# Opportunity Zone Invest — llms-full.txt

Long-form content for LLM grounding. Companion to https://opportunityzoneinvest.com/llms.txt.

This file contains:
1. Site purpose and editorial policy
2. OZ 2.0 program summary (canonical rules + key dates)
3. Glossary
4. Calculator math and assumptions
5. Complete fund directory excerpt — all 61 listed funds with TL;DRs, geography, asset classes, minimums, and structure

Last updated: 2026-06-04

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## 1. Site purpose

opportunityzoneinvest.com is an independent consumer resource for the Opportunity Zone 2.0 program under the One Big Beautiful Bill Act (OBBBA, Public Law 119-21, signed July 4, 2025). The site is purpose-built for three audiences: retail investors with realized capital gains, their CPAs, and fund sponsors.

The site provides: a CPA-reviewed capital gains calculator, a searchable directory of 60+ Qualified Opportunity Funds (QOFs and QROFs), an interactive eligibility map of all 25,332 OZ 2.0 candidate tracts, per-state pages covering nomination processes, and long-form editorial guides. The site is independent — not a broker-dealer, not a placement agent, not an investment adviser. Investor-portal links route off-site to fund sponsors; OZI does not process subscriptions or collect investor PII for transactions.

## 2. OZ 2.0 program summary

**Statutory basis**: Internal Revenue Code § 1400Z-2, as amended by the One Big Beautiful Bill Act (OBBBA, July 4, 2025).

**Three tax benefits** for investors who roll an eligible capital gain into a Qualified Opportunity Fund within 180 days:
1. **Deferral** — federal tax on the original gain is deferred for 5 years.
2. **Reduction** — at the 5-year hold, basis is stepped up by 10% (standard QOF) or 30% (rural QROF). The substantial-improvement test is 100% (standard) or 50% (rural).
3. **Elimination** — at the 10-year hold, all federal tax on the appreciation of the QOF investment is eliminated.

**Key dates**:
- July 4, 2025: OBBBA signed into law.
- April 6, 2026: IRS Revenue Procedure 2026-14 released, identifying 25,332 OZ 2.0 eligible census tracts.
- July 1, 2026: 90-day governor nomination window opens.
- September 29, 2026: Federal nomination deadline (October 29 with single extension).
- January 1, 2027: OZ 2.0 designations take effect.
- December 31, 2028: OZ 1.0 designations expire.

**OZ 2.0 vs OZ 1.0**: OZ 2.0 is a permanent program with rolling 5-year deferral (vs OZ 1.0's fixed 2026 inclusion year). Governors re-nominate tracts every 10 years. Adds the Rural QROF designation with enhanced tax benefits.

## 3. Glossary

- **QOF (Qualified Opportunity Fund)**: investment vehicle qualifying under IRC § 1400Z-2. Receives 10% basis step-up at year 5.
- **QROF (Qualified Rural Opportunity Fund)**: OZ 2.0 designation for funds investing primarily in rural OZ tracts. 30% basis step-up at year 5; 50% substantial-improvement test.
- **Eligible capital gain**: any federal capital gain realized within 180 days of QOF investment.
- **Substantial improvement test**: requirement that a fund invest at least 100% (standard) or 50% (rural) of property basis in improvements within 30 months.
- **180-day window**: timeframe from gain realization within which an investor must contribute to a QOF.
- **Step-up in basis**: reduction in the deferred-gain basis after 5-year hold (10% standard, 30% rural).
- **OZ 1.0**: original Opportunity Zone program from the 2017 Tax Cuts and Jobs Act. Expires Dec 31, 2028.
- **OZ 2.0**: renewed program under OBBBA, effective Jan 1, 2027. Permanent.

## 4. Calculator math and assumptions

The opportunityzoneinvest.com calculator (https://opportunityzoneinvest.com/calculator/) compares four scenarios side-by-side over a 10-year horizon:

1. **Pay tax now**: investor recognizes the gain immediately, pays federal + state long-term capital gains tax, and invests the after-tax proceeds in a comparable taxable vehicle. Long-term capital gains tax is applied at exit on the new investment.
2. **OZ 1.0**: deferral to inclusion year (2026), 0% basis step-up (post-2021 investments), 10-year hold for appreciation exclusion.
3. **OZ 2.0 (Standard QOF)**: 5-year rolling deferral, 10% basis step-up at year 5, full appreciation exclusion at year 10.
4. **OZ 2.0 (Rural QROF)**: 5-year rolling deferral, 30% basis step-up at year 5, full appreciation exclusion at year 10.
5. **1031 exchange**: like-kind real-estate exchange. Continuous deferral but no permanent appreciation exclusion.

Default federal long-term capital gains rate: 23.8% (20% LTCG + 3.8% NIIT). State rates user-configurable. The calculator applies LTCG on exit for all scenarios (including the Pay-Now path's after-tax investment) — a common omission in other OZ calculators that overstates the OZ advantage.

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## 5. Fund directory excerpt (61 funds)

Each entry includes the fund's URL, sponsor, structural summary (TL;DR), geography, asset classes, minimum investment, fund type, OZ election, and claimed status. Numbers are sponsor-stated; verify against official offering documents before investing.

