participation in asset lifecycles

• Alignment with regional development priorities

Housing is treated as infrastructure, not a trade.

Progress is achieved by elevating essential industries—not abandoning them.

Economic resilience is built locally before it is reflected on balance sheets.

These investments are selected for durability, not velocity.

We do not rely on abstract scoring systems. Impact within the .168 platform is evidenced through how assets behave over time.

Structural impact indicators include:

• Capital deployed into assets with 10+ year operational relevance

• Income generated from physical throughput, not financial engineering

• Assets aligned with essential demand (housing, infrastructure, commodities)

• Long-term reinvestment into real-economy systems

Impact, Measured Through Structure

Our impact is measured in what continues to function—cycle after cycle.

.168 Building the Next Generation of Real-Economy Infrastructure

Everyone at .168 recognizes that mining and refining are resource-intensive sectors. They are also essential to the functioning of the global economy, from energy systems to technology to financial infrastructure. Rather than avoiding these realities, .168 works within them with a clear objective: improve how these industries operate while ensuring long-term economic and environmental resilience.

Our impact philosophy is built on disciplined, real-asset investing that strengthens supply chains, modernizes industrial operations, supports communities, and channels value into projects with multi-generational relevance.

We create progress not by stepping away from essential industries, but by elevating how they function.

Responsible Stewardship in Real-World Industries

We build for the next generation while delivering returns today.

By anchoring capital in real assets, long-term utility, and disciplined operational control, we create investment outcomes that strengthen the economy investors depend on—while helping shape the one their children will inherit.

Impact, in our philosophy, is not a label.
It is the natural result of building what endures.

A Long View

"Raising three children makes the future very real to me. We must build an economy that can grow responsibly and still protect what is essential for the next generation. That balance guides my work every day."

Julie Michaud
Chief Administrative Officer