Caliber’s Tax Advantaged Opportunity Zone Fund is specifically designed to invest in attractive commercial Real Estate projects located within Qualified Opportunity Zones.
The Fund objective is to provide investors with diversified exposure to real estate and the potential for significant tax benefits through the opportunity zone program*.
Caliber has a documented history of investing in mixed, discretionary private real estate funds and is recognized as a thought leader and market leader in Opportunity Zone Investments and an early entrant in the space in 2018.
$500M
EQUITY OFFERING
$250K
MINIMUM INVESTMENT
CLASS A
$1M
MINIMUM INVESTMENT
CLASS B
13%
TARGET IRR AFTER THE 5th YEAR OF OPERATIONS**
Potential Investor Benefits
Tax Deferral
By investing in an Opportunity Zone Fund, you will be able to defer the taxes due on your initial gain until 12/31/2026, while earning an investment return on your deferred tax along the way.
Step-up in Basis
Investors may exclude up to 15% of the original gain from taxation, assuming they hold the investment through 12/31/2026
Avoidance of Taxation
Pay no tax on growth in the value of your investment for your entire holding period, assuming a minimum of a 10-year hold.
Fund Asset Highlights
Doubletree Tucson
170 Room development of a Doubletree by Hilton directly joined to the Tucson Convention Center. Received local government and community support.
MEsa Portfolion
4 Historic retail buildings which Caliber plans to renovate. Adjacent to Arizona State University’s new Mesa Main Campus Extension with nearby light rail system.
Roosevelt Townhomes
Development of 39 Class A, town homes in a prime location in walking distance to nearby downtown and Arizona State University Main 39 Class A Campus.
Behavioral Health
The 96-bed facility will be occupied by Medical Behavioral Hospital of Phoenix LLC., and will care for patients struggling with medical and psychiatric conditions.