We aim to drive meaningful long-term value
Meaningful investment in the business to support growth.
Optimizing both local and federal tax incentives.
A Qualified Opportunity Fund is any investment vehicle that is organized as a corporation or a partnership for the purpose of investing in Qualified Opportunity Zone property (other than another Qualified Opportunity Fund) that holds at least 90% of its assets in Qualified Opportunity Zone property.
Similar to other investments, an investment in a Qualified Opportunity Fund may increase or decrease in value over the holding period. In addition, income may be paid on this investment. Given that the purpose of the program is to improve particular areas, it is expected that the fund will continue to invest in the improvement of the property in which it is invested. Cash flow may occur once the property improvements are complete and the property is leased or sold to third parties.
Our strategy is to invest alongside management teams in companies that offer significant opportunities for value creation through organic growth, improvements in operating performance, and strategic alliances with our US partners.
Our mission is to develop businesses and real estate utilizing the Tax Cut and Jobs Act of 2017, approved by the governor’s office, and certified by the U.S. Secretary of the Treasury.
Membership in Qualified Opportunity Businesses has higher growth potential, offering our LLC members a combination of higher returns and, in most cases, no capital gains tax.
Investments made through a Qualified Opportunity Fund must be equity investments in businesses or real estate within an Opportunity Zone.
FSI Group’s principals have personally committed a significant portion of their own capital, making them true owners rather than investors of third-party capital. As owners, FSI principals understand the nuances of building successful businesses and are vested in making long-term decisions to build strong companies that will thrive now and in the future.
