Nest Opportunity Fund, LLC

Defer, Reduce & Eliminate Your Capital Gains

Real estate developer in Dublin, OH (show on map)

5.0

★★★★★

3 reviews

A positive impact investment fund that defers and reduces capital gains taxes while rebuilding American communities in opportunity zones.

Call (614) 469-4685

Navigate to Visit website

About

The Nest Opportunity Fund® is a positive impact investment fund that allows you to defer and reduce capital gains taxes while helping to rebuild American communities in opportunity zones that have great potential but lack smart, strategic investments. The fund focuses on residential real estate in single-family and smaller multi-family properties located in Midwest cities with favorable demographics.

Investments are designed to achieve a project-level projected target annual return of 15% and generate cash flow with prudent leverage. The fund also includes a pilot program to help renters transition to homeownership, contributing to community strengthening.

Focus on single-family and smaller multi-family residential properties

Pilot homeownership assistance program

Target annual return of 15% with prudent leverage

Qualified Opportunity Zone fund in Ohio and Kentucky

Services

Opportunity Zone Investment

Invest in residential real estate in single-family and smaller multi-family properties located in Midwest cities with favorable demographics to defer and reduce capital gains taxes while rebuilding communities.

Defers original capital gains tax Potential tax-free growth if held for 10 years Supports community revitalization Target annual return of 15% Pilot homeownership assistance program

Credentials & Certifications

CFA

CFP

AIF

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What are a Qualified Opportunity Zone (QOZ) and Qualified Opportunity Fund (QOF)? +

A QOZ is an economically distressed community where new investments by a QOF may be eligible for preferential tax treatment. A QOF is an investment vehicle certified to invest in QOZ property.

What is the biggest advantage of the Opportunity Zone program? +

The biggest advantage is the potential for tax-free growth if the investment is held for at least 10 years, allowing for long-term wealth building while supporting community revitalization.

What type of projects do you invest in? +

The fund invests in residential real estate, specifically single-family and smaller multi-family properties, focusing on Midwest cities with favorable demographics.

What are the fees associated with your fund? +

The fund charges a 1.5% annual asset management fee, a 4% preferred distribution annually, and an 85/15 profit split after the preferred distribution. Additional guarantee fees apply for personally guaranteed debt.

Is it too late to invest? +

Investors have until December 31, 2026, to reinvest capital gains into an Opportunity Zone Fund to qualify for tax deferral benefits.