Opportunity Zone Funds

Phillipsburg RT.66 Rechargers Park & Ozarks Country Store

Our initial Opportunity Zone Fund One project is to give a lifeline back to a small community just off the interstate in the Ozarks region of Missouri. What you will be able to participate in is summarized in the video below with a prospectus available upon request.​ Accredited Investor Definition: An accredited investor, in the context of a natural person, includes anyone who:

1. Has an earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR

2. Has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

Under Rule 506(c), verification of accredited investor status is required, and we are obliged to take reasonable steps to verify that all potential investors meet these criteria..

Please be advised that the investment opportunity discussed herein pertains to a Rule 506(c) offering under Regulation D of the Securities Act of 1933. As such, this offering is strictly limited to accredited investors as defined above by the U.S. Securities and Exchange Commission (SEC).

Opportunity Zones, allows investors like yourself to reduce their capital gains taxes through investing in a fund which then reinvests into a economically depressed area, in order to stimulate the local areas economy. These are scattered throughout the United States. This is a fully IRS approved plan which is part of the 2017 Tax Cuts & Jobs Act from then President Donald Trump. Your 25,000 share investment into our fund will then allow you to significantly reduce any of your current capital gains taxes over time. The longer you leave the investment in the fund the lower the taxes become over time, after 10 years they are virtually eliminated. (some taxes may apply to the gains received within the Opportunity Zone Fund) . The time frame for this is set to expire very shortly in 2026 (starting a O.Z. project). This means for you a unmatched opportunity to reduce or eliminate your taxes while investing in the alternatives (Private Markets) through a real estate backed asset fund with multiple incentives inside.

Our business plan includes operating the Alternative Investment Center as a Q.O. Z. B. (Qualified Opportunity Zone Business) within a Q.O.Z.F. (Qualified Opportunity Zone Fund) with our physical offices under construction located within our current opportunity zone development location. When the project is completed it will house a combined residential and commercial mixed use space along with an electric vehicle charging park located within a quarter mile of Interstate 44 on historic Rt-66 with future retail stores & offices providing an exceptional rest area and recharging services to cross country travelers, visitors and clients. Due to its interstate proximity it can qualify for Federal (N.E.V.I.) incentives and numerous other tax reducing Federal grants and incentives. (list available in PPM on our website) This is a shovel ready project set to launch imminently featuring a 125 year old historical building rehabilitation adjacent to a planned Level 3 electric vehicle charging park next door.

The Alternative Investments Center was founded with the vision of allowing wider access to investors through real estate backed alternative investments, Much of the alternative investments market was not available to the general public for many decades. It was commonly only seen in the public view as gold or silver and coins. That has changed drastically in the last decade and we offer a fund previously not accessible to many. Our core focus is real estate redevelopment through funding smaller scale rural and metropolitan opportunity zone reinvestments often overlooked by the multi million dollar players in this niche space. Our origins stem from our 30+ years of experiences in the construction, real estate, insurance and financial services industry. The Alternative Investment Center offers you the accredited investor access to unique tax sheltered niche investment opportunities for those individuals and entrepreneurs who are seeking capital gains reductions and long term growth backed by hard real estate assets.

Competitive Advantage

Our business has several key success factors that set us apart from our competitors. Firstly, our emphasis on rural alternative investments within opportunity zone areas and development aligns perfectly with the quickly growing alternatives markets trend with a lower chance of risk than crypto currencies such as bitcoin or some of the other unregulated assets being offered. Opportunity zones are Internal Revenue Service approved and regulated which can offer significant incentives and provide a unique investment landscape that can generate substantial returns through capital gains reductions and upside with the many potential grants and federal tax incentives for our types of projects.

Through focusing on projects within these zones, we position ourselves as a leader in the industry and seek to attract investors who are seeking security through capital gains tax reductions advantages written into the federal Tax Cuts and Jobs Act of 2017. Secondly, with our industry first starter advantage in the rural electric vehicle charging space it gives us a competitive edge in certain investment lanes that we are focusing on which can be discussed further during a short introductory call.

