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Projects We Invest In

Building The Community Together TM

American Opportunity Zone Fund invests in a wide verity of projects.

When we invest in a project, we look for investments that can maximize the capital gains opportunity as defined under the tax code. Typically, this is for the full 10 years. This is a distinct advantage for those who place funds with American Opportunity Zone Fund as they can fully take advantage of the three taxable gain deferral and exclusion benefits available when investing in into project in a Qualified Opportunity Zone and into a Qualified Opportunity Fund like American Opportunity Zone Fund.

Types of Projects We Invest In:

Multi-Family Residential

Multi-Family Residential

Apartment Complexes. Typically, we invest as early as the building and construction phase or buy and fix projects. Our exit strategy may consist of ongoing cashflow and sales of the equity.

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Mid-Density Residential

Townhomes and MDR products. We typically invest as early as the building and construction phase. Our exit strategy may consist of unit sales and equity.

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Mixed-Use

Typically, retail and/or commercial as a part of a residential project. Typically, we invest as early as the building and construction phase or in buy and fix projects. Our exit strategy may consist of ongoing cashflow, unit sales and/or equity.

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Industrial

Warehouse, distribution centers, and other properties considered. Build to suit or we invest to capitalize for improvements to capture additional revenue from an improved asset or enhanced economic conditions. Our exit strategy may consist of ongoing cash flow, sale and/or equity.

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Commercial

Cashflow driven properties considered. Build to suit or we invest to capitalize for improvements to capture additional revenue from improved asset or enhanced economic conditions. Our exit strategy may consist of ongoing cashflow, sale and/or equity.

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Office

Class A and B Properties. Build to suit or we invest to capitalize for improvements to capture additional revenue from an improved asset or enhanced economic conditions. Our exit strategy may consist of ongoing cashflow, sale and/or equity.

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Infrastructure

Infrastructure that has a dedicated revenue stream is considered. Our exit strategy may consist of ongoing cash flow, sale and/or equity.

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Retail

Cashflow driven properties considered. Build to suit or we invest to capitalize for improvements to capture additional revenue from improved asset or enhanced economic conditions. Our exit strategy may consist of ongoing cashflow, sale and/or equity

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Hotels

Only major Flags with a proven property management team considered for investment. As an equity investor, we receive returns and shares of hotel profits from sales and operations. Our exit strategy is a structured equity sale.

Helping Our Investors and Development Partners Build The Community Together

When we work with investors and projects, we are looking to help both groups maximize their returns and move forward as quickly as possible. When we start the investment process, developers and builders must be able to clearly demonstrate:

 Project Investing Strategy

Project Ready List

  1. The project must be consistent with Community Goals and in an Opportunity Zone.
  2. The project must be to the point where planning and engineering is advanced enough that construction can begin within a very short time.
  3. Within a limited time (less than 30 months from funding) the project must be able to pass the “significant improvement” test.
  4. The project must be able to demonstrate funding and indicate what the project needs to finish the capital stack.
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Project Investing approach

Diverse strategic investments in real estate projects that:

  1. Generate cash distributions;
  2. Strong prospect for increase in equity at exit;
  3. Experienced development and management team;
  4. Minimum 10-year investment;
  5. Consistent with community goals.

By making sure projects we invest in start with these questions answered from day one, we are able to help ensure investments American Opportunity Zone Fund make are well positioned for the type of returns our investors are seeking while at the same time helping our developers and builders move quickly to complete their project(s).

Builders and Developers:

American Opportunity Zone Fund is currently sourcing
additional projects to place investments with
as soon as possible.

If you have a project that is located in an Opportunity
Zone and you are looking for funding lets talk today.

Builders and Developers Contact Us to talk abut your project

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