Welcome to the:

The OZ Growth Fund.

OUR MISSION

To build professional partnerships for the purposes of successfully implementing USA FIRST growth projects consisting of manufacturing, business, education and property development.

NOW OPEN TO INVESTORS

Remarkable Opportunity: Upper-Midscale Hotel in an Opportunity Zone

Discover a unique investment venture with OZ Growth Fund—an upper-midscale hotel development project situated within a flourishing Opportunity Zone. This project not only promises premier lodging but also aligns financial growth with community impact.

Nestled in a vibrant small town, this asset captures the essence of opportunity, offering a strategic avenue for both substantial returns and active contribution to the town’s ongoing expansion.

Join us in harnessing the potential of this thriving area, as we build an upper-midscale hotel that signifies not just financial gains, but also progress and transformation within a dynamic Opportunity Zone.

Innovation. Manufacturing. Venture.

OZ Growth Fund’s core investment projects will include building a remarkable Upper-Midscale Hotel in an Opportunity Zone

$150K

Minimum Investment

$20M

Round A Target

$100M

Max Fund Size

Why Opportunity Zones? Learn more below…

Land of Opportunity Zones

Qualified Opportunity Zones (QOZ) are an economic development tool designed to spur economic development and job creation in distressed communities. Where new investments, under certain conditions, may be eligible for preferential tax treatment. Under the program, an investor can defer capital gains tax on realized gains if the gains are invested in a Qualified Opportunity Fund within180 days of the sale.

Impacting Communities and Investors

Twelve percent of US census tracts are Opportunity Zones (8,762 tracts). Governors of the 50 states and 4 territories and the mayor of Washington, DC, nominated the zones, which were officially designated by the US Department of the Treasury. The designated zones have lower incomes, higher poverty rates, and higher unemployment rates than eligible non-designated tracts. By creating investor opportunities through radical tax breaks, it impacts and builds back the communities and people that need it most.

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2 Key Benefits of Opportunity Zone Funds

Opportunity Zones and Qualified Opportunity Funds. This innovative tax break of the future provides potential investors three key advantages.

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Temporary deferral of taxes on previously earned capital gains.

Investors can place existing assets with accumulated capital gains into Opportunity Funds they’re not taxed until the end of 2026 or when the asset is disposed of.

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Permanent exclusion of taxable income on new gains.

For investments held for at least 10 years, investors pay no taxes on any capital gains produced through their investment in Opportunity Funds.

Contact Us or Pitch Us…

OZ Growth Fund is dedicated to it’s investors and our portfolio is actively invested with qualified opportunity zone businesses and opportunities in the pipeline. We strive to break barriers and create GROWTH for our communities across the nation. Market Growth, Capability to Execute, Trustworthy Management and Economic Impact on Local Communities. Let’s execute and create opportunity together!

Get Started!