RBG OZ FUND RESTORE. BUILD. GROW.

A Qualified Opportunity Zone Fund

Welcome to your RBG OZ Opportunities…

The mission of RBG is to restore, build, and grow local communities by investing in low and middle-income regions to create and develop Opportunity Zone Real Estate and Businesses leveraging the significant tax benefits under The Tax Cuts and Jobs Act of 2017 passed by the US Congress. The selected portfolio companies will possess a strong investment thesis and meaningful social and environmental impact including sustainable workforce & affordable housing to enable economic growth and community redevelopment. The Fund’s business investments will focus on novel technologies within product solutions targeting large unmet consumer, commercial, and industrial market needs. By coupling a strong fundamental investment thesis, the significant federal and state tax benefits of the opportunity zone program, and other stackable federal and state tax programs, investors will now have the opportunity to maximize their investment returns.

Restore. Build. Grow. Opportunity Zone Fund was formed by Three BIPOC Women.

RBG’s vision is to strategically invest in businesses and real estate that will generate a positive economic trickle-down effect, increasing the demand and availability for local jobs and businesses, raising property values, and reducing crime. While providing workforce and affordable housing for low to moderate area median income (AMI) families, veterans, people with disabilities, neurodivergent population & senior citizen population, as well as aging out youths, and reentry population.

RBG will raise capital and invest in the following:

Real Estate Developments
Workforce & Affordable Housing
Transitional Housing for Reentry,
Minority and Women Farmers & Ranchers
Indoor Ag Farming
High Tech Manufacturing
Patented Innovative Technologies
Charter Schools.

RESTORE.

One of our initial projects will be Restoring the communities by providing careers through High Tech Manufacturing, Patented Innovative Technologies, as well as Indoor Agro Innovation Center, and kitchens.

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BUILD.

By Building back the neighborhoods and population for families to thrive, RBG will create state-of-the-art affordable housing developments, technologies, workforce opportunities, community gardens, education centers and so much more.

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GROW.

Without everyone, we can not Grow as a community. That’s why part of the funds road map will be focused on green and energy-efficient transitional housing and mixed-use development. Providing people with support services, job training, and more.

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Now Open To Investors!

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The Opportunity Zone Advantage

The Tax Cuts and Jobs Act of 2017 offers an extraordinary tax break to investors by allowing them the opportunity to defer certain capital gains by investing them in qualified Opportunity Zone investments. Opportunity Zones are specially created geographic districts that allow investors to receive substantial tax breaks for investing in these zones, including the potential for avoiding taxes on gains altogether.

The monies eligible for investment extend only to realized capital gains from the sale of any property to an unrelated person. These capital gains can come from any asset class and do not have to be placed through an intermediary. Investors are eligible for tax deferral on such gains up to the amount of such gains that are invested in a certified Qualified Opportunity Fund within 180 days of the sale date (See “Income Tax Considerations – Opportunity Zone Investment”).

During the life of the Fund, there are certain requirements of investments that the Fund must meet:

The Fund may only make equity investments – debt instruments do not represent qualified OZ business property.
The Fund must hold 90% of its assets in a qualified opportunity zone property.

Among other things, “qualified opportunity zone property” includes investment in “original use” property (e.g. new construction) or, if the property has been previously used, “substantial improvement” of such property. Property is considered to have been “substantially improved” only if, during any 30-month period beginning after the acquisition of such property, the tax basis of such property exceeds an amount equal to the adjusted basis of the property at the beginning of the 30-month period.

Qualified Opportunity Funds are required to hold 90% of their assets in “qualified opportunity zone property,” and that test is given to each fund 6 months after the tax year begins and at the end of each tax year. Since there is no indication as to how fast funds must deploy capital in order to meet this 90% limit, the Manager intends to invest funds as soon as reasonably possible, with the intention of having a project pipeline which facilitates the same; or to adhere to any timeline set forth required by applicable law, regulations, or other guidance as it pertains to the Manager’s responsibility for meeting the 90% requirement.

The Fund’s investment strategy is to invest as the lead investor in equity issuances of QOZBs across a wide range of industries. The expected result is the creation of a diversified Fund of investments in growth oriented QOZBs and real estate assets (primarily private, but also in select public real estate assets) encompassing a variety of industry segments within the multi-family, and commercial real estate industries.

The investments will be in QOZBs and mixed-use real estate assets that are currently profitable or on the cusp of profitability currently or will have a positive cash flow and demonstrate the likelihood of achieving sustainable and growing cash flows from which the Fund may derive a percentage in repayment of its principal investment, plus an attractive return. While the Fund intends to pursue the above-stated investment strategies, While the Fund intends to pursue the above-stated investment strategies, due to future potential regularities are not set in stone, and the Fund’s makeup could potentially be driven by the nature of investments allowed.

Phone:

(302) 276-8253

(848) 236-8650‬

Email:

[email protected]

This Fund is 3rd Party Administered By OZ Invested

DISCLAIMER:

Articles featured on this website are for informational purposes only. This is not an offer to sell nor a solicitation to buy RBG Opportunity Zone Fund, LLC. That can only be done by our current Confidential Private Placement Memorandum (“CPPM”). Securities offered by RBG Opportunity Zone Fund, LLC. For accredited Investors only. Limited liquidity. The shares being sold in this offering have not been approved or disapproved by the Securities and Exchange Commission or any state’s securities division. Nor has the Securities and Exchange Commission or any state securities department passed upon the accuracy or adequacy of the CPPM or the disclosures provided therein. Any representation to the contrary is a criminal offense. The information contained in this website is for general information purposes only. The information is provided by RBG Opportunity Zone Fund, LLC and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.