EquiAlt | EquiAlt Opportunity Zone Fund
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EquiAlt Qualified Opportunity Zone Fund

EquiAlt Qualified Opportunity Zone Fund

OPPORTUNITY:

  • Forgiveness and/or Deferment of Tax Liabilities
  • Diversification Across All Real Estate Classes
    Residential, Commercial, Industrial, and Hospitality
  • Complete Return of Principal Upon Maturity
  • 15% share of fund profits after 10 year term
  • 10 Year Term To Realize Full Tax Benefit
    Possible Liquidity Events at years 5 and 7
  • Fixed 6% Annual Rate of Return
    Compounding Annually
  • Shelter From Capital Gains Tax
    Can be applied to sale of business, real estate, or investments
  • Investment in Tangible Assets
  • Eliminate Capital Gains Tax
    If investment is held for 10 year term

EquiAlt Qualified Opportunity Zone Fund – (EQOZF)

‘EquiAlt Qualified Opportunity Zone Fund’-(EQOZF) Is a Qualified Opportunity Fund (QOF) that was created in 2018 to spur economic growth in economically-distressed communities throughout the United States by providing tax benefits to investors. An Opportunity Zone is an economically-distressed community where new investments are eligible for preferential tax treatment. These ‘Zones’ are an economic tool that are designed to create economic development and job creation in these distressed communities.

1.) Investors can defer tax on any prior gains invested in a ‘QOF’ if sold or exchanged, within the specified holding periods or December 31, 2026. If the ‘QOF’ investment is held for longer than 5 years, there is a 10% exclusion of the deferred capital gains. If held for more than 7 years, the 10% becomes 15%. If the investment is held for the full 10 year term there is a 100% tax forgiveness on original investment and interest earned.
2.) If the investor holds the investment in the Opportunity Fund for at least ten years, the investor is eligible for an increase in basis of the ‘QOF’ investment equal to its fair market value on the date that the ‘QOF’ investment is sold or exchanged.

EquiAlt is raising $500 Million for our ‘Qualified Opportunity Fund’, EquiAlt can leverage our current experience in these markets, which are now considered ‘Qualified Opportunity Zones’ offering access to investors these tax benefits including potential deferment and/or forgiveness on any realized capital gains.

WHY CHOOSE EQUIALT

Over a decade of demonstrated experience
Proven Risk Management Strategies
Purchased and managed internally
Personally invested management
Currently established and active fund

EquiAlt Qualified Opportunity Zone Fund Initial Purchase:

Addresses:
4801 35th Circle, Tampa, FL
4803 35th Circle, Tampa, FL

Purchase Date: October 2018
Purchase Price: $35,954
Project: Townhomes – 5 units
Projected Build Cost: 400k
Projected Rent: $1200/ month per unit
Total Invested: $450k w/ soft costs
Proforma Yearly Rental Revenue: $144,000

Purchase Price

$36,000

Rent

$6,000/mo

Net Operating Income

$124,800

Cash On Cash

28.59%

EQUIALT PAST PERFORMANCE:

Since 2008, EquiAlt Management has been successful in finding value in the distressed real estate markets which are now considered largely as ‘Qualified Opportunity Zones’.

Since inception, EquiAlt has always paid investor principal and interest when due, has acquired over $345 million in assets, has liquidated over $450 million in distressed real estate, and has never leveraged any assets within its portfolios with mortgage debt or deeds of trust. Currently, EquiAlt owns and manages over 550 thousand square feet in residential real estate and has completed over 3,000 transactions.

We believe that it matters, not only what strategy the investment manager subscribes to, but perhaps more importantly, the corporate values and individual character of the team members that manage your capital. Our core values are central to who we are individually and as a team. We are passionate about these ideas and they are the foundation that we build upon in managing this fund.

$795M

in Real Estate Transactions

Successful Track Record During The Downturn

Average Total ROI of 28.9% Since 2011

Alignment of Interest With Investors

Proven Risk Management Strategies

Diverse Stabilized Income Streams

Mitigation of Third Party Risk

EQUIALT EXPERIENCE IN QOZ AREAS:

Financial Analysis
Cash on Cash Return
$10.81%
Internal Rate of Return (IRR)
$11.05%
Return on Equity (ROE)
$10.81%
Capitalization Rate
$15.19%
Gross Rent Multiplier (GRM)
$4.24
Debt-coverage Ratio (DCR)
$0.00
Operating Expense Ration (OER)
$33.98%
Financial Analysis
Cash on Cash Return
$17.40%
Internal Rate of Return (IRR)
$25.09%
Return on Equity (ROE)
$17.40%
Capitalization Rate
$60.90%
Gross Rent Multiplier (GRM)
$1.17
Debt-coverage Ratio (DCR)
$0.00
Operating Expense Ration (OER)
$27.50%
Financial Analysis
Cash on Cash Return
$14.02%
Internal Rate of Return (IRR)
$18.88%
Return on Equity (ROE)
$14.02%
Capitalization Rate
$150.21%
Gross Rent Multiplier (GRM)
$0.48
Debt-coverage Ratio (DCR)
$0.00
Operating Expense Ration (OER)
$26.10%