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Funds Directory › R3 Strategies › R3 Strategies
● Open to new investors Multi-Asset

R3 Strategies

Managed by R3 Strategies · Mixed-use, Multifamily · Opportunity Zones in Oregon

Multi-asset Qualified Opportunity Fund from R3 Strategies, investing in mixed-use, multifamily across Oregon. Diversified portfolio strategy spreads execution risk across multiple deals, geographies, and property types within one capital commitment — but means investors don't pre-select specific assets. 10-year hold. $100K minimum.

Overview

R3 Strategies is a Multi-Asset QOF investing in mixed use, multifamily across OR. Sponsored by R3 Strategies.

At a glance

10 yr
Expected hold
$100,000
Minimum investment

Targets are sponsor-stated and not guaranteed.

Geographic focus

Reported geographic focus: OR.

Oregon

Investor timeline

Today
Roll in your capital gain
Invest a realized gain within 180 days. No tax due now — it's deferred.
Year 5
Deferred tax comes due
Tax owed on 90% of original gain (10% standard QOF step-up applied).
Year 10+
Tax-free exit
All appreciation returns to investors federal-tax-free under IRC § 1400Z-2.

Key risks

  • Illiquid for ~10 years. No public market for shares; plan to leave capital invested for a decade.
  • Returns are targets, not guarantees. Real estate can underperform; you could receive less than invested.
  • Tax benefit requires the full hold. The appreciation exclusion applies only at 10+ years.
  • Single-sponsor execution risk. Outcomes depend on R3 Strategies's acquisition and management. Past performance does not guarantee future results.

Model your return

Compare this fund's after-tax outcome against paying the tax and investing elsewhere.

This Fund — Net at Y10
$251,740
Tax-free on appreciation
vs Pay tax → S&P 500
+$125,785
net advantage at Y10

Hypothetical scenarios. Not a forecast. Past performance does not predict future results. Target IRR is sponsor-stated; actual returns may differ materially. S&P 500 baseline uses 10% historical nominal; T-bills 4% nominal. State tax: California 13.30%. Federal LTCG 20% + 3.8% NIIT applied to appreciation at exit on non-OZ paths. QROF appreciation tax-free after 10-year hold per IRC § 1400Z-2. Not investment advice; not an offer to sell securities.

Are you R3 Strategies?

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About this profile

This profile was compiled by OpportunityZoneInvest.com from publicly available sources — including the fund sponsor's own website, public listings, and other public records — to make researching Opportunity Zone funds easier for investors.

The fund sponsor has not yet claimed or reviewed this profile. As a result, some details may be incomplete, out of date, or differ from the sponsor's current offering materials. Figures such as minimums, target returns, hold periods, fund status, and terms should be independently verified directly with the sponsor before making any investment decision.

OpportunityZoneInvest.com is an independent publication and is not affiliated with, endorsed by, or compensated by this fund or its sponsor. Nothing on this page is an offer to sell or a solicitation to buy any security, and nothing here constitutes investment, legal, or tax advice. Always consult the sponsor's official offering documents and your own qualified advisors.

Are you the sponsor? If you'd like to claim this profile, correct any information, or add details (photos, video, team bios, terms, or your deck), contact us at contact@opportunityzoneinvest.com — we're happy to update it.