Caliber TAX Advantaged Opportunity Zone Fund, LP

MULTI-FAMILY | COMMERCIAL | HOSPITALITY | Industrial
CTAF_HEADER_FEATURE_color copy

Caliber’s Tax Advantaged Opportunity Zone Fund is specifically designed to invest in attractive commercial real estate projects located within Qualified Opportunity Zones.

$500M 

EQUITY OFFERING

$250K 

MINIMUM INVESTMENT CLASS A

$1M 

MINIMUM INVESTMENT CLASS B

13%

TARGET IRR AFTER THE 5th YEAR OF OPERATIONS*

Potential Investor Benefits

Tax Deferral

By investing in an opportunity zone fund, you may be able to defer the taxes due on your initial gain until 12/31/2026, while earning an investment return on your deferred tax along the way.

Step-up in Basis

Investors may exclude up to 15% of the original gain from taxation, assuming they hold the investment through 12/31/2026.

Avoidance of Taxation
Pay no tax on growth in the value of your investment for your entire holding period, assuming a minimum of a 10-year hold.

FUND INVESTMENT ASSETS

AS OF 05/03/21

Roosevelt Townhomes Phase I

Roosevelt Townhomes

Development of 39 Class A, town homes in a prime location in walking distance to nearby downtown and Arizona State University Main Campus.

TEMPE | ARIZONA

Behavioral Health Hospital Exterior

Behavioral Health

The 96-bed facility will be occupied by Medical Behavioral Hospital of Phoenix LLC., and will care for patients struggling with medical and psychiatric conditions.

PHOENIX | ARIZONA

Doubletree by Hilton Exterior

Doubletree Tucson

170 Room development of a Doubletree by Hilton directly joined to the Tucson Convention Center. Received local government and community support.

TUCSON | ARIZONA

Downtown Mesa Caliber Building

Mesa Portfolio

4 Historic retail buildings which Caliber plans to renovate. Adjacent to Arizona State University’s new Mesa Main Campus Extension with nearby light rail system.

MESA | ARIZONA

Rancho Solano School Rendering

Rancho Solano

Caliber plans to construct Rancho Solano, a new 26,646-square-foot facility for its Kindergarten through 8th-grade students. Conceptual rendering above. 

SCOTTSDALE | ARIZONA

HOW IT WORKS

Delay

Deferral of capital gains where proceeds are timely invested in an opportunity zone fund until the date on which the investment is sold, or Dec. 21, 2026—whichever is sooner.

Decrease

Reduction of capital gains taxes up to 10% if held for at least 7 years.

Eliminate

Reduction of all (or a portion) of the taxable gain if held for at least 10 years in a Qualified Opportunity Zone investment. 

Impact

Funds support the building and revitalization of underserved communities throughout the country, thanks to the Tax Cuts and Jobs Act of 2017.

The fund objective is to provide investors with diversified exposure to real estate and the potential for significant tax benefits through the opportunity zone program.**

Caliber has a documented history of investing in mixed, discretionary private real estate funds and is recognized as a thought leader and market leader in opportunity zone investments and an early entrant in the space in 2018.

POTENTIAL SAVINGS EXAMPLE
Invested Capital Gain 1,000,000 1,000,000
Less: Capital Gain Tax Investment (28.3% combined Fed/State) -283,000 -
After-Tax Investment 717,000 1,000,000
Year 10 Value (8% annual investment appreciation) 1,547,949.22 2,158,925
Less: Year 10 Capital Gains Tax (28.3%) -235,158.63 -
Year 10 After-Tax Value 1,312,790.59 2,158,925
Less: Capital Gains Taxes on Invested Gains Due 12/31/2026 - -254,700
Total Year 10 After-Tax Value 1,312,790.59 1,904,225
Total Year 10 After-Tax Net Gain 312,790.59 904,225

The information is unaudited. The company cannot guarantee future results, nor assume responsibility for the accuracy and completeness of the information provided. Past performance is not indicative of future results. This document is for informational purposes only and is not an offer to buy securities or interests in any investment.

*The traditional investment is based on an investment in the United States stock market. Over the past 140 years, U.S. stocks have averaged 10-year returns of 9.2%  (Source - SP Global Here). To be conservative an 8% annual investment appreciation was used. This annual investment appreciation is not a guaranteed return and is used for illustrative purposes only. 

**Alternative qualified opportunity zone investment.

ABOUT THE OPPORTUNITY ZONE PROGRAM

Caliber's CoMMUNITY IMPACT

Mesa Meeting Caliber

Transforming townships

Caliber’s revitalization efforts in downtown Mesa, Ariz., will recast eight historic Main Street buildings as modern retail, restaurants and offices—all within walking distance to light rail, a $100 million arts center and a new tech-focused campus for Arizona State University. Locals of this long-overlooked community are expected to enjoy a vivacious new city center, more business and career opportunities, and higher home values.

Creating jobs

Caliber recently partnered with Launch Pad, a national leader in the coworking industry. Since its inception, Launch Pad has generated more than 9,000 jobs in cities across the U.S. and hopes to continue this trend in its new location in Mesa.

Mesa, AZ | Before Mesa, AZ | After Concept
BehavioralHealth_CTAFPage

Making a difference

An estimated 30 million people in the United States suffer from mental illnesses. Caliber’s new Behavioral Health Hospital in Phoenix, Ariz., is expected to provide vital services to patients at a time when diagnoses may rise due to the pandemic.

INVESTOR Considerations

Selected risk factors are stated below. Refer to the PPM for more detailed discussion of risk factors.

  • Illiquid investment, uncertain time horizon, complex structure; suitable only for sophisticated investors;
  • This investment does not comprise a comprehensive investment strategy;
  • Investment returns are not guaranteed; this is a speculative investment;
  • Unique risks related to real estate investment include interest rate risk, occupancy/extended vacancy issues, the ability to attract tenants, insurance risks, among others;
  • This offering is not contingent on a minimum capital raise and if the Fund cannot raise substantial capital, Fund investments may be less diversified and the Fund may not achieve its investment objectives;
  • Opportunity Zone provisions are technical and complicated; investors intending to qualify for opportunity zone incentive tax benefits must be mindful of meeting all requirements and are urged to consult their personal tax advisors regarding an investment in the Fund;
  • COVID-19 could have a material impact on the Fund’s investments and operations.

For a more complete discussion of risk factors, view the Caliber Tax Advantaged OZ Fund PPM.

*There is no guarantee that that the Fund will achieve these results and risks do exist that may result in a significant or complete loss of investment.

**Opportunity Zone Information 

GET IN TOUCH

Overview Sheet

Please enter your information below to access the overview sheet.