Senior Housing Opportunity Zone Fund
Launching Soon
A rare opportunity to invest in purpose-built senior living communities—while accessing significant tax advantages through Qualified Opportunity Zones.
For accredited investors only. Limited availability.
Fund Overview
The Senior Housing OZ Fund focuses on developing and operating senior living communities in high-growth areas within federally designated Opportunity Zones.
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15–18% Target IRR
Attractive long-term returns driven by demographic trends and real estate appreciation.
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Capital Gains Tax Benefits
Investors can defer and reduce capital gains taxes under IRS OZ regulations.
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Senior Housing Demand
10,000+ Americans turn 65 daily—accelerating demand for quality care communities.
Explore Opportunity Zones
Explore where our targeted investments align.
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Legislative Update: Proposed Changes to Opportunity Zones
Congress is actively reviewing legislation that may affect the timeline and structure of the Opportunity Zones program. Here’s what investors need to know—and why our strategy remains solid.
- Early OZ Termination: Existing zones may end by December 31, 2026—2 years earlier than planned.
- New OZ Designations: A fresh round of zones could begin January 1, 2027 and run through 2033.
- Income Threshold Tightening: Only tracts at 70% of area median income would qualify.
- Rural Focus: At least 33% of each state’s zones would need to be rural.
- Incentive Shift: Future OZ investments may offer a 10% basis bump after 5 years (30% for rural).
What This Means for You: The time to invest is now. Our fund targets currently qualified zones with strong fundamentals. All developments are structured to meet the current Opportunity Zone compliance window—while we actively prepare for the next legislative cycle.