CCM Religious Bond Strategy Overview - February 2015

Community Capital Management, Inc

Description

CCM BOND EXAMPLES Heritage Park, Minneapolis, Minnesota The Heritage Park redevelopment on Minneapolis’ near northside transformed a 145-acre vacant site that formerly contained the Sumner Field, Glenwood, Lyndale and Olson public housing developments into a stable, affordable and sustainable urban neighborhoods. Sumner Park, a/k/a Near Northside Phase 1A, is an affordable rental property with 120 units of affordable housing that resides in the Heritage Park community which is in a low-income census tract. Heritage Park offers residents many benefits, including but not limited to: • Biking/hiking trails and a fitness center; • Homework help, gardening and cooking programs; • Convenient access to farmers markets and downtown Minneapolis; • Close proximity to elementary, vocational schools and city parks; • Community and conference rooms; and • Health programs for seniors. Photo: © danielseguin.ca Highland Hospital, Clarksburg, West Virginia Highland Hospital Association, d/b/a Highland Hospital, is a 150-bed behavioral health hospital started in 1955. It was developed in consultation with the West Virginia Department of Health and Human Resources and various federal agencies with the goal to better serve the behavioral health case volumes in the state, which were being either referred out-of-state or left untreated altogether due to a shortage of psychiatric hospital beds in the state. Major renovations have significantly upgraded the infrastructure to meet behavioral health licensing standards, current building and fire code requirements, and to ensure the separation of patient populations. The new facility offers both youth and adult services as well as acute care services for use by the Military and Veterans. Highland Hospital is located in an area designated as “Medically Underserved” by the U.S.

Department of Health and Human Services Health Resources and Services Administration (HRSA). All counties in the service area are designated by the federal government as a health professional shortage area for mental health services. The census tract is also designated as “Distressed or Underserved”. FOR MORE INFORMATION ON CCM’S RELIGIOUS BOND STRATEGY, PLEASE CONTACT: James Malone, CFA Director of Investment Platforms jmalone@ccmfixedincome.com 877-272-1977 Community Capital Management, Inc.

is a Florida-based investment advisor registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The securities identified and described herein are current holdings and for illustrative purposes. Their selection was based upon nonperformance criteria, such as the security’s social and/or environmental attributes.

Impact figures mentioned in this report are approximate values. Past performance does not guarantee future results. Market conditions can vary widely over time and can result in a loss of portfolio value. Community Capital Management Religious Bond Strategy Overview p2 .