Find Homeowner Assistance Fund Programs by State: Read More

Four Points Funding | Shawn Bertini, Stephanie Copeland & Chris Montgomery

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 February 27, 2024:

248 Total Funds ā–  $50.19 Billion Total Anticipated Investment ā–  56% of Funds Target Investment in Affordable Housing and Community Development

Opportunity Zone Case Studies

Fund NameFour Points Funding
Fund Manager or Organizer(s)Shawn Bertini, Stephanie Copeland & Chris Montgomery
Fund Size$50,000,000
Investment Focus
Commercial Real Estate, Mixed-use Development, Multifamily Residential, Small Business Development, Workforce Housing
Geographic Focus
Colorado
Additional Fund Details

Four Points Funding is a place-based investment firm focused on Opportunity Zones in Colorado's emerging communities. Their Opportunity Zone Funds primarily invest in multifamily housing and outdoor hospitality, targeting above-market returns alongside community benefits. Most investors and developers continue to focus on the urban centers in Colorado. While there are plenty of people moving to Colorado's metro-areas, Colorado's "gateway" towns - comparatively smaller towns adjacent to public lands and recreation - have even larger population growth driven by desirable amenities, affordability, and an increasing ability to work remotely. These gateway towns are Four Point Funding's focus.

Organization Details

Four Points Funding has successfully raised and deployed two Opportunity Zone Funds. Recognized by Forbes, Fortune, and Senator Tim Scott as a reputable OZ Fund, they are now raising their third OZ Fund.

Fund Contact....
NameMarco Vienna
Job TitleInvestments and Operations
Phone(650) 274-4665
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 ā€œas isā€ 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 NCSHAā€™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