LMI Investment: A Comprehensive Guide to Its Legal Definition

Definition & Meaning

LMI Investment, or Low and Moderate Income Investment, refers to financing provided to an LMI Enterprise. This financing can be in the form of equity or debt securities that are subordinate to all existing or future secured loans of the business. This definition applies to investments made after September 30, 1999, and may include secured debt securities, although the guarantees for these debts cannot be backed by collateral.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A community development financial institution provides a loan to a small business that serves low-income neighborhoods. This loan qualifies as an LMI Investment because it meets the criteria outlined above.

Example 2: A venture capital firm invests in a startup that targets low-income consumers with affordable products. This investment is classified as an LMI Investment due to its focus on serving the LMI community.

Comparison with related terms

Term Description Differences
LMI Investment Investment in businesses serving low and moderate income communities. Focuses specifically on equity or debt for LMI Enterprises.
Equity Investment Purchase of ownership in a company. Not limited to LMI Enterprises; can be in any business.
Debt Financing Borrowing funds to be repaid with interest. Can apply to any business, not just LMI Enterprises.

What to do if this term applies to you

If you are considering an LMI Investment, start by identifying whether your business qualifies as an LMI Enterprise. You may want to consult with a financial advisor or legal professional to navigate the complexities of investment agreements. Additionally, explore US Legal Forms for templates that can assist you in drafting necessary documents related to LMI Investments.

Quick facts

  • Investment Type: Equity or debt securities
  • Eligibility: Must serve low and moderate income communities
  • Investment Date: After September 30, 1999
  • Debt Security Status: Junior to existing secured borrowings

Key takeaways

Frequently asked questions

An LMI Enterprise is a business that primarily serves low and moderate income individuals or communities.