### Liva — Live Active at Travelers Rest
- URL: https://opportunityzoneinvest.com/funds/liva-travelers-rest/
- Sponsor: Clear Mountain Properties
- TL;DR: 152-unit BTR (build-to-rent) community on the Swamp Rabbit Trail in Travelers Rest, SC. Zero competing multifamily supply coming online in the next several years.
- Detail: A build-to-rent (BTR) community on 10.5 fully-entitled acres at 208 Tubbs Mountain Rd, Travelers Rest, SC — fastest-growing North Greenville submarket, directly on the Swamp Rabbit Trail corridor. 120 apartments plus 32 townhomes (152 units), breaking ground 2026. North Greenville submarket has zero projected multifamily deliveries in the near term — a true first-mover position. A comparable property half a mile away (The Standard at Pinestone) drew 23 first-round offers in 2024 at $230K+/door.
- Geography: South Carolina
- Asset classes: multifamily, ground-up development
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: not disclosed
- Target IRR: 20.8%
- Expected hold: 10-year
- Listing status: claimed (sponsor-verified)

### 4011 Market — University City, Philadelphia
- URL: https://opportunityzoneinvest.com/funds/ql-4011-market/
- Sponsor: QuakerLane Capital
- TL;DR: 323-unit Class A multifamily on top of the UPenn/Drexel subway station. Permits grandfathered out of Philly's 20%-affordable mandate.
- Detail: 323-unit, 12-story Class A multifamily directly adjacent to the Market-Frankford 40th Street subway — walking distance to UPenn, Drexel, and Penn Medicine. Permits issued before Philly's July 2022 deadline, so the project is 100% market-rate (new builds in this submarket now owe 20% affordable at 40% AMI). Tract is OZ 1.0 designated and OZ 2.0 eligible. Recent University City deliveries leased to stabilization at 22–38 units/month.
- Geography: Pennsylvania
- Asset classes: multifamily, ground-up development, mixed-use
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: not disclosed
- Target IRR: 17.0–24.0%
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### AWP Overmatch Fund I
- URL: https://opportunityzoneinvest.com/funds/awp-overmatch-fund-i/
- Sponsor: Alternative Wealth Partners (AWP)
- TL;DR: Buying U.S. defense and dual-use manufacturers headquartered in OZ tracts. The CHIPS/IRA reshoring trade wrapped in OZ structure. $1M min.
- Detail: An operating-business QOF acquiring lower-middle-market U.S. defense and critical supply-chain manufacturers headquartered in OZ tracts and Free Trade Zones. Sectors include autonomy, aerospace/space, energy storage, and dual-use manufacturing. Thesis stacks DoD/DIU procurement, CHIPS Act, and IRA reshoring tailwinds on top of OZ tax treatment. Structurally different from most OZ funds — no land basis question, no construction risk. $1M minimum, accredited only.
- Geography: Texas
- Asset classes: operating business
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $1M
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Altes Capital Opportunity Zone Fund
- URL: https://opportunityzoneinvest.com/funds/altes-capital-opportunity-zone-fund/
- Sponsor: Altes Capital
- TL;DR: Multi-asset OZ fund — multifamily nationwide. $250K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Altes Capital, investing in multifamily nationwide. 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. $250K minimum.
- Geography: nationwide
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Altes OZ Fund II, LP
- URL: https://opportunityzoneinvest.com/funds/altes-oz-fund-ii/
- Sponsor: Altes Capital
- TL;DR: Three-property bundle (Charlotte / Austin / DC) of off-market, ground-up multifamily. Geographic and sponsor diversification wrapped as one OZ commitment.
- Detail: Multi-asset fund deploying into three pre-identified ground-up developments: Camp North End: Kinship (Charlotte), Valley Vista (Austin), Bridge District Parcel 2 (DC). $250K minimum, 10-year hold, sponsor targets 15–20% IRR and 2.5–3.0x equity multiple. Pitched as de-risked relative to single-asset OZ funds — diversification across three sponsors, three metros, and three property profiles inside one capital commitment.
- Geography: North Carolina, Texas, District of Columbia
- Asset classes: multifamily, mixed-use, ground-up development
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: 15.0–20.0%
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Arctaris Impact Fund
- URL: https://opportunityzoneinvest.com/funds/arctaris-impact-fund/
- Sponsor: Arctaris Impact Investors, LLC
- TL;DR: Multi-sector OZ fund with first-loss capital backstopped by foundations (Kresge) and government partners. Operating businesses + real estate.
- Detail: Multi-sector fund deploying private equity into operating businesses plus real estate and infrastructure across OZ tracts in 10 states + DC. Distinguishing feature is the blended-capital structure: first-loss guarantees from foundations (Kresge, ICIC at Harvard) and federal/state partners absorb downside risk that private capital alone usually wouldn't take. 13+ year operating track record across 7 prior private funds. $250K minimum.
- Geography: Alabama, Colorado, Maine, Maryland, Michigan, New York, Ohio, Pennsylvania, Vermont, District of Columbia
- Asset classes: multifamily, mixed-use, retail, office, hospitality, infrastructure, operating business
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Bakersfield Self-Storage QOZ Project by YourSpace America
- URL: https://opportunityzoneinvest.com/funds/bakersfield-self-storage-qoz-project-by-yourspace-america/
- Sponsor: YourSpace America
- TL;DR: Single-asset self-storage project in California. $25K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one self-storage project in California. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by YourSpace America. 10-year hold. $25K minimum.
