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Nest Opportunity Fund


Ohio and Kentucky


Description of investor/fund:

The Nest Opportunity Fund is a positive impact investment fund that allows you to defer and reduce capital gains taxes while helping to rebuild American communities that have great potential but lack smart, strategic investments.

We are focused on residential real estate in the single family and multi-family asset classes. The real estate is located in Midwest cities with favorable demographics that include stable and diverse employment, population growth and other criteria including favorable pricing and rent, with a rule of thumb of getting our “all-in costs” for given properties at around or less than 110 times our monthly rent revenue. In addition, the quality of our operator and the assistance of any local governments will affect our investment decisions.


Size of Fund:
$50,000,000
Typical investment size and/or typical stage of investment:
Established - Series A, Series B
Sector/industry focus if applicable:
Real estate
Fund portfolio information:
19 single family homes so far. Increasing buy-and-hold purchases every month. Increasing purchases with new capital.
Primary Stakeholders:
high-net worth limited partners, Nest General Partners
Contact:
Clint Edgington 614-469-4685 clint@bhadvisory.com 5500 Frantz Rd, Ste 153 Dublin, Ohio 43017

Disclaimer: The information contained herein is provided without warranty of any kind. The Kentucky Cabinet for Economic Development does not accept any responsibility or liability for the accuracy, content, completeness, legality, or reliability of the information contained on this website. Further, the available projects listed herein may or may not have the necessary characteristics for the Opportunity Zone program. The Kentucky Cabinet for Economic Development encourages each interested Investor to perform its own due diligence to ensure the project complies with the requirements of 26 CFR § 1.1400z2(d)- 1, et seq.