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Verte OZ Fund
Verte OZ Fund was established to invest in Qualified Opportunity Zones, a designation created by the US Tax Cuts and Jobs Act of 2017.
Verte OZ Fund
Verte OZ Fund was established to invest in Qualified Opportunity Zones, a designation created by the US Tax Cuts and Jobs Act of 2017. The firm invests in real estate development, infrastructure, and operating businesses located within these zones, providing capital gains tax deferral and potential exclusion for investors. The fund's mandate is structured around the OZ program's requirement that gains be invested within 180 days and held for specific periods to realize tax benefits. The fund deploys capital across direct real estate projects, infrastructure investments, and operating businesses in low-income communities. It focuses on sectors such as housing, commercial real estate, renewable energy, and community services. Geographic targets span multiple US states with designated OZ tracts, though specific portfolio companies or deals are not publicly listed in available sources. The strategy typically involves co-investments, direct acquisitions, and fund structures compliant with IRS regulations. As of 2026, the fund's scale, team size, and additional offices remain undisclosed in public records. No recent operational events within the last 24 months have been identified. The fund operates within the broader Opportunity Zone ecosystem, which includes funds like Fundrise and EJF Capital's OZ vehicles. Verte OZ Fund's structural differentiator is its singular focus on Opportunity Zone investments, a niche tax-advantaged strategy that sits between traditional real estate and impact investing. Unlike conventional real estate funds, it is governed by strict compliance deadlines, census tract eligibility, and capital gains source rules. The firm's architecture is designed to maximize the investor's tax deferral and exclusion benefits while meeting the OZ program's job creation and community impact goals.
General information
Firm type
Opportunity Zone Fund
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
How does Verte OZ Fund qualify as an Opportunity Zone fund?
The fund invests capital raised from capital gains within 180 days into Qualified Opportunity Zone businesses or property, as defined by IRS regulations under Section 1400Z-2 of the Internal Revenue Code. Investments must meet requirements such as being located in a designated OZ census tract and, for real estate, undergoing substantial improvement of the property.
What investment structures does Verte OZ Fund use?
The fund uses structures compliant with OZ regulations, including direct property acquisition, investments in Qualified Opportunity Zone Businesses (QOZBs), and partnerships. Capital contributions from investors are typically held in a Qualified Opportunity Fund (QOF) that self-certifies with the IRS through Form 8996.
Which types of assets does Verte OZ Fund target?
The fund focuses on real estate development (including multifamily, commercial, and mixed-use), infrastructure projects (such as renewable energy and broadband), and operating businesses that meet the 70% tangible property or income tests. It avoids passive financial holdings and non-qualifying businesses per OZ rules.
What are the tax benefits for investors in Verte OZ Fund?
Investors can defer tax on capital gains invested in the fund until the earlier of the sale of the investment or December 31, 2026. If held for at least 10 years, the appreciation on the OZ investment becomes tax-free. Additionally, a 10% step-up in basis is provided after 5 years and 15% after 7 years for the original deferred gain.
Does Verte OZ Fund co-invest with other funds or direct investors?
As an OZ fund, it may form partnerships with other Qualified Opportunity Funds or direct investors to meet the capital needs of large projects. Co-investments are common in the OZ space due to the requirement that at least 90% of the fund's assets be invested in OZ property, which can be met through joint ventures.
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