Deal Tracking Report - Two North, San Jose, CA - Opportunity Zone (edit, Deal Management)

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Company Type

-- Owner / Developer

-- REIT/Public Corporation

-- Professional Services Firm

-- Capital Source

-- -- Debt Groups

-- -- -- Permanent Financing

-- -- -- Bridge Financing

-- -- -- Construction Financing

-- -- -- Mezzannine Financing

-- -- Equity Groups

-- -- -- 1st Tier - $10M & Up

-- -- -- 2nd Tier - Mid Market ($2 - $10M)

-- Other

Location

-- United States

-- -- East Coast

-- -- West Coast

-- Europe / UK

-- Canada

-- Asia

-- Middle East

-- Other

Asset Classes

-- Office

-- Industrial

-- Retail

-- Multifamily

-- Hospitality / Resort

-- Land / Entitlement / Development

-- Senior Housing / Medical

-- Other
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#CoverageCompany / FirmComments/Status
Term Sheets Received
No result
Executed Confidentiality Agreement Received
No result
Detailed Discussions
No result
Initial Discussions
1-JMA Ventures (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
2-Pinnacle Partners (edit) (deal info)

8/27/20 - NDA Sent

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No result
Groups that have Passed
1-Belpointe REIT (edit) (deal info)

8/15/20 - Passed - decided to stay focused on Multi-Family

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No result
2-Canyon Partners Real Estate LLC (edit) (deal info)

8/12/20 - OZ Funds are focused on Multi-Family

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No result
3-Capital Gains Opportunity Fund (edit) (deal info)

8/13/20 - We do not invest in CA, because CA does not conform with the Federal OZ tax code and there is a state level capital gains tax of 13.5%. Absolutely stupid to invest in CA if you are not a resident of CA.

Print/Vcard/EmailContactAddress
No result
4-OPZ Bernstein Opportunity Zone (edit) (deal info)

8/7/20 - Email sent

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No result
5-PTM Partners Opportunity Zone (edit) (deal info)

8/10/20 - Issues with the way California has set up its OZ system

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No result
6-REICO Opportunity Fund (edit) (deal info)

8/26/20 - Only invest in GP Portion

Print/Vcard/EmailContactAddress
No result
7-The Opportunity Zone Fund of America (edit) (deal info)

8/13/20 - Not taking any new projects at this time

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No result
Uncategorized
1-ADTL Opportunity Fund (edit) (deal info)

8/13/20 - Sent email

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No result
2-Catalyst Opportunity Funds (edit) (deal info)

8/13/20 - Email sent

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No result
3-Certes Partners OZ Fund (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
4-Chesnut Opportunity Zone (edit) (deal info)

8/7/20 - Email sent

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No result
5-Commonfund Realty, Inc. (edit) (deal info)

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No result
6-Equity Multiple Opportunity Fund (edit) (deal info)

8/13/20 - Email sent

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No result
7-Fundrise (edit) (deal info)

8/7/20 - Email sent

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No result
8-Grubb Properties Qualified Opportunity Zone (edit) (deal info)

8/7/20 - Email sent

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No result
9-InvestUS Opportunity Zone (edit) (deal info)

8/7/20 - Email sent

Print/Vcard/EmailContactAddress
No result
10-Prospect Opportunity Zone Fund (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
11-RevOz Capital (edit) (deal info)

8/7/20 - Email sent

Print/Vcard/EmailContactAddress
No result
12-Saxum Opportunity Zone (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
13-Seminole Opportunity Fund (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
14-Skybridge Opportunity Zone (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
15-Sortis (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
16-Strategic Investment Partners (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
17-The Private Money Real Estate Opportunity Fund (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
18-Virtua Opportunity Fund (edit) (deal info)

8/13/20 - Email sent

Print/Vcard/EmailContactAddress
No result
Most Recent Comments - Two North, San Jose, CA - Opportunity Zone
DateCompanyComment
08/27/2020Pinnacle PartnersNDA Sent -- pwitham
08/26/2020REICO Opportunity Fund Only invest in GP Portion -- pwitham
08/15/2020Belpointe REITPassed - decided to stay focused on Multi-Family -- pwitham
08/13/2020Capital Gains Opportunity FundWe do not invest in CA, because CA does not conform with the Federal OZ tax code and there is a state level capital gains tax of 13.5%. Absolutely stupid to invest in CA if you are not a resident of CA. -- pwitham
08/13/2020The Opportunity Zone Fund of AmericaNot taking any new projects at this time -- pwitham
08/13/2020Virtua Opportunity Fund Email sent -- pwitham
08/13/2020The Private Money Real Estate Opportunity FundEmail sent -- pwitham
08/13/2020The Opportunity Zone Fund of AmericaEmail sent -- pwitham
08/13/2020Strategic Investment PartnersEmail sent -- pwitham
08/13/2020Sortis Email sent -- pwitham