Activated Capital Opportunity Zone Fund

Summary: Activated Capital invests in all assets that are capable of generating the best risk-adjusted value for investors and a double bottom line for both social and financial returns. As Real Estate investment specialist, Activated Capitals' deep expertise, strong partnership orientation, and extensive relationship networks allow them to identify and capitalize on risk adjusted real estate value creating allowing them to excel and generating consistent profits for their investors.

Fund Manager: Activated Capital

Fund Size: $75 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Renewable energy investment, Single family residential, Small business development, Student housing, Workforce housing

Investment Location: Midwest / Southeast

Website: http://activatedcapital.com

Contact: Josh Burrell

Email: [email protected]

Allagash Opportunity Zone CRE Fund I

Summary: The Allagash Opportunity Zone CRE Fund focuses on renovating workforce multifamily properties to optimize net income. They purchase and re-develop in the Mid-Atlantic region. Allagash Opportunity Zone Partners is in the process of being certified by the CDFI as a Community Development Entity. Each of Allagash's five senior partners have over 30 years of experience in Commercial Real Estate, Investment Management, and Financial Markets.

Fund Manager: Allagash Opportunity Zone Partners LLC

Fund Size: $400 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Multifamily residential, Workforce housing

Investment Location: Virginia, North Carolina, Maryland

Website: N/A

Contact: Tony Barkan

Phone: (646) 946-0482

Email: [email protected]

1787 Capital Opportunity Zone Fund

Summary: The 1787 Capital Opportunity Zone Fund partners with public agencies on redevelopment projects, including commercial, hotel, infrastructure, mixed-use, multi-family housing, and workforce housing.

Fund Manager: 1787 Capital

Fund Size: $50 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Hospitality development, Infrastructure investment, Mixed-use development, Multifamily residential, Renewable energy     investment, Small business development, Workforce housing

Investment Locations: Alabama, Delaware, District of Columbia, Florida, Georgia, Maryland, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia

Website: www.linkedin.com/company/1787-capital/

Contact: Chris Jeter

Phone: (646) 283-7295

Email: [email protected]

1807 Hybrid Fund

Fund Manager: 1807 Ltd Co.

Fund Size: $5 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Infrastructure investment, Mixed-use development, Multifamily residential, Renewable energy investment, Single-family residential, Small business development, Student housing, Workforce housing, Healthcare facilities

Investment Locations: Nationwide

Website: www.1807ltd.com

Contact: Brent Palmer

Phone: (843) 608-0654

Email: [email protected]

3LB Equities Opportunity Zone Fund

Summary: 3LB Equities' Opportunity Zone Fund focuses on the acquisition of existing and development of new multifamily projects within the state of Texas. 3LB is presently seeking multi-family assets located in Texas Opportunity zones or land that could be used in the development of multi-family properties located in Texas Opportunity Zones.

Fund Manager: 3LB Equities

Fund Size: $150 Million

Investment Focus: Affordable housing, Community revitalization, Mixed-use development, Multifamily residential, Student housing

Investment Locations: Texas

Website: https://3lbequities.com/opportunity-fund

Contact: Adam Smith

Phone: (817) 406-0075

Email: [email protected]

Access Ventures Opportunity Fund

Summary: Access Ventures is an impact investment firm that builds more inclusive economies through mission-aligned investments that enable communities to flourish. They currently have a portfolio of their current projects located directly on their website. Investment partners include Collaboration Capital, TriLink Global, Village Capital, kiva, and ethic. 

Fund Manager: Access Ventures

Fund Size: $100 Million

Investment Focus: Small business development

Investment Locations: Nationwide 

Website: https://accessventures.org/blog/exploring-an-opportunity-zone-fund/

Contact: Ross Baird

Phone: (404) 281-1254

Email: [email protected]

SkyBridge

Summary: SkyBridge Opportunity Zone Real Estate Investment Trust Inc. (SOZ REIT) is structured as a private, non-exchange-traded REIT available to accredited investors at a minimum investment of $100,000 with 1099 tax reporting and quarterly distributions. SOZ REIT is expected to be diversified by geography, property type, and developer, focusing on both new development and redevelopment real estate projects. They began accepting investments from accredited investors as of December 1, 2018.

Fund Manager: SkyBridge Capital II, LLC

Fund Size: $3 Billion

Investment Focus: Commercial real estate, Hospitality development, Mixed-use development, Multifamily residential

Investment Locations: Nationwide US

Website: www.skybridge.com/

Contact: Jason Zins

Phone: (212) 485-1908

Email: [email protected]

Alpha Opportunity Zone Fund I 

Summary: Alpha Capital Partners is a real estate investment group with a focus on middle-market multifamily, student housing, and medical office investments. The investment strategy will focus on student and multifamily real estate projects within qualified opportunity zones. 

Fund Manager: Alpha Capital Partners

Fund Size: $250 Million

Investment Focus: Affordable housing, Multifamily residential, Student housing

Investment Location: Alabama, Georgia, Illinois, Louisiana, Michigan, Mississippi, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Wisconsin

Website: www.alphacapitalpartners.com

Contact: Alyson McCaffrey

Phone: (832) 789- 1794

Email: [email protected]

investUS Opportunity Fund, Inc. 

Summary: investUS brings a multi-disciplinary institutional investment strategy to investing in Opportunity Zones. Rather than focusing on just real estate in major markets, the investUS fund offers investors a unique investment opportunity to invest in a diversified portfolio of Opportunity Zone businesses and properties in underserved and less appreciated markets.

Fund Manager: Deborah Burns

Fund Size: $100 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Mixed-use development, Multifamily residential

Investment Locations: Nationwide 

Website: http://investusfund.com/

Contact: Deborah Burns

Phone: (505) 246-6902

Email: [email protected]

Sortis Opportunity Zone Fund

Summary: The Sortis Opportunity Zone Fund is an un-leveraged, evergreen real estate asset-backed mortgage pool investment fund focused on creating high yielding fixed income returns that are backed by liens on various classes of real estate. Equity membership units in the fund are offered through a Regulation D private placement securities offering to accredited investors.

Fund Manager: Sortis Holdings

Fund Size: $100 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Multifamily residential, Small business development, Student housing

Investment Locations: California, Colorado, Idaho, Oregon, Utah, Washington

Website: http://www.sortisholdings.com/funds/opportunity-fund

Contact: Michael Sander

Phone: (503) 805-5524

Email: [email protected]

HeroHomes.com Opportunity Zone Fund I 

Summary: HeroHomes.com facilitates co-ownership of multi-family or mixed-use income producing properties for veterans with access to VA loans. They have helped a countless number of veterans get homes for their families and get to greater financial independence and freedom. 

Fund Manager: HeroHomes

Fund Size: $150 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Renewable energy investment, Single family residential, Small business development, Student housing, Workforce housing

Investment Locations: Nationwide US

Website: www.herohomes.com

Contact: Reed Benet

Phone: (415) 342-3634

Email: [email protected]

The Amina Fund

Summary: The Amina Fund leverages a science-based investment strategy to develop residential and commercial real estate that serves as wealth- and health-building assets for low-income and underserved communities—while creating significant financial and social ROI for investors. The fund also invest in high-potential STEAM, healthcare, and education related startups and businesses located within Opportunity Zones. 

