ADU OZ Fund LLC is a Qualified Opportunity Zone Fund creating new affordable housing in San Diego and other desirable markets. We target and acquire 1–4-unit properties within zoning designations that allow the addition of multiple ADUs for more housing. Once acquired, our team obtains entitlements to add the ADUs, rehabs the existing structures, and completes the necessary construction prior to exit. Exit strategies include a sale, cash-out refinance upon construction completion, or long-term buy and hold.

Our team is experienced working in the Southern California market and analyzing ADU and other value-add opportunities in San Diego. The team consists of a real estate and business attorney, licensed contractor, real estate broker, and close relationships with design and construction professionals.

Maximizing our social impact, we are partnered with a non-profit organization (The Committed Collective) that shares a common goal to address homeownership and housing for the disenfranchised.

The social impact is real because the need is significant. Using a combination of rehab, new construction and modular homes, we will increase occupancy substantially. Long-term, we plan to scale this model into building sustainable apartment complexes and subdivisions using options like ADUs, micro-units and modular homes. ADU OZ Fund LLC perfectly captures the spirit of the Opportunity Zone to revitalize housing options through creative, sustainable investments.

ADU OZ Fund LLC

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