Investor Inquiries

We welcome broad participation in the transformation of local communities and the wealth-building potential from these efforts and intend to offer investment opportunities to both Accredited Investors, through the MN-OZA DREAM Fund, and to non-accredited investors through specific local development projects utilizing a licensed MNvest Portal.

Accredited investors may participate in the MN-OZA DREAM Fund, a Qualified Opportunity Zone (QOZ) Fund to invest in designated Opportunity Zones. This fund offer the greatest range of investment opportunities and the broadest diversification benefits. Investors at this level can drive maximum social impact across the State of Minnesota.

We partner with projects and a wide range of community organizations that are focused on a specific sub-geography among the 128 approved Opportunity Zones across Minnesota.

DREAM Fund Open to Accredited Investors

Minnesota Opportunity Zone Advisors (MN-OZA) is seeking interested investors to discuss working together to impact Minnesota.  Please complete the form at left if you’d like to connect with MN-OZA and/or stay in touch as the primary MN-OZA Opportunity Impact Fund takes shape.  Thank you!

Why Minnesota

Most people perceive their investment options to be limited to Wall Street, and typically only accredited investors can participate in private offerings.  As an alternative, MN-OZA is similar to a Real Estate Investment Trust (REIT) combined with a mutual fund whose diversified holdings make a positive impact on society and the environment.  MN-OZA’s goal is not to maximize financial return; instead, it is to balance positive impact with reasonable returns.

Minnesota’s culture of philanthropy, community engagement, balancing social and economic impact, and psychological / family connections between urban and rural areas make Minnesota a nearly ideal place to focus efforts early to develop tools and lessons to apply elsewhere. The range, experience and sophistication of non-profit, for-profit and educational institutions that have aligned and mobilized to help craft the MN-OZA concept plans speak to this.

The focus of MN-OZA’s Opportunity Fund is to:

  • Invest in transformational projects that meet both ROI and Impact criteria;
  • Invest throughout Minnesota, with a minimum of 15% outstate;
  • Utilize a diverse supplier base and support local vendors/ businesses;
  • Own and operate impact real estate that supports companies, small businesses and non-profit organizations — especially those promoting business owned by people of color and in disadvantaged areas;  and
  • Provide centralized investor recruitment, fund management, collaborative project vetting and fund/project administration.

This website is available for information purposes only. The information contained on this website does not recommend the purchase or sale of any security nor is it an offer to sell or a solicitation of an offer to buy any security. Any such offer will only be made in compliance with applicable state and federal securities laws.

NON-ACCREDITED INVESTORS

It’s important to MN-OZA that people currently in the OZ communities have ways to directly benefit from the potential value creation resulting from projects.