Fund Manager: Deshanneé Johnice

Fund Size: $50 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Multifamily residential, Student housing, Workforce housing

Investment Location: Nationwide

Website: http://Aminafund.com/

Contact: Deshanneé Johnice

Phone: N/A

Email: [email protected]

Arela Opportunity Fund

Summary: The Arela Opportunity Zone Fund intends to focus on identifying cities and opportunity zoned communities where they can make, rather than chase the market. Arela Partners seeks to plan strategic development and will joint venture where possible with other opportunity zone developers to build or redevelop the community in a way that planning, esthetics, design and timing will positively impact the market demand and viability for that community.

Fund Manager: Arela Partners

Fund Size: $100 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Hospitality development, Mixed-use development, Multifamily residential, Single family residential, Small business development, Student housing

Investment Location: Nationwide

Website: www.arelapartners.com/opportunity-fund

Contact: Vernon Allamby

Phone: (800) 225-8116

Email: [email protected]

Bay Area Opportunity fund 

Summary: Panoramic Interests has been building high-density infill development projects in the Bay Area since 1990. Its work in downtown Berkeley and San Francisco includes 15 projects, adding more than a 1,000 new units of housing, and 100,000 square feet of commercial space.

Fund Manager: Panoramic Interests

Fund Size: $60 Million

Investment Focus: Affordable housing, Mixed-use development, Multifamily residential, Workforce housing

Investment Locations: Bay Area, California

Website: www.panoramic.com

Contact: JP Walsh

Phone: (415) 701-7003

Email: [email protected]

Beacon Rose Opportunity Zone Fund

Summary: Boutique real estate investment firm focuses on developing and repositioning urban properties across geographies. They seek to create enduring, genuine, and thoughtful concepts while being mindful of the economic return, community involvement, and environmental impact.

Fund Manager: Beacon Rose Partners LLC

Fund Size: $100 Million

Investment Focus: Affordable housing, Commercial real estate, Mixed-use development, Workforce housing

Investment Locations: California, Connecticut, Michigan, New York

Website: www.beaconrose.com

Contact: Edgar Baek

Phone: (562) 458-0279

Email: [email protected]

Belpointe REIT

Summary: Belpointe, a private equity investment firm and family office, based in Greenwich, Connecticut owns several operating businesses, including Belpointe Asset Management LLC, a financial asset management firm that manages over $1 billion in tradable securities. Belpointe’s real estate group is comprised of several former key Avalon senior leaders. Belpointe is known for its condominium and multifamily developments.

Fund Manager: Belpointe REIT Manager, LLC

Fund Size: $3 Billion

Investment Focus: Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Multifamily residential, Student housing

Investment Locations: Nationwide

Website: http://BelpointeREIT.com

Contact: Cody Laidlaw

Phone: (203) 561-0231

Email: [email protected]

B'KOZ Fund 

Summary: The first in a series of Opportunity Funds to be managed by Viceroy Equities, the B'KOZ Fund will invest exclusively in real estate projects in Opportunity Zones in Brooklyn, NY. Viceroy has limited the raise to $75 million allowing capital deployment in a focuses manner that seeks to maximize investor returns. 

Fund Manager: Viceroy Equities

Fund Size: $75 Million

Investment Focus: Commercial real estate

Investment Locations: Specific to Brooklyn, NY, transactions.

Website: www.viceroyequities.com

Contact: Joseph Douek

Phone: N/A

Email: [email protected]

Blue Spruce Opportunity Fund

Summary: The Blue Spruce Opportunity Fund will be a regional investment fund focused on commercial real estate in the Denver, Colorado, metropolitan area.

Fund Manager: Community Capital Services, LLC

Fund Size: $100 Million

Investment Focus: Commercial real estate, Hospitality development, Mixed-use development, Multifamily residential

Investment Locations: Colorado

Website: N/A 

Contact: Timothy Lee

Phone: (646) 359-3710

Email: [email protected]

Boston Financial Opportunity Zone Investment Fund I 

Summary: Boston Financial Opportunity Zone Investment Fund I will exclusively invest in projects that generate low-income housing and historic tax credits.

Fund Manager: Boston Financial Investment Management

Fund Size: $108 Million

Investment Focus: Affordable Housing

Investment Locations: Nationwide

Website: N/A

Contact: Fred Copeman

Phone: (617) 488-3209

Email: [email protected]

BrookRoad Capital LLC

Fund Manager: BrookRoad Capital LP

Fund Size: $50 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Infrastructure investment, Mixed-use development, Multifamily residential, Single-family residential, Student housing

Investment Locations: New Jersey

Website: N/A

Contact: Brian Mclaughlin

Phone: (917) 370-9817

Email: [email protected]

Caliber Tax Advantage Opportunity Zone Fund LP

Summary: Caliber's Tax Advantaged Opportunity Zone Fund LP offers high net-worth investors and their advisors the opportunity to invest in attractive projects throughout the Southwest region. The fund will invest directly into a diversified portfolio of assets in qualifying zones, allowing investors to take advantage of preferential tax treatment. 

Fund Manager: Caliber 

Fund Size: $500 Million

Investment Focus: Affordable housing, Commercial real estate, Economic development, Hospitality development, Mixed-use development, Multifamily residential, Single family residential, Student housing

Investment Locations: Arizona, Colorado, Nevada, Texas, Utah

Website: www.caliberco.com/opportunity

Contact: Chris Loeffler

Phone: (480) 295-7600

Email: [email protected]

Campustown Opportunity Zone Fund I 

Summary: Campustown Opportunity Zone Fund I seeks to develop ground-up new construction student housing assets within the Opportunity Zone that exists in the Campustown area pedestrian to the University of Illinois.

Fund Manager: Jackson Dearborn Partners, LLC

Fund Size: $10 Million

Investment Focus: Commercial real estate, Economic development, Mixed-use development, Student housing

Investment Locations: Illinois

Website: www.jacksondearborn.com/ozone-fund-deck

Contact: Sean Lyons

Phone: (312) 878-7363

Email: [email protected]

Cason Park OZ Fund, LLC

Summary: South Swell Development Group is a nationally focused land development and wetland mitigation company focused on the acquisition of commercially developable lands that possess the potential to generate interim and unique cash flow through wetland mitigation activities 

Fund Manager: South Swell Development, LLC

Fund Size: $800,000

Investment Focus: Affordable housing, Community revitalization, Mixed-use development, Multifamily residential, Single-family residential, Small business development, Workforce housing

Investment Locations: Indiana

Website: www.ucdgrp.com

Contact: Robert Harte

Phone: (219) 243-7184

Email: [email protected]

Catalytic Opportunity Zone Fund, LLC

Summary: The mission at Catalytic is to deepen value and expand opportunities in America’s Heartland through strategic real estate and quality-of-life investments that offer strong returns to both investors and the community. By fueling the transformative ideas and the audacious visions of local entrepreneurs, we combine the positive power of the free market with the high standards of great placemaking.

Fund Manager: Catalytic Management, LLC

Fund Size: $100 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Infrastructure investment, Mixed-use development, Multifamily residential, Single-family residential, Small business development, Student housing, Workforce housing

Investment Locations: Arkansas

Website: www.catalyticoz.com

Contact: Daniel Hintz

Phone: N/A

Email: [email protected]

Community Outcome Fund

Summary: The Community Outcome Fund will focus on location based Workforce & Economic Empowerment Areas (WEEA) located in 20 regions across the US. Projects will utilize a mix of strategic public- private funding instruments. Projects will be led with an Opportunity Fund Capital raise.

