ADU OZ Fund

A Qualified Opportunity Zone Fund

ADU Oz Fund Now Open To Investors:

Providing New Rental & Homeownership Opportunities.

This ADU OZ Fund seeks to construct multi-family with affordable housing using accessory dwelling units and micro-units to produce residual income through the monthly rental cashflow and equity appreciation upon sale in 10-15 years.

ADU Opportunity Zones

Community Driven.

ADU OZ Fund will have an enormous social impact. We will use housing innovations like ADUs, micro-units and modular homes while addressing different specific housing needs for vulnerable groups (ex. veterans, single mothers, homeless and disabled individuals). As well as using local contractors and businesses.

Our Mission.

Using community resources and collaboration, ADU strives to build quality, cost-effective homes designed to provide both new affordable rental and homeownership opportunities. Long-term, we plan to scale this model into building sustainable apartment complexes and subdivisions using options like ADUs and modular homes.

Urban development

Designated Opportunity Zones.

ADU will utilize the designated Opportunity Zones, which spur economic development by providing tax benefits to investors. Initially, investors can defer tax on any prior gains invested in a Qualified Opportunity Fund (QOF) until the earlier of the date on which the investment in a QOF is sold or exchanged and more incentives along the way.

Why Invest with ADU?

ADU OZ Fund LLC is a Qualified Opportunity Zone Fund creating new affordable housing in San Diego and other desirable markets. We target and acquire 1–4-unit properties within zoning designations that allow the addition of multiple ADUs for more housing. Once acquired, our team obtains entitlements to add the ADUs, rehabs the existing structures, and completes the necessary construction prior to exit. Exit strategies include a sale, cash-out refinance upon construction completion, or long-term buy and hold.

Our team is experienced working in the Southern California market and analyzing ADU and other value-add opportunities in San Diego. The team consists of a real estate and business attorney, licensed contractor, real estate broker, and close relationships with design and construction professionals.

Maximizing our social impact, we are partnered with a non-profit organization (The Committed Collective) that shares a common goal to address homeownership and housing for the disenfranchised.

The social impact is real because the need is significant. Using a combination of rehab, new construction and modular homes, we will increase occupancy substantially. Long-term, we plan to scale this model into building sustainable apartment complexes and subdivisions using options like ADUs, micro-units and modular homes. ADU OZ Fund LLC perfectly captures the spirit of the Opportunity Zone to revitalize housing options through creative, sustainable investments.

Our Value & Vision

ADU OZ Fund will target and acquire 1–4-unit properties within opportunity zoning designations that allow the addition of multiple ADUs for more housing. Once acquired, our team obtains entitlements to add the ADUs, rehabs the existing structures, and completes the necessary construction prior to exit.

Exit strategies include a sale, cash-out refinance upon construction completion, or long-term buy and hold in a qualified opportunity zone fund (where applicable). Long-term, we plan to scale this model into building sustainable apartment complexes and subdivisions using options like ADUs and modular homes.

We are in a market with a huge lack of housing, high rents, and high appreciation. More important, California’s and San Diego’s laws have opened up regulations to allow unprecedented housing development. That combination allows us to enter a high value market and capitalize on both steady monthly rents and equity appreciation upon sale.

We think investors will appreciate the social impact our fund provides. We will use housing innovations like ADUs, micro-units and modular homes while addressing different specific housing needs for vulnerable groups (ex. veterans, single mothers, homeless and disabled individuals).