ASHEVILLE, N.C., Jan. 19, 2022 /PRNewswire-PRWeb/ -- Auspicious Opportunities OZ Fund launches seeking accredited investors for Commercial Real Estate and Startups. The Fund is raising a Series A Round of $25,000,000.
The Fund shall invest in both Commercial Real Estate and high-value QOZB startup businesses with proven leadership, producing attractive investment income through distributions to its Investors from Cash Inflows combined with tax-free return of capital plus interest.
Executive Summary
The fund is designed to incubate and accelerate an Opportunity Zone-focused Construction Development Company headquartered in the heart of Greenville, SC's central Opportunity Zone within a modern campus, thus ensuring performance for investors, successful nationwide OZ project fulfillment, and maximized societal benefit.
OUR MISSION
Auspicious Opportunities OZ Fund's mission is to wisely invest in Qualified Opportunity Zone Businesses (QOZBs) that will simultaneously create jobs, promote avenues for practical vocational training, and provide top tier construction development services for all QOZFs, positioned within properties that provide both great present and future value throughout project execution.
Operation: "Developing the Dream"
Investment Thesis
The Fund intends to balance risk by virtue of underpinning its investments with income-producing Real Estate assets (both pre-and-post substantial improvements) whilst simultaneously ensuring that funded QOZBs are materially underwritten by tangible assets, such as Heavy Equipment. In addition, the fund shall only work with highly experienced, top performers in their respective fields with strong past performance in regards to the leadership and operation of their companies.
-High Financial Returns
-Diversification of Risk Across Portfolio
-Establishes an Ecosystem of Supportive Services
-Predictable Portfolio Cash Flows
-Maximized Tax Efficiency
-Impact in the Immediate Zone(s) and Elsewhere
-Resilient Market Growth
-Balanced Distribution and Exit Strategy
-Capability to Execute
-Trustworthy, Seasoned Management
Investment Projects
1) ZEN Building Development
The Zen Building is a currently existing, income-producing real estate asset located in a Qualified Opportunity Zone within the limits of Greenville, SC. It will be acquired at a lower-than-market rate and immediately house a Qualified Opportunity Zone Business as its anchor tenant whose intended business purpose is to provide top-tier Commercial Construction Development services and technologies to the Opportunity Zone sector. The proposed substantial improvement involves full demolition of the existing structure and new construction of a fourteen-story, 306,000 square foot AAA office building complete with parking garage, orchestrated by the very QOZB incubated within from the inception of the project.
This will create hundreds of jobs whilst simultaneously stimulating real-world, practical vocational training across dozens of sectors, resulting in tremendous net societal and financial benefit for the OZ Ecosystem and our investors, respectively.
2) Divine Group
Divine Group is a top-tier, turn-key, full-stack Commercial Construction Development Agency led by experienced, proven, and sophisticated management that has a pipeline of several prescient and immediate deals to capitalize on as soon as is practicable. The business' focus is on providing services and solutions to the Opportunity Zone Ecosystem, comprising a vertical that encompasses all avenues necessary for successful execution of projects for Opportunity Zones across the country from inception to fruition (and beyond!), helping to bring OZ visions to life in ways that assure maximum benefit to both the private participants and the general public.
3) Startup Combinator
Incubating and potentiating economic and societal benefit via QOZBs that will have tenancy in the primary project's building post-improvement.
Fund Vision & Value
Create a Full-Service Construction Development Company within the bounds of an income producing asset located in a geographically strategic QOZ in order to bring future OZ projects to life. The fund is committed to investing in QOZBs that stand to offer reciprocal help and mutual benefit to the OZ ecosystem at-large, especially those with high ESG metrics in addition to standalone economic viability.
Fund Impact
These investments will create hundreds of jobs within the home QOZ whilst simultaneously offering real world, on the job vocational training that will then carry forward into other QOZs across the country, including Puerto Rico and Washington, DC. These endeavors plant a seed whose fruits will support natural and sustainable momentum to scale ecosystem-wide, thereby planting more seeds and bringing dreams to life along the way.
Why Auspicious…?
Our Fund is committed to delivering both excellent returns to investors and significant benefit to society, building a self-fulfilling and fully reciprocative vertical in a sector that has tremendous present and future potential for stable growth. Strategic insight combined with a balanced portfolio of Real Estate and Business Assets sets Auspicious Opportunities apart, in addition to an actively generated pipeline of new projects in the now and immediate future both in and outside Opportunity Zones.
-Balanced portfolio.
-Strong growth forecast with a currently prospected pipeline of projects.
-Dynamic, experienced, successful executive-level leadership.
