Caliber Tax Advantaged
Opportunity Zone Fund II, LLC

Financial Professionals and Institutions

MULTI-FAMILY | COMMERCIAL | INDUSTRIAL

Potential CLIENT Benefits

Eliminating the Capital Gains Tax

If your clients hold the Opportunity Zone Fund investment for at least 10 years, any capital gain appreciation earned from the Opportunity Zone Fund investment is not taxed upon disposition. This is the most significant tax benefit provided by Opportunity Zones. 

Deferring Taxes 
Your clients defer taxes from the original sale through December 31, 2026, or when the investment in the Opportunity Zone Fund is sold, whichever comes earlier.
Unlocking Compounding Potential 
The capital gains held in this fund can potentially generate earnings, which can then be reinvested or remain invested in an Opportunity Zone Fund with the goal of creating its own earnings. This idea is to generate earnings from previously earned capital gains.
Impacting Communities 

The funds raised support the building and revitalization of underserved communities throughout the country, thanks to the Tax Cuts and Jobs Act of 2017. This fund injects capital into these areas using commercial real estate projects, potentially bringing in new businesses, jobs, and people to stimulate socio and economic growth of the area.

Caliber’s Tax Advantaged Opportunity Zone Fund II is specifically designed to give your clients the power to invest in attractive commercial real estate projects located within Qualified Opportunity Zones.

$250M 

MAXIMUM OFFERING

$100K 

MINIMUM INVESTMENT

CURRENT FUND ASSETS

AS OF DECEMBER 2023

Riverwalk overview of area from above

Riverwalk Development

SCOTTSDALE | ARIZONA

second avenue commons

Second Avenue Commons

MESA | ARIZONA

Downtown Mesa Caliber Building

Mesa Portfolio

MESA | ARIZONA

Zennihomes Rendering

29 W. Main ZenniHome*

*Conceptual Rendering

MESA | ARIZONA

Lorca Apartments

LORCA*

*Conceptual Rendering

BRYAN-COLLEGE STATION | TEXAS

POTENTIAL FUND ASSETS**

AS OF DECEMBER 2023

pure pickleball

Riverwalk PURE Pickleball*

*Conceptual Rendering

SCOTTSDALE | ARIZONA

*The following assets listed are identified as potential projects to live in the fund. These can be subjected to change due to numerous internal and external business variables that can potentially impact strategy, decision-making and other processes.

HOW IT WORKS

Eliminate

Reduction of all (or a portion) of the taxable gain if held for at least 10 years in a Qualified Opportunity Zone investment. 

Delay

Deferral of capital gains where proceeds are timely invested in an opportunity zone fund until the date on which the investment is sold, or Dec. 21, 2026—whichever is sooner.

Impact

Funds support the building and revitalization of underserved communities throughout the country, thanks to the Tax Cuts and Jobs Act of 2017.

The fund objective is to provide your clients with diversified exposure to real estate and the potential for significant tax benefits through the opportunity zone program.**

Caliber’s documented history of investing in mixed, discretionary private real estate funds has led the company to be recognized as a thought and market leader in opportunity zone investments as an early entrant in the space in 2018.

This fund injects capital into Qualified Opportunity Zones (QOZs) areas through commercial real estate projects, potentially bringing in new businesses, jobs and people to stimulate socio and economic growth. 

If your clients rank environmental, social and governmental (ESG) impact as an important factor for investing, you should refer them to Caliber’s Opportunity Zone Impact Report to see real-life results. Its impact is updated quarterly. 

ABOUT THE OPPORTUNITY ZONE PROGRAM

OPPORTUNITY ZONE CALCULATOR

A typical scenario is shown below. Input your own values to recalculate potential outcomes.

Benefit 1:
Opportunity Zone Capital Gains Tax Deferred through 12/31/26
Benefit 2:
No Capital Gains Tax on Appreciation of Opportunity Zone Property if Held At Least Ten Years
Description / Disclaimer

Upfront Load Fees:
A sales fee or commission that an investor pays upfront at the time of the initial investment. This one-time charge eliminates the need to pay ongoing fees or commissions to a selling agent on that investment as time matures.

Disclaimer:
This calculator is not a promise of future performance but a tool to illustrate the general tax advantages of investing in an opportunity zone versus a traditional investment. Investors are permitted to use their discretion regarding inputs to the calculator, but Caliber does not guarantee results from the calculator. Please consult with your tax attorney or accountant to determine whether the same tax advantages would apply to you and whether the assumptions herein are realistic for a particular offering. The tool makes several assumptions that may not be realistic for a particular offering; namely, that the relevant tax laws will not change over the life of the investment; that the investor is investing capital gains; that simple interest, not compound interest, is sufficient for illustrative purposes; that capital will not be used to pay distributions, thereby reducing working capital; that distributions will be paid at the targeted rate throughout the life of the investment; that the purchaser will hold the investment for at least ten years; and that the subject properties will appreciate in value at the same rate annually for the life of the investment. Finally, potential investors are advised that the taxes on the capital gains that constitute the original investment are deferred until December 31, 2026. Thus, taxes on the amount of capital gains invested will then become recognized and taxes will become due on or before April 15, 2027. Investments in private placements can lose entire value, are illiquid and are speculative.

