Multifamily Investor Expo - Feb 15th
Multifamily Investor Expo - Feb 15th
List of Montana Opportunity Zones & OZ Funds
The state of Montana has 25 designated Opportunity Zones, including 25 low-income communities plus 0 non-low-income contiguous tracts.
The adjacent map shows all Opportunity Zones in Montana. Click on any Opportunity Zone for additional information.
Montana OZ Funds
There are 4QOZ Fundsin the OpportunityDb database with an investment objective that specifically identify Montanaas a target market. Additional OZ funds may also invest in Montana; see a complete list of Opportunity Zone Funds here.
| Fund Name | Asset Classes | Property Types | Fund Size |
|---|---|---|---|
| Catalyst Opportunity Funds | Business, Real Estate | Affordable Housing, Commercial, Mixed-Use, Multi-Family Housing, Office, Residential, Workforce Housing | $150M |
| Galena Opportunity Fund | Real Estate | Mixed-Use, Multi-Family Housing, Residential | $75M |
| PEG Opportunity Zone Impact Investors LP | Real Estate | Hotel, Multi-Famliy Housing, Residential, Retail | $300M |
| Verdigris Opportunity Fund I | Business | Residential | $2M |
List of All Montana OZs
The table below lists all 25Opportunity Zones in Montana. The first two rows reflect average values for the state of Montanaand the Opportunity Zones in the state.
| Name | County | Median Household Income | Below Poverty Line | Median Home Value | Edu High School | Median Age |
|---|---|---|---|---|---|---|
| All of Montana | n/a | $57K | 13% | $254K | 94% | 41 |
| Montana OZ Average | n/a | $40K | 23% | $155K | 90% | 39 |
| 30003940600 | Big Horn | $44K | 34% | $87K | 89% | 26 |
| 30005940100 | Blaine | $33K | 51% | $67K | 87% | 23 |
| 30009000300 | Carbon | $49K | 12% | $260K | 96% | 51 |
| 30013010800 | Cascade | $24K | 45% | $149K | 88% | 42 |
| 30017962000 | Custer | $37K | 16% | $148K | 91% | 40 |
| 30023000300 | Deer Lodge | $35K | 18% | $83K | 88% | 47 |
| 30027030200 | Fergus | $40K | 19% | $114K | 91% | 40 |
| 30029001100 | Flathead | $48K | 14% | $191K | 93% | 34 |
| 30031001102 | Gallatin | $61K | 29% | $446K | 98% | 24 |
| 30035940400 | Glacier | $40K | 21% | $117K | 92% | 34 |
| 30041940300 | Hill | $32K | 30% | $66K | 84% | 25 |
| 30049000800 | Lewis and Clark | $46K | 20% | $222K | 93% | 31 |
| 30053000200 | Lincoln | $35K | 21% | $125K | 85% | 46 |
| 30059000100 | Meagher | $47K | 12% | $154K | 95% | 48 |
| 30061964600 | Mineral | $41K | 21% | $166K | 92% | 52 |
| 30063000201 | Missoula | $37K | 24% | $174K | 95% | 34 |
| 30081000600 | Ravalli | $51K | 19% | $249K | 92% | 47 |
| 30085940002 | Roosevelt | $35K | 32% | $78K | 88% | 27 |
| 30087940400 | Rosebud | $50K | 28% | $62K | 89% | 26 |
| 30089000200 | Sanders | $45K | 14% | $244K | 90% | 54 |
| 30089940300 | Sanders | $26K | 27% | $132K | 87% | 51 |
| 30093000100 | Silver Bow | $18K | 40% | $80K | 89% | 36 |
| 30101000200 | Toole | $48K | 12% | $150K | 93% | 47 |
| 30107000100 | Wheatland | $40K | 15% | $95K | 82% | 41 |
| 30111000402 | Yellowstone | $42K | 15% | $214K | 95% | 38 |
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Montana OZs by City
The table below lists all cities in Montana with at least one Opportunity Zone. Click on any city name for additional information about each OZ.
