LOOKING TO DEFER YOUR CAPITAL GAINS TAX?

Why Urban Catalyst?

Potential Benefits of Opportunity Zone Investing

Defer taxes on previously earned capital gains

Avoid paying federal taxes on your capital gains

  • We are both a fund manager and developer 
  • We have full control of our assets
  • Silicon Valley economy
  • We focus on ground-up development projects in downtown San Jose's opportunity zone 
  • We're local! We have lived and worked in the Silicon Valley area for over a decade with $5B+ in development projects

FOR ACCREDITED INVESTORS ONLY. AN INVESTMENT IN THIS OFFERING IS SPECULATIVE AND INVOLVES SIGNIFICANT RISKS.

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Copyright © 2023 Urban Catalyst LLC. All Rights Reserved. 

Benefits of Opportunity Zone Investing


  • Defer taxes on previously earned capital gains

  • Potentially avoid paying federal taxes on your capital gains after 10 years

  • We are both a fund manager and developer 
  • We have full control of our assets
  • Silicon Valley economy
  • We focus on ground-up development projects in downtown San Jose's opportunity zone 
  • We're local! We have lived and worked in the Silicon Valley area for over a decade with $5B+ in development projects

LOOKING TO DEFER YOUR CAPITAL GAINS TAX?

Are You An Accredited Investor?

Eligible Gain Types

Capital Gain Event: An investor has an eligible capital gain

Investment in 180 days: : An investor has 180 days to invest following the date of the capital gains event to select a Qualified Opportunity Zone Fund ("QOFZ")

QOZF Develops Properties: Investments raised are used to develop properties in a designated OZ

Buildings Completed
and Leased: OZ Fund Manager completes and leases developed buildings. 

10 Year Sale: OZ Fund Manager sells all the properties after 10 years and generates returns for investors 

Capital Gains
Taxes Due

Refin Event
Anticipated 2026: OZ Fund Manager refinances projects

Eligible Gain Types

Sale of Stock

Many of our investors have equity via their company stock options or are active investors in the stock market and experience capital gains event.

Sale of Real Estate

Selling your share of a business makes you eligible to potentially defer your capital gains.

Sale of Business

Whether you sell your primary or investment property, investing into an OZ Fund is a great way to keep some of the equity and potentially avoid paying taxes on your capital gains.

Downtown San Jose

Aquino | Multi Family

Madera/TMBR 
@Downtown West

The Mark | Student Housing

Paseo | Office + Retail

Paseo

Echo Multi Family

This future office project is located on Santa Clara Street, the main drag of the central business district, across the street from City Hall and yards away from a future BART station. This project is the definition of Transit Oriented Development. Redefining what Class A office space is in downtown San Jose, with forty thousand square foot floor plates, 14-foot floor heights, floor-to-ceiling windows, adequate parking, and beautiful design with indoor/outdoor amenity spaces.

Icon | Mixed Use

Learn More

FUND I - FULLY FUNDED

FUND I - FULLY FUNDED

FUND I - FULLY FUNDED

This 175 key hotel is located in a highly-coveted position only 20 yards from the planned Google campus and three blocks from Adobe's world headquarters. It is also just steps away from the SAP events center, and the Diridon Station.

Learn More

Delivering the critical need for assisted living and memory care, the Gifford Place Senior Living project will consist of 167 units of housing in the urban center of San Jose, with amazing access to Downtown San Jose's amenities and activities.

Learn More

Aquino is a multi-family apartment project located in the heart of Downtown San Jose adjacent to the planned Google Village and Diridon Station, the largest multi-modal transit hub on the West Coast.

Located 1 block from SJSU; this student-focused high-rise residential apartment building will house over 850 students; filling the need for student housing.

This existing building reposition located between 1st and 2nd street, which connects SJSU to San Jose Diridon station, is slated to be transformed into a combination of office space over ground-floor retail.

Icon/Echo

The Fountain Alley Building

FUND II OPEN

The first of many exciting projects, this project features 67,000 square feet of office space and 19,500 square feet of retail space located on historic Fountain Alley, next to Bank of Italy and 200 feet from the future BART Station.




This future office and residential project is yards away from the future Bay Area Rapid Transit (BART) station in downtown San Jose, and across the street from City Hall. Given its transit-oriented nature, residents will be within walking distance to downtown amenities including restaurants, businesses, San Jose State University, VTA light rail and more.



Gifford Place @Downtown West

Keystone @Downtown West

FUND I CLOSED

FUND I CLOSED

Delivering the critical need for assisted living and memory care, the Gifford Place Senior Living project will consist of 167 units of housing in the urban center of San Jose, with amazing access to Downtown San Jose's amenities and activities.




This 175 key hotel is located in a highly-coveted position only 20 yards from the planned Google campus and three blocks from Adobe's world headquarters. It is also just steps away from the SAP events center, and the Diridon Station.




The Mark

Madera/TMBR @Downtown West

Located 1 block from SJSU; this student-focused high-rise residential apartment building will house over 850 students; filling the need for student housing.




Madera/TMBR @ Downtown West is a multi-family apartment project located in the heart of Downtown San Jose adjacent to the planned Google Village and Diridon Station, the largest multi-modal transit hub on the West Coast.




Paseo

This existing building reposition located between 1st and 2nd street, which connects SJSU to San Jose Diridon station, is slated to be transformed into a combination of office space over ground-floor retail.




