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.

Offering

$50-$100M

Minimum

$50,000

Investor Pref.

10%-15%

Assets

5-10

Our Fund Partners

Industry Leading Partners

Our Fund Partners

Industry Leading Partners

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