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OPPORTUNITY ZONE FUND OVERVIEW
Tax-Advantaged Real Estate Growth
The 33 Holdings Opportunity Zone Fund is designed for investors seeking to reinvest eligible capital gains into qualified Opportunity Zone projects with the potential for long-term tax-advantaged growth.
The fund focuses on real estate development opportunities located in designated Opportunity Zones, with an emphasis on institutional execution, investor alignment, and long-duration appreciation.
Opportunity Zone Primer
Opportunity Zones were created to encourage long-term private investment in designated communities. For eligible investors, Qualified Opportunity Zone structures may provide potential tax benefits, including capital gains deferral and potential exclusion of appreciation after meeting required holding periods.
Fund Strategy
The Opportunity Zone Fund targets:
- Qualified Opportunity Zone properties
- Development projects in growth markets
- Multifamily and mixed-use assets
- Commercial and flexible office concepts
- Long-term real estate appreciation opportunities
Investment Thesis
33 Holdings believes Opportunity Zones offer a compelling intersection of tax efficiency, real estate development, and long-term capital appreciation.
The strategy is focused on identifying qualified projects in markets where economic growth, infrastructure investment, housing demand, and business migration can support meaningful asset value creation over time.
Fund Structure Highlights
- Real asset secured income strategy
- Reg D private offering structure
- Quarterly distribution potential
- Base SPV structure
- Asset-level collateral and insurance considerations
- Investor access through gated offering materials
Opportunity Zone Tax Timeline
Year 0
Investor realizes an eligible capital gain and reinvests into a Qualified Opportunity Fund.
2026
Deferred capital gains may become taxable under current Opportunity Zone rules, subject to applicable law and investor-specific circumstances.
Year 10+
Eligible appreciation on the Opportunity Zone investment may qualify for tax exclusion if required holding periods and program rules are satisfied.
Investor Profile
The Opportunity Zone Fund may be appropriate for:
- High-net-worth investors
- Family offices
- Investors with near-term capital gains events
- Business owners with liquidity events
- NRI and diaspora investors seeking U.S. real asset exposure
- Long-term, tax-sensitive investors
Current Opportunities
Diversified investment vehicles tailored to institutional investor requirements
Fund V - Core Plus Strategy
12-14% Net IRR
Target Return
Stabilized, income-generating assets in primary markets with modest value-add opportunities
Opportunistic Fund IV
20%+ Net IRR
Target Return
Complex value-creation opportunities including ground-up development and major repositioning
Separate Account - Value-Add
16-19% Net IRR
Target Return
Customized portfolios focused on value-add opportunities aligned with investor objectives
Fund Size
Custom
Fund Size
$50M
Fund Size
Flexible
EQUITY FUNDS OVERVIEW
Residential & Industrial Real Asset Growth
The 33 Holdings Equity Funds platform is focused on real estate strategies supported by long-term supply-demand imbalances in housing, rental communities, and industrial infrastructure.
The strategy targets assets where disciplined development, market selection, and operator-led execution can create meaningful equity value over time.
Where We Invest
Strategic exposure across residential, commercial, and land investments.
Riverstone Residences
— Austin, TX
Strategic acquisition and repositioning
of a multi-family community in a
high-growth market, focused on long-term rental demand and asset quality.
Harbor Point Office Park
— Tampa, FL
Active asset management and tenant optimization within a strategically located office complex, supporting stable occupancy and income.
Riverstone Residences
— Austin, TX
Strategic acquisition and repositioning
of a multi-family community in a
high-growth market, focused on long-term rental demand and asset quality.
