USEDC Oil & Gas Opportunity Zone Fund
Managed by USEDC Oil & Gas · Infrastructure, Traditional energy · Opportunity Zones in New Mexico, Texas
Multi-asset Qualified Opportunity Fund from USEDC Oil & Gas, investing in infrastructure, oil & gas across New Mexico, Texas. 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
USEDC Oil & Gas Opportunity Zone Fund is a Multi-Asset QOF investing in infrastructure, energy traditional across NM, TX. Sponsored by USEDC Oil & Gas.
At a glance
Targets are sponsor-stated and not guaranteed.
Geographic focus
Reported geographic focus: NM, TX.
Investor timeline
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 USEDC Oil & Gas'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.
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 USEDC Oil & Gas?
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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 As a result, some details may be incomplete, out of date, or differ from the sponsor's current offering materials.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.
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