Traditional Investment<\/strong>\n Invested Capital Gain (Investment Must be Capital Gains for an Opportunity Zone Investment)<\/p>\n \n \n
Federal & State Capital Gains Tax Paid Upfront in Traditional Investment<\/p>\n \n \n
Gross Investment in Offering<\/p>\n \n \n
Reduce by Upfront Load (Fees)<\/p>\n \n \n
Net Investment in Offering<\/p>\n \n \n
Estimated Available Annual Rate of Return for Net Investment<\/p>\n \n \n
Appreciation Until 12-31-2026<\/p>\n \n \n
Appreciated Value as of 12-31-2026<\/p>\n \n \n
Federal & State Capital Gains Tax Recognized at 12-31-2026 (On Original Opportunity Zone Investment)<\/p>\n \n \n
Net Value After Paying Taxes by 4-15-2027<\/p>\n \n \n
Difference in Value as of 4-15-2027 Over Traditional Investment<\/p>\n \n \n Benefit 2:\n No Capital Gains Tax on Appreciation of Opportunity Zone Property if Held At Least Ten Years\n \n Opportunity Zone Investment<\/strong>\n Traditional Investment<\/strong>\n Appreciated Value as of 4-15-2027<\/p>\n \n \n
Additional Appreciation Until 10 Year Hold is Met (Using 8% Annual Rate of Return)<\/p>\n \n \n
Appreciated Value after Ten Year Hold<\/p>\n \n \n
Assumed Federal & State Capital Gain Tax Rate on Appreciation over Ten Years<\/p>\n \n \n
Total Capital Gains Tax on 10 Years of Appreciation<\/p>\n \n \n
Total Estimated Value After 10 Years (Net of Taxes )<\/p>\n \n \n \n \n
Net Amount Earned Over 10 Years<\/p>\n \n \n
Additional Cash Available Over Traditional Investment<\/p>\n \n \n Description \/ Disclaimer\n \n
Upfront Load Fees:<\/strong>A sales fee or commission that an investor pays upfront at the time of the initial investment. This one-time charge eliminates the need to pay ongoing fees or commissions to a selling agent on that investment as time matures.<\/p>\n Disclaimer:<\/strong>This calculator is not a promise of future performance but a tool to illustrate the general tax advantages of investing in an opportunity zone versus a traditional investment. Investors are permitted to use their discretion regarding inputs to the calculator, but Caliber does not guarantee results from the calculator. Please consult with your tax attorney or accountant to determine whether the same tax advantages would apply to you and whether the assumptions herein are realistic for a particular offering. The tool makes several assumptions that may not be realistic for a particular offering; namely, that the relevant tax laws will not change over the life of the investment; that the investor is investing capital gains; that simple interest, not compound interest, is sufficient for illustrative purposes; that capital will not be used to pay distributions, thereby reducing working capital; that distributions will be paid at the targeted rate throughout the life of the investment; that the purchaser will hold the investment for at least ten years; and that the subject properties will appreciate in value at the same rate annually for the life of the investment. Finally, potential investors are advised that the taxes on the capital gains that constitute the original investment are deferred until December 31, 2026. Thus, taxes on the amount of capital gains invested will then become recognized and taxes will become due on or before April 15, 2027. Investments in private placements can lose entire value, are illiquid and are speculative.<\/p>\n Opportunity Zone Capital Gains Tax Deferred through 12\/31\/26<\/strong>\n Invested Capital Gain (Investment Must be Capital Gains for an Opportunity Zone Investment)<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Federal & State Capital Gains Tax Paid Upfront in Traditional Investment<\/strong>\n Opportunity Zone Investment:<\/p>\n N\/A\n
Traditional Investment:<\/p>\n Gross Investment in Offering<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Reduce by Upfront Load (Fees)<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Net Investment in Offering<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Estimated Available Annual Rate of Return for Net Investment<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Appreciation Until 12\/31\/2026<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Appreciated Value as of 12\/31\/2026<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Federal & State Capital Gains Tax Recognized at 12\/31\/2026 (On Original Opportunity Zone Investment)<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n N\/A\n Net Value After Paying Taxes by 