My Waterfall Strategy
Dashboard → Strategy
Your Community Waterfall
East Oakland Infrastructure Initiative
A multi-domain community investment system targeting East Oakland's Fruitvale and San Antonio districts. Economic infrastructure, workforce development, and community ownership structures designed to generate permanent, self-sustaining wealth.
Oakland, CA
Economic Dev
Workforce
Housing
Month 4 / 24
Build Progress
17%
of 24-month plan
Legal Entity StatusView Docs →
🏛️
Jordan Barnes Foundation
501(c)(3) · California
Active
🏢
JB Community Advisors, LLC
C-Corp · California
Active
💳
East Bay CDFI Partnership
Lending vehicle · Partner
Operational
🏘️
Oakland CLT — 3 Properties
Community Land Trust · Acquiring
In Progress
📈
East Oakland Community Wealth Fund
Investment LLC · Seeding
Phase 3
Implementation PartnersCommunity →
Mandela Partners
Food systems · West Oakland
Hidden Genius Project
Youth tech education · Oakland
Oakland Community Land Trust
Property acquisition · Citywide
Laney College Workforce Dev
Certification programs · Fruitvale
LifeLong Medical Care (FQHC)
Community health · Phase 3
24-Month Build SequenceMonth 4 — Currently Active
Foundation Pour✓ Complete
First WaterMonth 4/6
Waterfall FormsUpcoming
Perpetual FlowUpcoming
Phase 1 — Foundation Pour · Months 1–6
Complete
✓ 501(c)(3) filed and approved
✓ C-Corp formed
✓ Board of directors seated
✓ Community assessment complete
✓ CDFI partnership signed
✓ First $50K deployed
Phase 2 — First Water · Months 7–12 ← YOU ARE HERE
Active
Capital Deployment
✓ $165K via CDFI loans (11 businesses)
✓ Mandela Partners signed
→ CLT: 2 properties closing June 30
○ Youth Academy launch: September
Impact Index Launch
✓ Inaugural edition published
→ 2nd + 3rd client acquisition active
○ Cohort event: June 19 Juneteenth
Advisor note (May 2025): CLT closing is your critical path item. Rental income from these 2 properties ($4,200/mo) is the first self-sustaining revenue in the waterfall. Priority above all other Month 7-8 tasks.
Phase 3 — Waterfall Forms · Months 13–18
Upcoming
○ First rental income from CLT properties
○ CDFI repayments begin cycling
○ Community Wealth Fund seeding
○ Wellness infrastructure (FQHC)
○ Food system cooperative launch
○ Waterfall first self-sustaining month
Phase 4 — Perpetual Flow · Months 19–24
Upcoming
○ Comprehensive impact verification
○ B-Corp certification submission
○ Geographic expansion planning
○ Oakland case study published
○ Second city waterfall design begins
○ Capital flow without additional input
Current Month MilestonesJune 2025
Advisor NotesLast updated May 22
Priority Guidance
CLT closing is your single most important task this month. Once those 2 properties generate rental income, the waterfall starts self-sustaining. Everything else can wait if there's a conflict.
Watch Point
Laney College partnership is solid but their procurement process takes 8-10 weeks. Start the paperwork now even though YEA doesn't launch until September.
Year 1 Financial Summary
Advisory fee (Year 1)$80,000
Community capital deployed$247,000
Tax benefit (est. 37% bracket)+$91,390
Brand value generated+$1,200,000
Net Value Year 1+$964,390