Catalyst is a double bottom-line private equity firm focused on transformative investments in high-potential but historically underserved US markets.
We target market-rate returns alongside measurably positive social and environmental impacts.
Our place-based investments seek to revitalize neighborhoods, creating jobs for local residents and driving additional resources into the community through public, philanthropic and non-profit partners.
Our real estate funds invest in projects that anchor new economic activity and high-impact programming in communities, including workforce housing, healthcare and nutrition, child and adult education, job skills training and supports for local entrepreneurs and small businesses.
Our funds leverage the Opportunity Zone (OZ) tax incentive to maximize both financial returns for our investors and positive impacts for individuals and families in the community.
Proprietary Pipeline in High-Potential Markets
Leverage extensive networks in business, government, real estate and philanthropy to partner with community-driven developers on RE projects in high-potential middle-market OZs
Institutional Quality Underwriting
Rigorously assess investment opportunities with institutional-level diligence, leveraging Catalyst team + outside advisors on environmental, entitlement, legal, construction cost issues
Collaborate with developers to incorporate high-impact programming across affordability, education, health & wellness and economic growth / job creation categories
OZ Regulatory / Compliance Expertise
Thought leaders behind OZ legislation; continuous involvement in regulatory process; leadership in key OZ industry coalitions (EIG, Novogradac), advised by leading OZ experts
Globe St – Catalyst Announces First Opportunity Zone Projects
Catalyst Opportunity Funds has launched its first three investments. The projects are located in Salt Lake City and Bozeman, Montana, and represent a total investment of $28 million. The projects include Industry SLC and Pickle and Hide in Salt Lake City, which will transform outdated industrial properties into creative office and retail, and in Bozeman, […]
ImpactAlpha – The Week in impact investing: Impact FOMO
TGIF, Agents of Impact! Disruption. Inflection point. Crossing the chasm. FOMO. We’ve been using every breathless tech-era cliche in the book to herald a new financial system shaped by sustainability and inclusion. No doubt, there’s confirmation bias in the data points we tend to notice. Certainly, we’re calling trends we hope will play out (see, […]
The DI Wire – Catalyst Invests in OZ Project Sponsor to Rehab South Los Angeles Communities
Catalyst Opportunity Funds, a private equity firm focused on opportunity zone investments, has invested an undisclosed sum in SoLa Impact, an opportunity zone project sponsor based in South Los Angeles. Catalyst’s initial investment will be utilized by SoLa Impact to purchase, rehabilitate and develop multifamily and mixed-used properties across several opportunity zones in the South […]
OpportunityDb – Investing for Impact in Opportunity Zones, with Jim Sorenson & Patrick McKenna
Can Catalyst Opportunity Funds serve as both a counterexample to the wave of negative OZ publicity and a model for OZ fund investing? Impact investing pioneer Jim Sorenson and tech entrepreneur Patrick McKenna are co-founders of Catalyst. Jim is also founder of the Sorenson Impact Foundation, and funding partner at the University of Utah’s Sorenson […]
ImpactAlpha – Catalyst seeks to demonstrate positive impact with initial Opportunity Zone investments
ImpactAlpha, Feb. 4 – Affordable housing and startup space in South Central Los Angeles. A revitalized industrial area in downtown Salt Lake City. Workforce housing in Bozeman, Montana. The first investments from Catalyst Opportunity Fund are intended to demonstrate the financial viability of Opportunity Zone projects that boost access to quality jobs and affordable housing […]
The DI Wire – Catalyst Opportunity Funds Makes Initial Opportunity Zone Investments
Catalyst Opportunity Funds, a private equity firm focused on opportunity zone investment, has completed investments for its first three projects, located in Salt Lake City and Bozeman, Montana. Catalyst’s initial developments will convert underutilized real estate into office, residential and retail space within neighborhoods that offer growth potential but lack capital investment and quality development. […]