FUND I CLOSED

Icon | Mixed Use

This future office project is located on Santa Clara Street, the main drag of the central business district, across the street from City Hall and yards away from a future BART station. This project is the definition of Transit Oriented Development. Redefining what Class A office space is in downtown San Jose, with forty thousand square foot floor plates, 14-foot floor heights, floor-to-ceiling windows, adequate parking, and beautiful design with indoor/outdoor amenity spaces.


Learn More

Paseo | Office + Retail

FUND I CLOSED

This existing building reposition located between 1st and 2nd street, which connects SJSU to San Jose Diridon station, is slated to be transformed into a combination of office space over ground-floor retail.




The Mark | Student Housing

FUND I — FULLY FUNDED

Located 1 block from SJSU; this student-focused high-rise residential apartment building will house over 850 students; filling the need for student housing.




Aquino | Multi Family

FUND I — FULLY FUNDED

FUND I CLOSED

 Aquino is a multi-family apartment project located in the heart of Downtown San Jose adjacent to the planned Google Village and Diridon Station, the largest multi-modal transit hub on the West Coast.




Fund II Projects

Past Projects

Past Projects

Keystone Marriott Hotel

Gifford Place Senior Living

Keystone | Marriott Hotel 

This 175 key hotel is located in a highly-coveted position only 20 yards from the planned Google campus and three blocks from Adobe's world headquarters. It is also just steps away from the SAP events center, and the Diridon Station.

Learn More

Gifford Place | Senior LIving

Delivering the critical need for assisted living and memory care, the Gifford Place Senior Living project will consist of 167 units of housing in the urban center of San Jose, with amazing access to Downtown San Jose's amenities and activities.

Learn More

This future residential project is a state-of-the-art, transit-oriented development, just yards away from the future BART Station and easy access to the VTA light rail. Echo contains amazing amenity spaces and is in walking distance from City Hall, San Jose State University, restaurants, bars, cafes, small businesses, and more.

Learn More

Echo | Multi Family

This future residential project is a state-of-the-art, transit-oriented development, just yards away from the future BART Station and easy access to the VTA light rail. Echo contains amazing amenity spaces and is in walking distance from City Hall, San Jose State University, restaurants, bars, cafes, small businesses, and more.


Learn More

Fund II Projects

Closing end of 2023

Fund II Projects

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Learn More About Our Tax-Advantaged Investment Opportunities

Take our assessment to see if you qualify for this opportunity

Start Assessment

Take our assessment to see if you qualify for this opportunity

Benefits of Opportunity Zone Investing

Defer taxes on previously earned capital gains

Potentially avoid paying federal taxes on your capital gains after 10 years

Potential Benefits of Opportunity Zone Investing

Defer taxes on previously earned capital gains

Avoid paying federal taxes on your capital gains after 10 years

A Qualified Opportunity Zone (QOZ) is a designation created by the Tax Cuts and Jobs Act of 2017 to encourage investment in economically distressed communities. The program allows investors to defer and potentially reduce capital gains taxes by investing in Qualified Opportunity Funds (QOFs), which are investment vehicles that deploy capital into businesses or real estate projects located in designated Opportunity Zones.

*Opportunity Zones are designated geographic areas in the United States that are eligible for tax incentives to encourage investment and economic development.

99 S. Almaden Blvd, Suite 500, San Jose, CA 95113

Fountain Alley Building

Opportunity Zones are designated geographic areas in the United States that are eligible for tax incentives to encourage investment and economic development.

What is a Qualified Opportunity Zone?

What is a Qualified Opportunity Zone?

What is a Qualified Opportunity Zone?

A Qualified Opportunity Zone (QOZ) is a designation created by the Tax Cuts and Jobs Act of 2017 to encourage investment in economically distressed communities. The program allows investors to defer and potentially reduce capital gains taxes by investing in Qualified Opportunity Funds (QOFs), which are investment vehicles that deploy capital into businesses or real estate projects located in designated Opportunity Zones.

1. 2019 Ranking

2. 2023 Ranking

2

1. 2019 Ranking

2. 2023 Ranking

1

Downtown San Jose

Why Downtown 
San Jose?

  • San Jose is the heart of Silicon Valley, one of the world’s premier centers for the technology industry. 
  • Economic growth in San Jose often outpaces that of other regions, which can lead to appreciation in property values over time.
  • Google recently broke ground on its Downtown project, which will eventually bring as many as 25,000 Google jobs, millions of square feet of office space, and thousands of new homes.
  • There are currently more than 50 development projects underway in the downtown core and another 50 within a mile of downtown.

Contact Us

Learn More About 
Opportunity Zone Investing

By clicking [“Contact Us”] above, you agree to our Terms & Conditions, and consent to receive automated transactional and promotional calls and texts from/on behalf of Urban Catalyst LLC. Consent is not a condition of any purchase. You may opt-out at any time.

FUND I — FULLY FUNDED

Why Downtown 
San Jose?

Why San Jose?

  • San Jose is the heart of Silicon Valley, one of the world’s premier centers for the technology industry. 
  • Economic growth in San Jose often outpaces that of other regions, which can lead to appreciation in property values over time.
  • Google recently broke ground on its Downtown project, which will eventually bring as many as 25,000 Google jobs, millions of square feet of office space, and thousands of new homes.
  • There are currently more than 50 development projects underway in the downtown core and another 50 within a mile of downtown.