Fund Manager: Karl Cureton

Fund Size: $500 Million

Investment Focus: Affordable housing, Commercial real estate, Economic development, Infrastructure investment, Mixed-use development, Multifamily residential, Small business development, Student housing, Workforce housing

Investment Locations: Alabama, Arkansas, California, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Puerto Rico, Texas, Virginia

Website: www.outcomefund.us

Contact: Karl Cureton

Phone: (202) 796-7611

Email: [email protected]

ConnectUP! Intergrated Captial Fund

Summary: The ConnectUP! Fund will be a newly-created, human-centered, integrated capital fund (a combination of debt, equity, and grants) with an objective of addressing economic justice in access to blended capital to social enterprises led by people from marginalized communities.

Fund Manager: Y. Elaine Rasmussen

Fund Size: $50 Million

Investment Focus: Affordable housing, Commercial real estate, Economic development, Infrastructure investment, Small business development, Workforce housing

Investment Locations: Illinois, Iowa, Minnesota, Nebraska, North Dakota, South Dakota

Website: N/A

Contact: Y. Elaine Rasmussen

Phone: (651) 242-9264

Email: [email protected]

DREAM Fund

Summary: Minnesota Opportunity Zone Advisors seeks to serve mission-driven individual and institutional investors to contribute to the economic and social vitality of Minnesota by funding and executing quality new and substantial redevelopment real estate projects with low risk in Minnesota Opportunity Zones that can achieve the triple bottom line of positive economic, social, and environmental impact in the communities. They are currently working with community partners to identify actionable projects so funds can be deployed by the end of 2019. 

Fund Manager: Minnesota Opportunity Zone Advisors

Fund Size: $100 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Mixed-use development, Multifamily residential, Renewable energy investment, Workforce housing

Investment Locations: Minnesota

Website: www.mn-oza.com

Contact: Jamie Stolpestad

Phone: (203) 585-7248

Detroit Opportunity Fund

Summary: North Coast Partners is a real estate company based in Detroit, MI, with a pipeline of multi-family projects in the Midtown, Boston-Edison, and Villages neighborhoods.

Fund Manager: North Coast Capital LLC 

Fund Size: $250 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Mixed-use development, Multifamily residential, Small business development, Student housing, Workforce housing

Investment Locations: Detroit 

Website: www.ncp-re.com

Contact: Matthew Temkin

Phone: (313) 878-8824

Email: [email protected]

Emergent Communities Fund

Summary: The Rivermont Enterprise Emergent Communities Fund spurs sustainable, diverse, and dynamic economic growth by revitalizing emerging main streets and supporting local entrepreneurs. Enterprise Community Investment has been investing to revitalize communities for over 35 years, garnering expertise with over $36 billion invested, including $4.4 billion in Opportunity Zones.

Fund Manager: Rivermont Enterprise Capital

Fund Size: $250 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Multifamily residential, Small business development, Student housing, Workforce housing

Investment Locations: Southeast U.S. with an initial focus on North Carolina and Virginia

Website: https://www.enterprisecommunity.org

Contact: Shekar Narasimhan

Phone: (703) 752-8321

Email: [email protected]

EquityMultiple Opportunity Zone Fund

Summary: EquityMultiple is a leading online investment platform that is leveraging technology to help modernize the real estate industry. They connect accredited investors with exclusive pre-vetted commercial real estate investments at low minimums and have executed more than 50 commercial real estate transactions with an aggregate value of more than $700 million.

Fund Manager: EquityMultiple

Fund Size: $500 Million

Investment Focus: Commercial real estate, Hospitality development, Mixed-use development, Multifamily residential, Student housing, Workforce housing

Investment Locations: Nationwide

Website: https://opportunity.equitymultiple.com/

Contact: Watue Sowaprux

Phone: (646) 960-6144

Email: [email protected]

Foundation Capital Opportunity Zone Fund

Summary: Foundation Capital Partners is a private investment management firm focusing on real asset opportunities. To achieve attractive returns for its investors, the firm focuses exclusively on opportunistic and disruptive investment situations. The firm has extensive experience investing in public and private credit and equity markets across the United States.

Fund Manager: Foundation Capital Partners

Fund Size: $100 Million

Investment Focus: Commercial real estate, Economic development, Infrastructure investment, Mixed-use development

Investment Locations: Nationwide US

Website: www.foundationcapital.us

Contact: David Greenberg

Phone: N/A

Email: [email protected]

Fundrise Opportunity Fund

Summary: Fundrise Opportunity Fund is a recently organized Delaware limited partnership formed to originate, invest in, and manage a diversified portfolio of commercial real estate properties, joint-venture equity investments, and other real estate-related assets that are compelling from a risk-return perspective. The fund seeks to acquire high-quality real estate properties located in designated Opportunity Zones that have strong long-term growth potential. 

Fund Manager: Rise Companies Corp. 

Fund Size: $500 Million

Investment Focus: Commercial real estate, Mixed-use development, Multifamily residential

Investment Locations: Nationwide US

Website: https://fundrise.com/opportunity-fund

Contact: Benjamin Miller

Phone: (202) 584-0550

Email: [email protected]

Golden Door Partners Opportunity Zone Fund

Summary: Golden Door Asset Management is a private equity firm focused on lower middle market businesses. They build strong businesses by combining their financial and operational expertise in labor-intensive businesses. They are the leading minority-owned investment manager focused on acquiring small businesses in Opportunity Zones in the United States.

Fund Manager: Golden Door Asset Management 

Fund Size: $100 Million

Investment Focus: Economic development, Small business development

Investment Locations: New Jersey

Website: http://www.goldendoorasset.com

Contact: Vijar Kohli

Phone: (646) 820-5672

Email: [email protected]

Gravitas Fund

Summary: Sebastian Partners controls a 135-acre parcel which will be part of a 287-acre master planned community with 1,100 single-family residential lots, 60 acres of commercial and hospitality development, and 11 acres of multifamily residential, within a designated Qualified Opportunity Zone.

Fund Manager: Sebastian Partners

Fund Size: $25 Million

Investment Focus: Commercial real estate, Hospitality development, Multifamily residential, Single family residential

Investment Locations: Colorado

Website: www.gravitas-fund.com/

Contact: Tom Dashiell

Phone: (510) 919-1969

Email: [email protected]

Heritage Equity Partners Urban Opportunity Zone

Summary: Heritage Equity Partners is a woman-owned urban developer focused on urban revitalization. Past projects have helped transform neighborhoods, including Williamsburg, Prospect Heights, and Bushwick in Brooklyn. Toby Moskovits' fund will focus on both commercial and residential development in Brooklyn and Queens. 

Fund Manager: Heritage Equity Partners

Fund Size: $100 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Mixed-use development, Multifamily residential

Investment Locations: New York, Brooklyn, and Queens

Website: www.heritage-equity.com

Contact: Toby Moskovits

Phone: (718) 408-8849

Email: [email protected]

King Tide Capital Opportunity Zone Fund

Summary: King Tide Capital has formed a single-purpose entity for the purpose of developing and operating Opportunity Zone hospitality assets in Austin, TX; San Antonio, TX; and Honolulu, HI. The properties have a value in excess of $115MM, and the Fund is seeking to raise $100MM in equity capital.

Fund Manager: Chase Belew

Fund Size: $100 Million

Investment Focus: Hospitality development

Investment Locations: Hawaii and Texas

Website: N/A

Contact: Chase Belew

Phone: (512) 773-1793

Email: [email protected]

LIHTC Development Group LLC

Summary: LIHTC Development Group LLC, is comprised of a dedicated group of real estate professionals committed to ensuring that every individual has access to quality, safe and affordable housing stock. Their team of attorneys, accountants and real estate professionals have successfully partnered with private developers, non-profits and public housing authorities to redevelop and transform aging housing inventory and redevelop and restore blighted areas.

