Sortis Opportunity Zone Fund

Series 5


Sortis Opportunity Zone Fund

Series 5

    Offering Type: OZ Fund-Multi-Asset
    Investor IRR: 15%-20% + tax savings
    Cash-on-Cash Yield: Stabilized 6%-10%
    Investment Period: 10 Years
    Minimum Investment: $50,000
    Series Close Date: 3/31/2020




    Introducing the Sortis Opportunity Zone Fund I


    Sortis Holdings sponsors and manages the Sortis Opportunity Zone Fund I, a new Tax Reduction Fund for investors to take advantage of one of the best capital gains tax reduction programs of a generation. Created through the Tax Cuts and Jobs Act passed in December 2017, Opportunity Zones offer investors the ability to invest realized capital gains into real estate projects and businesses in qualified geographical areas. Following our successful private lending fund footprint, Sortis will invest in the Western US with a focus on the Northwest.