- Geography: California
- Asset classes: self-storage
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $25K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Bakersfield, CA Self-Storage Development
- URL: https://opportunityzoneinvest.com/funds/bakersfield-ca-self-storage/
- Sponsor: YourSpace America, Inc.
- TL;DR: One climate-controlled self-storage building, ground-up, in Bakersfield CA. Average competing facility in 5-mile radius is 39 years old.
- Detail: A single 813-unit climate-controlled self-storage development on a 1.71-acre OZ-designated parcel at 141 N Chester Ave in Bakersfield. The competitive set is aging — average facility in the 5-mile radius is 39 years old, only two are climate-controlled, in a city that ranks among the 10 warmest in America. Sponsor projects 22.8% IRR / 6.78x equity multiple over a 10-year hold; $5.7M raise.
- Geography: California
- Asset classes: self-storage
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: not disclosed
- Target IRR: 22.8%
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Belpointe OZ REIT
- URL: https://opportunityzoneinvest.com/funds/belpointe-oz-reit/
- Sponsor: Belpointe PREP, LLC
- TL;DR: Publicly traded (NYSE: OZ). $100 minimum. Accepts non-accredited investors — the most accessible OZ vehicle on the market.
- Detail: The only publicly traded Qualified Opportunity Zone REIT on a major exchange (NYSE American: OZ). $100 minimum, accepts non-accredited investors — by far the most accessible OZ investment available, where most funds require $50K–$250K and accreditation. Flagship assets (Aster & Links in Sarasota ~70% leased, VIV in St. Petersburg ~50% leased) are already in lease-up, reducing pure-construction risk. As of late 2025, Class A units trade at a discount to NAV.
- Geography: Connecticut, Florida, Tennessee
- Asset classes: multifamily, mixed-use, office, retail, student housing
- Fund structure: REIT-structured
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Blueprint Local
- URL: https://opportunityzoneinvest.com/funds/blueprint-local/
- Sponsor: Blueprint Local
- TL;DR: Multi-asset OZ fund — diversified across 7 states. $250K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Blueprint Local, investing in industrial, mixed-use, multifamily, and 2 more across 7 states. 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. $250K minimum.
- Geography: Georgia, Maryland, North Carolina, South Carolina, Texas, Virginia, District of Columbia
- Asset classes: industrial, mixed-use, multifamily, office, retail
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### CA South Nashville STR Apartments
- URL: https://opportunityzoneinvest.com/funds/ca-south-nashville-str-apartments/
- Sponsor: CA South Nashville STR Apartments
- TL;DR: Single-asset real estate project in Tennessee. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one real estate project in Tennessee. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by CA South Nashville STR Apartments. 10-year hold. $100K minimum.
- Geography: Tennessee
- Asset classes: not specified
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### CBUS Opportunity Zone Fund III
- URL: https://opportunityzoneinvest.com/funds/cbus-oz-fund-iii/
- Sponsor: CBUS OZ Funds
- TL;DR: Columbus, Ohio (Franklinton). Stacks a 10% Ohio state tax credit on top of federal OZ — and the credit is sellable for cash on the secondary market.
- Detail: Urban-core multifamily and single-family rental redevelopment in Columbus, Ohio — with a heavy emphasis on the Franklinton revitalization corridor west of downtown. The distinct hook: as a Qualified Ohio Opportunity Zone Fund, investors receive a 10% Ohio income tax credit on the investment, sellable for cash on the secondary market or usable against Ohio income tax for up to 5 years. Few OZ funds capture state-level credits this directly. $100K minimum.
- Geography: Ohio
- Asset classes: multifamily, ground-up development
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### CEDARst OZ GP Fund I
- URL: https://opportunityzoneinvest.com/funds/cedarst-oz-gp-fund-i/
- Sponsor: CEDARst OZ GP
- TL;DR: Multi-asset OZ fund — multifamily nationwide. $1M minimum.
- Detail: Multi-asset Qualified Opportunity Fund from CEDARst OZ GP, investing in multifamily nationwide. 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. $1M minimum.
- Geography: nationwide
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $1M
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### CSRA Opportunity Zone Fund IX
- URL: https://opportunityzoneinvest.com/funds/csra-opportunity-zone-fund-ix/
- Sponsor: CSRA
- TL;DR: Single-asset diversified real estate project in Virginia. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one diversified real estate project in Virginia. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by CSRA. 10-year hold. $100K minimum.
- Geography: Virginia
- Asset classes: hospitality, mixed-use, multifamily, retail
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Caliber Tax Advantaged Opportunity Zone Fund II
- URL: https://opportunityzoneinvest.com/funds/caliber-tax-advantaged-oz-fund-ii/
- Sponsor: Caliber (CaliberCos Inc.)
- TL;DR: Arizona/Southwest CRE from a Nasdaq-listed sponsor ($2.9B AUM, 16-yr history). Portfolio includes a pickleball complex and a Hyatt Studios master agreement.
- Detail: Diversified Arizona and Southwest commercial real estate (multifamily, hospitality, industrial, mixed-use) from CaliberCos — a Nasdaq-listed sponsor (CWD) with $2.9B+ AUM and 16 years of operating history. Public-company audited financials are rare among OZ sponsors. Vertically integrated platform: builds, buys, renovates, and operates in-house. Portfolio includes the Riverwalk PURE Pickleball complex in Scottsdale and a Hyatt Studios master agreement for up to 15 locations. "Investors profit first" waterfall.