Fund Manager: LIHTC Development Group LLC

Fund Size: $100 Million

Investment Focus: Affordable housing, Community revitalization, Economic development, Mixed-use development, Multifamily residential

Investment Locations: Nationwide US

Website: www.lihtcdev.com

Contact: Nathan Bondar

Phone: (201) 636-7900

Email: [email protected]

Local Grown Salads i95 Opportunity Zone

Summary: Local Grown Salads is an AgTech start-up that can produce up to 1,500,000 pounds of ready-to-eat salads, strawberries, beans, peas, and other vegetables in a 15,000-square-foot urban farm. The farms are strategically located at the end of the supply chain and close to the consumer; therefore, ready-to-eat salads are delivered locally on the same day they are harvested.

Fund Manager: Local Grown Salads

Fund Size: $60 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Small business development

Investment Locations: Nationwide US

Website: http://LocalGrownSalads.com

Contact: Zale Tabakman

Phone: (416) 738-2090

Email: [email protected]

Miami Opportunity Fund

Summary: Sikari Inc. is a private real estate corporation headquartered in Tampa, Florida, specializing in Opportunity Zone Fund investments. Currently has more than $1.5 billion in Qualified Opportunity Funds in active investment or planned active stages right now across five different funds. 

Fund Manager: Sikari Luxe

Fund Size: $750 Million

Investment Focus: Commercial real estate, Multifamily residential

Investment Locations: Miami FL

Website: www.sikariluxe.com/qualified-opportunity-fund-miami/

Contact: David Sillaman

Phone: (757) 319-2103

Email: [email protected]

Normandy Opportunity Zone Fund

Summary: Normandy Real Estate Partners is a leading, privately-owned real estate operator and investment manager that targets underperforming office and mixed-use investments in well-located urban and transit-oriented submarkets in the Northeast and Mid- Atlantic regions. Normandy has identified a significant pipeline of opportunities and expects to be able to invest the fund within two years. 

Fund Manager: Normandy Real Estate Partners

Fund Size: $250 Million

Investment Focus: Commercial real estate, Mixed-use development, Multifamily residential

Investment Locations: Northeast and Mid-Atlantic region

Website: www.normandyrealty.com

Contact: David Galdi

Phone: N/A

Email: [email protected]

The Pearl OZ Venture Fund

Summary: The Pearl Venture Fund invest exclusively in high-potential, early-stage startups that we carefully select and directly oversee. This, in turn, creates a greater economic impact and provide significantly higher returns for all fund investors. They are the first Venture Capital fund designed to generate high returns that will be completely tax-free to investors via the Opportunity Zone tax laws. 

Fund Manager: Brian P Phillips

Fund Size: $25 Million

Investment Focus: Small business development

Investment Locations: New York City, Northeast Pennsylvania, Northern New Jersey

Website: http://www.thepearl.fund/

Contact: Brian Phillips

Phone: N/A

Email: [email protected]

Virtua Opportunity Zone Fund

Summary: Virtua Partners is a global private equity firm specializing in commercial real estate. It sponsors a variety of investment funds and commercial real estate projects across the United States and currently has 16 million square feet of assets under management or development.

Fund Manager: Virtua Partners

Fund Size: $200 Million

Investment Focus: Multifamily Development

Investment Locations: Nationwide US

Website: https://virtuapartners.com/opportunity-zones/

Contact: Zachary Chavez 

Phone: (480) 757-6503

Email: [email protected]

North Country Opportunity Zone Fund L.P.

Summary: North Country Opportunity Zone Fund is a limited partnership created under the 2017 Tax Act to invest in the Berlin NH Combined Heat and Power Greenhouses. In addition to receiving the tax benefits associated with Opportunity Zones, an investor in NCOZ is expected to benefit from a partnership interest in a highly profitable and environmentally sustainable project with projected EBITDA margins as high as 38%.

Fund Manager: American Ag Energy Inc.

Fund Size: $24 Million

Investment Focus: Controlled Environment Agriculture

Investment Locations: New Hampshire

Website: https://www.americanagenergy.com/opportunity-zone-fund-.html

Contact: Richard Rosen 

Phone: (617) 484-3755

Email: [email protected]

Obsidian Opportunity Fund

Summary: Obsidian Opportunity Fund was formed by a team of experienced investors and developers to professionally manage funds to match investors who have unrealized gains with development projects and communities of need. The fund is focused on extending solar power within the 86 opportunity zones in Oregon.

Fund Manager: Allen Alley

Fund Size: $500 Million

Investment Focus: Commercial real estate, Community revitalization, Infrastructure investment, Renewable energy investment

Investment Locations: Nationwide US

Website: www.ObsidianOpportunityFund.com

Contact: Allen Alley

Phone: (503) 245-8800

Email: [email protected]

Opportunity Development Group Fund I 

Summary: ODG Fund I will invest in premier development deals in targeted growth markets, leveraging its team's proprietary sourcing, structuring advantage, and development expertise. The Fund presents an opportunity to invest alongside a vertically integrated construction and development sponsor with a consistent and proven track record, utilizing the Opportunity Zone incentive program to enhance investors' after-tax returns.

Fund Manager: Opportunity Development Group

Fund Size: $650 Million

Investment Focus: Commercial real estate, Mixed-use development, Multifamily residential

Investment Locations: Nationwide US

Website: https://www.odgfund.com

Contact: Zev Safran

Phone: (646) 849-2671

Email: [email protected]

PEEK Opportunity Fund I 

Summary: PEEK Opportunity Fund I is focused on investment, development, and management of 65 – 125-unit projects in urban areas of North Jersey. Generally, projects will be ground-up development in areas near major transportation hubs. PEEK Development will be the fund manager and contribute between 15 – 20% equity.

Fund Manager: PEEK Development

Fund Size: $50 Million

Investment Focus: Multifamily residential

Investment Locations: New Jersey

Website: N/A

Contact: Phillip Evanski

Phone: (646) 455-1021

Email: [email protected]

Rural COZ

Summary: The Fund is focused on rural Colorado and selective communities beyond. With a large deal funnel in place, the Fund is raising now on a per-project basis for real estate projects. Short-term emphasis will be on new real estate development with an eye on several major rehab projects as well.

Fund Manager: Four Points Funding

Fund Size: $50 Million

Investment Focus: Commercial real estate, Mixed-use development, Multifamily residential, Small business development, Workforce housing

Investment Locations: Colorado, Wyoming

Website: http://ruralcoz.com

Contact: Shawn Bertini

Phone: (970) 367-6151

Email: [email protected]

RXR Realty OZ Fund

Summary: The RXR platform manages 69 commercial real estate properties and investments with an aggregate gross asset value of approximately $18.1 billion, comprising approximately 24.6 million square feet of commercial properties, inclusive of a multifamily residential portfolio of approximately 2,600 units under operation or development, and control of development rights for an additional approximately 3,600 multifamily and for-sale units in the New York Metropolitan area.

Fund Manager: RXR Realty

Fund Size: $500 Million

Investment Focus: Mixed-use development

Investment Locations: New York City

Website: www.rxrrealty.com/

Contact: Justin Lacoursiere

Phone: N/A

Email: [email protected]    

Savage Grant Opportunity Fund

Summary: Savage Grant is an investment firm committed to growing businesses throughout Appalachia. Our goal is to achieve market rate returns while tackling some of the region's toughest problems. Capital investments made in our Opportunity Zone Fund are reinvested in companies or ventures that are likely to create jobs in economically distressed areas of West Virginia and the Appalachian region.

