OZ Pitch Day 2020
This event has concluded. Recordings are available below.
Real estate Opportunity Zone fund focused on ground-up development projects in downtown San Jose. Seven projects acquired across office, multi-family, student housing, senior housing, and hospitality to form a diverse portfolio of assets.
The Origin QOZ Fund invests in institutional-quality multifamily development projects located across some of the fastest-growing markets in the United States. The Fund currently has over $66 million invested in four Opportunity Zone projects located in Charlotte, Chicago, Houston, and Phoenix.
Using the proprietary USG/OZI risk mitigation strategy, the Investors Choice OZ Fund is a first-of-its-kind Opportunity Zone fund that allows investors to choose between a number of project-specific Opportunity Zone developments within the fund, to allow for as much project concentration or diversification as they desire.
Lifeafar Capital is launching their second Opportunity Zone project in Puerto Rico, an iconic luxury hotel redevelopment that is set to open in Q4 of 2022. This spectacular property is perfectly situated to benefit from the post-COVID tourism recovery as well as Puerto Rico's record-breaking tourism boom. It combines not only Opportunity Zone tax incentives, but many local tax incentives that bolster returns.
Saratoga MHP Fund VII (Saratoga's 3rd QOZ fund) is a $30M target raise for the purchase of neglected MHPs in Opportunity Zones. Saratoga anticipates purchasing 25-30 communities with existing tenants and cash flow, then pave the roads, install playgrounds, solar street lights, redo signage and bring in new homes.
Caliber is designed to acquire, redevelop, and manage a portfolio of diversified commercial properties located in Opportunity Zones. The Caliber Tax Advantaged Opportunity Zone Fund has acquired holdings in Arizona, and is targeting additional holdings in Colorado, Texas, Nevada, and Utah; Caliber believes these states have the potential to possess some of the top OZs due to long-term population and job growth trends.
East Durham provides an opportunity for investors to participate in a major redevelopment of approximately 135 acres just east of downtown Durham and proximate to Research Triangle Park and Raleigh/Durham International Airport.
Winner of the Acadiana OZ Pitch Fest in October 2020. Fund proposal is to purchase and renovate four historic buildings in an Opportunity Zone in New Iberia, LA, to expand addiction recovery and sober living residences.
Riaz Capital aims to build workforce housing to address the San Francisco Bay Area's substantial housing shortfall for single-income households earning $40,000-$120,000 annually. They have more than 2,000 OZ-located units in various stages of planning and construction.
Nomadic Oz is the first Qualified Opportunity Fund for health, wellness, and COVID-19. It will be a hybrid fund with 5 portfolio companies and a startup health and wellness incubator for new investment opportunities.
This $7 million OZ Fund project represents direct ownership in an industrial hemp farm located in St. Croix, USVI. The project sponsor believes that the ideal growing environment with multiple tax advantages should allow this project to be the lowest cost producer of high-quality CBD oil in the U.S.
The first and only oil and gas Opportunity Zone fund. The Elite Opportunity Fund will acquire producing, cash flowing minerals and royalties in Texas, Louisiana, and Pennsylvania, and provide investors with 10 years of tax-free capital gains on oil and gas producing assets in OZs.
OpportunityDb founder and Opportunity Zones Podcast host Jimmy Atkinson kicks off the day.
Rachel is director of impact strategy at EIG. She will address the importance of Opportunity Zones and how OZ investing will continue to be viable under a Biden administration.
A crash course on the Opportunity Zone incentive for beginners. Learn how the incentive works, what types of investments are eligible to receive the investment, and how to invest in a Qualified Opportunity Fund.
How family offices and high net worth individuals should assess Opportunity Zone investment options, with real world examples.
