CommonBlock · South Shore, Chicago · September 2026 working draft

Real buildings appreciate. Residents get a share they can spend on the block.

A neighborhood fund buys and improves buildings, tokenizes 35% of the gain for the people who live there, and puts it in a wallet that works at the corner store.

Revitalization usually displaces the people who made it home

Disinvested neighborhoods are priced as if nothing will change. When investment finally arrives, the gain goes to outside buyers and long-time residents get priced out.

13 yrs
South Shore led Chicago in multifamily building sales, through 2023
<$60K → ~$73K
Inflation-adjusted price per unit, 2019 to 2024, after the Obama Center was announced
Flat
Renter incomes over the same period
Speculators
Many buyers never reinvested; buildings slid into disrepair and foreclosure

Source: Institute for Housing Studies, DePaul University.

CommonBlock's bet: if residents own part of the rise, they help drive it instead of resisting it. A safer, busier, more desirable neighborhood is good for everyone, including the investors.

The solution, in three parts

The asset

Appreciating real estate

$32M
exit value on $20.7M of cost, base case

A $10M fund buys ~$16.7M of South Shore apartment and mixed-use buildings off a suppressed basis, puts ~$4M into renovation, and backs ~$13M more through advances to local owners. Held ten years with ordinary bank debt, it is worth about $32M at sale: ~$11.3M of appreciation above cost.

The token

A share of that gain, on a blockchain

35%
of appreciation, granted free to 5,385 households

The Community Trust holds 35% of the appreciation and issues it as Wealth tokens on Solana: one identical token per resident household, granted, not sold. Each token is a claim on real buildings, credited quarterly as they appreciate and never clawed back. The rules live in the token: who can hold it, how much can be drawn against it, and that any deal on these rails carries the residents' share.

The rails

One wallet, two balances

$922K
spent at local merchants over the hold

Next to Wealth sits Spend, a dollar stablecoin that works like cash at participating local retailers. Harvest turns up to 60% of marked Wealth into Spend today, as an advance repaid only from the resident's own share at the sale. Merchants settle in seconds at 1.25% and can lend the money back through Harvest Notes.

Why a blockchain and not a spreadsheet: the token has to grant thousands of identical stakes with no minimum and no lawyer, carry its own rules, sit on a ledger the neighborhood can audit, and settle at a corner store in seconds. The chain adds no value of its own. The buildings do.

How the money moves

Move the two assumptions that matter most and watch where the value lands. Everything below is an illustrative model calibrated to CommonBlock's full fund model at the base case.

Base case 3%. Downside disclosure uses 2%.
Going-in cap is 7.75%. Base case exits at 7.00%.
$32.0M
portfolio value at sale, net of selling costs
$11.3M
appreciation above $20.7M of cost
$4.0M
resident pool after Trust tax (35% + owner-advance share)
$739
per household, 5,385 granted stakes
$17.7M
net equity at sale after $14.3M of debt
Sale proceeds: debt repaid first, then the resident pool, then community investors and the PRI. Investors also receive rent and refinance proceeds during the hold, not shown here.
Community investor return from the full model: 13.1% a year at base (3.4x). 11.2% at 2% rent growth, 12.05% at a 7.75% exit cap, 9.8% with both, 7.2% after a 30% fall in exit value. The PRI earns a capped 2% in every case where it is repaid.

A resident's stake, year by year

One granted stake. It is marked conservatively every quarter (the appraisal less an 8% reserve, no credit for a lower exit cap until the sale), so what a resident sees during the hold is below what the stake pays at the end. Harvest lets them draw against it early.

0% is a saver who never draws. 100% draws the full 60% of marked value every year.
Local draws accrue 4.5% a year, cash-outs 7%. Repaid only from this stake at the sale.
$199
cash drawn early, years 3 to 9
$44
interest, the cost of spending sooner
$495
paid at the sale after repaying the advance
$694
total received, against $739 for a saver
Green: the stake's marked value (uses the rent-growth setting above). Gold: this resident's Harvest balance with interest. The dot at year 10 is the realized payout per stake at the exit cap chosen above.
A sponsor-funded prize program ($60K a year) rewards holding: saving prizes are credited to Wealth, spending prizes are paid in Spend at local shops. Its assumed effect is 10 points less drawing. The model's lesson per stake: a saver gets $739; a maximum drawer gets $199 early and $495 later.

