Not all OZ tracts are created equal
With OZ 1.0, investors can evaluate real results. Established tracts like Scott’s Addition in Richmond demonstrate what successful transformation looks like, with proven growth, demand and execution already in place.
Approximate transcript:
Natalie: We’re proud at Capital Square that our eight opportunity zone developments, to date, have all been in census tracts that, over the past 10 years, have seen incredible investment, incredible growth. So much so that those census tracts won’t be designated going forward, and investors are in a position of power today in 2026, because they can travel to a census tract and they can see if that census tract has experienced growth, has attracted capital.
Investors today, in 2026, can make a very educated investment decision, because they know exactly how that census tract is doing. For example, in the Scotts Addition neighborhood in Richmond, Virginia, where we have invested well over 130 million of OZ investor capital, this is a neighborhood that is seeing extensive growth. Thousands of new residents have moved into this neighborhood over the last several years. New restaurants and breweries and retailers, coffee shops have all moved into this neighborhood, and so it’s very helpful when we have prospective investors come visit us in Richmond. They walk the neighborhood, and it becomes very apparent quickly that this is a thriving, successful opportunity zone neighborhood. It helps them make their investment decisions.
Jessica: Even the Uber drivers bringing them to our offices talk about the impact Capital Square has had in the community. It’s very clear from as soon as you get off the plane in Richmond to visiting our offices, visiting the properties.
Natalie: So, come visit.
In conclusion:
In today’s environment, seeing what’s been delivered matters.
Let’s connect so we can share details about an opportunity in a proven tract.
Additional resources:
- OZs are a core advisor tax strategy (video)
- A window of opportunity: Qualified opportunity zone funds in 2026 (article)
- OZs: Changing the world of tax-advantaged investing (video)
- OZs: One of the most effective economic development tools in history (video)
- Debunking opportunity zone myths (video)
Disclosure: Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Capital Square and WealthForge Securities, LLC are separate entities. There are material risks associated with investing in DST properties and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short-term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to see any securities. Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing. Private placements are speculative and illiquid. Diversification does not guarantee profits or protect against losses. FINRA Broker Check link: brokercheck.finra.org
