Caliber TAX Advantaged
Opportunity Zone Fund II, LLC

Institutional Investors

MULTI-FAMILY | COMMERCIAL | INDUSTRIAL

Potential Benefits For Institutions

Eliminating the Capital Gains Tax

If your company holds the Opportunity Zone Fund investment for at least 10 years, any capital gain appreciation earned from the Opportunity Zone Fund investment is not taxed upon disposition. This is the most significant tax benefit provided by Opportunity Zones. 

Deferring Taxes

Your company can defer taxes from the original sale through December 31, 2026, or when the investment in the Opportunity Zone Fund is sold, whichever comes earlier. 

Unlocking Compounding Potential

The capital gains held in this fund can potentially generate earnings, which can then be reinvested or remain invested in an Opportunity Zone Fund with the goal of creating its own earnings. This idea is to generate earnings from previously earned capital gains. 

Impacting Communities

The funds raised support the building and revitalization of underserved communities throughout the country, thanks to the Tax Cuts and Jobs Act of 2017. This fund injects capital into these areas using commercial real estate projects, potentially bringing in new businesses, jobs, and people to stimulate socio and economic growth of the area. 

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

$250M 

EQUITY OFFERING

$100K 

MINIMUM INVESTMENT CLASS A

$1M 

MINIMUM INVESTMENT CLASS B

FUND INVESTMENT ASSETS

AS OF JULY 25, 2022

Riverwalk overview of area from above

Riverwalk Development*

SCOTTSDALE | ARIZONA

Sierra Bloom overview of area from above

Sierra Bloom*

SCOTTSDALE | ARIZONA

*The following assets listed on CTAF II are identified as potential projects to live in the fund. These can be subjected to change due to numerous internal and external business variables that can potentially impact strategy, decision-making and other processes.

HOW IT WORKS

Eliminate

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

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.

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 your leaders and decision makers with diversified exposure to real estate and the potential for significant tax benefits through the opportunity zone program.**

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

This fund injects capital into Qualified Opportunity Zones (QOZs) areas through commercial real estate projects, potentially bringing in new businesses, jobs and people to stimulate socio and economic growth. 

If your leaders rank environmental, social and governmental (ESG) impact as an important factor for investing, you should refer to Caliber’s Opportunity Zone Impact Report to see real-life results. Its impact is updated quarterly. 

ABOUT THE OPPORTUNITY ZONE PROGRAM

Mark Dickinson Caliber

Mark Dickinson

VICE PRESIDENT | INSTITUTIONAL INVESTMENTS

Mark Dickinson is the Vice President of Institutional Investments at Caliber Funds. Some of his responsibilities include consulting with institutional investors and raising assets for Caliber's various funds & real estate projects via the RIA, family office and bank trust channel.

Prior to Caliber, Mark was the Director of Intermediary Sales and Client Engagement at OpenInvest Co. He also served as a board member for The Financial Planning Association after working as a Director and Portfolio Specialist at Pender Capital Management LLC.

Mark began his career as an External Wholesaler at Legg Mason Inc. before becoming an RIA Consultant at Cohen and Steers Inc. and DSM Capital Partners LLC.

Mark obtained his Bachelor of Business Management from the University of La Verne and served 18 years in the U.S. Navy as a Senior Chief Diver. He is a registered representative with Tobin & Company Securities LLC – Member FINRA/SIPC.

Contact Mark:

C: 443.253.8525 | O: 480.295.7600 | Mark.Dickinson@CaliberFunds.co

CALIBER CTAF I COMMUNITY IMPACT

The following information is only relevant to CTAF I. CTAF II is a new fund with its own objectives and asset holdings. This fund is building off the momentum created by CTAF I. CTAF I is no longer accepting investments.

Mesa Meeting Caliber
Mesa Meeting ( Caliber Owned Asset )

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

In Tucson, Arizona, Caliber developed, constructed and is managing its Tucson Convention Center DoubleTree by Hilton QOZF asset. As of September 2021, it’s impact to date includes: 

  • Created $2.8 million in business taxes 
  • 374 direct and indirect jobs created 
  • 262 induced jobs created 
  • Created $32.5 million in labor income 
DoubleTree Hotel Patio Tucson
Caliber Owned Asset
Phoenix Hospital
Caliber Owned Asset

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.

  • Investments in Caliber private placements can lose entire value, are illiquid and are speculative.
  • 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 Opportunity Zone Fund II, LLC PPM and supplement.

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Overview Sheet

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051-TOB-071922