Tax-advantaged investing in Central Texas growth
A multi-asset Qualified Opportunity Fund providing accredited investors tax-advantaged access to real estate in one of America's fastest-growing corridors
Central Texas is booming. Your capital can benefit.
Opportunity Zone investing made accessible
For accredited investors seeking tax-advantaged exposure to real estate, CTOF is a multi-asset fund providing access to Qualified Opportunity Zone investments in creative industrial, media production, and cowork properties across Central Texas.
Understand your capital gains timeline
We assess your realized gains position, investment objectives, and tax situation. Then we determine if Opportunity Zone investing aligns with your wealth strategy and time horizon for deferring capital gains and eliminating taxes on appreciation.
Invest in qualified Central Texas opportunities
Your capital flows into vetted projects within designated Opportunity Zones across Central Texas: creative industrial properties, media and production studios, cowork and shared office spaces, and adaptive reuse developments positioned for long-term growth.
Benefit from tax advantages and growth potential
Defer existing capital gains by deploying them into a Qualified Opportunity Fund, with deferred gains recognized by December 31, 2026 or upon sale. Hold for ten or more years to eliminate taxes on new appreciation, all while participating in one of the nation's fastest-growing economic corridors.
Expand your alternative investments toolkit
Offer clients tax-efficient exposure to Opportunity Zone investments without the administrative burden. CTOF handles compliance, reporting, and property management while you maintain the primary client relationship.
Streamlined OZ compliance and reporting
We manage all IRS Form 8997 requirements, substantiation of investment timing, and quarterly performance reporting. Your clients receive clear documentation for their tax advisors and transparent updates on portfolio performance.
Direct access to fund management
When your clients have questions about deployment strategy, exit timing, or specific properties, you'll have direct communication with our team. No intermediaries or relationship managers. Just clear answers from the people managing the assets.
Opportunity Zone investing without the confusion.
Tax code clarity, not complexity
Opportunity Zone legislation is dense. We break down the 180-day investment window, holding period requirements, and tax benefit calculations in plain language so you understand exactly what's required and what's possible.
Work alongside your existing advisors
Your CPA should review the tax strategy. Your financial advisor should evaluate portfolio fit. Your estate planner should consider succession implications. We provide the documentation and structure for them to do their jobs effectively.
Regional focus, institutional discipline
Central Texas offers concentration and oversight advantages over national funds. Our team is on the ground, knows the submarkets, and directly manages each asset. You get institutional-grade diligence and hands-on execution at a regional scale.
Built for self-directed retirement accounts
Many OZ funds struggle with SDIRA structures. CTOF is specifically structured to work with self-directed IRAs and solo 401(k)s, enabling tax-advantaged capital to access tax-advantaged investments without triggering UBTI concerns.
Accessible minimums for accredited investors
You don't need eight figures to access Opportunity Zone benefits. If you're an accredited investor with realized capital gains, we offer entry points designed to be realistic. We focus on education and transparency, not exclusivity.
The projects driving growth.
Creative industrial properties, media and production studios, cowork offices, and adaptive reuse developments in designated Opportunity Zones across Central Texas.
Start the conversation.
Whether you're an accredited investor evaluating Opportunity Zone strategies or an advisor exploring options for clients with capital gains, we're here to discuss whether CTOF aligns with your objectives.