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Tax Incentives & Investments 2026Updated

List of Opportunity Zone Fund Managers for Tax Incentive Investments

Access a comprehensive directory of Qualified Opportunity Zone fund managers actively deploying capital into QOZ-designated census tracts across the United States, helping investors identify vehicles for capital gains deferral and tax-free appreciation.

Available Data Fields

Fund Manager Name
Fund Name
Target Raise
Assets Under Management
Investment Focus
Geographic Focus
Minimum Investment
Fund Structure
SEC Registration Status
Number of Properties
Investor Type
Year Launched

Data Preview

* Full data requires registration
Fund ManagerInvestment FocusEquity Raised
Griffin CapitalMultifamily Housing$1.9B+
EJF CapitalMultifamily & Industrial$167M (Fund II)
Belpointe OZMultifamily, Retail, OfficePublicly Traded
Origin InvestmentsGround-Up Development$2.5B in Projects
Urban CatalystMixed-Use UrbanTop 5% by Novogradac

700+ records available for download.

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Opportunity Zone Fund Managers: Connecting Investors to Tax-Advantaged Real Estate

The Qualified Opportunity Zone (QOZ) program, established under the Tax Cuts and Jobs Act of 2017 and made permanent in 2025, designates 8,764 census tracts across all 50 states, D.C., and five U.S. territories as eligible zones for tax-incentivized investment. Fund managers serve as the critical link between investors holding capital gains and the development projects transforming these communities.

How the Tax Incentive Works

Capital Gains Deferral
Investors roll capital gains into a Qualified Opportunity Fund (QOF) and defer the original tax liability.
Tax-Free Appreciation
If held for 10+ years, all appreciation on the QOZ investment is permanently tax-free at the federal level.
Self-Certification
QOFs self-certify by filing IRS Form 8996 with their tax return — no prior approval is required.

Fund Manager Landscape

According to Novogradac's quarterly tracking survey, approximately 750 fund managers have reported raising equity across active QOFs. The market spans a wide range — from institutional managers like Griffin Capital (over $1.9 billion across four funds) to single-asset sponsors targeting specific local projects. Key asset classes include:

Asset ClassShare of QOZ InvestmentTypical Fund Size
Multifamily Residential~55%$50M–$600M
Mixed-Use Development~20%$25M–$200M
Industrial/Logistics~12%$30M–$300M
Office/Commercial~8%$20M–$150M
Operating Businesses~5%$5M–$50M

What to Evaluate in a Fund Manager

Origin Investments identifies five criteria that separate strong QOZ fund managers from the rest: proven development track record, in-house or top-tier legal compliance expertise, data-driven market selection methodology, meaningful co-investment (skin in the game), and transparent reporting on both financial performance and community impact.

2025 Program Updates

The 2025 tax reform made the QOZ program permanent and introduced new compliance requirements alongside rural-focused enhancements. The next zone designation cycle begins July 2026, with new zones effective January 1, 2027 — making the current window a strategic entry point for fund managers building portfolios in existing designated tracts.

Frequently Asked Questions

Q.How current is the fund manager data?

When you request this dataset, our AI crawls the web in real-time to pull the latest publicly available information on QOZ fund managers, including fund status, reported equity, and contact details. This is not a static database — you get a fresh snapshot at the time of your request.

Q.Does this include both open and closed funds?

By default, the dataset covers all publicly identified QOZ fund managers regardless of fund status. You can specify filters to narrow results to only managers with funds currently accepting new investors.

Q.What sources does the data come from?

Information is gathered from public sources including SEC filings (Form D), Novogradac fund listings, fund manager websites, press releases, and industry databases. Non-public or proprietary fund data is not included.

Q.Can I filter by geographic focus or asset class?

Yes. You can request fund managers targeting specific states, metro areas, or designated census tracts, as well as filter by asset class such as multifamily, industrial, mixed-use, or operating businesses.

Q.Is this data sufficient for investment due diligence?

This dataset provides a structured starting point for identifying and screening QOZ fund managers. It is sourced from public information and should be used alongside your own due diligence, including review of offering documents, track record verification, and consultation with a qualified tax advisor.