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OPZ Berstein Opportunity Zone Fund

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 July 1, 2020:

215 Total Funds $47.2 Billion Total Anticipated Investment 63% of Funds Target Investment in Affordable Housing and Community Development

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Fund NameOPZ Berstein Opportunity Zone Fund
Fund Manager or Organizer(s)Craig Bernstein
Fund Size$500,000,000
Fund-Related Websitethebernsteincompanies.com
Investment Focus
Commercial Real Estate, Mixed-use Development, Multifamily Residential
Geographic Focus
Nationwide
Additional Fund Details

OPZ Bernstein is a real estate private equity fund focused exclusively on making Opportunity Zone fund Investments.

As one of the leading Opportunity Zone funds in the Nation, OPZ Bernstein utilizes an open architecture platform to fund best-in-class operating partners across the United States. OPZ Bernstein’s mission is to deliver investors with compelling risk adjusted returns, in a tax efficient manner, while positively impacting the communities we invest in.

Organization Details

OPZ Bernstein is a subsidiary of The Bernstein Companies, a Washington, DC based real estate investment management firm. Founded in 1933, The Bernstein Companies have owned, managed and developed over 4M square feet of commercial space, 4,000 apartments and 20 hotels. The firm has also successfully completed nearly $2B worth of New Market Tax Credit transactions, across 38 States. Of these transactions, over 80 of the deals were located within currently designated Opportunity Zones.

Fund Contact....
NameCraig Bernstein
Job TitleManaging Partner
Phone(202) 448-0143
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