Fund Raises Series A Round $20,000,000.
HOUSTON, April 26, 2022 /PRNewswire-PRWeb/ — New DerliMax Qualified Opportunity Zone Fund Launches the search for accredited capital gains investors. Fund Raises Series A Round $20,000,000.
Summary
DerliMax offers a $200 million Qualified Opportunity Zone Fund with a three-tier investment approach: generate return on investment; create a positive social impact; stimulate economic activity and job creation.
The DerliMax Opportunity Fund will invest in a diversified portfolio of primarily tangible assets (or businesses with significant tangible assets) in Opportunity Areas. These investments may include (but are not limited to) new real estate development projects, redevelopment of existing projects, business expansions and new business development. In addition, business and tangible asset investments can vary widely, ranging from redevelopment and repurposing of existing buildings to organizations creating additional economic activity for the new development of single-family, multi-family, retirement home and residential projects. of reception. In many cases, the fund will have a direct stake in the tangible assets in the opportunity area.
DerliMax brings a multidisciplinary institutional investment strategy to invest in areas of opportunity. The DerliMax Opportunity Fund offers a diversified portfolio of investments in underserved and underappreciated markets.
The DerliMax Opportunity Fund intends to diversify its investments across a variety of industry sectors, geographic locations and investment types. The Fund has assembled an investment team comprised of seasoned professionals with institutional investment experience in a variety of industry sectors, including real estate, energy, retail, manufacturing, technology, hospitality, transportation , financial services, infrastructure and industry.
Investment thesis
The Fund intends to balance risk by backing investment with income-generating assets while at the same time ensuring that investments made in Qualified Opportunity Zone (QOZB) businesses are largely backed by tangible assets. Also, intends to work only with highly experienced and high performing individuals in their respective fields when it comes to QOZB leadership.
The Fund’s strategy is to provide a personalized concierge service to investors by employing the services of specialist professionals who provide investment analysis, due diligence and comprehensive documentary support on a transaction-by-transaction basis, all supported by a technological form of administration providing investors with easy access to their investment performance, financial statements and tax reports.
DerliMax investment projects
The DerliMax fund management team develops relationships with various state and community governments, economic development agencies, real estate developers, commercial organizations, non-profit organizations and foundations to identify investment opportunities. ‘investment.
The Fund’s focus is real estate development in areas of opportunity with a focus on helping veterans by providing a standard of affordable, quality housing options in underserved and less valued markets. Additional consideration is given to qualified Opportunity Zone businesses that want to create jobs to build a better and sustainable future for local communities.
Investment #1 Fostering Development (Opportunity Zone)
This single-storey construction project consists of two (2) single-family residential properties in a Houston, TX neighborhood a few minutes from the medical center. The Fund is currently awaiting permit approval and then we will complete the project with debt financing.
Investment strategy: construction from scratch; Keep for rental
Investment #2 Clearwater Village (opportunity area)
This rental portfolio consists of five (5) single-family residential properties with contemporary design and many upgraded features. Located near the highly sought after Houston Texas Medical Center and several new developments to enhance future market values.
Investment strategy: buy new construction; Keep for rental
Investment #3 – Augustin Square (Opportunity Zone)
This new construction real estate development consists of six (6) single family residential properties just minutes from downtown Houston in the opportunity zone. The goal is to set a standard for affordable, quality housing options in underserved markets. The Fund is coordinating with a local developer to complete this project with an expected delivery date at the end August 2022.
Investment strategy: buy new construction; Keep for rental
Investment #4 – Silverline Midrise (Opportunity Zone)
This new mixed-use real estate development consists of thirty (30) residential units and six (6) commercial blocks in the Opportunity Zone. This project is in the due diligence phase.
Investment strategy: construction from scratch; Keep for rental
OZ Advantage
Opportunity Zones are designed to stimulate economic development by providing tax benefits to investors. First, investors can defer tax on previous capital gains deposited in a Qualified Opportunity Zone Fund (QOF) for up to four years. Then, after four years, they will only be required to pay tax on the initial amount”. Moreover, these deferred taxes will only be assessed at the current rate of 23.5% and are therefore likely to avoid tax rates. much higher future taxation on capital gains Finally, after a required minimum period of ten years, the initial amount deposited plus any accrued interest from the QOF assets (real estate and goodwill) can then be withdrawn from the QOF completely tax free.
Opportunity for investors
Today 0% tax due – One million dollars invested today will appreciate tax-free for four years.
10 Years Tax Free – If the investment in Opportunity Zone generates 9 million in additional profits over the ten year term, then the full 10 million can be withdrawn tax free.
Qualified Opportunity Zones
The Tax Cuts and Jobs Act 2017 created Qualified Opportunity Zones (“QOZs”) to provide potentially significant tax benefits to investors who reinvest capital gains into long-term investments in communities designated for economic development. There are over 8,500 QOZs in every US state, washington d.c. and Porto Rico. They offer investors the opportunity to positively impact communities struggling to attract capital to generate sustainable economic opportunity for their community.
Status: Open to investors
Fund type: LLC
Asset Classification: Multiple Assets
Active potential investments: 3
Fund management: OZInvested.com
Expected returns: +20%
Fund conditions:
Tower A $20,000,000
Total funds $200,000,000
Minimum subscription $50,000
Invest today!
Contact:
DerliMax LLC
Deborah LivingstoneCEO and fund manager
Phone: (832) 406-6259
Email: [email protected]
For more information, please visit http://www.DerliMax.com
Warning:
The articles presented on this page are for informational purposes only. This is not an offer to sell or a solicitation to buy. DerliMax LLC. This can only be done through our current Confidential Private Placement Memorandum (“CPPM”). Securities offered by DerliMax LLC. For accredited investors only. Limited liquidity. The shares sold under this offering have not been approved or disapproved by the Securities and Exchange Commission or any state securities division. Neither has the Securities and Exchange Commission or any other state securities department endorsed the accuracy or adequacy of the CPPM or the information provided therein. Any representation to the contrary is a criminal offence. The information contained in this website is for general information purposes only. The information is provided by DerliMax LLC. and while we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, as to the completeness, accuracy, reliability, suitability or availability of the website or any information, products, services or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
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