- Geography: Arizona, Texas
- Asset classes: multifamily, mixed-use, retail, hospitality, industrial, office
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Centennial Advisers — Golden Opportunity Strategy
- URL: https://opportunityzoneinvest.com/funds/centennial-golden-opportunity-strategy/
- Sponsor: Centennial Advisers
- TL;DR: Not a pooled fund. A brokerage that finds you one newly-built NNN property in an OZ tract and rewrites the lease to NN to fit OZ rules. You own the asset directly.
- Detail: A brokerage-led strategy, not a pooled fund. Centennial Advisers sources newly-constructed triple-net (NNN) lease properties in designated OZ tracts and re-papers them as double-net (NN) — the structural mechanic that lets a stabilized-style asset with a credit tenant qualify as an OZ investment. Each transaction is single-asset, nationwide, and the investor owns the property directly — no blind-pool risk. $1M minimum. 4,800+ career transactions, 1,100+ 1031 exchanges of credibility.
- Geography: nationwide
- Asset classes: retail, multifamily, industrial
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $1M
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Cresset Diversified QOZ Fund III
- URL: https://opportunityzoneinvest.com/funds/cresset-diversified-qoz-fund-iii/
- Sponsor: Cresset Partners (QOZ business now operates as Peakline Partners)
- TL;DR: One of the original 2018-vintage OZ sponsors (the QOZ arm now operates as Peakline Partners). Diversified urban CRE. $4.2B+ committed platform-wide.
- Detail: Third fund in the Cresset Diversified QOZ series — one of the very first QOZ programs in market (launched 2018). The QOZ business now appears to operate under the Peakline Partners brand: $4.2B+ committed capital, 2,500+ investors, 40+ completed deals platform-wide. Strategy is diversified urban CRE — multifamily, mixed-use, office, retail — across major U.S. metros. Among the longest operating track records in the OZ space.
- Geography: nationwide
- Asset classes: multifamily, mixed-use, office, retail
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: not disclosed
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Driftwood-MV Miami Riverside Wharf QOF
- URL: https://opportunityzoneinvest.com/funds/driftwood-mv-miami-riverside-wharf-qof/
- Sponsor: Driftwood-MV Miami Riverside Wharf QOF
- TL;DR: Single-asset hospitality project in Florida. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one hospitality project in Florida. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Driftwood-MV Miami Riverside Wharf QOF. 10-year hold. $100K minimum.
- Geography: Florida
- Asset classes: hospitality
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Eagle OZ Fund II
- URL: https://opportunityzoneinvest.com/funds/eagle-oz-fund-ii/
- Sponsor: Eagle OZ
- TL;DR: Multi-asset OZ fund — multifamily across Illinois. $100K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Eagle OZ, investing in multifamily across Illinois. 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.
- Geography: Illinois
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Ellavoz Shared Values Opportunity Fund III
- URL: https://opportunityzoneinvest.com/funds/ellavoz-shared-values-opportunity-fund-iii/
- Sponsor: Ellavoz Shared Values
- TL;DR: Multi-asset OZ fund — multifamily across Florida, New Jersey, New York. $250K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Ellavoz Shared Values, investing in multifamily across Florida, New Jersey, New York. 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. $250K minimum.
- Geography: Florida, New Jersey, New York
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Fortuitous Partners Opportunity Fund
- URL: https://opportunityzoneinvest.com/funds/fortuitous-partners-opportunity-fund/
- Sponsor: Fortuitous Partners
- TL;DR: Multi-asset OZ fund — real estate across the Northeast (4 states).
- Detail: Multi-asset Qualified Opportunity Fund from Fortuitous Partners, investing in real estate across the Northeast (4 states). 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.
- Geography: Connecticut, Massachusetts, New York, Rhode Island
- Asset classes: not specified
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: not disclosed
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### GPWM Funds
- URL: https://opportunityzoneinvest.com/funds/gpwm-funds/
- Sponsor: GPWM Funds
- TL;DR: Multi-asset OZ fund — diversified nationwide. $1M minimum.
- Detail: Multi-asset Qualified Opportunity Fund from GPWM Funds, investing in hospitality, multifamily, self-storage, and 1 more nationwide. 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. $1M minimum.
- Geography: nationwide
- Asset classes: hospitality, multifamily, self-storage, student housing
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $1M
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### GTIS Qualified Opportunity Zone Fund II
- URL: https://opportunityzoneinvest.com/funds/gtis-qualified-opportunity-zone-fund-ii/
- Sponsor: GTIS Qualified
- TL;DR: Multi-asset OZ fund — industrial + multifamily across the Sunbelt (8 states). $100K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from GTIS Qualified, investing in industrial, multifamily across the Sunbelt (8 states). 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.
- Geography: Arizona, Florida, Georgia, Nevada, North Carolina, South Carolina, Tennessee, Texas
- Asset classes: industrial, multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Greater Boston Apartment Building QOZ Project by Procopio Companies
- URL: https://opportunityzoneinvest.com/funds/greater-boston-apartment-building-qoz-project-by-procopio-companies/
