Who might benefit from investing in a QOZ fund?

An investment in the Fund might be beneficial to an investor who wishes to defer the tax liability on qualifying capital gains and who has a long-term investment horizon that will allow them to take advantage of the tax-free appreciation after a 10-year holding period.

Furthermore, an investment in the fund may be beneficial to an investor seeking to diversify an investment portfolio with a commercial real estate investment vehicle focused primarily on multifamily real estate and select real estate-related assets, seeking to receive long-term appreciation, seeking to preserve capital, and who is able to hold an investment for a period of time consistent with our redemption program and liquidity strategy. Potential investors who require immediate liquidity or guaranteed income, or who seek a short-term investment, are cautioned that an investment in the fund will not meet those needs.