Caliber Tax Advantaged
Opportunity Zone Fund II, LLC

Institutional Investors

MULTI-FAMILY | COMMERCIAL | INDUSTRIAL
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POTENTIAL BENEFITS FOR INSTITUTIONAL INVESTORS

Eliminating the Capital Gains Tax

If your clients hold 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 clients 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 to give your clients the power to invest in attractive commercial real estate projects located within Qualified Opportunity Zones.

$250M 

MAXIMUM OFFERING

$100K 

MINIMUM INVESTMENT

CURRENT & POTENTIAL INVESTMENT ASSETS

AS OF JUNE 8, 2023

Riverwalk overview of area from above

Riverwalk Development

SCOTTSDALE | ARIZONA

Second Avenue Commons Rendering

Second Avenue Commons

MESA | ARIZONA

Downtown Mesa Caliber Building

Mesa Portfolio*

MESA | ARIZONA

Zennihomes Rendering

29 W. Main ZenniHome*

MESA | 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 clients 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.

**Opportunity Zone Information 

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

ABOUT THE OPPORTUNITY ZONE PROGRAM

CALIBER TAX ADVANTAGED OPPORTUNITY ZONE FUND, LP COMMUNITY IMPACT

The following information is only relevant to the Caliber Tax Advantaged Opportunity Zone Fund, LP. The Caliber Tax Advantaged Opportunity Zone Fund II, LLC is a new fund with its own objectives and asset holdings. This fund is building off the momentum created by the Caliber Tax Advantaged Opportunity Zone Fund, LP. The Caliber Tax Advantaged Opportunity Zone Fund, LP 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.

Learn More

maps of US with regions for east west and central

Mark Dickinson
VP Capital Markets
West

Andrew Garten
VP Capital Markets
Central

Mathew Jameson
VP Capital Markets
East

Mark Dickinson
VP Capital Markets - West
(443) 253-8525
mark.dickinson@caliberfunds.co

Andrew Garten
VP Capital Markets - Central
(602) 214-5419
andrew.garten@caliberfunds.co

Mathew Jameson
VP Capital Markets - East
(202) 550-1230
mathew.jameson@caIiberfunds.co

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.

GET IN TOUCH

Overview Sheet

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019-SKY-050223