Investors Choice OZ Fund
America’s investor driven Qualified Opportunity Zone Fund (QOF) providing project diversification & concentration.
Placing the power back into our investors hands
Project diversification and concentration all in one fund
Recession resilient assets and markets
Best in class asset and fund management
Current and Projected Project Map
Highlighted Projects
LakeHouse
Oakland, CA
- 252 Market Rate Units – Multi-Family
- 18 Workforce Housing Units
- Developers: UrbanCore & National Real Estate Advisors
- In the Oakland CBD and in most desirable CBD living neighborhood – Lake Merritt
- $10M in Fund Equity Raise
- $36M Total Equity
- $251M in Project Costs
- $215M in Loan Proceeds
- $31M Pace
- $184M Traditional
- Preferred Annualized Returns 11%
Elevation 1659
Milwaukee, WI
Multi-Family
76 units
Preferred Annualized Return 12%*
KindCare
Bristol, CT
Senior Living
117 units
Preferred Annualized Return 11%*
Oasis on 14th
Sacramento, CA
- 39 Market Rate Units – Multi-Family
- 21 Extended Stay Units
- Developer: Lotus Equity Partners
- Less than 1-mile for the State Capitol & Sacramento Central Business District
- $7M in Equity Raise
- $21M in Project Costs
- $14M in Loan Proceeds
- Preferred Annualized Returns 12%
MLK Revival
Los Angeles, CA
- 58 Market Rate Units – Multi-Family
- 7 Affordable Housing Units
- Developer: Ranta Group
- Adjacent to both USC Campus & SoFi Stadium (LA Rams)
- $7M in Equity Raise
- $22M in Project Costs
- $15M in Loan Proceeds
- Preferred Annualized Returns 12%
*Fund preferred returns are set by the fund manager, ICOZ Manger, LLC. The preferred returns displayed here are contractual in nature and represent the preferred annual returns set by the fund manager for this project. There is no guarantee that investors will receive the preferred returns represented here.
Fund Strategy
Using the proprietary USG/OZI risk mitigation strategy, the Investors Choice OZ Fund, is a first-of-its-kind Opportunity Zone fund that allows investors to choose between a number of project specific Opportunity Zone developments within the fund, to allow for as much project concentration or diversification as they desire.
