Fund Category: Pool of Assets
The Nest Opportunity Fund is a positive impact investment fund that allows you to defer and reduce capital gains taxes while helping to rebuild American communities that have great potential but lack smart, strategic investments.
We are focused on residential real estate in the single family and multi-family asset classes. The real estate is located in Midwest cities with favorable demographics that include stable and diverse employment, population growth and other criteria including favorable pricing and rent, with a rule of thumb of getting our “all-in costs” for given properties at around or less than 110 times our monthly rent revenue. In addition, the quality of our operator and the assistance of any local governments will affect our investment decisions.
Additional organizational details:
– Typical investment size and/or typical stage of investment: Established – Series A, Series B
– Information about the fund’s portfolio: we already own 35 properties in various stages of rehab with finished products available to investor review. Increasing buy-and-hold purchases every month. Increasing purchases with new capital.
-Primary stakeholders: high-net worth limited partners, Nest General Partners