An Opportunity Fund is only as good as its projects

by Michael Hubert, on Jun 25, 2019 1:55:28 PM


You may be tempted to immediately look to well-known funds as a surefire way to ensure a good investment, but you could be missing the mark. They may be good funds, but are they investing in projects just because they’re in Opportunity Zones or because they are good projects?

The key to a successful OZ investment is finding a fund that has great projects that just happen to be in opportunity zones. These projects should stand on their own merits. Basically, if the project is one you would invest in without the benefits of it being in an Opportunity Zone, then it’s a winner as an Opportunity Zone project. The fact you get the tax benefits associated with it being in an Opportunity Zone is icing on the cake. But the fact is, a lot of funds don’t have good projects, just projects in Opportunity Zones and it’s a distinction you can’t afford to miss.

Quality projects are the only way a fund can optimize the chances of you as an investor getting a great return. With an eye on downtown San Jose, Urban Catalyst started our fund early so that we could swoop on the best properties right out of the gate. Having already closed on our first project in San Jose’s downtown OZ and with six more projects in our acquisition pipeline, we are prepared to stay ahead of the curve by utilizing a network of local professionals to navigate available properties and make strategic decisions that will most benefit our investors.

If you’re looking to invest in an OZ fund,  just remember, a fund’s projects should speak for themselves.

Want to learn more about investing in Silicon Valley Opportunity Zones? Contact Us today.

Topics:Opportunity ZonesSan JoseSilicon Valley


About Urban Catalyst

The first multi-asset Opportunity Fund in the Bay Area focusing in Downtown San Jose, California and employs a world-class team of experienced local professionals to build out impact investment opportunities—multi-family, office, and industrial investment projects—that advance and improve the community while earning investors advantageous financial returns.

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