The SkyBridge Opportunity Zone REIT (SOZ REIT) offering 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. It began accepting investments from accredited investors as of December 1, 2018.
Note: This fund was formerly the SkyBridge-EJF Opportunity Zone REIT. On January 15, 2019, SkyBridge parted ways with EJF Capital. On January 28, 2019, SkyBridge brought on Westport Capital Partners as the new sub-adviser.