- Sponsor: Procopio Companies
- TL;DR: Single-asset mixed-use, multifamily + retail project in Massachusetts.
- Detail: Single-asset Qualified Opportunity Fund focused on one mixed-use, multifamily + retail project in Massachusetts. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Procopio Companies. 10-year hold.
- Geography: Massachusetts
- Asset classes: mixed-use, multifamily, retail
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: not disclosed
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Green Street Metropolitan Assemblage
- URL: https://opportunityzoneinvest.com/funds/green-street-metropolitan-assemblage/
- Sponsor: Green Street Metropolitan Assemblage
- TL;DR: Single-asset multifamily project in New York. $250K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily project in New York. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Green Street Metropolitan Assemblage. 10-year hold. $250K minimum.
- Geography: New York
- Asset classes: multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Integris DLV Opportunity Zone Fund
- URL: https://opportunityzoneinvest.com/funds/integris-dlv-opportunity-zone-fund/
- Sponsor: Integris DLV
- TL;DR: Single-asset hospitality project in Nevada. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one hospitality project in Nevada. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Integris DLV. 10-year hold. $100K minimum.
- Geography: Nevada
- Asset classes: hospitality
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Investors Choice OZ Fund By USG/OZI
- URL: https://opportunityzoneinvest.com/funds/investors-choice-oz-fund-by-usg-ozi/
- Sponsor: USG/OZI
- TL;DR: Multi-asset OZ fund — multifamily + senior housing across 7 states. $50K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from USG/OZI, investing in multifamily, senior housing across 7 states. 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. $50K minimum.
- Geography: Connecticut, Massachusetts, North Dakota, Oregon, Texas, Washington, Wisconsin
- Asset classes: multifamily, senior housing
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $50K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Island Paradise QOF
- URL: https://opportunityzoneinvest.com/funds/island-paradise-qof/
- Sponsor: Island Paradise QOF
- TL;DR: Multi-asset OZ fund — hospitality across PR. $100K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Island Paradise QOF, investing in hospitality across PR. 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.
- Geography: PR
- Asset classes: hospitality
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### JDP Diversified QOZ Fund I
- URL: https://opportunityzoneinvest.com/funds/jdp-diversified-qoz-fund-i/
- Sponsor: JDP Diversified
- TL;DR: Multi-asset OZ fund — multifamily across Arizona, Colorado. $250K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from JDP Diversified, investing in multifamily across Arizona, Colorado. 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. $250K minimum.
- Geography: Arizona, Colorado
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Las Vegas Self-Storage QOZ Project by YourSpace America
- URL: https://opportunityzoneinvest.com/funds/las-vegas-self-storage-qoz-project-by-yourspace-america/
- Sponsor: YourSpace America
- TL;DR: Single-asset self-storage project in Nevada. $25K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one self-storage project in Nevada. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by YourSpace America. 10-year hold. $25K minimum.
- Geography: Nevada
- Asset classes: self-storage
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $25K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### LaunchPad Collective
- URL: https://opportunityzoneinvest.com/funds/launchpad-collective/
- Sponsor: LaunchPad Collective
- TL;DR: Single-asset mixed-use, multifamily + retail project in California. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one mixed-use, multifamily + retail project in California. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by LaunchPad Collective. 10-year hold. $100K minimum.
- Geography: California
- Asset classes: mixed-use, multifamily, retail
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Liva by Clear Mountain Properties
- URL: https://opportunityzoneinvest.com/funds/liva-by-clear-mountain-properties/
- Sponsor: Clear Mountain Properties
- TL;DR: Single-asset multifamily project in South Carolina. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily project in South Carolina. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Clear Mountain Properties. 10-year hold. $100K minimum.
- Geography: South Carolina
- Asset classes: multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Metropolitan Avenue Assemblage
- URL: https://opportunityzoneinvest.com/funds/metropolitan-avenue-assemblage/
- Sponsor: Green Street (greenstreet.nyc)
- TL;DR: Four assembled Williamsburg parcels for ~150-unit ground-up multifamily. Land at $211/SF vs $350/SF market, with two NYC up-zonings landing after acquisition.
- Detail: ~150-unit, 130,000 SF ground-up multifamily across four assembled parcels on Metropolitan Ave in Williamsburg, Brooklyn. Land basis of $211/SF sits well below market (~$350/SF), and two NYC up-zonings (485x and City of Yes) increased buildable density after acquisition. Two-phase plan: Phase I (70 units) refinances and cashes out into Phase II. Margin-on-cost projected at 64% — $93M total cost to $153M on-completion value. $250K minimum.
- Geography: New York
- Asset classes: multifamily, ground-up development, mixed-use
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: 16.6–21.7%
- Expected hold: 15-year
- Listing status: unclaimed (compiled from public sources)

