Opportunity Zone Investing

Invest your capital gains in Qualified Opportunity Zones to reduce taxes

Merge your personal Opportunity Zone Fund with Caliber, and we'll handle the management of your capital and assets

LEARN MORE
LEARN HOW

Potential Benefits for Individual Accredited Investors

Eliminate Capital Gains Tax

If you hold the Opportunity Zone Fund investment for at least 10 years, any capital gain appreciation earned from the Opportunity Zone Fund investment is not taxed upon disposition. This is the most significant tax benefit provided by Opportunity Zones.

Defer Taxes

You have 180 days from the sale of your business or investment to reinvest the proceeds in a Qualified Opportunity Zone. You defer taxes from the original sale through December 31, 2026, or when the investment in the Opportunity Zone Fund is sold, whichever comes earlier.

Unlock Compounding Potential

The capital gains held in this fund can potentially generate earnings, which can then be reinvested or remain invested in an Opportunity Zone Fund with the goal of creating its own earnings. This idea is to generate earnings from previously earned capital gains.

Impact Communities in Need

The funds raised support the building and revitalization of underserved communities throughout the country, thanks to the Tax Cuts and Jobs Act of 2017. This fund injects capital into these areas using commercial real estate projects, potentially bringing in new businesses, jobs, and people to stimulate socio and economic growth of the area.

HAVE A QUESTION?
Impact Report

Download the Latest Impact Report today!

Explore an independent review by JTC Americas that provides a data-driven and objective analysis of the social and community impact generated by the assets in Caliber Opportunity Zone funds within each operational region.

Caliber's Opportunity Zone Offerings

Pickleball at Riverwalk Opportunity Zone Fund

Caliber is partnering with PURE Pickleball & Padel to co-develop a world-class pickleball facility near Talking Stick Resort & Casino in Scottsdale, Arizona. The facility is set to become one of the largest and most advanced pickleball facilities in the United States, spanning an impressive ±186,423 square feet. By investing in this offering, investors can take advantage of significant tax benefits, including deferral of capital gains taxes and potential tax-free appreciation.

Investment Type

Single Asset

Investment Strategy

Opportunistic

Objective

Tax-Advantaged

Targeted Hold Period

10 years

Minimum Investment

$100,000
View Details

Caliber Tax Advantaged Opportunity Zone Fund II, LLC

The Caliber Tax Advantaged Opportunity Zone Fund II is targeting QOZ opportunities across the greater Southwest U.S. including Arizona, Texas, Colorado, Nevada and Utah. Caliber believes these states have the potential to possess some of the top Qualified Opportunity Zones due to long-term population and job growth trends.

Investment Type

Fund

Investment Strategy

Opportunistic

Objective

Tax-Advantaged

Targeted Hold Period

10 years

Minimum Investment

$100,000
View Details

QOF Roll-up Program

Tired of managing an Opportunity Zone Fund?

Since 2017, savvy investors have created personal Qualified Opportunity Funds to reduce capital gains from the sale of a business or other investments, only to find themselves nearing the 30-month deadline for reinvestment without the expertise to manage commercial real estate.

Let Caliber step in and leverage its 15 years of experience finding, evaluating, and managing commercial real estate to handle your fund and investment for you. We will acquire your existing QOF and merge the assets and capital into one or multiple Caliber OZ funds or single asset investments.

Meet With Our Opportunity Zone Team

Share your investing needs and schedule a call