Halagard's Opportunity Zone Marketplace

Overview

Halagard has created the first of its kind marketplace to bring together the 4 primary groups who will make Opportunity Zones successful. They are:

  • Project Owners - Real Estate, Business Owners etc.
  • Qualified Opportunity Funds (QOFs), looking for projects to invest in and investors for their funds
  • Government & Economic groups, reviewing projects in their area of interest
  • Investors, searching for QOFs that meet their investment criteria

You thought we were going to say CPA's, lawyers and consults 😀

 

What is your interest in Opportunity Zones?

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Membership Levels

We offer 2 membership levels.  The level determines how much information you can share in the Marketplace and access to members of other groups.

Example – Projects Owners

  • Free level has 13 data elements including in-depth descriptions, file upload and QOFs can vote plus comment on each project.
  • Gold level has 21 data elements, QOFs can vote for projects and QOF’s and Governmental groups can access your contact information.

What is the difference between a Membership profile & User profile?

A membership profile is the detailed information about a project, a fund, a governmental group or Investor. You can change this by going to your portal and looking up your project.  For example you created a Free Project listing, you go to the Project portal, Free Projects and open your project and click edit.

A User profile is your first name, last name, email addr, password etc.  You can change this by clicking on your user name in the top right of the screen.

Project Owners

Projects Owners register and provide an overview of their project that feeds the Marketplace database. QOFs and Governmental groups access the data portal and use search criteria to narrow the volume of projects to those that match their investment criteria.  Finding the needle in the haystack.

There are 3 levels Project Owners can participate at Halagard

Free - An overview of your project is posted for QOFs to review including 13 data elements including in-depth descriptions, file upload and QOFs can vote plus comment on each project. Cost is free - register here 

Gold – Free level plus 8 additional fields, multiple file uploads and QOFs and Governmental groups can contact you via email about your project. The additional details and ability to contact you create a better chance of engaging potential investors. Cost is $300 per quarter plus tax - register here 

Offering – Leveraging our buying power and standard processes, your project and the interested QOFs work with Halagard to create an offering document / PPM. Once the offering documents and QOFs fully understand your project we move to the transaction stage where a price per share is established and QOFs are buying shares of your project.  Capital will flow to your project based upon the waterfall schedule in the offering documents. Cost will vary based upon the size of the project.

Qualified Opportunity Funds (QOFs)

QOFs register and provide an overview of their fund that feeds a Marketplace database.  The goal of the QOF database is to allow potential Investors to learn more about your QOF and to compare you to other QOFs. Additionally, you will have access to the Project database to review all projects listed and can vote for the projects you like. Project owners don't have access to the QOF database and are not able to contact you.

A benefit of the Halagard Marketplace for Funds is that all PPMs provide through Halagard will be standardized allowing you to streamline your decision process.

There are 2 levels QOFs can participate at Halagard

Free - An overview of your QOF is posted for Investors to review, this includes State where your located, planned size of the fund, your investment focus.  Additionally, you can review all Projects, but the data is restricted to what Projects provide under their Free plan. Cost is free - register here 

Gold – Free level plus an extensive list of criteria about your QOF interest so investors can learn about your fund including your website and other contact information. You will be able to view all information provided by Project Owners including voting and commenting on projects to let the Project Owners know your interest. Cost is $200 a month plus tax - register here 

Once a project has completed offering documents, you will participate in additional Q&A with the project owners. Finally, you move to the transaction stage where a price per share is established and equity in the project is exchanged for capital.

Government and Economic groups

Governmental and Economic Developmental groups whether at the national, state or local levels will need data about projects, including what typed of projects are funding, where the projects are located, etc. Additionally, you can contact Project Owners to share options for providing them assistance.

There are 2 levels Government & Economic Groups can participate at Halagard

Free - An overview of your organization is posted for Project Owners to review, this includes the City and State where you're located, Types of economic assistance. You can review all Projects, but the data is restricted to what Projects provide under their Free plan. Cost is free - register here 

Gold - Free level plus list of the services you provide, types of projects you can fund, types of funding offered, a 2000-word overview of your organization. You will be able to view all projects and engage with the project owners and QOFs. Full access to the Projects data portal. Cost is $100 a month - register here 

Investors

Investors register and provide an overview of their investment goals. You can then search our QOF database to learn more about the QOFs in the marketplace and what they offer investors. The goal is to allow you to find QOFs that match up to your investment criteria

There are 2 levels Investors can participate at Halagard

Free - You can provide an overview of your investment criteria and view QOFs.  You are not able to contact the QOFs directly but can request your contact information and investment criteria is shared with all QOFs in our system (this may be hundreds). Cost is free - register here 

Gold - You are able review the full profiles of all QOFs and view contact information per QOF  that match your investment criteria. Cost is $50 a month plus tax - register here