WHO WE ARE

OZ Capital, LLC was founded in 2018 in order to improve communities and create jobs by investing in operating businesses that are located in or can be efficiently relocated to a Qualified Opportunity Zone.

 

Our thesis is to identify opportunity zone investments that generate consistent stakeholder returns over a long-term horizon while employing an opportunistic mindset and leveraging capital gains tax deferment, discount, and elimination incentives.

LOCATION

Fort Worth, TX

INVESTMENT TYPE

Private Investments

What You’ll Do

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OUR STORY

OZ Capital, LLC opened its doors in 2018 to deliver positive, social impact through building and operating businesses of significance, while generating outsized returns for investors.

 

OZ Capital is led by a team with extensive experience in the financial and operations sectors . The team leverages its expertise and national network to identify, cultivate, and manage strategic investments.

With the signing of the 2017 Tax Codes & Jobs Act, an opportunity arose to not only provide tax incentives to investors, but also to create job opportunities in underdeveloped communities. Opportunity Zones provided the incentives needed to harmonize both social and economic goals for private sector investors. OZ Capital's founders jumped at the opportunity to strengthen under-served communities, while still delivering an attractive, stakeholder-first strategy to all of the firm's investments.

 

Upon its founding, OZ Capital was one of the first Qualified Opportunity Zone Funds solely focused on long-term, disciplined investments in operating businesses, rather than in real estate. The strategy not only differentiated OZ Capital from the rest of the pack, but it also enables the firm to truly accomplish its mission of providing jobs, operational improvements, and capital investments to existing community businesses without gentrifying neighborhoods. This, we believe, is the true spirit, purpose, and investment opportunity provided by the legislative incentives.

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Stakeholder Focused

Pursue investments with a stakeholder-first mindset. The stakeholders in Opportunity Zone investments include community members, employees of operating businesses, investors, and the Opportunity Zone itself. OZ Capital only makes investments that provide economic benefits to all the stakeholders.

Long-Term Perspective

Develop a disciplined strategy to procuring investments. The firm invests in Opportunity Zone properties and/or businesses that can be held for 10 or more years and have distributive cash flow and growth potential.

Like-Minded Partnerships

Partner with other firms and/or individuals to make Opportunity Zone investments. OZ Capital only partners with those firms and/or individuals who align with OZ Capital's mission and investment approach.