Badger State Opportunity Fund & Strategy

Maximizing tax-advantaged investor returns, mitigating downside risk, and increasing positive social impact.

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Badger State Opportunity Fund & Strategy

Badger State Opportunity Fund is Wisconsin’s first statewide, diversified and tax-advantaged Opportunity Fund. This private equity fund seeks to maximize investor returns, take advantage of federal and state capital gains tax benefits of up to 30%, mitigate downside risk, and increase positive social impact by investing in portfolio properties and companies based on the following:

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Long-term Income & Appreciation

developments expected to generate an annualized rate of return of 8%-16% through a combination of income and growth in valuation

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Capital Gains Tax Liability Reduction

businesses and commercial real estate suitable for a hold of at least 10 years in order to reduce and potentially eliminate federal and state capital gains tax liability for those investors adhering to Opportunity Zones guidelines

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Geographic, Sponsor & Asset Class Diversification

business purchases, expansions, and startups as well as new construction and substantial redevelopments of commercial real estate within Wisconsin’s 120 federally designated Opportunity Zones located across 60 municipalities in 44 counties sponsored by owners and developers, alike

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Public- & Private-Sector Support

those with financial support from both the public and private sectors as a way of mitigating risk and increasing the likelihood of the investment’s success

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Positive Social Impact

projects that positively impact communities, such as creating and/or retaining jobs, meeting a community need (e.g., healthcare, wellness, food, etc.) currently unmet by the market, developing quality multifamily housing, and/or improving sustainability

Badger State Opportunity Fund: At a Glance

Minimum Capital Investment:

$25,000 for accredited investors

Annualized Rate of Return Expected:

8%-16%

Minimum Investment Period:

At least 10 years

Potential Investment Area:

Wisconsin’s 120 Opportunity Zones in 60 municipalities & 44 counties

Allowable Capital Investment Sources:

Any U.S. dollar-denominated cash source allowable under law

Federal & State Capital Gains Tax Benefits:

Deferral of federal & state capital gains payments of up to 7 years; reduction of federal and state capital gains tax liability by up to 30% elimination of federal capital gains tax liability for Opportunity Zones-related investment

Capital Investment Sources to Gain Federal & State Opportunity Zones Tax Benefits:

Any capital gains subject to U.S. Federal & State tax liability realized within 180 days of investment

Interested in Investing in Wisconsin’s Economic Growth, While Reducing Your Tax Liability?

Creating economic opportunity across Wisconsin's urban and rural communities.

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Wisconsin Diversified Investments, LLC
500 College Ave. Racine, WI 53403

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