We believe with interest rates at historically low levels and the stock market at all time highs, a diversified portfolio of alternative investments that takes advantage of opportunities in inefficient markets can offer attractive returns. Our investment thesis values cash flow and capital preservation with an inflation hedge component. Our goal is to create a portfolio of diverse assets that provide healthy cash flow with an equity appreciation upside while maintaining limited leverage. We pride ourselves in our willingness to analyze deals in any industry brought to us by our broad network of partners.

 

We target investments of $2 to $15 million in size. These are generally considered to be too small, structurally constrained, and can offer challenging investment periods which limits traditional institutional investors. OZE looks to tap into these capital inefficiencies and identify mispriced assets with significant growth potential. We will look to leverage our relationships with small to mid-size real estate companies that manage and develop a significant number of properties and retain management expertise but do not have reliable partners to seize these opportunities.

 

Recent real estate investments include office, hotel, vacation, storage, and residential properties located in both emerging and prime locations across the country. In addition, our one-off assets include a real estate lending portfolio in Georgia, Solar Credit Opportunity Funds in Massachusetts, and a national medicinal cannabis entity.

 

Our investment strategy includes real assets with steady and predictable cash flows, and a long term appreciation component.