Cadre Opportunity Zones
Dramatically reduce taxes on your capital gains by investing in a new class of real estate opportunities.
Investor's questions
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.
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
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
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.
taxes on the original capital gain until the end of 2026.
the amount of deferred taxes owed by up to 15%.
tax on capital gains from the investment if held for 10 years.
Why choose Cadre Opportunity Zones?
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.
