This survey is published by Invest Here Now, a loosely organized group of people working together to help build the local investing movement and invest securely but creatively in locally owned businesses located primarily in the Pioneer Valley and Western Massachusetts. We would like to know more about local investors in the area so we can better address the issues that face us. All information is being collected anonymously and will be used only in aggregation. However, please complete only the questions you are comfortable with.
Please enter your zip code.

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* 1. Please enter your zip code.

Why are you interested in making local investments? (check all that apply)

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* 2. Why are you interested in making local investments? (check all that apply)

How much are you considering to invest locally?

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* 3. How much are you considering to invest locally?

What geographical region do you consider "local"? (check all that apply)

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* 4. What geographical region do you consider "local"? (check all that apply)

Indicate your interest in the following investment sectors:

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* 5. Indicate your interest in the following investment sectors:

  not interested neutral somewhat interested very interested
Agriculture and food businesses
Services
Health
Manufacturing
Transportation
Energy generation
Energy efficiency
Clean tech
Technology
Affordable housing
Co-housing
Alternative residential construction
Urban redevelopment
Indicate your interest in the following types of investments:

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* 6. Indicate your interest in the following types of investments:

  not interested neutral somewhat interested very interested
Direct loans
Indirect loans through a professionally managed loan fund
Partnerships (with trusted partners)
Share purchases
Active investments involving participation in an enterprise
What lending requirements do you have?

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* 7. What lending requirements do you have?

What kinds of returns do want to see?

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* 8. What kinds of returns do want to see?

What level of risk are you willing to entertain?

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* 9. What level of risk are you willing to entertain?

Would you accept more risk when it is proportionate to returns, e.g. a high-risk loan with a high interest rate?

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* 10. Would you accept more risk when it is proportionate to returns, e.g. a high-risk loan with a high interest rate?

Would you accept more risk if the investment had high community benefit potential?

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* 11. Would you accept more risk if the investment had high community benefit potential?

Would you accept lower returns if the investment had high community benefit potential?

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* 12. Would you accept lower returns if the investment had high community benefit potential?

What obstacles to making local investments do you foresee? (check all that apply)

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* 13. What obstacles to making local investments do you foresee? (check all that apply)

Rate the importance of the following features in deciding whether to make a particular local investment?

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* 14. Rate the importance of the following features in deciding whether to make a particular local investment?

  not important important very important
Business track record
Social mission
Acquaintance with owners and operators
Familiarity with the business or business sector
Good business plan
Recommendations by knowledgeable business and investment advisors
Rate the importance of the following resources for building your confidence in making local investments?

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* 15. Rate the importance of the following resources for building your confidence in making local investments?

  not important important very important
Professionally-managed, reserve-funded community loan funds
Professionally-managed local investment mutual fund
Professional investment advisors
Investment training
Investor peer-support
Do you manage or have you managed your own investments?

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* 16. Do you manage or have you managed your own investments?

What percentage of your total investment would you be willing to pay for investment services (advice and management)?

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* 17. What percentage of your total investment would you be willing to pay for investment services (advice and management)?

Do you subscribe to any financial newsletters that would be helpful for local investors?

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* 18. Do you subscribe to any financial newsletters that would be helpful for local investors?

How much time are you able to spend in making local investments? (answer only one of the options)

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* 19. How much time are you able to spend in making local investments? (answer only one of the options)

How much time are you willing to spend in participating in/helping this group? (answer only one of the options)

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* 20. How much time are you willing to spend in participating in/helping this group? (answer only one of the options)

Are you considering investing your retirement funds locally?

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* 21. Are you considering investing your retirement funds locally?

How do you think Invest Here Now can best help develop a resilient local economy?

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* 22. How do you think Invest Here Now can best help develop a resilient local economy?

Are you interested in helping develop a local investing movement in our area?

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* 23. Are you interested in helping develop a local investing movement in our area?

Other comments and questions:

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* 24. Other comments and questions:

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