FOR INVESTORS
A considered approach
to long-term capital.
We help you understand the opportunity, coordinate the investment process, and remain connected to the real estate throughout the hold.
OUR ROLE
A partner who
stays involved.
Our intended role is co-general partner alongside the developer: connecting investor capital with projects and coordinating the people and processes that support the investment.
You should be able to understand what is being built, how your capital is used, who makes decisions, and how performance will be communicated.
- 01
Source and assess
Review the property, developer experience, project budget, market assumptions, and designation status.
- 02
Coordinate the investment
Bring together project materials, specialist review, proposed economics, and the investment process.
- 03
Monitor and communicate
Review project progress, financial reporting, and operating performance, and coordinate investor updates.
- 04
Prepare for major decisions
Coordinate review of financing, distributions, and an eventual exit with the developer and appropriate advisers.
THE CAPITAL APPROACH
Thoughtful use
of equity and debt.
We prefer opportunities where equity can fund the development plan without construction borrowing. Larger projects may use construction financing when the capital plan supports it.
Each project needs a clear sources-and-uses budget, realistic contingency, and a plan for cost overruns. The absence of a construction loan does not eliminate development or investment risk.
Proposed economic framework
10% Opportunity Zone Partners
20% developer
Discussion framework only. The fee base, return of capital, any preferred return, allocation tiers, and timing remain to be defined in each investment’s definitive documents. This is not a distribution waterfall or a promised return.
BEFORE YOU INVEST
Start with the right questions.
Can I choose individual projects?
The investment vehicle and subscription approach are still being developed. Project-specific and pooled structures have different implications. Available choices will be described in the applicable offering documents.
Does the $500,000 target make me eligible?
No. The target commitment is a commercial preference. Investor eligibility, suitability, and any other participation requirements will be established for each offering.
Are any investments open now?
No live offering is presented on this website. Monte Vista is an illustrative study, not a current investment opportunity.
Who handles legal, tax, and annual administration?
Outside attorneys, CPAs, and other providers would perform the technical work. We coordinate the process and the investor relationship. Each engagement defines the provider’s responsibilities and project-paid expenses.
How should I think about OZ tax benefits?
Consider the property economics and tax treatment separately. Qualification and investor circumstances matter, and California has different treatment from the federal program. Start with our OZ overview and your own advisers.