Investment Description

Trilogy Multifamily Opportunity Zone Fund, LP (the Fund) is a QOZ Fund that provides investors with the chance to invest in a fund focused on the construction of multifamily apartment rentals in declared QOZ tracts. We look for the most promising blocks within QOZs with strong population and job growth, a diverse economy and higher forecasted demand than supply.

Business Plan

The Fund generally plans to hold its investments in OZ Property for at least ten (10) years from the Final Closing Date. However, the Fund may dispose of one or more investments prior to the end of such period if the General Partner determines in its sole and absolute discretion that a disposition is appropriate in light of the then-current market conditions or for any other reason. The Fund expects that the proceeds of any such disposition may be reinvested by the Fund in OZ Property, as discussed above. The Fund may also invest in assets for which a ten year holding period is not contemplated after the ten year period that follows the Final Closing Date or in order to maintain the Fund’s status as an OZ Fund or to avoid penalties under the 90% Test. We intend to assign an exit or refinance timeline for each asset the Fund acquires prior to its purchase as part of the original business plan for each such project. We expect to thereafter re-evaluate the exit strategy established for each asset from time to time in order to respond to changing market conditions in light of the performance of the individual asset and Fund portfolio as a whole, as well as our overall investment objectives.