Nest Opportunity Fund® March 2022 Update

The Nest Opportunity Fund® is a positive impact investment fund that allows you to defer and reduce capital gains taxes while helping to rebuild American communities that have great potential, but lack smart, strategic investments.

Tax

Our K-1s have been sent to investors. Investors in the A Series will receive a tax write-off of about 10% of their original capital this year. Last year, they received a bit less than 10% for a total write-off to date of 15-20%. In addition, due to the 45L credit, investors each received a tax credit of about 1% of their invested capital. Our Series B investors did not receive a write-off, as no properties have been completed yet.

Operations Update: March 2022

Operations

Lexington and Columbus have completed one property that is available for rent.

Purchases

Currently looking at two properties that are potential deals.

Financing/Appraisals

No new appraisals.

Administrative

K-1s were sent out March 1st.

View 3D tours Through Our Completed Properties! (All in our Lexington Series A subsidiary)

• Property 1: 917 Georgetown (31 Studio Unit Apartments)
• Property 2: 433 Lindberg Drive (Single-family)
• Property 3: 620 Elm Tree Ln (Single-family)
• Property 4: 620 Ohio Street (Single-family)

Check out our March Opportunity Zone Webinar!

Our March webinar is just 14 days away.

What We Have to Offer

As a reminder, the Nest Fund is a relatively conservative option rehabbing residential properties in Lexington, KY and Columbus, OH. For more info, feel free to download our deck or watch our 10-minute Pitch Video here.

For general inquiries, call 614-469-4685.

Clint Edgington, Nest Co-Founder: Clint@NestOpportunityFund.com
Meredith Stoudt, Nest Investor Liaison: Meredith@BHAdvisory.com

We’re here to help guide you in these decisions. Get started with NEST today!