Intelligent Investment Strategies for Sophisticated Investors

Parsonex Capital Partners is a private fund sponsor that aims to bring intelligent investment strategies to sophisticated investors. Parsonex Capital Advisors is an asset management firm with a focus on real estate and business development in Qualified Opportunity Zones.

Pillars of Strength

Partnership

Partnership is the foundation of great business relationships. We work with co-sponsors, local developers, and other experts to create compelling investment strategies and vehicles for our most important partners… our investors.

Leadership

Leadership at Parsonex Capital Partners extends beyond our organization and shareholders to our industry and our community.  Our executives strive to create value while making a difference. We are proud to have a talented and distinguished group of professionals.

Experience

Experience matters. Through our executives and affiliates we have experience running regulated and compliance centric organizations, acting as a fiduciary for clients, and completing over $11.5B in transactions, 100+ years of experience and more than 400 commercial transactions.

WHAT IS A QUALIFIED OPPORTUNITY FUND?

Created by the Tax Cuts and Jobs Act of 2017, a Qualified Opportunity Fund is an investment vehicle to generate economic development in low-income communities.

8,752

Opportunity zones nationwide

Opportunity zones are tax-incentivized census tracts in certain low income communities designated by the state and federal government to encourage long-term investment.

WHAT ARE THE POTENTIAL TAX BENEFITS OF INVESTING IN A QUALIFIED OPPORTUNITY FUND?

TAX DEFERRAL

TAX DEFERRAL

Taxes on realized capital gains invested in a Qualified Opportunity Zone Fund within 180 days are deferred until December 31, 2026.

TAX REDUCTION

TAX REDUCTION

If held until December 31, 2026, the taxable basis on the realized capital gains invested in the fund is reduced by 15%.

TAX ELIMINATION

TAX ELIMINATION

If the investment in the fund is held for a minimum of ten years, there is a 100% step up in cost basis, eliminating the taxes on the growth of the investment.

IMPORTANT MILESTONES

OUR LEADERSHIP

Our leadership team brings together decades of experience in financial services, banking, real estate, and investment management in order to help investors achieve their goals.

JONATHAN E. MILLER

Chief Executive Officer

SHANE E. PHILLIPS

President

FRED P. ADAMS

Chief Investment Officer

JESSICA S. LANKES

COO/Interim CFO

STEWART A. LOEWENSTEIN

Director

KATHRYN A. ARMSTRONG

Due Diligence Coordinator

Advisory Board

JOHN T. HARKRIDER
MITCH KNIFFIN
Reza Sadeghian

Contact Us

8310 S. Valley Highway, Suite 110
Englewood, CO 80112

Visit Parsonex Enterprises at
www.parsonex.com

303.662.8700 (Office)
855.662.8700 (Toll Free)
303.309.3438 (Fax)