4\/15\/2027<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Difference in Value as of 4\/15\/2027 Over Traditional Investment<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n N\/A\n No Capital Gains Tax on Appreciation of Opportunity Zone Property if Held At Least Ten Years<\/strong>\n Appreciated Value as of 4\/15\/2027<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Additional Appreciation Until 10 Year Hold is Met (Using 8% Annual Rate of Return)<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Appreciated Value after Ten Year Hold<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Assumed Federal & State Capital Gain Tax Rate on Appreciation over Ten Years<\/strong>\n Opportunity Zone Investment:<\/p>\n N\/A\n
Traditional Investment:<\/p>\n Total Capital Gains Tax on 10 Years of Appreciation<\/strong>\n Opportunity Zone Investment:<\/p>\n N\/A\n
Traditional Investment:<\/p>\n Total Estimated Value After 10 Years (Net of Taxes)<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Net Amount Earned Over 10 Years<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n Additional Cash Available Over Traditional Investment<\/strong>\n Opportunity Zone Investment:<\/p>\n
Traditional Investment:<\/p>\n N\/A\n
The following information is only relevant to the Caliber Tax Advantaged Opportunity Zone Fund, LP. The Caliber Tax Advantaged Opportunity Zone Fund II, LLC is a new fund with its own objectives and asset holdings. This fund is building off the momentum created by the Caliber Tax Advantaged Opportunity Zone Fund, LP. The Caliber Tax Advantaged Opportunity Zone Fund, LP is no longer accepting investments.<\/p>\n\t\t\t\t \n\t\tMesa Meeting ( Caliber Owned Asset )\n\t
Caliber’s revitalization efforts in downtown Mesa, Ariz., will recast eight historic Main Street buildings as modern retail, restaurants and offices-all within walking distance to light rail, a $100 million arts center and a new tech-focused campus for Arizona State University. Locals of this long-overlooked community are expected to enjoy a vivacious new city center, more business and career opportunities, and higher home values.<\/p>\n\t
Creating jobs<\/h3>\n\t In Tucson, Arizona, Caliber developed, constructed and is managing its Tucson Convention Center DoubleTree by Hilton QOZF asset. As of September 2021, it’s impact to date includes:\u00a0<\/p>\n
\nCreated $2.8 million in business taxes\u00a0<\/li>\n 374 direct and indirect jobs created\u00a0<\/li>\n 262 induced jobs created\u00a0<\/li>\n Created $32.5 million in labor income\u00a0<\/li>\n<\/ul>\n\t\t\t\t \n\t\tCaliber Owned Asset\n\t\t\t\t \n\t\tCaliber Owned Asset\n\tMaking a difference<\/h3>\n\t An estimated 30 million people in the United States suffer from mental illnesses. Caliber’s new Behavioral Health Hospital in Phoenix, Ariz., is expected to provide vital services to patients at a time when diagnoses may rise due to the pandemic.<\/p>\n
\n\t\tINVESTOR Considerations\n\t<\/h3>\n\t Selected risk factors are stated below. Refer to the PPM for more detailed discussion of risk factors.<\/strong><\/p>\n\nInvestments in Caliber private placements can lose entire value, are illiquid and are speculative.<\/strong><\/li>\nIlliquid investment, uncertain time horizon, complex structure; suitable only for sophisticated investors;<\/strong><\/li>\nThis investment does not comprise a comprehensive investment strategy;<\/strong><\/li>\nInvestment returns are not guaranteed; this is a speculative investment;<\/strong><\/li>\nUnique risks related to real estate investment include interest rate risk, occupancy\/extended vacancy issues, the ability to attract tenants, insurance risks, among others;<\/strong><\/li>\nThis offering is not contingent on a minimum capital raise and if the Fund cannot raise substantial capital, Fund investments may be less diversified and the Fund may not achieve its investment objectives;<\/strong><\/li>\nOpportunity Zone provisions are technical and complicated; investors intending to qualify for opportunity zone incentive tax benefits must be mindful of meeting all requirements and are urged to consult their personal tax advisors regarding an investment in the Fund;<\/strong><\/li>\nCOVID-19 could have a material impact on the Fund’s investments and operations.<\/strong><\/li>\n<\/ul>\n\tFor a more complete discussion of risk factors, view the Caliber Tax Advantaged Opportunity Zone Fund II, LLC PPM and supplement<\/a>.<\/strong><\/p>\n\t120-SKY-122023<\/p>\n