Fund Manager: Savage Grant

Fund Size: $50 Million

Investment Focus: Commercial real estate, Small business development

Investment Location: Appalachian Region

Website: https://savagegrant.com/

Contact: Patrick Farrell

Phone: (800) 480-7867

Email: [email protected]

Saxum Opportunity Zone Fund

Summary: Saxum seeks to provide superior risk-adjusted returns to investors through its tax-advantaged Saxum Opportunity Zone Fund, which focuses on value-add and opportunistic projects throughout the Northeast and Mid-Atlantic regions. Saxum is uniquely positioned to leverage this historic tax-incentive opportunity given that it is one of the few vertically-integrated investment and development companies already executing on middle-market, urban-centric deals in these markets. They also provide a portfolio of their projects to view on their website.

Fund Manager: Saxum Real Estate

Fund Size: $100 Million

Investment Focus: Commercial real estate, Hospitality development, Mixed-use development, Multifamily residential, Student housing, Workforce housing

Investment Locations: Northeast, Mid-Atlantic

Website: www.saxumre.com/opportunity-zones.html

Contact: Chad DeBolt

Phone: N/A

Email: [email protected]

Shorewood Opportunity Fund

Summary: Shorewood is currently in the process of raising an Opportunity Zone Fund focused on investing in New York City. With the first multifamily development deal under contract, Shorewood is in the process of assembling a pipeline of other qualified investment offerings for mixed-use development, affordable housing development, and value-add renovation.

Fund Manager: Shorewood Real Estate Group LLC

Fund Size: $250 Million

Investment Focus: Affordable housing, Mixed-use development, Multifamily residential

Investment Locations: New York City

Website: http://shorewoodgrp.com/shorewood-opportunity-zone-fund/

Contact: N/A

Phone: N/A

Email: [email protected]

Somerset Partners OZ Fund

Summary: Somerset Partners is a private investment firm with commercial and multifamily property investments throughout the United States. Its clients and partners include both high-net-worth and institutional investors. Since 2000, Somerset has put together a 13+-year track record on over $2 billion in acquisitions to date.

Fund Manager: Somerset Partners

Fund Size: $200 Million

Investment Focus: Multi-family residential

Investment Locations: Nationwide US

Website: http://www.somersetpartnersllc.com

Contact: Somerset Partners

Phone: (212) 825-1300

Email: [email protected]

Strategic Opportunity Zone Fund 

Summary: The Fund focuses on commercial and residential real estate and mixed-use development throughout the country, with an emphasis on cities with strong macro-economic trends. The Fund is well diversified across multiple investment types and is leveraging longstanding relationships with best-in-class developers, including Urban Creek Partners, GBT, Tribridge Residential, Patterson, and Draper & Kramer.

Fund Manager: The Strategic Investment Management

Fund Size: $500 Million   

Investment Focus: Commercial real estate, Mixed-use development

Investment Locations: Nationwide US

Website: https://thestrategicgroup.com/

Contact: Mike Fields

Phone: (404) 963-6657

Email: [email protected]

Tech Transfer Fund I, Inc.

Summary: Tech Transfers Fund invests in an Opportunity Zone business, Grey Ops LLC. Grey Ops is about to launch their defense technology product primarily to be used by the military and first responders. They currently have one product called the "Silent Spring" which they own the licensing rights to. The Silent Spring incorporates a novel improvised explosive device neutralizing technology. 

Fund Manager: Grey Holdings Group, Inc    

Fund Size: $1 Million    

Investment Focus: Defense Technology Investment

Investment Locations: Maryland

Website: www.grey-ops.com

Contact: Brian Gamble

Phone: (410) 627-9298   

Email: [email protected]

Treetop Opportunity Funds

Summary: Treetop Development is a multifamily owner and investor specializing in the creation of premium-quality housing for the professional and creative classes. They have developed 25+ multifamily projects and have professional experience in the real estate development industry. Their goal is to identify emerging neighborhoods and create signature residential properties that cater to professional and creative class renters.

Fund Manager: Treetop Development

Fund Size: $200 Million

Investment Focus: Affordable housing, Community revitalization, Economic development, Mixed-use development, Multifamily residential

Investment Locations: New Jersey, New York

Website: www.treetopdev.com

Contact: Eric Distenfeld

Phone: N/A

Email: www.treetopdev.com

Durango OZ Fund 

Summary: Durango OZ Fund was created to provide equity to a shovel-ready high rise multifamily building in downtown San Antonio, TX, Opportunity Zone. Durango QOZ has thirty years of experience developing all product types in major metropolitan areas of the continental United States. Durango's projected IRR exceeds 16% for this downtown, high-rise multifamily development. They are located in San Antonio, TX, the seventh largest city in the US with the fastest population growth of any city in the US in 2018.

Fund Manager: Alane Proctor 

Fund Size: $15 Millon

Investment Focus: Multifamily residential

Investment Locations: San Antonio, TX

Website: N/A

Contact: Alane Proctor

Phone: (856) 332-8024

Email: [email protected]

East Chicago Qualified Opportunity Zone Fund, LLC

Summary: The East Chicago Qualified Opportunity Fund will aim to invest in a broadly diversified portfolio composed of storage, warehouse, QZ business, and other miscellaneous properties emphasizing cash flow yield and capital appreciation. The East Chicago Gateway Partners redevelopment project will be called "The East Chicago Logistics Center" and will involve expedited construction of a 1.1 million square foot warehouse. Indiana has received the exciting designation as a Qualified Opportunity Zone and Lake County provides the property investors with tax incentives attracting the best tenants and investors to the area.  

Fund Manager: Scott Aschoff

Fund Size: $65 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development

Investment Locations: Illinois, Indiana

Webstite: www.ecgpdev.com/

Contact: Scott Aschoff

Phone: (856) 313-3654

Email: [email protected]

ECD Capital Partners 

Summary: Economic and Community Development (ECD) Capital Partners is a multifaceted Investment manager focused on producing the highest quality results for our partners with a long track record of success with 11 funds and over $2.5B AUM in these types of assets. ECD will sponsor several Impact Funds and direct investments dedicated to fostering economic development and business expansion by developing workforce housing and other commercial real estate projects, and by investing in or acquiring businesses in these communities.

Fund Manager: ECD Capital Partners

Fund Size: $200 Million

Investment Focus: Affordable housing, Hospitality development, Mixed-use development, Multifamily residential, Single-family residential, Workforce housing

Investment Locations: Nationwide US

Website: https://ecdcapital.com/

Contact: Road Ammons

Phone: (615) 469-5609

Email: [email protected]

EJF Capital LLC

Summary: EJF’s Opportunity Fund partners with developers nationally, looking to take equity stakes in a diversified group of projects. By initially focusing on constructing new buildings, rather than renovating existing sites, the hedge fund is hoping to meet a requirement in the law that properties in the zones be substantially improved.

Fund Manager: EJF Capital LLC 

Fund Size: $500 Million

Investment Focus: Affordable housing, Commercial real estate, Hospitality development, Mixed-use development, Multifamily residential

Investment Location: Nationwide US 

Website: www.ejfcap.com

Contact: Carter Henderson

Phone: (703) 875-9121

Email: [email protected]

Fortuitous Partners Opportunity Fund

Summary: The Fortuitous Partners Opportunity Fund invests in professional sports-anchored multi-asset developments in opportunity zones throughout the United States. Fortuitous Partners’ principal Brett Johnson serves as co-chairman of Phoenix Rising, a minor league soccer team in consideration for a Major League Soccer franchise.

