USG/OZI

Overview

USG/OZI is a private investment firm specializing in opportunity zone funds within the senior housing sector. The firm offers investor-directed, multi-asset opportunity zone fund offerings, allowing investors to choose between project-specific developments within the fund, enabling desired levels of project concentration or diversification. Their investment strategy focuses on multifamily, senior living, storage, and manufactured housing projects, targeting investment equity ranging from $5 million to $10 million per project. USG/OZI emphasizes a mission-driven and socially responsible investing platform, providing investors with options that meet their investment criteria while promoting positive social impact in local communities. The firm tracks the social and economic impact of its developments to honor the spirit and intent of the federal qualified opportunity zone initiative, issuing third-party social impact reports for the life of each project, estimated for at least 10 years. USG/OZI is headquartered in Silverdale, Washington, with divisional headquarters for development and financial analysis in Olympia, Washington, and asset management and capital markets in Santa Barbara, California. The firm was created through a joint venture between USG Realty Capital and OZI Group, combining their expertise to launch a unique, investor-directed opportunity zone investment platform. Their portfolio includes projects like Elevation 1659, a 76-unit multifamily development in Milwaukee, Wisconsin, and Market Square Apartments, a 176-unit multifamily project in Tacoma, Washington, both part of their Investors Choice OZ Fund. These projects reflect USG/OZI's commitment to providing investors with diversified opportunities in the senior housing sector while contributing positively to community development through opportunity zone investments.

Investment Focus

• Accredited investors
• Focus on multifamily, senior living, storage, and manufactured housing projects

Portfolio Companies