Opportunity Zone Service Providers

Table of Contents


Qualified Opportunity Funds

The following Qualified Opportunity Funds are partners with OpportunityDb on OZ Pitch Day. To view more OZ funds, please visit our Directory of QOFs.

Urban Catalyst (San Jose, CA)

Urban Catalyst

Urban Catalyst is a real estate equity fund focused on ground-up development projects in downtown San Jose. By the time Urban Catalyst closed its Fund I in December 2020, they had not only acquired all of the projects but had also surpassed fundraising goals by raising a total of $131M from a diverse investor base.

More info: Visit UrbanCatalyst.com

Origin Investments (Chicago, IL)

Origin Investments

Origin Investments was founded to help individual investors, family offices and advisors maximize the benefits of private real estate by providing institutional quality investments designed to deliver both capital appreciation and tax-efficient passive income. More info: Visit OriginInvestments.com

USG/OZI (Santa Barbara, CA)

USG/OZI: The Opportunity Zone Experts

USG Realty Capital provides investors with a unique, mission-driven and socially responsible investing platform through opportunity zone funds, as well as a family of alternative real estate investment programs, including a 1031 exchange Delaware statutory trust platform. More info: Visit USGRE.com

CRE Development Partners (Phoenix, AZ)

CRE Development Capital

CRE Development Capital a real estate development and investment firm focused on mixed use, multi-family, industrial, and storage unit development opportunities in the U.S., including opportunity zones. More info: Visit CREDevelopmentCapital.com

Grubb Properties (Charlotte, NC)

Grubb Properties

Founded in 1963, Grubb Properties is a vertically integrated real estate fund manager focused on the Essential Housing space through its Link Apartments brand. The company targets residents earning between 60% and 140% of area median income (AMI), directly addressing a growing crisis for essential housing, while providing residents with exceptional living spaces. More info: Visit GrubbProperties.com

Caliber Funds (Scottsdale, AZ)

Caliber Funds

Caliber Funds is the private equity arm of Caliber The Wealth Development Company, an Arizona-based corporation that services the capital of individual investors and disburses them into private real estate assets across the Southwest. More info: Visit CaliberFunds.co


OZ Fund and OZ Business Formation

OZ Pros (Charlotte, NC)

OZ Pros

Business attorney Ashley Tison at OZ Pros offers entity formation services and strategic consulting for those looking to start a Qualified Opportunity Fund and/or Qualified Opportunity Zone Business. Listen to Ashley’s interview on the Opportunity Zones Podcast. More info: Create an Opportunity Zone Fund at OZ Pros. Disclosure: The owners of OpportunityDb are co-owners in OZ Pros.


Fund Administration

Fund administration firms provide back- and middle-office administration of complex financial transactions common in private equity and commercial real estate investing as well as compliance reporting.

JTC Americas (San Jose, CA)

JTC Americas - Formerly NES Financial

Formerly known as NES Financial, JTC Americas specializes in EB-5 and Opportunity Zone fund administration. They have developed a best-in-class online fund performance portal for fund managers and investors. JTC Americas services more than 150 OZ funds on their platform. Listen to JTC Americas vice president Reid Thomas on the Opportunity Zones Podcast. More info: Visit JTCAmericas.com


Duval & Stachenfeld (New York, NY)

Duval & Stachenfeld

Founded in 1997, Duval & Stachenfeld is a New York-based law firm that specializes in complex real estate transactions. Their practice areas include corporate, finance, fund formation, joint ventures, tax, and of course Opportunity Zones. Listen to D&S partner Jessica Millett’s interview on the Opportunity Zones Podcast. More info: Visit DSLLP.com

Reihsen & Associates (Dallas, TX)

Reihsen & Associates

Reihsen & Associates, led by four-decade attorney Gerry Reihsen, is a law firm that assists clients in optimizing their businesses, raising capital, undertaking mergers & acquisitions, and negotiating and completing contractual arrangements of all types. The firm has a special expertise in structuring investment funds, syndications, and businesses under the Opportunity Zone statute. Listen to Gerry’s interview on the Opportunity Zones Podcast. More info: Visit Reihsen & Associates


Accounting

Novogradac & Company (San Francisco, CA)

Novogradac

Novogradac managing partner Mike Novogradac has been a leading educator in the Opportunity Zones space since the Act was passed in late 2017. He has more than 30 years experience in real estate taxation, specializing in affordable housing, community development, historic preservation, and renewable energy. Listen to Mike’s interview on the Opportunity Zones Podcast. More info: Visit Novogradac.com

Plante Moran (Detroit, MI)

Plante Moran

Based in Plante Moran’s Detroit offices, partners Gordon Goldie and Valerie Grunduski have been leading voices in the OZ industry from a tax accounting perspective. Listen to Valerie on the Opportunity Zones Podcast. Watch Gordon on OZ Pitch Day. More info: Visit PlateMoran.com