Is the Opportunity Zones program working? By the looks of what’s happening at the Caliber Companies, the answer is a resounding YES! In this podcast, their VP of Wealth Development – Brion Crum – goes over his company’s vision, the state of the QOZ Marketplace in general, and provides a number of real world examples of why you should be looking into his fund if you have capital gains tax exposure.
On a previous podcast, Mr. Crum went over how effective adaptive reuse is the key to many opportunity zone projects. Fast forward to today, and Caliber has a number of projects that are illustrating how that statement is true in the real world.
Located in Scottsdale, Arizona, Caliber’s goal is to build the wealth of investors through alternative access to real estate investments. They work with all types of individual investors, institutional investors, and financial professionals and have created their own Opportunity Zone Fund towards that end.
Listen to this podcast as Brion provides many examples of how his company is using this vision of opportunistic real estate investments to provide impact and economic innovation into local communities in the form of sustainable housing, university area developments, development of tribal community land, and many others – including pickleball courts!
He also goes over what he believes are the best parts of the Opportunity Zones program, as well as where improvement may be necessary. It’s all about getting investors interested in the company through quality deal flow and creating educational content, And if you’re looking for an alternative to your 1031 exchange, you may want to pay close attention to the content of this podcast.
If you’d like to get more information about Caliber Funds and learn more about what they are doing, visit their listing on the QOZ Marketplace here or go directly to their websites at CaliberFunds.co or Caliberco.com. In addition, Brion can be reached at 480-881-1906 or by email here. You wanted proof of success? Now you have it!
ABOUT OUR GUEST: Brion Crum
Brion Crum is a Vice President, Investments, at Caliber Funds. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth.
Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth investors and business owners on strategies for asset protection, tax planning and portfolio construction. Brion began his career as an internal wholesaler at ING Funds before becoming an independent advisor and consultant for companies with high-growth potential and their executives.
Brion has been on the founding advisory board of Eliances, an entrepreneurship community, and is a board member/advisor for a diverse group of organizations that have community impact and sustainability at their core.
Brion obtained his BSBA in Finance and Aviation Management from The Ohio State University. He is a registered representative with Tobin & Company Securities LLC; Member FINRA/SIPC.
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