CIM Group is seeking to raise $5 billion for their Opportunity Zone Fund, which would make it the largest fund in the industry. Their OZ fund would be part of their Value-Add strategy focusing on long-term ownership in distressed and transitional communities throughout the United States.
COMPOUND is an impact investment studio that creates, sources and manages global impact investments in real estate. Current double and triple bottom line projects are focused on real assets in U.S. Opportunity Zones through the COMPOUND Opportunity Fund. COMPOUND founder Thomas Morgan was featured on episode #11 of the Opportunity Zones Podcast in February 2019. … Read more
A Florida-based opportunity fund focused on real estate investments in and around the Florida Panhandle. An effort to restore and revitalize the areas that were devastated by the recent hurricane.
Sortis Holdings administers Sortis Opportunity Zone Fund I, a new Tax Reduction Fund for investors to take advantage of one of the best capital gains tax reduction programs of a generation. Created through the Tax Cuts and Jobs Act passed in December 2017, Opportunity Zones offer investors the ability to invest realized capital gains into … Read more
Formerly known as Kairos Real Estate Advisors, PTM is currently raising its inaugural fund, the PTM Qualified Opportunity Zone Fund I, which will target investments in Qualified Opportunity Zones in select U.S. metropolitan markets. The fund’s strategy is predicated around Qualified Opportunity Zones legislation in the Tax Cuts and Jobs Act of 2017, which created … Read more
Bridge is targeting development and redevelopment projects to invest in alongside high-quality development partners in qualified Opportunity Zones throughout the country. “Our acquisition team has already identified over $500 million of attractive opportunities that are expected to provide meaningful impact on the districts in which capital is invested,” said Jonathan Slager, Co-CEO of Bridge Investment … Read more
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
The Normandy Opportunity Zone Fund LP will seek to invest in “value add-to-core” and “build-to-core” commercial real estate in select qualified opportunity zones in the Northeast, where Normandy has been investing for over 20 years. The Fund is targeting a gross internal rate of return of 12 percent. As of 12/31/19, the Fund has closed … Read more