Fund Manager: Fortuitous Partners, LLC 

Fund Size: $500 Million

Investment Focus: Affordable housing, Commercial real estate, Economic development, Hospitality development, Infrastructure investment, Mixed-use development, Multifamily residential, Small business development, Student housing, Workforce housing

Investment Locations: Nationwide US

Website: www.fortuitouspartners.com

Contact: Brett Johnson 

Phone: (212) 554-4250

Email: [email protected]

The Fund of OZ 

Summary: The Fund of OZ operates under a called capital structure, which means that they ask for capital only after they’ve found a property. Capital is returned to the investors after a property sale or refinance or from operating cash flow. They provide quarterly updates on their investments and provide full transparency into their investments and process at the ATS/ Crowd Finance Investor Portal.

Fund Manager: L.W. Dusty Brogdon

Fund Size: $50 Million   

Investment Focus: Affordable housing, Mixed-use development, Small business development

Investment Locations: Arizona, Texas

Website: https://fundofoz.com

Contact: L.W. Dusty Brogdon

Phone: (972) 482-2828

Email: [email protected]

Galena Opportunity fund

Summary: The Galena Opportunity Fund is a real estate developer that invests in Opportunity Zones in the Pacific Northwest, northern California, Nevada, and the Rocky Mountain regions. The fund specializes in multi-family or residential-anchored developments in Idaho and the surrounding region. What makes Galena Opportunity Fund different is that they create a direct link between Investor capital and the real estate project.

Fund Manager: Galena Opportunity, Inc

Fund Size: $100 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Mixed-use development, Multifamily residential, Student housing, Workforce housing

Investment Location: Northwest / Intermountain States

Website: www.galenaopportunity.com

Contact: Lincoln Hagood

Phone: (208) 914-6131

Email: [email protected]

Garnett Station Partners Opportunity Fund

Summary: Garnett Station has 5 years experience building businesses in low-income areas and has seen first-hand the impact that capital and growth can have on the communities. Garnett Station is a highly collaborative company that believes in partnership, shared ownership and incentive compensation for long term success. They have investments nationwide with a primary focus in the Southeast US. 

Fund Size: $250 Million

Investment Focus: Commercial real estate, Hospitality development, Multifamily residential, Renewable energy investment, Small business development

Investment Locations: Southeast US

Website: www.gsp-ozf.com

Contact: Alexander Peskind 

Phone: (646) 957-0756

Email: [email protected]

Gateway Opportunity Fund, Inc

Summary: Gateway Opportunity Fund is a St. Louis-based Qualified Opportunity Fund focused on real estate development in the St. Louis area, plus a growing number of opportunities throughout the country. They are currently working on a project called the Gateway Fund Project and explain their business strategy and other plans on their website. 

Fund Manager: Gateway Inc.

Fund Size: $150 Million

Investment Focus: Commercial real estate, Community revitalization, Infrastructure investment, Mixed-use development, Other

Investment Locations: Nationwide US

Website: www.gatewayopfund.com/

Contact: Larry Perkins

Phone: (864) 428-3929

Email: [email protected]

Great Plains Opportunity Zone Fund

Summary: Kilbourne is a real estate firm located in Fargo North Dakota and offers more than 10 years of experience in development, design, construction management, and operation of real estate projects, including multifamily, office, retail, and hospitality uses. Since 2006, Kilbourne has developed, and is in the process of developing, approximately $350 million of real estate projects in downtown Fargo.

Fund Manager: Kilbourne, LLC

Fund Size: $100 Million

Investment Focus: Commercial real estate, Mixed-use development, Multifamily residential

Investment Locations: North Dakota

Website: www.kilbourne.com

Contact: Bill Rothman

Phone: (701) 237-2279

Email: [email protected]

Illinois O Zone Collaborative

Summary: Ellington Capital Management works in tandem with investors and fund managers, entrepreneurs and business owners, anchor institutions, property developers, philanthropies, and community stakeholders to help a new Opportunity Zone investment ecosystem emerge.

Fund Manager: Ellington Capital Management

Fund Size: $150 Million

Investment Focus: Affordable housing, Community revitalization, Economic development, Mixed-use development, Renewable energy investment, Small business development

Investment Locations: Illinois

Website: www.arcglobal.fund

Contact: Ellington Ellis

Phone: (616) 265-0245

Email: [email protected]

LJJ Opportunity Zone Fund

Summary: LJJ is very well positioned for Opportunity Zone investing having operated for over 20 years in areas around the Opportunity Zones created in in NYC. They have currently agreed terms on their first asset in the New York metropolitan area and have a strong pipeline beyond that.

Fund Manager: LJJ

Fund Size: $100 Million

Investment Focus: Affordable housing Community revitalization, Mixed-use development, Multifamily residential, Student housing, Workforce housing

Investment Locations: New Jersey, New York

Website: www.ljjrealestate.nyc/

Contact: Robert Silverman

Phone: (516) 374-6080

Email: [email protected]

Loyalty Opportunity Fund

Summary: The Loyalty Fund will invest $10M in entities that establish new financial service franchises in communities that have been certified as Opportunity Zones. The structure will strictly comply with all of the requirements of the new tax incentives statute. Loyalty Opportunity Fund has over 50+ years experience in developing some of the biggest names in tax franchising and has served over 5000 successful franchises and 2 public companies. 

Fund Manager: Loyalty Op Fund Inc

Fund Size: $80 Million

Investment Focus: Small business development

Investment Locations: Nationwide US

Website: https://www.loyaltyopfund.com

Contact: David Sillaman

Phone: (833) 299-3648

Email: [email protected]

Maxus Opportunity Fund I 

Summary: Maxus is a real estate investment and property management company that is in the business of acquiring, investing, developing and redeveloping multifamily and commercial properties, primarily in the Southeast United States. Maxus has over 30 years of successful investment and property management and control 56 multifamily apartment units consisting of approximately 12,100 apartment units and approximately 500,000 square feet of commercial space located in 13 states.

Fund Manager: Maxus 

Fund Size: $500 Million

Investment Focus: Commercial Properties, Multifamily Residential

Investment Locations: Southeast US

Website: http://mrti.com

Contact: Kelly Johnson

Phone: (816) 805-5659

Email: [email protected]

MCP Opportunity Fund III

Summary: MCP Opportunity Fund is ran by Bill Morris who has over 30 years of experience in real estate acquisition, development, and consulting. Bill Morris has acquired 10 centers that total over 1 Million square feet and has raised over $46 Million in equity. 

Fund Manager: Bill Morris 

Fund Size: $100 Million

Investment Focus: Commercial real estate, Mixed-use development

Investment Locations: Alabama

Website: https://mcp-ventures.com/

Contact: Bill Morris

Phone: (817) 366-6630

Email: [email protected]

Midtown Opportunity Fund II

Summary: Midtown Opportunity Fund II targets senior housing, hospitality, and multifamily projects led by strong, experienced development teams in secondary and tertiary markets, primarily in the Southeastern United States. They provide family offices with a customized, risk-mitigated exposure to real estate development projects within Opportunity Zones. 

Fund Manager: Midtown Opportunity fund

Fund Size: $35 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Multifamily residential

Investment Locations: Nationwide US

Website: https://midtownopportunityfund.com

Contact: Rucker Culpepper

Phone: N/A

Email: [email protected]

Monarch Private Capital Opportunity Zone Fund

Summary: Monarch Private Capital was founded in 2005 as a partnership between an Robin Delmer and George Strobel. MPC has a long history of tax innovation developing customized tax credit strategies which align with clients’ current and future financial objectives. MPC is an investor and syndicator of both state and federal tax credits nationwide. Their focus is to provide innovative capital solutions to the renewable energy, low income housing, film and historic rehabilitation industries.

