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Caliber Tax Advantaged Opportunity Zone Fund LP | Caliber Tax Advantaged Opportunity Zone Fund LP

The Opportunity Zone Fund Directory is a compilation of publicly-announced funds formed to attract investment in Opportunity Zones (OZs). NCSHA is tracking only multi-project OZ funds. To learn more about a fund included in this directory, click on the name.

Please review the terms of the use before using the directory. To request to add your fund to the directory, please complete this form.

Directory Stats as of October 13, 2020:

218 Total Funds $46.9 Billion Total Anticipated Investment 63% of Funds Target Investment in Affordable Housing and Community Development

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Fund NameCaliber Tax Advantaged Opportunity Zone Fund LP
Fund Manager or Organizer(s)Caliber – The Wealth Development Company
Fund Size$500,000,000
Fund-Related Websitecaliberco.com
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....
NameChris Loeffler
Job TitleCEO
Phone(480) 295-7600
EmailEmail hidden; Javascript is required.

The listings on this page are provided as a free service to potential community development funding recipients. The information contained on this page is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy securities. NCSHA does not provide investment advice, and these listings are not to be construed as a recommendation to engage in a transaction with a particular party.

The information above is based solely on information provided to NCSHA by the listed contact person for each company, and NCSHA is not responsible for any inaccurate or out-of-date information in these listings. Companies utilizing this free listing are solely responsible for obtaining necessary clearances from their compliance departments.

The information in this directory is provided “as is” without warranty of any kind. NCSHA does not accept responsibility or liability for the accuracy, content, completeness, or reliability of the information contained herein.

NCSHA will not be liable for any loss or damage that may arise as a result of the use of the information contained herein. This directory provides direct links to websites owned by other parties. The content of such sites is not within NCSHA’s control; NCSHA cannot take responsibility for the information or content thereon.

NCSHA will continue to update the directory as it becomes aware of new funds or changes to the information listed on ncsha.org.


Case Studies: Opportunity Zone Investment in Affordable Housing and Community Revitalization

Ox Fibre Apartments

Parramore Oaks

The Tappan