Opportunity Zone Investing. Reimagined for Performance.
With the Opportunity Zone legislation now permanent, OppZo leverages AI-powered, institutional-grade strategies to deliver competitive returns while driving measurable market impact. We channel capital into high-potential markets, unlocking growth and fostering long-term economic value.
Transformative Impact. Competitive Returns.
At OppZo, we are an AI-powered fund manager combining innovative debt and equity strategies to unlock growth and transform high-potential markets—delivering measurable impact and competitive returns across sectors.
Investing Across Sectors: A Comprehensive Opportunity Zone Approach
Balanced Capital. Maximum Impact.
We deploy a strategic mix of debt and equity, leveraging technology and market insight to drive returns and long-term value creation.
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Rigor That Delivers Results.
Every investment undergoes disciplined analysis to align with our performance objectives and mission-driven goals.
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Invest in Transformative Growth.
Partner with us to strengthen communities while earning competitive, risk-adjusted returns.
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Compliance
Invest with Impact. Keep More of Your Gains.
With the Opportunity Zone legislation now permanent, our funds unlock powerful tax incentives for investors seeking both competitive returns and meaningful impact. By leveraging proven strategies for capital gains deferral, reduction, and exclusion, we help you maximize after-tax returns while fueling growth in high-potential markets.
Capital Gains Tax Deferral & Elimination
We deploy a strategic mix of debt and equity, leveraging technology and market insight to drive returns and long-term value creation.
Full IRS Compliance & Structuring Expertise
Our funds are meticulously structured for full IRS compliance, ensuring legal integrity while optimizing tax outcomes.
Specialized Strategies. Scalable Opportunities.
Our Active Funds & Co-Investment Partnerships with Arcadia
We manage specialized investment vehicles designed to unlock growth, deliver competitive returns, and create measurable impact—powered by our AI-powered underwriting and disciplined capital strategies.
OppZo Opportunity Zone Fund I
A flagship investment vehicle deploying debt and equity into high-potential small and medium-sized businesses located in federally designated Opportunity Zones, capturing both long-term growth potential and permanent tax advantages.
OppZo Institutional Fund I
A targeted fund providing flexible working capital solutions to established small and medium-sized enterprises serving stable, long-term contract markets, including government-related sectors.
Partnership with Arcadia Funds
A strategic capital alliance that combines our resources with Arcadia Funds through co-investment and balance sheet deployment—accelerating our ability to originate, scale, and execute on high-quality investment opportunities ahead of fund launches.
Impact
Capital at Work: From Commitment to Market Impact
Our investment strategies don’t just generate returns—they drive measurable economic expansion. By lowering the cost of capital for growth-ready businesses, we create significant interest savings, fuel job creation, and strengthen market resilience.
$550M+
Projected interest savings for portfolio companies over the life of the fund, preserving capital for reinvestment and expansion.
150,000+
Total jobs projected to be impacted through supply chains, service providers, and community spending.
Team
Our Team
Meet the experts driving our mission forward.
Warren Reed
Managing Partner
Neil St. Clair
Chief Operating Officer
Darrius Starks
Director
Sam Resnick
Business Development
Join Our Investor Network
Be part of a select community of investors backing high-performance, AI-powered funds with the power to deliver competitive returns and measurable market impact. Gain priority access to opportunities, data-driven insights, and exclusive updates on our active strategies.
