Defer Gain Fund I

Defer Gain Fund I focuses on commercial, multi-unit residential, retail, and mixed-use development principally in the downtown Phoenix area and Scottsdale, Arizona. Their projects have been in planning since before the Opportunity Zones tax policy was enacted.

Trilogy Opportunity Zone Fund

The Trilogy Real Estate Group focuses on developing multi-family and single-family residential real estate, with a portfolio of dozens of properties located in the Midwest, South, and Western regions of the country.

Origin Investments QOZ Fund

The Fund’s strategy is to assemble a portfolio consisting primarily of ground-up development projects that are able to produce viable returns before factoring in the QOZ tax benefits. The Origin QOZ Fund will focus on 11 major U.S. markets: Atlanta, Austin, Charlotte, Chicago, Dallas, Denver, Houston, Minneapolis, Nashville, Phoenix, and Raleigh. Each of these target … Read more

Caliber Tax Advantaged Opportunity Zone Fund

Complying with the new “Opportunity Zones” section of the Tax Cuts and Jobs Act of 2017, the Fund will invest directly into a diversified portfolio of assets in qualifying zones, allowing investors to take advantage of preferential tax treatment.

Virtua Opportunity Zone Fund I

The Virtua Opportunity Zone Fund I will invest in rental housing (apartments and single family rentals), hospitality, office/industrial, and preferred equity opportunities in the Southeast, Texas, and Southwest regions. Development and heavy re-positioning are the primary strategies of the Fund — the “Substantially Improved” requirement under the Tax Reform Act mandates substantial capital improvements.