Fund Manager: Monarch Private Capital

Fund Size: $20 Million

Investment Focus: Multifamily Residential

Investment Location: Nationwide US

Website: https://www.monarchprivate.com/

Contact: Alice Nolen

Phone: N/A

Email: [email protected]

Nare Fund, LLC

Summary: Nare Fund is the leading fund for Pre Market CRE development investing and is currently developing in Plano and Dallas city-approved projects that include hospitality, mixed-use, and multifamily. The Nare Fund team has over 50+ years of combined experience including construction development with 97 CRE projects to date and much more experience that ranges throughout the real estate industry. 

Fund Manager: Dansi Kurban 

Fund Size: $200 Million

Investment Focus: Commercial real estate, Community revitalization, Hospitality development, Mixed-use development, Multifamily residential

Investment Locations: Texas

Website: http://narefund.com/

Contact: Dansi Kurban

Phone: (281) 616-6081

Email: [email protected]

OCCI Real Estate Limited Partnership I

Summary: OCCI Real Estate LP I (“the Fund”) is a Qualified Opportunity Zone Fund that pursues real estate strategies in Oregon that deliver returns for investors while benefitting distressed communities.

Fund Manager: Oregon Community Capital Inc. 

Fund Size: $50 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Mixed-use development, Multifamily residential, Workforce housing

Investment locations: Oregon

Website: https://oregoncap.com/

Contact: Brad Ketch

Phone: (503) 847-9163

Email: [email protected]

Orlando Opportunity Zone Fund

Summary: Sikari Inc. is a private real estate corporation headquartered in Tampa, Florida, specializing in Opportunity Zone Fund investments. They currently have more than $1.5 billion in Qualified Opportunity Funds in active investment or planned active stages right now across five different funds.

Fund Manager: Sikari Luxe

Fund Size: $400 Million

Investment Focus: Commercial real estate, Multifamily residential

Investment Locations: Florida

Website: http://www.sikariluxe.com/opportunity-fund-orlando/

Contact: David Sillaman

Phone: (757) 319-2103

Email: [email protected]

OZI Company LLC

Summary: OZI Company provides Intelligent investment Solutions in emerging markets and real estate investment portfolios with FinTech. They are America’s first Women-Owned OZ Fund to do this by using the latest technology in investment banking and portfolio management

Fund Manager: OZI Company

Fund Size: $100 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Infrastucture investment, Mixed-use development, Multifamily residential, Renewable energy investment, Single family residential, Small business development, Student housing, Workforce housing

Investment Locations: Nationwide US

Website: https://ozicompany.com/

Contact: Cathy Jackson-Gent

Phone: N/A

Email: [email protected]

PEG Opportunity Zone Impact Fund

Summary: PEG Companies has developed for many years a pipeline that focuses on urban-infill development. Since the legislation announcement, PEG has become an Opportunity Zone leader by bringing a portfolio of projects identified prior to the legislation. Their entire portfolio is free to browse on their website. 

Fund Manager: PEG Capital Partners

Fund Size: $300 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Hospitalilty development, Mixed-use development, Multifamily residential

Investment Locations: Nationwide

Website: https://www.pegdev.com/

Contact: Jameson Haslam

Phone: (801) 655-1998

Email: [email protected]

Pilot and Legacy Opportunity Fund

Summary: Pilot Legacy is a private equity group that has been established for the purpose of investing in multifamily development in Texas. Their focus is on areas within the "Texas Triangle" that have positive job growth and population growth. The fund will target supplying housing for working-class families in middle-income demographics. Their strategy is to target locations with commutable infrastructure.

Fund Manager: Legacy Opportunity Group, LLC / Pilot Properties LLC

Fund Size: $50 Million

Investment Focus: Multifamily residential, Workforce housing

Investment Locations: Texas

Website: https://pilot-legacy.com/

Contact: Michael Walker

Phone: (972) 239-2277

Email: [email protected]

Pollack Shore Opportunity Zone Fund Charleston NoMo

Summary: Pollack Shores Real Estate Group is a reputable Atlanta multifamily developer with 13 years of experience in the industry. Focusing on multifamily residential they invest in communities across the Southeast acquiring, developing, and managing a diversified balanced portfolio. They have a large range of case studies and their portfolio available on their website for investors to view. 

Fund Manager: Pollack Shores Real Estate Group

Fund Size: $35 Million

Investment Focus: Multifamily residential 

Investment Locations: Southeast US

Website: https://pollackshores.com/

Contact: Jessica Ramsey

Phone: (470) 419-5258

Email: [email protected]

Propel Opportunity Fund Inc. 

Summary: Propel Op Fund is investing $450M in real estate projects throughout the United States, with a mission to erase the blight from undeserved communities and instill a sense of pride, value, and beauty through modern urban development. They have a collected 120 years of experience in the industry and have a diverse portfolio of carefully chosen investments. 

Fund Manager: James Austin

Fund Size: $450 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Renewable energy investment, Single family residential, Small business development

Investment Locations: Nationwide US

Website: https://www.propelopfund.com/

Contact: James Austin

Phone: (757) 319-2103

Email: [email protected]

Puerto Rico Opportunity Fund LP

Summary: Puerto Rico Opportunity Zone Fund, LP is an Opportunity Zone fund focused primarily on Puerto Rico. They will invest in renewable energy, infrastructure, real estate, and manufacturing sectors to achieve a diversified portfolio that will benefit from the growth and improvement of the Puerto Rican economy.

Fund Manager: Monllor Capital Partners LLC

Fund Size: $150 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Infrastructure investment, Mixed-use development, Multifamily residential, Renewable energy investment, Small business development, Student housing

Investment Locations: Puerto Rico

Website: N/A

Contact: Jose Torres

Phone: (303) 263-5331

Email: [email protected]

Quantum Fund

Summary: Asset 1 Capital is a private commercial real estate lender who focuses on meeting borrower's need for short-term borrower's need for short-term bridge financing. They provide commercial real estate financing and allow for customized solutions for borrowers. 

Fund Manager: James Carey

Fund Size: $30 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Infrastructure investment, Mixed-use development, Multifamily residential, Student housing

Investment Locations: Nationwide 

Website: https://asset1capital.com/

Contact: James Carey 

Phone: (833) 544-5200

Email: [email protected]

Rennaissance HBCU Opportunity Fund

Summary: Renaissance Equity Partners is an investment banking and advisory firm with a focus on emerging domestic urban communities. They offer a comprehensive array of quality investments and advisory services to help ensure the success of complex community economic development.

Fund Manager: Renaissance Equity Partners

Fund Size: $50 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Multifamily residential, Workforce housing

Investment Locations: Nationwide US

Website: http://www.renequity.com/home/

Contact: Robert K. Jenkins Jr.

Phone: (202) 379-2865

Email: [email protected]

Sanctuary Opportunity Funds

Summary: The Charleston O Fund is the flagship Opportunity Zone Fund offered by Sanctuary Investment Group. The fund seeks to invest in non-correlated real estate assets across various opportunity zones located primarily in Charleston, South Carolina. They have chosen Charleston because Charleston has been voted the number 1 city in the world and for 6 straight years the number 1 city in the US by Travel + Leisure. 

