Investment
Our Opportunity Zone Fund presents a unique chance to support the development of sustainable, affordable housing nationwide, while also generating strong risk-adjusted returns for investors.
Capital Gains Deferral
By investing capital gains from other investments into the Fund, investors can benefit from preferential tax treatment including:
- Deferral of capital gains taxes on profits reinvested for 5 years
- Partial exclusion of gains (10% for years 6-7)
- Full exclusion of gains if investment is held for at least 10 years
The Fund will pursue the following real estate and business ventures across Qualified Opportunity Zones:
- Acquisition and expansion of manufacturing plants
- Development of affordable single and multifamily communities
- Construction of single-family rental homes
- Partnerships to build workforce housing
- Investment in small businesses supporting construction projects
Business Activities
Targeted Returns
Based on financial projections reviewed by an independent third party advisory firm, the anticipated returns for this evergreen fund include:
- Year 1: 7% annual cash-on-cash return
- Years 2-5: 10% average annual return
- Years 6-10: 12% average annual return
Job Creation
