Nest Opportunity Fund

03/25/2025

Want to turn your capital gains into community gains? With The Nest Opportunity Fund, you can defer taxes, grow your wealth, and revitalize neighborhoods across America.

Dive into the details and discover how your investment can create lasting impact:

Opportunity Zones allow investors to defer -- and, potentially, eliminate -- their capital gains taxes, all while improving neighborhoods.

03/17/2025

Happy St. Patrick’s Day! Did you know that Ohio ranks 6th in the nation for residents claiming Irish heritage? With such strong Irish roots, it’s no surprise that communities here are rich in culture and history.
At Nest, we’re committed to investing in Ohio’s Opportunity Zones, helping to revitalize neighborhoods and create lasting impact. As we celebrate today, let’s also raise a glass to the future of our communities!

03/03/2025

“There’s bipartisan interest in improving Opportunity Zones, but action needs to happen in 2025.” – Michael Novogradac, CPA

What changes are coming for OZs? Could the incentive become permanent? This week’s Novogradac & Company LLP Tax Credit Tuesday Podcast breaks down the latest legislative efforts and what they mean for investors, developers, and communities.

Watch and listen now:

Legislation to modernize and renew the opportunity zones (OZ) incentive in 2025 is essential to its long-term prospects. In this episode of Tax Credit Tuesda...

02/25/2025

Want to learn how Opportunity Zone funds work and how Nest is making an impact? Our white paper is the perfect starting point! Discover how you can align your investments with community revitalization and smart financial growth.

Download the white paper today:

Get an in-depth look at how Opportunity Zone funds work, as well as a solid overview of how they can benefit you, with our easy-to-understand white paper.

02/18/2025

This year, the Tax Reconciliation Bill could reshape our communities and environments as a part of Opportunity Funds..

The Joint Committee on Taxation's latest estimates show potential changes in funding for housing, community development, and clean energy. Discover the details in this article from Novogradac & Company LLP :

As the 2025 expiration date for many provisions from the Tax Cuts and Jobs Act (TCJA) of 2017 quickly approaches, there will be plenty of congressional discussions to negotiate a tax reconciliation bill that is being informally referred to as the “Super Bowl of Tax.”

02/12/2025

Great news for Opportunity Zone investing!

Qualified Opportunity Funds have now surpassed $40 billion in equity, showing just how much momentum this program has gained.

With investors continuing to take interest, it’s exciting to see how these funds are shaping communities and driving economic growth.

If you’re curious about the latest trends in QOFs and what this means for the future, check out this Novogradac & Company LLP article:

Qualified opportunity funds (QOFs) tracked by Novogradac have raised more than $40 billion for investment in opportunity zones (OZs).

02/06/2025

National Optimist Day is Here!

At Nest, we believe in the power of optimism to transform lives. By investing in Opportunity Zones, we're not just creating financial opportunities—we're helping neighborhoods thrive and fostering hope for a brighter future.

Let’s celebrate the positive change we can achieve together. Learn more about how you can join the movement:

The Nest Opportunity Fund offers expert guidance on OZ investments in neighborhoods that need boosting - while saving on capital gains taxes.

01/28/2025

2024 is one of the final years to take advantage of the tax benefits and growth potential offered by Opportunity Zone investments. With the program set to expire at the end of 2026, now is the time to act.

Don’t miss your chance to make a meaningful impact while maximizing your investment. Learn more about the Opportunity Zone timeline from this article by Warren Averett, LLC :

The current iteration of Opportunity Zones, the bi-partisan economic development tool, will expire on December 31, 2026.

01/14/2025

At Nest, we believe in thoughtful, well-researched Opportunity Zone investing. Our leadership team identified under-invested zones where we can create value while respecting the communities we serve. By focusing on single-family and smaller multi-family homes, we balance lower risk for investors with preserving neighborhood culture and character.

Curious about our approach?

Dive into the details on our website:

Our highly experienced team at the Nest Opportunity Fund is dedicated to helping our investors and the targeted communities they invest in.

01/09/2025

Big news this December! Cresset and Fidelis are teaming up to build a 252-unit multifamily community in Willis, Texas, funded by Cresset’s QOZ Fund III. This is a great example of opportunity zones driving growth and innovation.
Congratulations to the teams! Read more about their exciting project here:

HOUSTON, TX - Cresset Real Estate Partners announced a joint venture with Fidelis Residential Partners, a division of Fidelis, to develop a nine-building, 252-unit multifamily community in Willis, Texas, which is in the greater Houston area. The project, named Fidelis Willis, is the latest developme...

01/01/2025

As we kick off 2025, we’re excited to continue helping investors maximize opportunities in Qualified Opportunity Zones. Here’s to a year filled with growth, success, and impactful investments!

12/23/2024

As the year winds down, we’re grateful for the opportunity to grow alongside our investors and communities. Wishing you a joyful holiday season filled with peace, prosperity, and hope. Here’s to more meaningful milestones in the New Year!