Since 2017, federal Opportunity Zones (OZs) have captured the attention of investors and developers, and every economically distressed community can start thriving within 3-6 months with the correct strategy – please see Innovative OZ Funds.    

Bottom-line = the correct Fund approach substantially improves a community’s ability to attract investors and developers seeking to utilize the $6.1 trillion in investment capital available for OZs.  Acadia Capital Management has validated tracking and monitoring protocols that are approved by the U.S. Treasury Department AND members of our team currently advise federal economic development agencies on best practices for managing Opportunity Zones.  


INVESTMENT FUND STRUCTURE & PORTFOLIO DESIGN

Creating the appropriate OZ fund structure and impactful investment portfolio takes expertise in multi-asset/multi-investor financing pathways, experience facilitating the diverse aspects of comprehensive economic development, and a demonstrated commitment to social-impact initiatives. At Acadia Capital Management, we provide the required mix of expertise, experience, and commitment, to help communities in Opportunity Zones eliminate poverty through customized, scalable, collaborative financial platforms.

New Markets Tax Credits (NMTC)

Less than 1% of OZ Funds can mitigate risk for their Investors with federal New Markets Tax Credits (NMTC). Federal NMTC can provide economic development projects up to 20% in additional capital (from Investors) who will NOT take equity away from your venture.  This means a $10 million project can receive an EXTRA $2 million in cash without giving up any ownership equity or having to repay because Investors can receive dollar-for-dollar tax credits instead of project equity. Acadia Capital Management is a U.S. Treasury-certified Community Development Entity authorized to issue federal NMTC to social impact investors.

This is a powerful tool!

Structured finance 

Creating the perfect capital stack for a business development project often takes a little assistance. Our certified financial consultants work with municipalities and government agencies to assess project resources and customize an OZ Fund management strategy that addresses the needs of all stakeholders. Ultimately, we want to see the municipality achieve its goal of poverty elimination within 10 years and our company’s mission is specifically committed to supporting poverty elimination goals.

Opportunity Zones 

Having a roadmap when navigating complex federal and state regulations for economic development requires expertise in three areas:  1) Venture Capital; 2) Real Estate; and 3) Corporate Taxation.  Our team has proven expertise in all three areas.