Urban Catalyst Funds (“UCF”), provides advisors with multiple tax mitigation strategies to attract high net worth clients. The UCF tax strategy platform offers solutions for clients with capital gains, 1031 exchanges and IRA to Roth IRA conversions. All of the funds offered by UCF are structured as Reg D 506(c), allowing advisors to openly discuss these solutions with accredited investors whom they do not have a pre-existing relationship with.
Urban Catalyst 99 S. Almaden Blvd., Suite 500 San Jose, CA 95113
(Crystal H. Rutkowski, AIF)
| Current and Former Offerings |
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Current available offerings: Closed Offering: |
| Year | Sector | Structure | Senior Executives |
|---|---|---|---|
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2018 |
Real Estate, Multifamily, Development, Retail and Office, Other |
Qualified Opportunity Zone – Reg D, 506(c) |
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