Thank you to all of our partners and attendees for helping us put together another successful OZ Pitch Day event.
This event has concluded. Recordings are available below.
Urban Catalyst Opportunity Zone Fund II LLC (“Fund II”) was launched in 2021 with Icon/Echo. Urban Catalyst is already in control of the property for this Fund, which will focus on multifamily rental units and office space in downtown San Jose.
To provide you with diversified exposure to real estate and the potential for significant tax benefits. Caliber’s documented history of investing in mixed, discretionary private real estate funds has led the company to be recognized as a thought and market leader in OZ investments.
Pinnacle Partners has sourced a robust pipeline of new multifamily development projects to create a diversified multi-asset fund. Pinnacle Partners Opportunity Zone Fund VIII, LP will invest in multifamily development projects in carefully selected Opportunity Zones in high growth markets throughout the U.S.
Origin QOZ Fund II will be a diversified portfolio of transformational ground-up Class A multifamily real estate developments located across fast-growing markets throughout the southwest and southeast U.S. The Fund is targeting a net equity multiple of 2.25-2.50x and a net IRR of 10-12%.
Pitch Deck: [Click To Download]
The fund delivers value to investors while improving the urban neighborhoods of Columbus, Ohio by renovating and building housing and mixed-used properties. Building on the success of CBUS OZ Fund I in 2019 and Fund II in 2020, Fund III was launched in late 2021 to raise up to $50 million.
Pitch Deck: [Click To Download]
Closed end project specific offering to accredited investors. Once completed project will consist of nearly 900 residential units with projected project cost to exceed $300M.
Pitch Deck: [Click To Download]
The Link Apartments OZ REIT launches with total assets under management of $350 million, comprising 19 properties in resilient and high-growth markets nationwide, including NYC, Oakland, LA, Denver, and Charlotte. The Link Apartments Opportunity Zone REIT will fundraise through the end of 2023.
Pitch Deck: [Click To Download]
Puerto Rico Opportunity Zone Fund, LP is the first tax advantaged private equity fund specifically designed to invest in renewable energy, sustainable business, and infrastructure throughout Qualified Opportunity Zones in Puerto Rico. The fund’s investment strategy is to actively manage investments to maximize capital gains treatment, while following ESG guidelines.
Pitch Deck: [Click To Download]
Jackson Dearborn Partners was one of the first groups in the country to launch, fulfill, and deploy an Opportunity Zone Fund. The $10M Campustown Opportunity Zone Fund I was oversubscribed in June 2019 and fully deployed by August 2019. JDP is actively raising capital for new Opportunity Zone funds and individual projects in Phoenix and Denver.
Pitch Deck: [Click To Download]
We are focused on rehabbing smaller residential real estate in the single-family and multi-family asset classes. The real estate is located in Midwest cities with favorable demographics that include stable and diverse employment, population growth, and favorable pricing and rent.
Pitch Deck: [Click To Download]
StarPoint focuses on the most favorable real estate sectors, multifamily and industrial, targeting the strongest domains and developing within select Opportunity Zones. The StarPoint OZ advantage is its unique ability to acquire the highest quality investments within the most desirable locations.
Pitch Deck: [Click To Download]
Atlas targets undervalued multifamily and other housing investments including value-add acquisitions, ground-up development, opportunity zones, and covered land plays, located across the country with a primary focus on the Southeast, Mid-Atlantic, and Texas.
Formerly Senator Tim Scott's tax policy adviser, Shay was instrumental in drafting the Opportunity Zones legislation. His keynote address will address how expectations have changed over the first four years of the policy and how he anticipates OZs may change going forward.
Important considerations for investors when rolling capital gains into a Qualified Opportunity Fund. Why Opportunity Zone investing is so powerful for investors, what to look for in any OZ fund, how to compare different fee structures, and the most common types of OZ investments and fund structures.
QOF equity raising data from Novogradac's recent survey, OZ investing from the perspective of a wealth advisor, and how the current macroeconomic climate may impact Opportunity Zone equity raising and capital deployment.
In the wake of the midterm elections, how might the balance of power in the next session of Congress affect Opportunity Zones in 2023 and beyond? Also, potential legislative changes that could form a new "Version 2.0" of Opportunity Zones, and what the OZ industry can do to help its own cause.
Opportunity Zone attorney and OZ Pros founder Ashley Tison will field rapid fire Q&A from live attendees. Go ahead and ask this guy any Opportunity Zone question under the sun.