### Monte Dei Globe Holdings QOF
- URL: https://opportunityzoneinvest.com/funds/monte-dei-globe-holdings-qof/
- Sponsor: Monte Dei Globe Holdings QOF
- TL;DR: Multi-asset OZ fund — hospitality + multifamily across Arizona. $100K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Monte Dei Globe Holdings QOF, investing in hospitality, multifamily across Arizona. 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.
- Geography: Arizona
- Asset classes: hospitality, multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Nest Opportunity Fund
- URL: https://opportunityzoneinvest.com/funds/nest-opportunity-fund/
- Sponsor: Nest
- TL;DR: Multi-asset OZ fund — multifamily across Kentucky, Ohio. $200K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Nest, investing in multifamily across Kentucky, Ohio. 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. $200K minimum.
- Geography: Kentucky, Ohio
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $200K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Origin Opportunity Zone Fund III
- URL: https://opportunityzoneinvest.com/funds/origin-opportunity-zone-fund-iii/
- Sponsor: Origin
- TL;DR: Multi-asset OZ fund — multifamily across the Sunbelt (8 states). $50K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Origin, investing in multifamily across the Sunbelt (8 states). 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. $50K minimum.
- Geography: Arizona, Florida, Georgia, Nevada, North Carolina, South Carolina, Tennessee, Texas
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $50K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Palmas Town Center – PROZ II
- URL: https://opportunityzoneinvest.com/funds/palmas-town-center-proz-ii/
- Sponsor: Palmas Town Center – PROZ
- TL;DR: Multi-asset OZ fund — diversified across PR. $100K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Palmas Town Center – PROZ, investing in infrastructure, oil & gas, operating business, and 1 more across PR. 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.
- Geography: PR
- Asset classes: infrastructure, oil & gas, operating business, retail
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Park View OZ REIT
- URL: https://opportunityzoneinvest.com/funds/park-view-oz-reit/
- Sponsor: Park View OZ
- TL;DR: REIT-structured QOF — multifamily nationwide. $100 minimum.
- Detail: REIT-structured Qualified Opportunity Fund from Park View OZ, investing in multifamily nationwide. REIT structure can offer differentiated liquidity and tax-reporting characteristics compared with traditional LP-structured QOFs — verify share-class terms and distribution policy with the sponsor. 10-year hold. $100 minimum.
- Geography: nationwide
- Asset classes: multifamily
- Fund structure: REIT-structured
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Peachtree Group San Antonio Hotel OZ Fund
- URL: https://opportunityzoneinvest.com/funds/peachtree-group-san-antonio-hotel-oz-fund/
- Sponsor: Peachtree Group San Antonio Hotel OZ
- TL;DR: Single-asset hospitality project in Texas. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one hospitality project in Texas. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Peachtree Group San Antonio Hotel OZ. 10-year hold. $100K minimum.
- Geography: Texas
- Asset classes: hospitality
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Pepper Tree Lofts – Vista Qualified Opportunity Fund I
- URL: https://opportunityzoneinvest.com/funds/pepper-tree-lofts-vista-qualified-opportunity-fund-i/
- Sponsor: Pepper Tree Lofts – Vista Qualified
- TL;DR: Single-asset multifamily project in California. $25K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily project in California. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Pepper Tree Lofts – Vista Qualified. 10-year hold. $25K minimum.
- Geography: California
- Asset classes: multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $25K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Philadelphia University City Multifamily Project by QuakerLane Capital
- URL: https://opportunityzoneinvest.com/funds/philadelphia-university-city-multifamily-project-by-quakerlane-capital/
- Sponsor: QuakerLane Capital
- TL;DR: Single-asset multifamily project in Pennsylvania. $1M minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily project in Pennsylvania. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by QuakerLane Capital. 10-year hold. $1M minimum.
- Geography: Pennsylvania
- Asset classes: multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $1M
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Phoenix OZ Fund
- URL: https://opportunityzoneinvest.com/funds/phoenix-oz-fund/
- Sponsor: Phoenix OZ
- TL;DR: Single-asset multifamily project in Ohio. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily project in Ohio. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Phoenix OZ. 10-year hold. $100K minimum.
- Geography: Ohio
- Asset classes: multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Pinnacle Partners Build-To-Rent Opportunity Zone Fund
- URL: https://opportunityzoneinvest.com/funds/pinnacle-partners-build-to-rent-opportunity-zone-fund/
- Sponsor: Pinnacle Partners Build-To-Rent
- TL;DR: Multi-asset OZ fund — multifamily across Alabama, Georgia.
- Detail: Multi-asset Qualified Opportunity Fund from Pinnacle Partners Build-To-Rent, investing in multifamily across Alabama, Georgia. 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.
- Geography: Alabama, Georgia
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: not disclosed
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### R3 Rural Oregon Opportunity Zone Fund
- URL: https://opportunityzoneinvest.com/funds/r3-rural-oregon-oz-fund/
- Sponsor: Regional Rural Revitalization (R3) Strategies
- TL;DR: Rural QROF buying workforce housing across 8 rural Oregon counties. Stacks ~$15K/home state rebates on top of OZ 2.0's 30% rural step-up.
- Detail: A Rural QROF — so OZ 2.0's enhanced 30% basis step-up and 50% substantial-improvement threshold apply (vs 10% / 100% for standard QOFs). Shovel-ready workforce housing pipeline across 8 rural Oregon counties. Sponsor stacks Oregon-specific incentives — ~$15K/home rebate, SDC offsets, 7% cash-of-development rebate — on top of the federal benefits. Sponsor projects 14.1% after-tax ROI improvement vs a standard OZ 1.0 investment. $50K minimum.
- Geography: Oregon
- Asset classes: multifamily, ground-up development, mixed-use
- Fund structure: Rural QROF
- OZ election: QROF (30% basis step-up at year 5)
- Minimum investment: $50K
- Target IRR: 18.0%
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### R3 Strategies
- URL: https://opportunityzoneinvest.com/funds/r3-strategies/
- Sponsor: R3 Strategies
- TL;DR: Multi-asset OZ fund — mixed-use + multifamily across Oregon. $100K minimum.
- Detail: 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.
- Geography: Oregon
- Asset classes: mixed-use, multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Redbrick Opportunity Fund IV
- URL: https://opportunityzoneinvest.com/funds/redbrick-opportunity-fund-iv/
- Sponsor: Redbrick
- TL;DR: Single-asset diversified real estate project in D.C.. $1M minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one diversified real estate project in D.C.. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Redbrick. 10-year hold. $1M minimum.
- Geography: District of Columbia
- Asset classes: hospitality, mixed-use, multifamily, office, retail
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $1M
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### San Diego Tideline QOZ II Apartment Development
- URL: https://opportunityzoneinvest.com/funds/san-diego-tideline-qoz-ii-apartment-development/
- Sponsor: San Diego Tideline QOZ II Apartment Development
- TL;DR: Single-asset multifamily project in California. $25K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily project in California. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by San Diego Tideline QOZ II Apartment Development. 10-year hold. $25K minimum.
- Geography: California
