Fund Name | Capitalhive Opportunity Fund |
---|---|
Fund Manager or Organizer(s) | Zaid Sri Anta |
Fund Size | $25,000,000 |
Fund-Related Website | Capitalhive.deals |
Investment Focus |
Small Business Development
|
If Other, Please Specify: | |
Geographic Focus |
Northern Utah
|
Additional Fund Details | The CapitalHive Opportunity Fund is a Qualified Opportunity Fund (QOF) designed to deliver exceptional financial returns while fostering meaningful community impact. By strategically investing in high-potential businesses and prime real estate located in designated Opportunity Zones, we create a unique blend of growth and stability for our investors.
Our mission is to leverage the transformative power of Opportunity Zone investments to revitalize underserved communities, create jobs, and drive sustainable economic development. With a focus on transparency, compliance, and innovation, we aim to maximize investor value while supporting long-term community growth. Investment Strategy Real Estate Investments Acquire, develop, and reposition undervalued properties in Opportunity Zones to create thriving commercial and mixed-use spaces. Target projects with strong value-add potential, enhancing asset appreciation and cash flow. Business Investments Partner with scalable, growth-stage businesses in technology, healthcare, and sustainable industries. Focus on companies with $1M–$5M in revenue, 20%+ profit margins, and strong operational histories. Diversified Portfolio Blend the stability of real estate with the upside of high-growth business investments, creating a balanced risk-return profile. Key Benefits for Investors Tax Advantages Deferred Capital Gains: Taxes on initial gains invested in the Fund are deferred until 2026. Tax-Free Appreciation: After a 10-year hold, capital gains from Fund investments are completely tax-free. Accelerated Depreciation: Reduce taxable income through enhanced depreciation benefits on real estate assets. Competitive Returns Targeting an annual IRR of 20%-23% with a 5.5× multiple on invested capital over the Fund’s term. Additional Details: Fund Highlights Target Size: $10 million (hard cap of $25 million). Minimum Investment: $50,000. Preferred Return: 9%-10%, with a GP catch-up and 80/20 profit split thereafter. Compliance Assurance: Strict adherence to Opportunity Zone regulations, including the 90% asset test and substantial improvement requirements. Experienced Leadership: Led by a team with proven expertise in real estate, business development, and Opportunity Zone compliance. Why Choose CapitalHive Opportunity Fund? Dual Revenue Streams: Benefit from stable real estate cash flows and the growth potential of scalable businesses. Data-Driven Insights: Leverage AI and advanced analytics to identify high-potential opportunities and optimize portfolio performance. Investor-Centric Approach: Transparent reporting, regular updates, and a secure investor portal to track investments in real-time. Emphasis on successful business creation within opportunity zones. We specially focus on business that can benefit from moving into Opportunity zones and offer guidance for compliance and regulatory metrics to help navigate their transition into being a QOZB. |
Organization Details | |
Fund Contact | |
Name | Zaid Sri Anta |
Phone | 801-917-7777 |
zaid@capitalhive.io |