Find Homeowner Assistance Fund Programs by State: Read More

Strategic Rivermont OZ Fund | The Strategic Group & Rivermont Capital

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 Rivermont OZ Fund
Fund Manager or Organizer(s)The Strategic Group & Rivermont Capital
Fund Size$250,000,000
Fund-Related WebsiteTheStrategicGroup.com
Investment Focus
Commercial Real Estate, Community Revitalization, Economic Development, Hospitality Development, Mixed-use Development, Multifamily Residential, Renewable Energy Investment, Student Housing
Geographic Focus
Alabama, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia
Additional Fund Details

PHILOSOPHY
ā€¢ Invest across 8-10 public-private partnerships diversified by geography across the eastern United States and asset type
ā€¢ Focus towards capital preservation and appropriate risk-adjusted returns

FOCUS: DOWNTOWN DISTRICTS
ā€¢ Focus on maximizing risk-adjusted returns by investing in city centers that are strategically located in or near large regional markets
ā€¢ City centers of secondary and tertiary markets are typically overlooked by institutional investors, often resulting in lower costs to entry and greater upside potential

COMPETITIVE ADVANTAGE: PUBLIC-PRIVATE PARTNERSHIPS
ā€¢ Invest alongside municipalities in development projects that can ensure project completion and help drive additional returns for investors

ASSET TYPES: KEYSTONE PROPERTIES
ā€¢ The Fund will focus on keystone properties within the targeted markets that have the potential to increase the redevelopment and return potential of surrounding properties

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