A circular local economy

Value earned on the block is spent on the block and lent back to the block. Each turn of the loop is a transaction that would otherwise have gone to a card network, a payday lender or a landlord outside the neighborhood.

1

Buildings appreciate

35% of the gain is credited to residents as Wealth.

2

Residents Harvest into Spend

Spending locally costs 4.5% against 7% to cash out, so the cheaper path keeps money in the neighborhood.

3

Merchants get paid

Instant settlement at 1.25% instead of ~3% card fees, on one network across every CommonBlock neighborhood.

4

Merchants and savers lend it back

Spend received, and resident savings, can buy Harvest Notes: a 5% senior claim that funds the next neighbor's advance.

5

The sale settles everything

Advances and Notes are repaid from the resident pool; savers keep the rest.

$922K
spent at local merchants over the hold, at the settings above
$250K
rolled back in through Harvest Notes by merchants and savers
$12K
merchant fees to CommonBlock, at 1.25%

Who carries the downside

The foundation's PRI takes the first loss. Community investors sit behind it. Residents put in nothing and can lose nothing. Drag the exit value to see who absorbs a fall.

Debt of $14.3M is repaid first in every case.
Simplified waterfall for illustration: after debt, community investors' $5M capital is returned, then the PRI's $5M and its capped 2%, then the remaining appreciation splits 35% residents (floored at zero) and 65% investors. If a resident pool is too small to repay outstanding Harvest advances, the fund absorbs the shortfall; residents are never pursued. The full model reports about $633K unrepaid at a 30% fall, with investor return falling to 7.2% and the PRI untouched.

Who gets what

Puts inReceivesPuts at risk
Residents (5,385 households)Nothing. Residency is the qualification.One identical Wealth token: 35% of appreciation above cost, credited quarterly, never clawed back. Harvest up to 60% early.Nothing
Community investors (~1,465)$5M, from $500 to $20,000 eachRent, refinance proceeds and 65% of appreciation, net of fees: ~13.1% a year, 3.4xTheir capital, behind the PRI
Foundation PRI$5M, first lossPrincipal plus 2%, capped; no share of the resident pool; recycled into the next fundFirst loss
Local merchantsAccept SpendInstant settlement at 1.25% instead of ~3% card fees; Harvest Notes at 5%Nothing
Building ownersA building and 20% of its future gainImprovement capital of ~5% of value; keep title, cash flow and 80% of the upsideNothing beyond the shared gain
CommonBlockSponsorship, the platform, a 1% GP commitmentMarket fund fees, promote, merchant fee; nothing from the resident poolGP commitment, startup capital
Accredited investorsDeal-by-deal capital, only with the 35% slice minted inDeal tokens on normal terms: 20% promote over an 8% pref, ~11.4%Their own capital

CommonBlock, the company

One company with two jobs: it sponsors and manages the funds, and it owns the platform (the wallet, the marks, Harvest, the merchant network). About 90% of funds are CommonBlock-sponsored; 10% are licensed to CDFIs, community development corporations, chambers of commerce and block clubs.

16 / 26
neighborhoods / funds by year 10, on a conservative rollout: one a year for four years, then two
$650M
of property on the platform by year 10
$12.7M
fee revenue in year 10; ~$1.9M run-rate fee earnings
~$22.6M
company value on real estate manager benchmarks, with a platform premium

It needs about $1.5M to reach self-sufficiency: a $1.0M foundation PRI at 2% and a $0.5M family-office note at 6% with a 5% warrant, plus $100K from the founder. Both are repaid from cash flow by year 10, and the foundation can roll its money into new funds' first-loss matches. Planned as a public benefit corporation, with a board of the founder as chair, a CEO, three independent directors and a foundation observer.

What we're looking for

Funders

A $5M first-loss PRI for the South Shore pilot fund, and $1.5M of company startup capital.

Leaders

A CEO to run the company and three independent directors: real estate and finance, legal and compliance, community. The founder stays as executive chair.

Advisors and counsel

Securities, PRI and private benefit, consumer lending, stablecoin payments, prize-linked savings, Opportunity Zones, the Trust's tax position.

Documents

The full materials behind this page. All are September 2026 working drafts.

Dollars and cents, hearts and minds.

Michael Kelley, founder

hello@commonblock.co