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Home
Investor Benefits
Opportunity Zones
Investments
About Oz
Contact Us

Contact Us

Contact Us

Contact Us

Contact Us

Phone:(704) 755-5145
Email: atison@ozinvestmentfund.com

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Contact us today to learn how to benefit from this new tax incentive.

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©2018 OZ Investment Fund (704) 755-5145 Charlotte, NC Please read our PRIVACY POLICY
*Information is limited to the capabilities OZ Investment Fund, LLC offers as a Sponsor of Private Placement Offerings and is not a solicitation for any offerings which may be currently in process. Such solicitations may only be made to pre-qualified accredited investors via Confidential Private Placement Memorandum.

As a Qualified Opportunity Fund, “OZ Investment Fund, LLC” is a privately managed investment vehicle organized as a corporation or a partnership for the purpose of investing in qualified opportunity zone property (holding at least 90 percent of its assets in such property). Opportunity zones have qualified as opportunity zones as defined by each state’s low-income census tracts, and are certified by the U.S. Secretary of the Treasury. Low-income census tracts are defined in Internal Revenue Code Section 45D(e). Qualified opportunity zone properties include any qualified opportunity zone business stock, any qualified opportunity zone partnership interest, and any qualified opportunity zone business property. Only taxpayers who roll over capital gains of non-zone assets before December 31, 2026, will be able to take advantage of the special treatment under the provision.

NO SOLICITATION OF SECURITIES PUBLIC OR PRIVATE HAS BEEN MADE HERE OR WITHIN THE PAGES OF THIS WEBSITE. Offers to buy and sell securities can only be made from and by properly registered agents and brokers of a FINRA member firm or SEC registered investment advisor. Information found within the pages of this website may not be relied upon for any investment decision, specifically but not exclusively, related to any investment offering sponsored, developed or managed by OZ Investment Fund, LLC (“OZ”) or any affiliate, or partner thereof. Offerings sponsored, developed or managed by OZ will be made available in accordance with applicable securities laws and offered by Confidential Private Placement Memorandum or Prospectus, and only to individuals and entities that meet specific suitability and accreditation standards. OZ does not warrant the accuracy or completeness of the information contained herein.

Risk Disclosures: Direct participation alternative investment products involve a high degree of risk and illiquidity and are typically highly speculative. Prospective investors must read all offering documents in their entirety and be suitable and qualified to make purchases in such investments that may include; real estate investments, notes & debentures, hedge funds and private equity, covering a variety of industries and sectors. Speculative investment practices may increase the risk of investment loss and likely will not provide periodic pricing or valuation information. Consult with your financial representatives and tax consultants before considering investments in alternative investments as there may be significant taxable implications, portfolio risks or other risks not known at this time.