"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.

Learn More

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

get started

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”.

explore opportunity zones

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.

Stay up to date


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.

View Map

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

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...

What You Need to Know About Opportunity Zone Investing

September 28, 2018 / Caliber Resources

Caliber is excited to be on the forefront of a new opportunity to help individual investors shelter capital gains tax and receive tax free growth through our newest investment vehicle - the Caliber Tax Advantaged Opportunity Zone Fund, LP ...

Scottsdale-Based Caliber Launches Tax Reduction Opportunity Fund

July 12, 2018 / Phoenix Business Journal

A Scottsdale-based investment firm is looking to attract investors to one of the state’s first opportunity funds, a way to take advantage of a tax reduction...

Caliber Announces First Opportunity Zone Project

November 2, 2018 / Caliber Resources

cottsdale-based Caliber - The Wealth Development Company has been on the forefront of Opportunity Zones since the Tax Cuts and Jobs Acts passed in 2017. With the July 2018 launch of the Caliber Tax Advantaged Opportunity Zone Fund, LP, the company was among the first...

NOT WHAT YOU WERE LOOKING FOR?

Explore one of Caliber's other investment opportunities, designed to fit the needs of every investor.

Caliber Diversified Opportunity Fund II, LP

LEARN MORE

Caliber Residential Advantage Fund, LP

LEARN MORE

Caliber Fixed Income Fund III, LP

LEARN MORE

Single Asset Direct Investments

LEARN MORE

Get Started