COVID-19 UPDATE

COVID 19 Update:

We hope that you and your family are staying safe during these uncertain times. We remain committed to protecting the safety and well-being of our employees as well as minimizing any impact for our clients.  To that end, the Strategic Group is continuing normal business hours remotely.

If you need any assistance or have questions, please contact us at 888-800-1031 or email IR@TheStrategicGroup.com.

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    Opportunity Zone Funds

    Powerful new tax incentives

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About UsThe Strategic Group

The Strategic Group is a boutique firm that focuses primarily on investment strategies that also may provide tax benefits as a source of returns. We work closely with affluent investors, family offices, trusted advisors, corporations, and banks. 

 

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Opportunity Zones
Target investments in real estate and other private equity opportunities in designated “Opportunity Zones” that can mitigate the taxation of capital gains and all future appreciation may grow tax free.
Conservation

Consults on “green, sustainable, and socially responsible” conservation projects with the potential to mitigate tax liabilities while generating other private equity returns.

State & Federal Tax Credits

Specialist in transferable Federal and State tax credits such as film, low-income, historic rehabilitation, renewable energy, and mill building credits that can help greatly to offset tax liabilities.

1031 Exchange Intermediary

A qualified intermediary specialist in 1031 exchange proceeds, including more difficult structures resulting from partnerships, lease buy-backs, and other complex structures.

Strategic Group Launches Investor Portal.

The Strategic Group is excited to announce the launch of our new investor portal.   The portal will show investors previous projects they are a member of, as well as historical tax documents for those projects in an organized layout.

INVESTOR PORTAL