Value-Added Partners
in Private Equity Real Estate
We provide a range of innovative investment solutions to investment advisers
for their institutional, family office and individual investors worldwide.
OPA ADVANTAGE
A Proprietary Network of Industry Leaders
OPA Capital, LLC is a South Florida based private equity real estate firm with a Proprietary Network of Leading U.S. Real Estate Investment and Asset Management Firms. We partner with registered investment adviser firms in providing family office and individual investors access to middle market investments typically only available to institutional investors. This approach leverages the unique expertise of the firms within our network in providing investors with investments that are diversified by geography, allocation strategy, market sector as well as investment manager.
Proprietary Network
95
Firms in Network
Total estimate as of Dec. 31, 2023
485
Firm Sponsored Funds
Total estimate as of Dec. 31, 2023
$402bn
AUM by Network Firms
Total estimate as of Dec. 31, 2023
Learn more about the assumptions in this section in our full disclosure.
INVESTMENT SOLUTIONS
We provide a range of innovative investment solutions to investment advisers
for their institutional, family office and individual investors worldwide.
Equity Fund of Funds
Equity Fund of Funds investments may be made into any one or more of the allocation strategies deployed by network firms, such as: Core / Core Plus / Value-Added / Opportunity. Investments may also be made into any one or more of the allocation market sectors, such as: Industrial / Office / Multi-Family / Retail / Residential / Hospitality / Diversified / Alternative. Depending upon the specific Fund of Funds strategy historic net rates of returns will vary: 7-12% plus / Leverage will vary: 20-80% / Risk will vary: low to high / Target Firm Funds per strategy: 10-20.
Debt Fund of Funds
Debt Fund of Funds - Historic net rates of return: 8-11% plus / Leverage: both levered (10-25%) and unlevered / Risk: ranges from low to high / Target Firm Funds: 10-20. Some examples are Bridge Loans/Lease-Up Financing, Construction Loans, and Property Rehab/Redevelopment Loans. The LTV (Loan To Value ratio) is typically 80% or less. Funds typically charge 9%+ interest fixed or are priced at a 30-day LIBOR plus spread, with a floor. Borrower fees may include due diligence, origination, servicing, draw, modification, extension, or exit fees. Fees may be distributed to investors in whole or in part. Loan amounts range from $1-2 million up to $150 million or more. Majority are short-term loans, for example, between 1 and 3 years.
Qualified Opportunity Fund of Funds
Qualified Opportunity Fund of Funds - this strategy provides investors with a platform to take part in a new and exciting investment vehicle designed to incentivize rebuilding economically distressed communities through unprecedented beneficial tax treatment on capital gains invested. Investors are able to defer federal taxes on any recent capital gains until December 31, 2026, reduce their tax liability payment by up to 15%, and pay as little as zero taxes on potential profits from an Opportunity Fund if the investment is held for 10 years.
Co-Investments
Co-Investments can be made alongside primary fund of fund investments. These investments are made into select underlying assets within the Target Firm Equity Funds: Core, Core Plus, Value-Added, and Opportunity. These side-car investments are made a la carte through Special Purpose Entities (SPEs) and only after comprehensive third-party due diligence, as they often have a larger risk/reward ratio.
Separately Managed Accounts
Separately Managed Accounts (SMAs) represent custom tailored investment solutions for institutional and family office investors seeking to leverage the diversity of our investment network. These investments are made outside of the Fund of Funds investments and are designed to meet the specific and unique objectives of each individual SMA investor.
Secondaries
Secondaries transactions represent the purchase of indirect and direct interests in property portfolios and/or single assets from existing funds and/or investors. These transactions are often achieved at a discount to the net asset value (NAV) of these assets with more favorable terms and, thus, generate enhanced cash-on-cash returns to equity.
Learn more about the assumptions in this section in our full disclosure.
ABOUT US
OPA Capital, LLC is a South Florida based private equity real estate firm with a Proprietary Network of Leading U.S. Real Estate Investment and Asset Management Firms.
Leveraging Relationships
CRE Private Equity Funds
CRE Owners, Asset Managers and Operators
Developers, General and Sub-Contractors
Property Management Companies
Institutional Lenders
Investment Bankers
Due Diligence Firms
Legal and Financial Advisers
Property Tax Specialists
Architects and Design Professionals
CRE Agents and Brokers
CRE Mortgage Brokers
Insurance Brokers
Our Roots
OPA Capital was founded by a member of a four-generation real estate family that has developed real estate in the USA, Canada, and the Middle East.
Past Family Projects
Mixed-Use Developments
Hotels and Resorts
Rental Apartment Buildings
Retail Shopping Centers
Commercial Office Buildings
Commercial Banks
Industrial Warehouses
Luxury Condominium Buildings
Luxury Residential Homes
OPA Capital's Approach is Simple
OPA Capital is dedicated to being a value-added partner to investment advisers in U.S. Private Equity Real Estate by fostering and maintaining relationships with Senior Management at leading U.S. Real Estate Investment and Asset Management firms. OPA utilizes in-house legal, feasibility, market analysis and valuation expertise and a robust strategic alliance network of proven industry and industry-related professionals in curating, managing and growing our proprietary network of leading investment and asset management firms.
OUR TEAMMATES
Global leader in fund administration serving 2,200+ clients in 50+ countries with $260 billion in AUA
JPMorgan Chase is a global leader with over $3.7 trillion in assets under custody
Industry leading third-party due diligence provider with 50+ offices in North America and the Caribbean
CONTACT US
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