Our investment and planning strategy leverages the tax incentives of The Tax Cut and Jobs Act of 2017, as well as other beneficial federal tax provisions and community-based incentives.
We give our investors the option to participate in a Pooled Fund or in an Individually-Curated Fund.
Investors who participate in a Pooled Fund will have the opportunity to diversify their asset allocation over a number of investments. The Pooled Fund will target a mixed portfolio of businesses and real estate in a variety of locations across the U.S. We anticipate a diverse cross-section of investments, including:
Equity investments in businesses with qualifying assets located in Opportunity Zones.
Ground-up residential, commercial, and industrial real estate developments.
Rehabilitation of existing residential, commercial, and industrial buildings and communities.
Investors in individually-curated funds will have the discretion to accept or decline specific investment opportunities, and they will have the discretion to accept or decline co-investors in their curated fund.