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.

Strategic Opportunity Zone Fund II

A Qualified Opportunity Zone Fund diversified across small and medium-sized downtown districts that are under-performing their market potential, and show room for significant growth potential


INVESTMENT PIPELINE

Investors gain access to all projects through a single investment in the Fund.*

Stadium Lofts
Kannapolis, North Carolina

  • 15.2% Projected IRR
  • 2.1x Projected equity multiple
  • Kannapolis is a part of the greater Charlotte MSA. With a population growth of 62%, the MSA has outpaced all major Southeastern markets since 2000.
  • The United Nations is projecting Charlotte to have the strongest population growth in the U.S. between 2010 - 2030.
Victory Park Lofts
Manchester, New Hampshire

  • 15.5% Projected IRR
  • 2.0x Equity Multiple
  • 235 market rate apartments in the heart of downtown Manchester, NH.  Walkscore.com rates it a 95 “walker’s paradise” with many amenities just a block or two away.
  • Realtor.com named Manchester, NH as the 4th “Hottest” zip code in the U.S. for 2021. The city sits on the northern edge of the Boston MSA and has seen significant growth in recent years as many seek an alternative to pricey Boston suburbs.
Stadium View
Fayetteville, North Carolina

  • 15.0% Projected IRR
  • 2.7x Equity Multiple
  • 95 luxury apartments with direct views into the ballpark, overlooking the new public plaza, and the rest of downtown Fayetteville, North Carolina.
  • Fayetteville is home to the largest military base in the U.S. giving it a strong economic foundation
  • The city developed the ballpark and donated the air-rights around the stadium to encourage new projects

FOCUS: DOWNTOWN DISTRICTS

The fund will invest in cities and areas that have strong macroeconomic trends, including:

  • Focus on city centers that are strategically located in or near larger, regional markets
  • City centers of secondary markets are typically overlooked by institutional investors, often resulting in lower costs to entry and greater upside potential

ACCELERATED DISTRIBUTIONS

  • Our multi-asset opportunity zone deals allow for the potential of development, stabilization, and disposition of properties before the 10-year hold period required by OZ legislation.
  • Gains from a sale or refinancing would be distributed back to investors.
  • Investor’s initial investment would continue to be held at the fund level, and reinvested in additional new projects, therefore satisfying OZ regulations.

COMPETITIVE ADVANTAGE: PUBLIC-PRIVATE PARTNERSHIPS

The fund will invest in cities and areas that have strong macroeconomic trends, including:

  • Invest alongside municipalities in development projects
  • Public-private partnerships may provide attractive financial terms, such as acquiring land at greatly reduced cost, or preferential tax treatment, and decrease leverage while still providing attractive return profiles
  • Partnerships often can help with zoning ordinances, and can garner additional public support and awareness of the project

STRATEGY

  • Diversified basket of investments
  • Focus towards capital preservation and appropriate risk-adjusted returns
  • public-private partnerships may provide attractive financial terms, such as acquiring land at greatly reduced cost, or preferential tax treatment on the projects for several years
  • Leverage longstanding strategic relationships from our real estate consulting and investing background to invest with “best-in-class” regional and national developers
  • Robust pipeline of potential projects located in OZ’s

*Investment pipeline will be dependent on capital requirements and final due diligence on projects. There are no assurances the Fund will invest the above pipeline opportunities.

Please see the Fund’s Private Placement Memorandum for a full description of the fees and expenses associated with investing in the Fund.

IMPORTANT DISCLOSURES AND KEY RISK FACTORS
This is not an offering to subscribe for units in any fund and is intended for informational purposes only. Admission as a Limited Partner in the Strategic Rivermont OZ Fund (referred to herein as the “Fund”) is not open to the public. An offering can only be made by delivery of the Confidential Private Placement Memorandum to “qualified purchaser” or “accredited investors” within the meaning of U.S. securities laws. Copies of the Confidential Offering Memorandum may be obtained by contacting The Strategic Group at 404.963.6657. Investment Partnerships are speculative investments and are not suitable for all investors, nor do they represent a complete investment program. The Fund is NOT registered under the Investment Company Act of 1940, as amended, pursuant to certain exemptions in such Act.

Please carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. Please read the Private Placement Memorandum carefully before investing as it contains important information on the investment objectives, composition, fees, charges and expenses, risks, suitability, and tax obligations of investing in the Fund. Copies of the Private Placement Memorandum may be obtained by contacting The Strategic Group at 404.963.6657. Past performance does not guarantee future results.

Key Risk Factors: Limited Operating History of the Fund; Lack of Operating History of the Advisor Funds; the Fund’s Dependence on the Investment Manager and the Advisors; the Fund may take Control Positions in underlying investments; Industry Concentration Risk; Limited Liquidity; In-Kind Distributions; Reliance on Key Personnel of the Investment Manager; Absence of Liability; Anti-Money Laundering; Conflicts of Interest; Limited Partners not entitled to full review of investment portfolio; Borrowings, Use of Leverage; Delayed Schedule K-1s; Legal, Tax and Regulatory changes that could affect the Fund. Investment-Related Risks: General Economic and Market conditions; Highly Volatile Markets; Risks of Securities Activities of the Advisors. Investors risk the loss of their entire capital. The foregoing list of risk factors does
not purport to be a complete enumeration or explanation of the risks involved in an investment in the Fund. Prospective Limited Partners should read the entire Private Placement Memorandum and the Limited Liability Company Agreement of the Fund and consult with their own advisers before deciding whether to invest in the Fund.

Please carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. Please read the Private Placement Memorandum carefully before investing as it contains important information on the investment objectives, composition, fees, charges and expenses, risks, suitability, and tax obligations of investing in the Fund. Copies of the Private Placement Memorandum may be obtained by contacting The Strategic Group at 404.963.6657. Past performance does not guarantee future results.

All securities are offered via Bridge Capital Associates, Inc., a registered broker dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Important disclosures may be found at the following website: www.bridgecapitalassociates.com/disclosures.htm

Contact our firm to learn more about how you can take advantage of opportunity zones.

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