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The Cleveland OZ FUND

High-impact, high-returning, tax-advantaged, transformative projects

Leverage recent capital gains. Take advantage of federal tax deferrals.

STEP 1:
QUALIFY CAPITAL GAINS

Investors have 120 days to qualify capital gains into a Qualified Opportunity Fund. Qualify your dollars into exciting real estate projects today!

STEP 2:
INVEST INTO PROJECTS

Invest in transformative projects that are high-return and create high impact for the local communities.

STEP 3:
PARTICIPATE IN PROFIT

Provide diversification into real estate / main street businesses. After 10 years eliminate all capital gains tax.

What are the mechanics?

Tax Benefits

An investor can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days of a sale of an asset. These capital gains taxes are deferred for 10 years.

Locality

Invest in real, impactful local businesses. The OZ Fund movement is incentivizing the moving of capital from the stock market to the main street.

Reduce

After 7 years reduce the amount tax you owe by up to 15%. After 10 years, all capital gains reduction is possible.

Diversification

Real estate offers return seperate from the performance of the stock market. During times of volatility real estate offers a safe position against potential down turns.

Great Staff

The CLE OZ Fund team is energetic about enabling entrepeneuers and providing capital to the highest impact, highest returning projects.

Networking

We are always happy to connect our resources. Let us know how we can help you!

Why Choose Us

We are active in the real estate markets, we sometimes buy our own properties and other times work with owners. Our goal is to support entrepeneuers and help grow Cleveland.

Unrestricted access to projects/founders

Direct involvement welcome at all levels

Access to capital, resources and means to get your project done

Clear expectations and communication

Interested? Let's Chat!

Funding Resources

$

  • Equity capital available for projects.

  • Location in OZ Zone

  • First money in // Last money out

Investors

%

  • High effective return

  • Key capital investments

  • Tranformative projects

Partnerships

&

  • Developers working in OZ Zone

  • Selling property in an OZ Zone?

  • Joint Ventures

Get in touch

Phone

(216) 220-9893

Email

cleozfund@gmail.com

Address

2831 Franklin Blvd, Cleveland, Ohio