"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."
- Warren Buffett

Introducing the Caliber Tax Advantaged Opportunity Zone Fund, LP.

Complying with the new “Opportunity Zones” section of the Tax Cuts and Jobs Act of 2017, the Fund will invest directly into a diversified portfolio of assets in qualifying zones, allowing investors to take advantage of preferential tax treatment.

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Take advantage of one of the best capital gains tax reduction programs of a generation.

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What are Opportunity Zone funds?

Opportunity Zone Funds, including the Caliber Tax Advantaged Opportunity Zone Fund, LP, are investment vehicles created for investors to take advantage of the recent tax code changes. The changes allow for a reduction in capital gains tax through investments in qualified “Opportunity Zones”.

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Why Invest?

01

Deferral


Defer the taxes due on your initial gain until 12/31/2026 and earn investment returns along the way.

02

Step-up


A step-up in basis for capital gains reinvested in the fund where long term investors can exclude up to 15% of the original gain from taxation.

03

Exclusion


Once invested for ten years, avoid paying tax on capital gains earned on your investment - for life.

Opportunities come but do not linger.

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DiscoverOpportunity Zones

Opportunity Zones are communities that have been designated by state and federal governments where new investments aimed at improving these areas are incentivized with preferential tax benefits.

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Caliber Tax Advantaged Opportunity Zone Fund, LP Investment Details

$500m

Equity Offering

$250k

Minimum Investment

13%

Target IRR

Calculate Your Opportunity

After-Tax Value
Traditional stock portfolio

$496,187

Opportunity Zone Fund

$725,887

Potential additional returns

$229,700

(10 years)

These numbers are based on several assumptions.

Opportunity Zone News

Caliber and Ryan Companies Us, Inc. Break Ground on Opportunity Zone Project

May 13, 2019 / Caliber News

Caliber – The Wealth Development Company, Rio Nuevo, The City of Tucson, Ryan Companies US, Inc., and the Barrio Viejo Neighborhood gathered today to break ground on the Tucson Convention Center Hotel: A DoubleTree by Hilton, located within an opportunity zone...

Caliber - The Wealth Development Company Releases Q1 Update On Qualified Opportunity Zone Fund

April 12, 2019 / Caliber News

Caliber - The Wealth Development Company has released a Q1 update focused on its growing Qualified Opportunity Zone Fund (QOF). During the past year, Caliber has emerged as an early adopter and industry-leading expert in opportunity zones and is one of the only funds currently taking in capital...

What’s Next For Opportunity Zone Regulations?

March 29, 2019 / Caliber Resources

By now, anyone even remotely affiliated with the finance and investment industry has heard of the opportunity zone program. Created as part of the 2017 Tax Cuts and Jobs Acts, opportunity zones offer...

Opportunity Zones to Watch in the Southwest

October 4, 2018 / Caliber Resources

With the recent buzz surrounding the “Opportunity Zones” section of the Tax Cuts and Jobs Act of 2017 reports have flooded in highlighting the tax advantages and intricacies of how the program works. While it is no secret that...

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