INVESTOR SPOTLIGHT

A San Jose resident, whose capital gains came by liquidating stock options and RSUs from his employer, a biotech company, and from personal stock investments.

A Google employee and longtime Bay Area resident who, after selling his company stock, looked into the Opportunity Zone Program to save money on taxes.

A Bay Area resident who was looking to lighten some of the tax burden from capital gains made on real estate.

A long-time real estate investor in Silicon Valley and a tech executive who invested and contributed multiple add-on investments into our Fund. Ed’s capital gains event was the sale of stock (he previously worked at Zoom and Adobe).

A first-time real estate investor working at Zoom, who sold stocks and was in need of a tax-advantaged financial vehicle.

A California resident whose capital gains event was the sale of real estate. She values keeping investments right here at home – an important factor in her choosing our Opportunity Zone Fund for an inherited property.

A retired Silicon Valley CEO and angel investor who was impressed with the diversification and location of Urban Catalyst projects from day one. Steve invested in the Urban Catalyst Opportunity Zone Fund with his capital gain from a previous business venture.

Longtime real estate investors from Southern California who came to Urban Catalyst seeking an alternative to a 1031 exchange.

A renowned insurance broker and Silicon Valley investor who chose Urban Catalyst after he sold a business because he always envisioned a vibrant downtown San Jose.