- Asset classes: multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $25K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Savoy Equity Opportunity Zone Fund
- URL: https://opportunityzoneinvest.com/funds/savoy-equity-opportunity-zone-fund/
- Sponsor: Savoy Equity
- TL;DR: Multi-asset OZ fund — multifamily across Texas. $100K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Savoy Equity, investing in multifamily across 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.
- Geography: Texas
- Asset classes: multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### SoLa Impact Opportunity Zone Fund
- URL: https://opportunityzoneinvest.com/funds/sola-impact-opportunity-zone-fund/
- Sponsor: SoLa Impact
- TL;DR: Multi-asset OZ fund — mixed-use + multifamily across California. $100K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from SoLa Impact, investing in mixed-use, multifamily across California. 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.
- Geography: California
- Asset classes: mixed-use, multifamily
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### South Florida QOZ Fund I
- URL: https://opportunityzoneinvest.com/funds/south-florida-qoz-fund-i/
- Sponsor: South Florida
- TL;DR: Single-asset mixed-use + multifamily project in Florida. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one mixed-use + multifamily project in Florida. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by South Florida. 10-year hold. $100K minimum.
- Geography: Florida
- Asset classes: mixed-use, multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### The GRAD Apartments Mount Vernon
- URL: https://opportunityzoneinvest.com/funds/the-grad-apartments-mount-vernon/
- Sponsor: The GRAD Apartments Mount Vernon
- TL;DR: Single-asset multifamily project in Ohio. $200K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily project in Ohio. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by The GRAD Apartments Mount Vernon. 10-year hold. $200K minimum.
- Geography: Ohio
- Asset classes: multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $200K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### The Modernest: Opportunity Zone Condominium Investments
- URL: https://opportunityzoneinvest.com/funds/the-modernest-opportunity-zone-condominium-investments/
- Sponsor: The Modernest: Opportunity Zone Condominium Investments
- TL;DR: Single-asset hospitality + multifamily project in Tennessee. $325K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one hospitality + multifamily project in Tennessee. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by The Modernest: Opportunity Zone Condominium Investments. 10-year hold. $325K minimum.
- Geography: Tennessee
- Asset classes: hospitality, multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $325K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### The Wyoming Reserve Opportunity Zone Fund — Offering II
- URL: https://opportunityzoneinvest.com/funds/the-wyoming-reserve-offering-ii/
- Sponsor: The Wyoming Reserve
- TL;DR: Not real estate. Physical gold/silver vault + trading business inside a Casper WY OZ tract. Wyoming taxes none of it.
- Detail: A Qualified Opportunity Zone Business (not a real estate fund) holding physical gold and silver and operating third-party vaulting and trading from Casper, Wyoming, where there's no state income tax, no inventory tax, and no tax on coin or bullion. $50K minimum, accredited only. Offering II raises $130.8M at $13.25/share. Includes an unusual quarterly share-repurchase feature giving optional partial liquidity inside the 10-year OZ hold.
- Geography: Wyoming
- Asset classes: operating business
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $50K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Tucson Self-Storage QOZ Project by YourSpace America
- URL: https://opportunityzoneinvest.com/funds/tucson-self-storage-qoz-project-by-yourspace-america/
- Sponsor: YourSpace America
- TL;DR: Single-asset self-storage project in Arizona. $25K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one self-storage project in Arizona. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by YourSpace America. 10-year hold. $25K minimum.
- Geography: Arizona
- Asset classes: self-storage
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $25K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### USEDC Oil & Gas Opportunity Zone Fund
- URL: https://opportunityzoneinvest.com/funds/usedc-oil-gas-opportunity-zone-fund/
- Sponsor: USEDC Oil & Gas
- TL;DR: Multi-asset OZ fund — infrastructure + oil & gas across New Mexico, Texas. $100K minimum.
- Detail: 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.
- Geography: New Mexico, Texas
- Asset classes: infrastructure, oil & gas
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### USEDC Opportunity Zone IV LP
- URL: https://opportunityzoneinvest.com/funds/usedc-opportunity-zone-iv/
- Sponsor: U.S. Energy Development Corporation
- TL;DR: Oil & gas QOF. Permian + Eagle Ford wells inside OZ tracts from a 45-year upstream operator. Cash-flowing from year 2 — no construction lag.
- Detail: Delaware LP investing in U.S. oil & gas inside federally designated OZ tracts — primarily Permian Basin and Eagle Ford wells. 45-year-old upstream operator with $382M raised across three prior QOZ funds. Revenue from production rather than pre-revenue construction means cash flow lands earlier than typical OZ real-estate funds. $500K minimum, $100M target raise, 10-year hold, ~6% target cash yield starting year 2.
- Geography: Texas
- Asset classes: oil & gas
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $500K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### University of Nevada Reno Student Housing OZ Project
- URL: https://opportunityzoneinvest.com/funds/university-of-nevada-reno-student-housing-oz-project/
- Sponsor: University of Nevada Reno Student Housing OZ Project
- TL;DR: Single-asset multifamily + student housing project in Nevada. $5M minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily + student housing project in Nevada. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by University of Nevada Reno Student Housing OZ Project. 10-year hold. $5M minimum.
- Geography: Nevada
- Asset classes: multifamily, student housing
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $5M
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Urban Catalyst Opportunity Zone Fund II
- URL: https://opportunityzoneinvest.com/funds/urban-catalyst-opportunity-zone-fund-ii/
- Sponsor: Urban Catalyst
- TL;DR: Multi-asset OZ fund — hospitality, multifamily + senior housing across California. $250K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Urban Catalyst, investing in hospitality, multifamily, senior housing across California. 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. $250K minimum.
- Geography: California
- Asset classes: hospitality, multifamily, senior housing
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Vero Sade Houston Metro OZ Multifamily Project
- URL: https://opportunityzoneinvest.com/funds/vero-sade-houston-metro-oz-multifamily-project/
- Sponsor: Vero Sade Houston Metro OZ Multifamily Project
- TL;DR: Single-asset multifamily project in Texas. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one multifamily project in Texas. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Vero Sade Houston Metro OZ Multifamily Project. 10-year hold. $100K minimum.
- Geography: Texas
- Asset classes: multifamily
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Verte Opportunity Fund
- URL: https://opportunityzoneinvest.com/funds/verte-opportunity-fund/
- Sponsor: Verte
- TL;DR: Multi-asset OZ fund — operating business nationwide. $250K minimum.
- Detail: Multi-asset Qualified Opportunity Fund from Verte, investing in operating business nationwide. 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. $250K minimum.
- Geography: nationwide
- Asset classes: operating business
- Fund structure: Multi-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $250K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

