Argosy Real Estate Partners (AREP) is seeking to raise up to $300 million for a Qualified Opportunity Fund. The fund will seek high-quality development and redevelopment projects with the goal of building a diversified portfolio by asset class and geography in markets where AREP has demonstrated expertise and an established operating partner network. The fund … Read more
The Belpointe REIT is the first opportunity zone REIT available to non-accredited investors. The REIT will seek investment opportunities primarily in multi-family housing, in addition to student housing, senior living, healthcare, industrial, self-storage, hospitality, mixed-use, data centers, and solar. Belpointe expects the cost of investing in their REIT to be significantly lower than a typical … Read more
The Amina Fund seeks to invest in real estate in opportunity zones across the United States. The fund seeks to leverage a science-based investment strategy to develop wealth- and health-building assets while creating significant financial and social returns. The fund will invest in workforce and student housing, office buildings, light industrial and commercial, hotels, retail, … Read more
RevOZ Capital is a partnership between RAJ Capital (the founders of which co-own the NBA’s Sacramento Kings) and Cress Capital. The RevOZ Fund facilitates the revitalization of Opportunity Zone communities by providing co-investment capital to qualified developers of institutional quality projects.
The SmartCap Opportunity Zone Fund’s first project will be a 12.5-acre industrial development north of Seattle in Arlington, Wash. The company is raising $10 to $10.5 million for the project, most of which has already been committed, according to Tim Shoultz, who is leading the fund with his partner Joe Ollis.
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 … Read more
Cresset Capital Management (led by Eric Becker and Avy Stein) and LCM Opportunity (led by Larry Levy) have partnered to create the Cresset-Diversified QOZ Fund. The Fund is managed by experienced teams of Real Estate and Private Equity professionals supported by community impact, legal, tax and accounting experts. The Fund is seeking to raise $500 … Read more
Somera Road focuses on value-add, distressed and opportunistic transactions across all asset classes in the U.S. That includes properties in “urban cores” in cities such as Austin, Atlanta, Pittsburgh and Jacksonville, Florida. It has invested more than $750 million in real estate since 2014, when Ian Ross founded the firm. Somera Road’s opportunity zones investments will … Read more
Focused on the development of industrial properties and e-commerce logistics facilities. Foundation Capital Partners is an investment management firm focusing on achieving opportunistic returns by pursuing a strategy exclusively dedicated to real assets, across private and public U.S. markets. All of the firm’s opportunities fall within its three theme investment approach: Distressed, Special Situations and … Read more
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.