What We Do
CapZone is an investment management company, the cornerstone company of CapZone Group, founded in May 2018 to connect profits to purpose by bringing together financial, intellectual and human capital to benefit low income communities and generate ESG + Resilient investing at scale. CapZone Group also includes CapZone Analytics which provides business intelligence, analytics, insights, and compliance services that are configured to meet the evolving needs of Qualified Opportunity Fund investors, Qualified Opportunity Zone Businesses, Government and Academic Institutions, and various intermediaries.
Investing in Low
CapZone applies investment strategies that create wealth, assets and opportunity in distressed areas over a range of sectors, such as moderate income (market rate) affordable housing, sustainable energy projects, water & power infrastructure, and agriculture.
with a Social Impact
CapZone projects aim to advance community development, economic mobility and expand access to quality jobs, including job training.
for Future Growth
CapZone collaborates with investors to embed resilience into business practices at all levels to overcome disruptive barriers to long-term growth and to implement state-of-the-art solutions at scale.
The Tax Cuts and Jobs Act enacted by Congress in December 2017 created a national program to incentivize equity investments in low income communities. Governors of all 50 states, the District of Columbia, and 5 U.S. Territories were empowered to select U.S. census tracts meeting defined income qualifying standards and have them certified by the IRS as Opportunity Zones. Investors who reinvest earnings, either through direct investment or Qualified Opportunity Zone Funds, in any of these 8766 Opportunity Zones receive beneficial tax treatment. The CapZone Executive Team generates proprietary deal flow in Opportunity Zone investment projects nationwide by leveraging its strategic public and private sector relationships, critical insights and investment expertise. CapZone is launching a Qualified Opportunity Fund to originate and manage these investments while concurrently developing a research and analytics platform to advise on investing in ESG + Resilience at scale.
Unrealized Equity Capital in U.S.
Low Income Communities
On Investable Dollars in Opportunity Zones
Jobs & Businesses in Distressed Communities
CapZone is actively developing projects in all sectors to be located in Opportunity Zones.
CapZone and Nautilus Data Technologies partner in Millinocket, ME, Opportunity Zone to develop the first major sustainable digital infrastructure project. Press Release | Bangor Daily News | Community Support
CapZone announces partnership with 18 Squared GP, LLC to accelerate funding and economic growth to Opportunity Zone projects that support Government-related real estate healthcare and military base facilities throughout the nation.
See the Press Release.
CapZone, the first national Opportunity Zone investment platform, announces its commitment to the Global Resilience Institute’s Corporate Network, as its inaugural partner.
See the Press Release.
CapZone Impact Investments Expands National Scope with Open Prairie. See the Press Release.
CapZone Impact Investments and the Erie Innovation District announce the formation of the first venture capital fund focused on investing in cybersecurity, information technology, and Internet of Things (IoT) startups in the Erie Community. See the Press Release.