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    Opportunity Zone Funds

    Powerful new tax incentives

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Welcome toThe Strategic Group

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

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Business building

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 and structures “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 Two Opportunity Zone Funds.

The Strategic Opportunity Zone Fund and the Strategic Rivermont OZ Fund launched in January 2019. The Funds will allow investors to mitigate the taxation of capital gains and all future appreciation may grow tax-free.

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