Fund Manager: Sanctuary Investment Group

Fund Size: $50 Million

Investment Focus: Commercial real estate, Community revitalization, Hospitality development, Mixed-use development, Multifamily residential, Single-family residential, Small business development, Student housing

Investment Locations: Nationwide US

Website: https://sanctuaryopportunityfunds.com/

Contact: John Coppola

Phone: (843) 437-5302

Email: [email protected]

SC Opportunity Fund 

Summary:  SC Opportunity Fund seeks to help revitalize communities and stimulate economic growth in cities around South Carolina, while also protecting and growing investor capital. Located in Greenville, SC they are only focused on opportunity zone investments in South Carolina. Advised by top national OZ experts from accounting firms, real estate and development.

Fund Manager: Mark Elliot

Fund Size: $50 Million

Investment Focus: Affordable housing, Commercial real estate, Community revitalization, Economic development, Hospitality development, Infrastructure investment, Mixed-use development, Multifamily residential, Renewable energy investment, Single family residential, Small business development, Student housing, Workforce housing

Investment Locations: South Carolina

Website: http://scopportunityfund.com/

Contact: Mark Elliott

Phone: (864) 301-6276

Email: [email protected]

Sound West OZ Fund I 

Summary: Sound West is a leading developer of multifamily, single-family, and commercial real estate in the Western Puget Sound region of the Pacific Northwest. They are a project-driven opportunity zone fund, invested in Marina Square located in downtown Bremerton, Washington. Plans for Marina Square include a new hotel, restaurant/bar, and apartments in two, 6-story towers above 3-levels of subterranean parking.

Fund Manager: Sound West Realty Capital

Fund Size: $50 Million

Investment Focus: Hospitality development, Mixed-use development, Multifamily residential

Investment Locations: Washington

Website: http://www.soundwestrc.com/

Contact: Noelle Walters

Phone: (360) 362-7230

Email: [email protected]

Strategic Rivermont OZ Fund

Summary: Strategic Rivermont OZ Fund is a Qualified Opportunity Zone Fund that will be diversified across small and medium sized downtown districts that are under-performing their market potential, and show room for significant growth potential. They fund looks to invest throughout the US but with a primary focus on southern states due to the predominance of cities and areas with strong macroeconomic trends. 

Fund Manager: The Strategic Group & Rivermont Capital

Fund Size: $250 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Multifamily residential, Renewable energy investment, Student housing

Investment Locations: Nationwide US

Website: http://www.thestrategicgroup.com/

Contact: Mike Fields

Phone: (404) 963-6657

Email: [email protected]

Student Housing Opportunity Zone Fund

Summary: HighBridge Properties is a real estate investment and development firm based in San Francisco that invests in and also develops multifamily and student housing properties throughout the United States. They also provide advisory services to select clients that encompass all aspects of the real estate investment management process, from acquisition through disposition, for a wide range of property types.

Fund Manager: Highbridge Properties

Fund Size: $50 Million

Investment Focus: Student Housing

Investment Locations: San Francisco, CA

Website: http://highbridgeproperties.net/

Contact: Paul Gradeff

Phone: (415) 847-7011

Email: [email protected]

Sustainable Agriculture Opportunity Zone Fund

Summary: Harvest Returns is launching an Agriculture Opportunity Zone Fund that will invest and create positive impact to the agricultural industry across economically disadvantaged regions of the United States and provide investors with tax-favorable risk-adjusted returns in non-correlated assets.

Fund Manager: Harvest Returns

Fund Size: $25 Million

Investment Focus: Sustainable agriculture

Investment Locations: Nationwide US

Website: http://www.harvestreturns.com/opportunity-zone-fund/

Contact: Chris Rawley

Phone: (844) 673-8876

Email: [email protected]

Tampa Qualified Opportunity Zone Fund

Summary: Tampa Opportunity Fund is a Tampa, FL based qualified opportunity fund focused on funding the acquisition and development of multifamily, mixed-use, and commercial property investments in and around the surrounding Tampa Bay Area.

Fund Manager: Sikari Luxe 

Fund Size: $50 Million

Investment Focus: Hospitality Development

Investment Locations: Tampa, FL

Website: http://www.sikariluxe.com/blog/portfolio-item/tampa-qualified-opportunity-fund/

Contact: David Sillaman

Phone: (757) 319-2103

Email: [email protected]

Urban Array Opportunity Fund

Summary: Urban Array is a community development enterprise that uses distributed technology to enable all people to mobilize, organize and share resources to effect change in their communities. Their Opportunity Fund will invest primarily in Chicago Opportunity Zones and will identiy properties to rehab and rebuild. 

Fund Manager: Urban Array Impact Ventures

Fund Size: $50 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Renewable energy investment, Small business development, Workforce housing

Investment Locations: California, Colorado, Illinois, Missouri, New York, Texas, Washington

Website: https://urbanarray.org/opportunity-fund/

Contact: Marquis Davis

Phone: (646) 881-4818

Email: [email protected]

Urban Catalyst Opportunity Fund 1 LLC

Summary: Urban Catalyst is a real estate acquisition and development fund with a very strong team of experienced professionals managing the best investment in California. Their fund focuses on a wide variety of properties ranging from student housing all the way up to commercial real estate. 

Fund Manager: Urban Catalyst Manager LLC

Fund Size: $250 Million

Investment Focus: Commercial real estate, Community revitalization, Economic development, Hospitality development, Mixed-use development, Multifamily residential, Student housing, Workforce housing

Investment Locations: California

Website: http://www.urbancatalyst.com/

Contact: Valarie Klopping

Phone: N/A

Email: [email protected]

Usonian Housing Fund

Summary: Usonian Realty is a private real estate investment firm focusing on acquisition and long-term ownership of manufactured housing communities in the Mid-Atlantic, Midwest, South, and Southeast. The principals of Usonian collectively have decades of real estate and investing experience. Their portfolio currently includes over 1,700 lots across 7 manufactured housing communities.

Fund Manager: Ben Cullop

Fund Size: $50 Million

Investment Focus: Affordable housing, Single family residential, Workforce housing

Investment Locations: Mid-Atlantic, Midwest, South, and Southeast United States

Website: https://usonianrealty.com/

Contact: Ben Cullop

Phone: (804) 337-7099

Email: [email protected]

Zone Opportunity Fund Inc. 

Summary: Zone Opportunity Fund was created on the premise that investors who wish to invest in the cannabis space should have an opportunity to do so, and do it now. Every week, Zone Opportunity Fund discovers farmers, lab operators, and other operators at various stages of their business that need funding in the hemp/CBD/cannabis sectors. They look for plans and operations that realistically project high returns for our investor group, vet the plan, and if they see a great opportunity, they add it to the fund portfolio.

Fund Manager: ZOF Management LLC

Fund Size: $500 Million

Investment Focus: Cannabis

Investment Locations: Nationwide US

Website: http://zoneopportunityfund.com/

Contact: Mark Heckele

Phone: (888) 807-9682

Email: [email protected]

 LIHTC Development

Summary :The Affordable Housing Opportunity Fund is a national fund that promotes multi-family residential development.

Fund Data

Asset Classes: Real Estate

Property Types: Multi-Famliy Housing, Residential

Investment Locations: All U.S.

Fund Size: $100,000,000

• Contact Information

Contact: Kim Miller

Phone: (603) 213-8620

Email: [email protected]

Website:http://lihtcdev.com

Pilot And Legacy Opportunity Fund, LLC is an owner-operator of workforce housing in the Texas Triangle. Our first development is a 320 unit apartment community in Manor, Texas. Our management team has substantial experience in all phases of apartment ownership, management, renovation, and development.

Fund Size-$13Mil to $50Mil

Contact: Michael Walker, CPM

[email protected]

Website: https://pilot-legacy.com/