| City | Number of OZs | Median Household Income | Below Poverty Line | Median Home Value | Edu High School | Median Age |
|---|---|---|---|---|---|---|
| Anaconda-Deer Lodge County | 1 | $35K | 18% | $83K | 88% | 47 |
| Babb | 1 | $40K | 21% | $117K | 92% | 34 |
| Billings | 1 | $42K | 15% | $214K | 95% | 38 |
| Bozeman | 1 | $61K | 29% | $446K | 98% | 24 |
| Brockton | 1 | $35K | 32% | $78K | 88% | 27 |
| Butte-Silver Bow (balance) | 1 | $18K | 40% | $80K | 89% | 36 |
| Crow Agency | 1 | $44K | 34% | $87K | 89% | 26 |
| De Borgia | 1 | $41K | 21% | $166K | 92% | 52 |
| Fort Belknap Agency | 1 | $33K | 51% | $67K | 87% | 23 |
| Great Falls | 1 | $24K | 45% | $149K | 88% | 42 |
| Hamilton | 1 | $51K | 19% | $249K | 92% | 47 |
| Helena | 1 | $46K | 20% | $222K | 93% | 31 |
| Heron | 1 | $45K | 14% | $244K | 90% | 54 |
| Kalispell | 1 | $48K | 14% | $191K | 93% | 34 |
| Lame Deer | 1 | $50K | 28% | $62K | 89% | 26 |
| Lewistown Heights | 1 | $40K | 19% | $114K | 91% | 40 |
| Libby | 1 | $35K | 21% | $125K | 85% | 46 |
| Lonepine | 1 | $26K | 27% | $132K | 87% | 51 |
| Miles City | 1 | $37K | 16% | $148K | 91% | 40 |
| Missoula | 1 | $37K | 24% | $174K | 95% | 34 |
| Red Lodge | 1 | $49K | 12% | $260K | 96% | 51 |
| Rocky Boy’s Agency | 1 | $32K | 30% | $66K | 84% | 25 |
| Shawmut | 1 | $40K | 15% | $95K | 82% | 41 |
| Shelby | 1 | $48K | 12% | $150K | 93% | 47 |
| White Sulphur Springs | 1 | $47K | 12% | $154K | 95% | 48 |
Montana OZs by County
The table below lists all counties in Montana with at least one Opportunity Zone. Click on any county name for additional information about each OZ.
| County | Number of OZs | Median Household Income | Below Poverty Line | Median Home Value | Edu High School | Median Age |
|---|---|---|---|---|---|---|
| Big Horn | 1 | $44K | 34% | $87K | 89% | 26 |
| Blaine | 1 | $33K | 51% | $67K | 87% | 23 |
| Carbon | 1 | $49K | 12% | $260K | 96% | 51 |
| Cascade | 1 | $24K | 45% | $149K | 88% | 42 |
| Custer | 1 | $37K | 16% | $148K | 91% | 40 |
| Deer Lodge | 1 | $35K | 18% | $83K | 88% | 47 |
| Fergus | 1 | $40K | 19% | $114K | 91% | 40 |
| Flathead | 1 | $48K | 14% | $191K | 93% | 34 |
| Gallatin | 1 | $61K | 29% | $446K | 98% | 24 |
| Glacier | 1 | $40K | 21% | $117K | 92% | 34 |
| Hill | 1 | $32K | 30% | $66K | 84% | 25 |
| Lewis and Clark | 1 | $46K | 20% | $222K | 93% | 31 |
| Lincoln | 1 | $35K | 21% | $125K | 85% | 46 |
| Meagher | 1 | $47K | 12% | $154K | 95% | 48 |
| Mineral | 1 | $41K | 21% | $166K | 92% | 52 |
| Missoula | 1 | $37K | 24% | $174K | 95% | 34 |
| Ravalli | 1 | $51K | 19% | $249K | 92% | 47 |
| Roosevelt | 1 | $35K | 32% | $78K | 88% | 27 |
| Rosebud | 1 | $50K | 28% | $62K | 89% | 26 |
| Sanders | 2 | $36K | 21% | $188K | 88% | 52 |
| Silver Bow | 1 | $18K | 40% | $80K | 89% | 36 |
| Toole | 1 | $48K | 12% | $150K | 93% | 47 |
| Wheatland | 1 | $40K | 15% | $95K | 82% | 41 |
| Yellowstone | 1 | $42K | 15% | $214K | 95% | 38 |
Montana OZs vs. Other States
The charts below show how Montana’s Opportunity Zones compare to OZs in other states. All values are averages for Opportunity Zones only:
Best Montana OZs
The charts below show the Montana Opportunity Zones with the highest and lowest values for various socioeconomic indicators, along with the average values for all OZs in the state, all OZs nationwide, and all of Montana.
