Profits with a Purpose

Veterans Villa is a unique investment opportunity in Colorado Springs managed by Tocqueville Asset Management and CapZone Impact Investments that connects profits with a purpose. This Opportunity Zone investment in Colorado Springs aids U.S. Veterans while delivering market-based returns with Opportunity Zone tax benefits for investors. 

Investor Benefits with Veterans Villa Opportunity Zone Project

Veterans Villa offers investors potential long-term capital gains and tax free appreciation and a deferral of existing capital gain tax obligations.

Investors are expected to benefit from the continued growth of the Colorado Springs area and the demographics of the targeted tenant market which may be more economically resilient due to the availability of active-duty housing allowances and potential VA rental support.

Veterans Villa Operating LLC is structured to facilitate investment of recent capital gains through third-party Qualified Opportunity Zone Funds or through a pre-existing Qualified Opportunity Zone fund established by Tocqueville Asset Management.

  • Deferral of existing capital gains through 2026 and sale of equity investment after 10 years is capital gains tax-free.
  • Expected cash available for distribution is shielded from tax up to straight line depreciation and debt service with no recapture upon exit.
  • Debt financing is being sought through the HUD 221 (d) (4) program as well as through commercial lenders.
  • Opportunity Zone regulatory compliance services and impact investment reporting provided by CapZone Analytics LLC for the entire life of the project. For more information: www.capzoneanalytics.com

The land for Veterans Villa has already been acquired and the zoning process is well underway.  Investors are encouraged to contact us to take advantage of this opportunity by serving our service personnel with housing that prioritizes their needs at every level. 

Invest in Veterans Villa

About Tocquville & CapZone

Tocqueville Asset Management LP is a NY-based, SEC Registered Investment Advisor formed in 1985, actively managing nearly $8 billion in assets.  Focused on after-tax capital preservation and long-term growth utilizing a disciplined, proprietary, research-intensive process.

CapZone Impact Investments LLC is a Connecticut-based firm specializing in ESG-oriented Opportunity Zone Investment strategies. With multi-sector sourcing expertise in 8,766 Opportunity Zones in the U.S. and 5 territories, CapZone is a pioneer in originating and structuring compliant Opportunity Zone investment projects.

Tocqueville Asset Management and CapZone Impact Investments principals have a relationship that spans 30 years.