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Strategic Opportunity Zone Fund | The Strategic Investment Management

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 NameStrategic Opportunity Zone Fund
Fund Manager or Organizer(s)The Strategic Investment Management
Fund Size$500,000,000
Fund-Related WebsiteTheStrategicGroup.com
Investment Focus
Commercial Real Estate, Mixed-use Development
Geographic Focus
Nationwide
Additional Fund Details

The Fund focuses on commercial and residential real estate and mixed-use development throughout the country, with an emphasis on cities with strong macro-economic trends. The Fund is well diversified across multiple investment types, and is leveraging longstanding relationships with best-in-class developers including: Urban Creek Partners, GBT, Tribridge Residential, Patterson, and Draper & Kramer to name a few.

Organization Details

The Strategic Group is a boutique private equity firm that focuses on helping clients through tax mitigation and investment strategies. The Firm is regarded as an industry leader in private equity and tax strategies, with in-house expertise, and has served as the developer and trusted advisor on billions of dollars of real estate projects over the past 15 years. Their tax and legal expertise makes them uniquely qualified to manage an Opportunity Zone Fund.

Fund Contact....
NameMike Fields
Job TitleCOO
Phone(404) 963-6657
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