Property Details
Repeat Sponsor  Opportunity Zone  Development 
Asset Profile
Opportunistic

Virtua Opportunity Zone Fund I, LLC

Nationwide

Multi-Focus Fund
Virtua Partners Phoenix, AZ
Virtua Partners
Targets
  • IRR See PPM
  • Equity Multiple See PPM
  • Hold Period 10Y
  • Minimum Investment $50K
  • Average Annual Cash on Cash See PPM
  • First Distribution N/R
  • Distribution Frequency Monthly
  • Co-Investment N/R
  • Preferred Return See PPM
  • Investor Profit Share See PPM
  • Asset Profile Opportunistic
  • Loan-to-Value N/R
  • Current Occupancy N/A

About this Fund

The Virtua Opportunity Zone Fund I (“The Fund”) is designed to capture all of the OZ tax benefits available to investors. The Fund is also structured to potentially provide additional tax benefits that were created in the Tax Cuts and Jobs Act. These tax benefits include increased expensing and depreciation. The Fund will comply with the “Substantially Improved” requirement by investing in rental housing (apartments and single family rentals), hospitality, office/industrial and preferred equity opportunities.

Offers can only be made via the PPM. For a thorough discussion of the risks involved, please refer to the PPM under the documents tab. This investment is considered speculative and illiquid. Securities offered through Emerson Equity LLC, Member FINRA/SIPC

Key Points

  • Investors must invest through newly created “Opportunity Funds” that purchase and improve real estate or businesses. Investors may reinvest capital gains from any existing investments into an Opportunity Fund and defer / reduce those capital gains taxes.
  • After the investment is held for 5 years, the tax basis in the original investment is increased by 10%, and after 7 years, the tax basis is increased by 15%. After 10 years, investors permanently avoid any capital gains tax on the post-acquisition gains.

Financials

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Available to Accredited Investors:

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  • Analyze the financial pro forma to see how projected returns are distributed over time
  • Review source and uses and other important details
Offering Financial

Location Details

Nationwide

The fund will have a national focus.

Documents

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Available to Accredited Investors:

  • View, download, and print the offering PPM (Private Placement Memorandum)
  • View, download, and print the detailed financial projections
  • Access all of the important documents for this offering in one place
Offering Agreement Documents

Frequently Asked Questions

Below are some of the most frequently asked questions about this offering.

Although distributions are not guaranteed, the first projected distribution is scheduled for June 2021.

Although distributions are not guaranteed, after the stabilization of fund holdings, available distributions will be scheduled to go out on a monthly basis.

Yes non-US residents are welcome to apply. Please contact the sponsor for more details.

RealCrowd is free for investors. RealCrowd charges a technology access fee to the operating partner for our services. We do not charge investors any upfront fees, ongoing asset management fees or promote/carried interest in the investments.

RealCrowd offerings are open to accredited investors. RealCrowd does not recommend or advise on any offering on our platform. While we have minimum history and experience threshold for sponsors who post on our platform, if you are unable to perform your own due diligence, please consult with an attorney or financial advisor prior to making an investment.

RealCrowd is a marketplace that connects investors with qualified sponsors. We strive for transparency and impartiality. For this reason, we do not participate in any offerings on our site.

Have a Question?

Send Virtua Partners and/or RealCrowd a message. If you have a question about this offering ask Virtua Partners. If you have a question about the transaction process or other general inquiry, RealCrowd will be happy to help.

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