What is your strike zone?

Opp Zone’s sweet spot:

Our expert team of real estate, tax, fund, and opportunity zone specialists focuses on the hotel, self-storage, and multi-family asset classes in secondary and tertiary markets. These markets include Tampa and Ft. Myers in Florida, Houston and San Antonio in Texas, and Mesa, Arizona.

We operate primarily through multi-asset Qualified Opportunity Fund’s with identified projects that have already been meticulously vetted by our team. The funds range in size from $40M to $150M, with minimums set at $250k and $1M, respectively.

Our knowledge and understanding of the intricacies laid out in the Opportunity Zone Incentive Program gives us a distinctive edge on our competition. From the structuring of our funds, to the tax strategies that we employ above and beyond the stated Opportunity Zone benefits. Our multi-asset fund structure allows us the flexibility to assess current market conditions and manage our assets with greater fluidity. Our ability to dispose of an asset in favorable market conditions and redeploy our capital to a more advantageous asset, all while keeping our investors holding period intact, is a substantial benefit that sets the Opp Zone Capital team apart from the rest.

We utilize the most secure, advanced technology in our industry to ensure only key accredited investors join our elite pool.

An accredited investor, in the context of a natural person, includes anyone who either:

  • Earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year. OR
  • Has a greater than $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

Other categories of accredited investors, including the following, which may be relevant to you:

  • Any trust, with assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person.OR
  • Any entity in which all of the equity owners are accredited investors.

In this context, a sophisticated person means the person must have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

That, or the company or private fund offering the securities has substantial reason to believe that said person has sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

Advance Your Family’s Legacy

Opportunity Zones offer long-term, diversified tax benefits for Ultra High Net Worth Individuals and Family Offices desiring to have their legacy echo family values throughout economically distressed communities. This allows you to do well, by doing good.

We understand the unique situations facing today’s affluent families. That’s why we take our strategies beyond finding sound real estate investments. We strive to aggregate the Opportunity Zone incentives with other advanced tax planning techniques to meet your family’s needs. Our strategies can help you whether you’re planning to offset current income or utilize tax credit strategies, such as those offered through historic tax credits, low-income housing tax credits and solar tax credits.

At Opp Zone, we know that the potential tax benefits are only made worthwhile through sound real estate investment choices coupled with strategic tax planning techniques. That’s why our team of world-class experts serve as operators of prudently vetted projects- to provide the greatest opportunities for success. Opp Zone’s projects are an excellent consideration for Ultra High Net Worth Individuals and Family Offices to provide long-term solutions for tax deferred capital distribution.