Opportunity Zone Capital Gains Tax Deferred through 12/31/26
Invested Capital Gain (Investment Must be Capital Gains for an Opportunity Zone Investment)

Opportunity Zone Investment:

Traditional Investment:

Federal & State Capital Gains Tax Paid Upfront in Traditional Investment

Opportunity Zone Investment:

N/A

Traditional Investment:

Gross Investment in Offering

Opportunity Zone Investment:

Traditional Investment:

Reduce by Upfront Load (Fees)

Opportunity Zone Investment:

Traditional Investment:

Net Investment in Offering

Opportunity Zone Investment:

Traditional Investment:

Estimated Available Annual Rate of Return for Net Investment

Opportunity Zone Investment:

Traditional Investment:

Appreciation Until 12/31/2026

Opportunity Zone Investment:

Traditional Investment:

Appreciated Value as of 12/31/2026

Opportunity Zone Investment:

Traditional Investment:

Federal & State Capital Gains Tax Recognized at 12/31/2026 (On Original Opportunity Zone Investment)

Opportunity Zone Investment:

Traditional Investment:

N/A
Net Value After Paying Taxes by 4/15/2027

Opportunity Zone Investment:

Traditional Investment:

Difference in Value as of 4/15/2027 Over Traditional Investment

Opportunity Zone Investment:

Traditional Investment:

N/A
No Capital Gains Tax on Appreciation of Opportunity Zone Property if Held At Least Ten Years
Appreciated Value as of 4/15/2027

Opportunity Zone Investment:

Traditional Investment:

Additional Appreciation Until 10 Year Hold is Met (Using 8% Annual Rate of Return)

Opportunity Zone Investment:

Traditional Investment:

Appreciated Value after Ten Year Hold

Opportunity Zone Investment:

Traditional Investment:

Assumed Federal & State Capital Gain Tax Rate on Appreciation over Ten Years

Opportunity Zone Investment:

N/A

Traditional Investment:

Total Capital Gains Tax on 10 Years of Appreciation

Opportunity Zone Investment:

N/A

Traditional Investment:

Total Estimated Value After 10 Years (Net of Taxes)

Opportunity Zone Investment:

Traditional Investment:

Net Amount Earned Over 10 Years

Opportunity Zone Investment:

Traditional Investment:

Additional Cash Available Over Traditional Investment

Opportunity Zone Investment:

Traditional Investment:

N/A

CALIBER TAX ADVANTAGED OPPORTUNITY ZONE FUND, LP COMMUNITY IMPACT

The following information is only relevant to the Caliber Tax Advantaged Opportunity Zone Fund, LP. The Caliber Tax Advantaged Opportunity Zone Fund II, LLC is a new fund with its own objectives and asset holdings. This fund is building off the momentum created by the Caliber Tax Advantaged Opportunity Zone Fund, LP. The Caliber Tax Advantaged Opportunity Zone Fund, LP is no longer accepting investments.

Mesa Meeting Caliber
Mesa Meeting (Caliber Owned Asset)

Transforming townships

Caliber’s revitalization efforts in downtown Mesa, Ariz., will recast eight historic Main Street buildings as modern retail, restaurants and offices—all within walking distance to light rail, a $100 million arts center and a new tech-focused campus for Arizona State University. Locals of this long-overlooked community are expected to enjoy a vivacious new city center, more business and career opportunities, and higher home values.

Creating jobs

In Tucson, Arizona, Caliber developed, constructed and is managing its Tucson Convention Center DoubleTree by Hilton QOZF asset. As of September 2021, it’s impact to date includes:

  • Created $2.8 million in business taxes
  • 374 direct and indirect jobs created
  • 262 induced jobs created
  • Created $32.5 million in labor income
DoubleTree Hotel Patio Tucson
Caliber Owned Asset
Phoenix Hospital
Caliber Owned Asset

Making a difference

An estimated 30 million people in the United States suffer from mental illnesses. Caliber’s new Behavioral Health Hospital in Phoenix, Ariz., is expected to provide vital services to patients at a time when diagnoses may rise due to the pandemic.

INVESTOR Considerations

Selected risk factors are stated below. Refer to the PPM for more detailed discussion of risk factors.

  • Investments in Caliber private placements can lose entire value, are illiquid and are speculative.
  • Illiquid investment, uncertain time horizon, complex structure; suitable only for sophisticated investors;
  • This investment does not comprise a comprehensive investment strategy;
  • Investment returns are not guaranteed; this is a speculative investment;
  • Unique risks related to real estate investment include interest rate risk, occupancy/extended vacancy issues, the ability to attract tenants, insurance risks, among others;
  • This offering is not contingent on a minimum capital raise and if the Fund cannot raise substantial capital, Fund investments may be less diversified and the Fund may not achieve its investment objectives;
  • Opportunity Zone provisions are technical and complicated; investors intending to qualify for opportunity zone incentive tax benefits must be mindful of meeting all requirements and are urged to consult their personal tax advisors regarding an investment in the Fund;
  • COVID-19 could have a material impact on the Fund’s investments and operations.

For a more complete discussion of risk factors, view the Caliber Tax Advantaged Opportunity Zone Fund II, LLC PPM and supplement.

120-SKY-122023

LEARN MORE

Brooke Nunes
VP Capital Markets - West
(916) 672-7542
brooke.nunes@caliberfunds.co

Jonathan Bui
VP Capital Markets - Central
(720) 934-6256
jonathan.bui@caliberfunds.co

maps of US with regions for east west and central

Jon Bui
VP Capital Markets
Central

Mathew Jameson
VP Capital Markets
East

Brooke Nunes
VP Capital Markets
West

Sean Hickham
Managing Director - Capital Markets
(407) 883-1083
sean.hickham@caliberfunds.co

Brenna Winters
Capital Markets Associate
brenna.winters@caIiberfunds.co

Rachel Lage
SR Capital Markets
rachel.lage@caIiberfunds.co

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Overview Sheet

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