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Fund Name SkyBridge
Fund Manager or Organizer(s) SkyBridge Capital II, LLC
Fund Size $3,000,000,000
Fund-Related Website
Investment Focus
Commercial Real Estate, Hospitality Development, Mixed-use Development
Geographic Focus
Additional Fund Details

SkyBridge Opportunity Zone Real Estate Investment Trust, Inc. (“SOZ REIT”) is a private, non-exchange traded real estate investment trust (“REIT”) with a mandate to invest in residential, commercial and industrial real estate (new development and redevelopment) in US Treasury-designated Opportunity Zones.

The REIT’s management team intends to pursue an investment strategy focused on building a diversified real estate portfolio – by geography, property type and developer – in Opportunity Zones. To comply with the Opportunity Zone program requirements, the REIT will focus on the development of new projects and substantial redevelopment of existing ones. The REIT seeks to provide diversification for investors and thus, when fully invested, maximum exposure to any single project is not expected to exceed 10% of NAV at cost.

The REIT’s management team seeks to pursue a thematic approach to identifying attractive property types based on secular trends, including multi-family and logistics-related industrial. Targeted Opportunity Zones will be selected after analyzing various idiosyncratic factors, including population and economic growth, which tend to correlate positively with real estate price appreciation. The REIT’s management team will partner with local developers. Potential projects are presently being sourced and evaluated and a pipeline of actionable deals has been developed by the REIT’s management team.

Organization Details SkyBridge Capital II, LLC (“SkyBridge”) is an SEC-registered investment adviser and global alternative investment manager with approximately $9.6 billion in assets under management or advisement (as of September 30, 2018).3 The firm was founded by Anthony Scaramucci in 2005. SkyBridge provides investment solutions that address a wide range of market participants from individual investors to large institutions. In addition to the SkyBridge Opportunity Zone REIT, investment solutions include multi-strategy commingled fund-of-hedge-funds products, customized separate account hedge fund portfolios, hedge fund advisory services and a long-only equity mutual fund. SkyBridge also produces a large annual conference in the United States known as the SkyBridge Alternatives Conference (“SALT”).
Fund Contact
Name Jason Zins
Job Title Vice President
Phone (212) 485-1908

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