Investment Strategy

RevOZ Capital provides joint venture capital to real estate sponsors and developers for the purpose of new acquisitions, developments and recapitalizations of scale within designated Qualified Opportunity Zones throughout the U.S.

 

Investment Focus

RevOZ invests in all property types of institutionally backed projects and generally in the following capital positions:

  • Joint venture or Co-GP equity for fully entitled deals

  • Co-GP equity for ground-up development or major repositioning projects in the predevelopment stage

 
 

RevOZ Advantages

  • Dedicated Opportunity Zone specialists and investment platform

  • Expert team with deep institutional real estate experience as both direct operators and joint venture investors

  • World class Advisory Board with experience across commercial real estate (CRE), corporate finance, education, Opportunity Zone policy, government, and legal industries

  • Principal involvement in every transaction

  • Sponsor benefits from Co-GP equity investment:

    • Fund predevelopment costs

    • Higher sponsor returns with a lower investment requirement

    • Maximizes sponsor balance sheet - frees up capital and liquidity for more deals

    • Improved terms from LPs due to larger GP co-investment

 
 

Investment Criteria

  • $10 to $100 million total deal size (LP); $30 to $200 million total deal size (Co-GP)

  • Investment must be located in a Qualified Opportunity Zone and be eligible for Qualified Opportunity Fund treatment

  • 15%+ levered project-level IRR

  • All property types

  • 10-year hold with a focus on long-term fundamentals, market growth, and economic resilience

  • Targeting 25% allocation to emerging managers and MWBE (Minority and Women Business Enterprise)

  • Positive social impact and improvement to surrounding neighborhood and community