Our November Newsletter

Nest Opportunity Fund® November 2021 Update

We’ve made great progress on our rehab projects while we’ve had good weather. Now, we are buckling down for the winter season. Take a look at our October Opportunity Zone Webinar to see our recent updates below.

Don’t miss your opportunity to win the capital gains tax dilemma. It’s time to capitalize, not pay capital gains tax. Please register for our upcoming Live Webinar – Thursday, November 18th at 12:00pm EST.

Nest Fund Overview

We built Nest originally for ourselves to invest (as the first LPs!) in conservative, smaller real estate. We are patient and focus on day-to-day execution. If we hit singles and doubles for a decade, we’ll be happy. We’ll return capital if our LPs want it or we can no longer underwrite purchases at our standards, but we wish to reinvest income if we productively can. If that fits the bill for you, contact us! Our assets are located in the growing cities of Columbus, OH and Lexington, KY.   

End of the Year Deadline

December 31, 2021: The final date to receive any basis step-up on the original gain, which will further reduce the eventual capital gains tax liability. After this date, the 10% step-up in basis after a 5-year hold goes away; it is no longer possible to achieve a 5-year hold prior to the end of 2026. Schedule a 15 minute call with Clint to learn more about this deadline.

Operations Update

Property Rehabilitation: Our Rehab Teams Continue to Execute

Both Columbus and Lexington operations have focused on completing units while the rental market has been strong with the seasonal winds to our back. New completions will taper off after this month as we refocus toward earlier stage projects.

This quarter, we completed 4 single-family properties and 3 apartments. Over the next 1-3, weeks we will be finishing 15-16 units in our Georgetown building in Lexington, KY.


Both Lexington and Columbus have experienced strong rental demand. We have no units unrented that have been available longer than a month.

Financing & Appraisals

We closed on a smaller package of five single-family properties.


We have one additional test to be eligible for $62,000 in tax credits for environmental efficiency in our 31-unit Georgetown property, located in Lexington. OZ testing and audit was completed and sent to our partners.

View Our Recent 3D tours in Lexington, KY

Nest Series A owns and has finished the rehab on 138 E. 7th – Lexington, KY. Check out our 3D models to see our progress below.

Check Out Our Most Recent Project in Columbus, Ohio

We began construction in Columbus on our first Series B purchase recently. We are looking forward to getting these properties on the market. Good work, Columbus team.

Events & Webinars

Clint is on the move. Stay tuned for his upcoming webinars.

Sign Up for Our Webinar This Thursday!

Looking to stay in touch with Nest on new projects, deadlines, investment updates, and more? Check out our upcoming webinar, Thursday, November 18th at 12pm est. Sign up here!

Assessing Real Assets and Opportunity Zones

Clint will moderate “The 5th Annual Private Wealth Ohio Forum,” Thursday, November 18th. This panel examines the benefits and the drawbacks of real assets and real estate. Learn more here!

Novogradac Fall Opportunity Zone Conference 2021

Clint was recently featured at the Novogradac 2021 Fall Opportunity Zone Conference on a panel of CPAs, October 21st-22nd. Learn more here!

Steps to Get Started!

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