### Veterans Villa Colorado Springs Opportunity Zone Project
- URL: https://opportunityzoneinvest.com/funds/veterans-villa-colorado-springs-opportunity-zone-project/
- Sponsor: Veterans Villa Colorado Springs Opportunity Zone Project
- TL;DR: Single-asset mixed-use, multifamily + office project in Colorado. $100K minimum.
- Detail: Single-asset Qualified Opportunity Fund focused on one mixed-use, multifamily + office project in Colorado. Single-asset structure gives investors full visibility into the specific property and business plan — no blind-pool risk — but with concentrated execution exposure to one deal. Sponsored by Veterans Villa Colorado Springs Opportunity Zone Project. 10-year hold. $100K minimum.
- Geography: Colorado
- Asset classes: mixed-use, multifamily, office
- Fund structure: Single-Asset
- OZ election: QOF (10% basis step-up at year 5)
- Minimum investment: $100K
- Target IRR: not disclosed
- Expected hold: 10-year
- Listing status: unclaimed (compiled from public sources)

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## Editorial policy

All educational content is reviewed by a licensed CPA with Opportunity Zone experience. We cite primary sources (IRC § 1400Z-2, Treasury notices, IRS publications). Fund profiles compiled from public sources are clearly marked unclaimed; claimed profiles are maintained in partnership with the sponsor. Nothing on this site is tax, legal, or investment advice. opportunityzoneinvest.com is not a broker-dealer or placement agent; investor-portal links route off-site to the sponsor.