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Cadre Opportunity Zones

Dramatically reduce taxes on your capital gains by investing in a new class of real estate opportunities.

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Investor's questions

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What are Opportunity Zones?

A program created by the Tax Cuts and Jobs Act of 2017 to incentivize investment in underserved communities. The program provides material tax benefits for investments made into designated Opportunity Zones.

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How do I know if I qualify to invest?

You can invest using long or short term capital gains from any source including the sale of stocks, bonds, or property. These gains must be re-invested within 6 months of realization.1

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What are the benefits of investing?

You can defer, reduce and even eliminate your capital gains taxes. The result is an ability to potentially double your after-tax profits compared to a typical portfolio.

After-Tax Returns Calculator

Assumes an 8% annual rate of return over a 10-year hold

Traditional Portfolio
Cadre Opportunity Zones
Assumes long-term capital gains tax of 23.8% and short-term capital gains tax of 40.8% (includes highest federal gains rates of 20% and 37% respectively, with a 3.8% net investment income tax that applies to taxpayers in certain circumstances). If you sell an asset you have held for one year or less, any profit you make is considered a short-term capital gain and is taxed at ordinary income rates. Assumes no state income tax for both the standard portfolio and the Opportunity Fund Investment. See More Details

How does It Work?

Introduced by the Tax Cut and Jobs Act of 2017, “Opportunity Zones” (“O-Zones”) are census tracts designated by federal and state governments based on their lower income demographics. The Program was created to incentivize investment within these communities by providing material tax benefits to U.S. investors who re-invest any form of capital gains into Opportunity Funds. To qualify, investments must target “substantial improvement”, which generally means development or extensive repositioning of a property.

Defer

taxes on the original capital gain until the end of 2026.

Reduce

the amount of deferred taxes owed by up to 15%.

Eliminate

tax on capital gains from the investment if held for 10 years.

Why choose Cadre Opportunity Zones?

The economic disparity between O-Zones and other areas highlights the need for thoughtful market selection. We’ve ranked the long-term growth potential of each O-Zone by combining data-driven spotlighting tools with on-the-ground developer relationships and market evaluations.
8,700
Total Number of Opportunity Zones
11%
Share of the U.S. Population
-41%
Lower Incomes vs. Non-Opportunity Zones
-38%
Lower Homeownership Rate vs. Non-Opportunity Zones
opportunity zones map
Seattle
Portland
San Francisco
Los Angeles
Inland Empire
Phoenix
Houston
Atlanta
Philadelphia
Miami
The economic disparity between Opportunity Zones and other areas highlights the need for thoughtful market selection. We’ve ranked the long-term growth potential of each Opportunity Zone by combining data-driven spotlighting tools with on-the-ground developer relationships and market evaluations.
4.1%
2.1%
4.5%
5-Year Population Growth
8.4%
4.8%
9.5%
10-Year Population Growth
10.4%
10.8%
13.2%
5-Year Overall Household Income Growth
11.0%
10.0%
12.7%
5-Year Earning Age Cohort Household Income Growth
5-Year Population Growth
10-Year Population Growth
5-Year Overall Household Income Growth
5-Year Earning Age Cohort Household Income Growth
Non Opportunity Zones
Other Opportunity Zones
Cadre Opportunity Zones
Sources: U.S. Census, STI Popstats

The Cadre Advantage: A Differentiated Approach

We are uniquely positioned to offer a differentiated Opportunity Zone Program because the optimal O-Zone investment strategy and deal structure align with our existing investment approach.

Efficient Diversification

Access a series of O-Zone opportunities with data-driven diversification across select markets and alongside experienced operating partners. We seek to avoid the risks associated with single asset, market, or developer strategies.

Experienced Investment Team

While the Program's tax benefits are highly attractive, investments must be grounded in the merits of the real estate. The Cadre team brings over $50 billion of collective transaction experience at top tier investment firms, including ~$10bn of development experience across the U.S. We co-invest in each opportunity alongside our investors and actively manage all of our assets.

High-Quality Operator and Developer Network

We have developed a pipeline of actionable opportunities within our target O-Zone markets, driven by our network of over 300 local operating partners. These relationships provide us with a unique sourcing advantage across O-Zones, as well as local market development and repositioning expertise.

Disciplined, Single-Asset Fund Structure

Since inception, we’ve focused exclusively on structuring single-asset funds, which we believe is the optimal structure for gaining exposure to Opportunity Zones. This structure has also encouraged discipline without a broad, multi-asset fund mandate. We have reviewed over 300 Opportunity Zone transactions to date and committed to a select few.

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