Impact Investing Through Caliber’s Opportunity Zone Strategies
The data aggregated from this report specifically focuses on assets from our Caliber Opportunity Zone Fund I (CTAF I). CTAF I is closed to investments. Our Caliber Opportunity Zone Fund II (CTAF II) is open to investments now. CTAF II data will be added to the report as the fund develops over time.
Caliber seeks to provide dual-pronged benefits through its Tax Advantaged Opportunity Zone Fund.
We strive to create attractive growth on invested capital to maximize the unique tax advantages available for our investors while deploying the funds raised to marginalized U.S.communities in need of economic and societal revitalization.
Caliber’s Opportunity Zone Fund process follows a middle-market geographic strategy that focuses on understanding the socio-economic and economic needs of the underserved communities we are investing in and/or building or re-developing. These projects offer impactful returns and provide diverse, intentional and measurable community outcomes.
Caliber’s existing Opportunity Zone Fund I currently comprises 14 assets, each attributing its own impact to its respective communities. New subscriptions to this fund are closed. Caliber’s 2nd Opportunity Zone fund is now taking subscriptions.
Real Impact for Real People
This is Caliber’s promise to the communities we invest in. We are focused on ensuring that our deployment of capital creates a real, tangible impact for the people in the communities we do business in. We have begun to track that impact and to make sure our community promise is fulfilled.
Our Opportunity Zone Fund assets are already creating a positive impact:
- Creating new jobs and spurring economic growth
- Developing and expanding schools that foster educational opportunities
- Providing state-of-the-art water, sewer, recycling and energy generation technologies
- Building for innovation in industry, specifically in technology-related fields
- Advocating for equal opportunities and more
Caliber utilizes its Opportunity Zone Fund structure as a template to build off of, so we can continue to push forward, affecting positive change to the communities and investors we serve through transparent stewardship.