Tax-advantaged investing in Central Texas growth
A Qualified Opportunity Fund connecting investors to alternative asset opportunities in one of America's fastest-growing regions
Central Texas is booming. Your capital can benefit.
Opportunity Zone investing made accessible
For investors seeking tax-advantaged exposure to alternative assets, CTOF provides access to Qualified Opportunity Zone investments in Central Texas real estate, infrastructure, and operating businesses. Open to both accredited and non-accredited investors.
Understand your capital gains timeline
We assess your unrealized gains position, investment objectives, and tax situation. Then we determine if Opportunity Zone investing aligns with your wealth strategy and time horizon for deferring or eliminating capital gains taxes.
Invest in qualified Central Texas opportunities
Your capital flows into vetted projects within designated Opportunity Zones across Central Texas: commercial real estate developments, multifamily housing, mixed-use projects, and established businesses positioned for growth in high-demand markets.
Benefit from tax advantages and growth potential
Defer capital gains taxes until 2031 (or sale), reduce deferred gains taxes by up to 10% if held for five years, and eliminate taxes on appreciation if held for ten or thirty years, all while participating in one of the nation's fastest-growing economic regions.
Expand your alternative investments toolkit
Offer clients tax-efficient exposure to Opportunity Zone investments without the administrative burden. CTOF handles compliance, reporting, and property management while you maintain the primary client relationship.
Streamlined OZ compliance and reporting
We manage all IRS Form 8997 requirements, substantiation of investment timing, and quarterly performance reporting. Your clients receive clear documentation for their tax advisors and transparent updates on portfolio performance.
Direct access to fund management
When your clients have questions about deployment strategy, exit timing, or specific properties, you'll have direct communication with our team. No intermediaries or relationship managers. Just clear answers from the people managing the assets.
Opportunity Zone investing without the confusion.
Tax code clarity, not complexity
Opportunity Zone legislation is dense. We break down the 180-day investment window, holding period requirements, and tax benefit calculations in plain language so you understand exactly what's required and what's possible.
Work alongside your existing advisors
Your CPA should review the tax strategy. Your financial advisor should evaluate portfolio fit. Your estate planner should consider succession implications. We provide the documentation and structure for them to do their jobs effectively.
Regional focus, institutional execution
Central Texas offers concentration and oversight advantages over national funds. Our team is on the ground, knows the submarkets, and maintains direct relationships with operators. You get institutional-grade diligence at a regional scale.
Built for self-directed retirement accounts
Many OZ funds struggle with SDIRA structures. CTOF is specifically structured to work with self-directed IRAs and solo 401(k)s, enabling tax-advantaged capital to access tax-advantaged investments without triggering UBTI concerns.
Accessible minimums for all investors
You don't need $10M in liquid assets to access Opportunity Zone benefits. Whether you're an accredited or non-accredited investor with realized capital gains, you can participate. We focus on education and transparency, not exclusivity.
The projects driving growth.
Multifamily housing, commercial real estate, mixed-use developments, and established businesses in designated Opportunity Zones across Austin, San Antonio, and surrounding Central Texas markets.
Start the conversation.
Whether you're an investor evaluating Opportunity Zone strategies or an advisor exploring options for clients with capital gains, we're here to discuss whether CTOF aligns with your objectives.