Capital Gains Opportunity Fund (CGO)

Fund Category: Single Asset

  • Summary

    $250 million fund to invest equity in real estate projects located in Designated Opportunity Zones. Our structure is straightforward such that after all the equity earns a 10% IRR, we will split the upside 50-50 with the developer. The developer is required to invest 10% of the equity and our fund will invest 90% of the equity, have prior development experience and track record. We will consider most asset types nationwide, especially student housing, multifamily, seniors housing and hospitality asset types. Minimum project size is $30 million and minimum equity check size is $8 million. Our preference is development or substantial re-development projects that have a total project cost between $30 million and $120 million with appropriate leverage.

  • Details
    Investment Location: All United States
    Fund Type: Single Asset
    Fund Size: $100m-$500m
    Fund Interests:
    • Accepting Investors
    • Seeking Projects
    Types of Projects: Hotel, Mixed-Use, Multi-Family Housing, Office, Retail, Senior Housing, Student Housing