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COMMERCIAL REAL ESTATE AND INCLUSIVE OWNERSHIP PERSPECTIVE FOR FUNDERSEquitable wealth building urgently requires an expansion of availability and access to a broader range of reimagined investment vehicles. One promising approach to democratize ownership is inclusively owned commercial real estate (CRE), which has emerged as a tool to help families build wealth and facilitate local ownership of community assets.1 These efforts are explored in the January 2025 Aspen Institute Financial...

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How to fill out and inclusive ownership

01

Begin by obtaining a copy of the inclusive ownership form.

02

Gather all necessary documents proving ownership (such as titles, deeds, or partnership agreements).

03

Identify and list all owners, including their percentage of ownership.

04

Clearly outline the contributions of each owner in the business or project.

05

Ensure that the form is completed with accurate and up-to-date information.

06

Review the form for any errors or omissions.

07

Sign and date the document, along with all other owners if required.

08

Submit the completed form to the relevant authority or organization.

Who needs and inclusive ownership?

01

Small business owners looking to clarify ownership structures.

02

Investors needing to understand ownership stakes before investing.

03

Community projects that aim to promote shared and inclusive ownership.

04

Companies aiming for transparency and accountability in ownership.

05

Organizations involved in cooperative or collective business models.

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What is an inclusive ownership?

Inclusive ownership refers to a model of ownership that allows a diverse group of individuals or entities to collectively share in the benefits and responsibilities of an organization or asset, ensuring broader participation and equitable distribution of resources.

Who is required to file an inclusive ownership?

Entities that participate in or designate an inclusive ownership structure, including corporations, organizations, and partnerships that involve multiple stakeholders, are typically required to file inclusive ownership documentation.

How to fill out an inclusive ownership?

Filling out an inclusive ownership document usually involves providing information about all stakeholders, their contributions, the distribution of ownership shares, and any governing rules or agreements related to the ownership structure.

What is the purpose of an inclusive ownership?

The purpose of inclusive ownership is to promote fairness and equity in the distribution of resources and decision-making power, ultimately leading to more sustainable and socially responsible practices within organizations.

What information must be reported on an inclusive ownership?

Information that must be reported on an inclusive ownership typically includes details about all owners or stakeholders, their ownership stakes, contributions, roles in governance, and any relevant agreements that outline the responsibilities and rights of each party.

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