Opportunity Zone Funds - OZ Advantage
Opportunity Zones are designed to spur economic development by providing tax benefits to investors. First, investors can defer tax on any prior Capital Gains deposited into a Qualified Opportunity Zone Fund (QOF) for up to FOUR YEARS. Then, after four years they will ONLY be required to pay taxes the original amount". Additionally, those deferred taxes will only be assessed at the CURRENT rate of 23.5% and therefore are likely to avoid far higher future capital gains tax rates. Finally, after a required ten-year minimum term, the initial amount deposited PLUS all of the accrued interest derived from QOF property (real estate and business stock) can then be withdrawn from the QOF entirely TAX FREE.
Investor Opportunity
Today 0% Tax Due - One million dollars invested today will appreciate tax free for four years.
10 Years Tax Free - If Opportunity Zone investment generates another 9 million in profit over the ten-year term the entire 10 million can then be withdrawn tax free.
Qualified Opportunity Zones
The Tax Cuts and Jobs Act of 2017 created Qualified Opportunity Zones ("QOZs") to provide potentially significant tax benefits to investors who re-invest capital gains into long-term investments into communities designated for economic development. There are over 8,500 QOZs across all US states, Washington DC and Puerto Rico. They offer investors the ability to positively impact communities struggling to attract capital to generate sustainable economic opportunity for their community.
Qualified Opportunity Zone Funds
A Qualified Opportunity Zone Fund ("QOF") is an investment vehicle which is organized as a corporation or partnership for the purpose of investing (at least 90% of its assets) in qualified opportunity zone assets or businesses.
A qualified opportunity zone asset/property can be (so long as acquired after December 31,2017):
-Stock in a domestic corporation that is a QOZ business
-Any capital or profits interest in a domestic Partnership that is a QOZ business
-Tangible asset used in the trade or business of a QOZ business, where the QOF substantially improves the asset
QOZF Benefits to the Taxpayer / Investor
Taxpayers may defer paying tax on capital gains, if such capital gains are invested in a QOF, within 180 days from the gain. The deferral period ends the earlier of when the taxpayer sells its interest in the QOF or 2026. Any taxpayer that holds its investment for a minimum of 10 years, can achieve no capital gain tax on the appreciation of its investment.
Fund Terms & Teams
Sage Alexander - Fund Manager
Both an intuitive, autodidactic polymath and ardently dedicated practitioner, Sage Alexander is committed to virtuously improving the health and wellbeing of organisms and organizations via ancient wisdom wed to modern science. Prescient skills and formal training in finance, accountancy, analysis, technology, and the law combined with classical education in economics and the applied metaphysical sciences afford unique and powerful perspectives to clients of all stripes and types.
Sage has overseen the growth of millions of dollars and dozens of employees while iterating, evolving, and implementing business efficiencies as a industry-fluid fractional CEO, CFO, and COO with a focus on sustainable, regenerative, and self-fulfilling systems that naturally and simultaneously support the enterprises' leadership both personally and professionally.
Alexandår Thomson - Fund Manager
Alexandår Thomson has spent the last 15+ years putting his degrees in Psychology and Business Administration to good use. Alexandår has focused on working with a multitude of businesses in various industries in order to learn the strategies needed to develop a truly "conscious" company. Since 2010 he has been applying the knowledge gained to help develop, implement, and train business owners on methods of efficiency, efficacy, and equality.
In 2014, Alexandår developed a system of community integration and networking through education and empowerment. It is the plan over the next few years to develop into a practical system of Global community integration and evolution, birthing several health product-based companies, which are still thriving. Now Alexandår has focused on developing a system for turn-key support of Opportunity Zone Funds, OZ business startups, and conscious companies looking to create a positive change in the world.
Status: Open to Investors
Type of Fund: LLC
Asset Classification: Multiple Assets
Active Potential Investments: 2
Fund Administration: OZInvested.com
Anticipated Returns: +20%
Series A Round: $25,000,000
Total Fund: $108,000,000
Minimum Subscription: $100,000
Contact:
Auspicious Opportunities LLC
Sage Alexander – Fund Manager
Alexandår Thomson – Fund Manager
Phone: (828) 275-7977
Email: [email protected]
For more information, please visit https://www.AuspiciousOpportunities.com
DISCLAIMER:
Articles featured on this page are for informational purposes only. This is not an offer to sell nor a solicitation to buy Auspicious Opportunities Fund, LLC. That can only be done by our current Confidential Private Placement Memorandum ("CPPM"). Securities offered by Auspicious Opportunities Fund, LLC. For accredited Investors only. Limited liquidity. The shares being sold in this offering have not been approved or disapproved by the Securities and Exchange Commission or any state's securities division. Nor has the Securities and Exchange Commission or any state securities department passed upon the accuracy or adequacy of the CPPM or the disclosures provided therein. Any representation to the contrary is a criminal offense. The information contained in this website is for general information purposes only. The information is provided by Auspicious Opportunities Fund, LLC and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
Media Contact
Mark Elliott Politi, Eazy Do It, Inc., 3102996690, [email protected]
SOURCE Auspicious Opportunities LLC
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