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Fund Name Caliber Tax Advantaged Opportunity Zone Fund LP
Fund Manager or Organizer(s) Caliber – The Wealth Development Company
Fund Size $500,000,000
Fund-Related Website
Investment Focus
Affordable Housing, Commercial Real Estate, Economic Development, Hospitality Development, Mixed-use Development, Multifamily Residential, Student Housing
Geographic Focus
Regional Or Local, Arizona, Colorado, Nevada, Texas, Utah
Details if Regional/Local/Other: Greater Southwest Region
Additional Fund Details Caliber’s Tax Advantaged Opportunity Zone Fund LP offers high-networth investors and their advisers the opportunity to invest in attractive projects throughout the Southwest region. Fund management has a market-driven allocation model, digging deep into attractive OZone locations, understanding the development pipeline, working with key stakeholders (such as city officials), and ensuring we develop, renovate, or build the right projects for that zone. The Fund is cash-flow focused, seeking to transform properties and deliver an attractive, stabilized cap rate while applying conservative debt limits to reduce portfolio risk. Fund management is targeting a portfolio allocation of 40% commercial/industrial/retail property, 30–40% multifamily property, and 20–30% hospitality property. This is Caliber’s 5th private, discretionary fund, and a natural fit to the Company’s existing short, mid, and long term investment options.
Organization Details Caliber has put more than $225M in equity capital to work on behalf of hundreds of individual investors who hold a combined net worth of $2.5B+. Caliber’s 10-year track record includes five discretionary private equity real estate investment funds and more than 10 significant single-asset investment offerings. We have completed complex renovations, new development, construction, and similar real estate activities on a portfolio of hotel, office, apartment, industrial, retail, and single-family assets. Caliber is naturally positioned to provide Opportunity Zone investors with access to an entrepreneurial, flexible, deal-focused team backed by institutional grade back office, tax, accounting, and financial management.
Fund Contact
Name Chris Loeffler
Job Title CEO
Phone (480) 295-7600

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