opportunity-zone

Investors Choice OZ Fund

America's Investor-Directed Qualified Opportunity Zone Fund

A Better Way to Invest in Opportunity Zones

Multiple
Project

National
Demographics

Recession Resilient
Asset Classes

Your Choose
Your Investment
Projects

Empowering Investors: A Customized Approach to Opportunity Zone Investments

Your Investment Projects Are Yours to Choose

Find The Right QOZs

Key Offering Details

OFFERING SIZE

$50,000,000

Preferred Annualized Returns1 (per project) 10-12%

MINIMUM INVESTMENT

Return Distribution Chart2

Investor Sponsor Criteria
100% 0% Until Preferred Returns are Met
80% 20% From Preferred Returns and Greater
No Claw-back Provision

Current Fund Projects Map

Available Fund Investment Projects

KindCare                     Bristol, CT
  • Senior Living
  • 117 units
  • Preferred Annualized Return 11%1

Elevation 1659          Milwaukee, WI

  • Multifamily
  • 117 units
  • Preferred Annualized Return 12%1

Market Square                Tacoma, WA

  • Multifamily
  • 176 units
  • Preferred Annualized Return 10%1

Peyton Lofts          Spokane, WA

Fund Equity

$20,300,000

Asset Class

Multifamily

Residential Units

176

Estimated Completion Date

June 2024

Preferred Annualized Return*

Return* 10%

  • Multifamily
  • 96 units
  • Preferred Annualized Return 10%1

Elevation 1659 Milwaukee, WI

• 76 Market Rate Units – Multi-Family

• Developer: Ogden & Co1

• 1 Mile from downtown Milwaukee

• $6.5M in Project Equity

  • $18.6M Loan Proceeds
  • $25.1M in Project Costs

• 12% Preferred Annualized Returns

Market Square Apartments Tacoma, WA

• 176 Market Rate Units – Multi-Family

• Developer: PLUS Capital Partners 1

• In the heart downtown Tacoma!

  •  Fastest growing income tract in Pierce Co.2

• $22.5M in Project Equity

  • $25.0M Loan Proceeds
  • $47.5M in Project Costs

• 10% Preferred Annualized Returns3

Peyton Lofts Spokane, WA

• 93 Market Rent Units – Multi-Family

• 16,500SF – Retail – Fully Leased (10 Years)

• Developer: 4Degrees<sup1

• Downtown Spokane

• Adjacent to Multi Transit Terminal

• Popular Dining and Business Section

• $11.5M in Total Project Equity

  • $21.4M Loan Proceeds
  • $32.9M in Project Costs

• 10% Preferred Annualized Returns2

YOU CHOOSE! – One Fund, Multiple Project Choices (Hypothetical Portfolios)

Curent Projects Investor A % Investor B % Investor C % Investor D %
Milwaukee, WI - Elevation 1659
$500,000
50
$100,000
25
$1,250,000
50
Bristol, CT – KindCare
$250,000
25
$100,000
25
$500,000
20
Content

Comparing OZ Funds

Industry Leading Partners

Investors Choice manages OZ Fund, LLC. It is the first-of-its-kind opportunity zone fund that gives investors the option of investing in a variety of project-specific OZ developments. In spite of the fact that ICOZ is a multi-asset fund, its dynamics are similar to single-asset funds since investors can select from either one or many project-specific OZ developments to invest in. A stand-alone OZ project is part of the multi-fund platform of the ICOZ fund.