Opportunity Zone Investment Benefits

Habitas means living. Our ultimate goal is to enhance community living by bringing exciting mixed-use development to meet the needs of the communities we work with.

Habitas Opportunity Capital’s opportunity zone funds will feature institutional-grade transparency and oversight, with third party fund administration and no blind-pool investment risk.  The firm’s first Qualified Opportunity Zone Funds will be launched in Q2 2019 and feature multi-family real estate development projects located primarily in the New York Tri-state area.

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Habitas Opportunity Capital

 

Habitas Opportunity Capital is a partnership between TigerBridge Capital, a specialty finance company focused on structuring, raising and managing private funds on behalf of a global network of investors, and Forte Real Estate Development, an integrated real estate development, investment management and operations firm that invests in, repositions and develops medium and large size residential properties in the Tri-State area.

The firm structures and manages single asset Qualified Opportunity Zone Funds, with a focus on making investments in identified real estate development projects that will have a transformative impact on their communities. The firm’s principals have a wealth of institutionally focused investment management, capital markets and real estate experience.

 

Projects

FZ7A9095.jpgHabitas is a step ahead of blind pool opportunity zone funds, as it only invests in fully identified impactful real estate projects in New Jersey that have passed the Firm’s rigorous underwriting process. The firm has performed extensive due-diligence to identify, permit and secure multi-family projects in excess of 200-units in central New Jersey, and is ready to work with investors looking for a competitive advantage in the marketplace.

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Opportunity Zones

The Opportunity Zones program was enacted as part of the 2017 federal Tax Cuts and Jobs Act and is designed to drive long-term capital investments into low-income rural and urban communities. This federal program provides opportunities for private investors to support investments in distressed communities through participation in Qualified Opportunity Funds.

  • Investors can defer paying federal taxes on capital gains reinvested in Qualified Opportunity Funds that invest in low-income communities, under rules released by the U.S. Department of the Treasury.

  • Reinvested capital gains are deferred from taxation until exit from a Qualified Opportunity Fund or December 31, 2026, whichever comes first.

  • The original gains reinvested in Qualified Opportunity Fund investments held for the long term, are taxed at reduced rates, with taxable gains discounted by 10% at the 5-year mark and by an additional 5% discount at the 7-year mark.

  • Any new gains from Qualified Opportunity Fund investments held for at least 10 years will be permanently excluded from the capital gains tax.

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