We also simultaneously understand the importance of reaching a wider range of investors online and providing simplicity across a complicated investment space. The Alternative Investments Center business will provide investors with access to our growing pool of informative videos, access to safe money retirement alternatives such as annuities and the ability to simplify the concepts through the visual experiences of our custom produced videos.

Our location is currently finishing the planning & development phase that will provide a unique personalized touch to the spaces, allowing clients to physically meet with an expert and discuss their investment goals face-to-face while seeing their investment dollars at work through the mixed use development of our multi use space and offices located within our first opportunity zone syndicated project. Lastly, our specialized investment consulting services truly sets us apart from our competitors with 30 years experience across multiple industries.

We offer expert guidance and support in a niche that is not found at the typical local investment office. Our team of consultants will provide in-depth analysis, market research, and personalized investment strategies to help our clients make better informed decisions. By offering this value-added service, we build trust and long-term relationships with our customers in a growing field of expertise.

Financial Summary

We expect to generate income in our first year of operation based on our market research and analysis of potential sales of annuity products and insurance which is growing very well with the higher current interest rates. This is in addition to the upside of the Alternative Investments Opportunity Zone Fund and its holdings. We will be organizing a Real Estate Investment Trust fund within the next year once the initial project is past a 50% completion point. This will establish ourselves in the alternatives investment industry further and build a strong client base, In conclusion, the Alternative Investments Center is set to become a first to market business that aims to revolutionize the investment landscape by providing unique opportunities in alternative assets through our focus of property redevelopment utilizing electric vehicle parks, distressed property redevelopments and solar farms all within opportunity zones.

(Please see our PPM deck for further details)

Industry Overview

The Alternative Investments Center operates in the alternative investments segment, which is a fairly new and growing sector within the financial services industry. Alternative investments are non-traditional investment opportunities that offer diversification and potentially higher returns compared to traditional investments such as stocks and bonds.

As investors have begun seeking to expand their portfolios and mitigate risks, alternative investments have gained tremendous popularity.

The Alternative Investments Center focuses primarily on developing assets located throughout opportunity zones in the United States but intends to acquire assets anywhere that may meet our criteria.

Opportunity zones are federally designated areas that provide tax incentives to investors who invest in the local economically distressed communities. By leveraging these opportunity zones, we aim to provide investors with solid returns through unique investment opportunities while contributing to the revitalization of those underserved communities. We specialize in creating and managing special purpose LLC entities (SPEs) that hold the projects as individual LLCs for a certain period.

Our business model is focused on developing real estate investment opportunities which may include distressed property purchases, mixed use, commercial and residential, raw land investments, solar farm developments, data centers, industrial parks and property management services which are primarily but not exclusively located within opportunity zones.

Our investment consulting service offers expertise across multiple financial fields including insurance, annuities as well as investments in alternative assets.

Key Market Trends

Increasing awareness of the alternative investments space has brought a focus for investors to diversify their portfolios, exit the traditional markets at all time highs and potentially achieve higher returns through the alternative investments arena without major risks due to wildly fluctuating markets.The Alternative Investments Center is well-positioned to capitalize on this trend by offering investments in a range of alternatives from simple annuities to alternatives through developing our multiple syndications and fund. Alternative and opportunity zone investments are quickly gaining traction for a number of reasons:

• The first is a significant capital gains tax reduction potential with a fast approaching Federal deadline. This deadline for opportunity zone developments is set to expire shortly in 2026 forcing many to take action to reduce their tax burdens.

• The second reason for opportunity zone successes is it is the only capital gains alternative to the decades old 1031 real estate exchange, which does not allow for the capital gains reductions of the opportunity zones act.

Opportunity zones have created the only avenue for investors to access capital gains tax reductions through investing in economically distressed areas while not being forced to reinvest their portfolio into another project repeatedly or pay the capital gains tax such as traditional 1031s. This is a completely new tax trend which presents a significant opportunity for the Alternative Investments Center, as we specialize in investing in alternative assets through our real estate opportunity zones focus.

Growing interest in real estate investments has always been a popular investment option, and this trend continues to grow. The Alternative Investments Center's focus on real estate investment opportunities positions us to meet the increasing demand for this asset class through our multi pronged approach of both commercial and residential development utilizing a capital gains reduction plan focused more on underserved communities. The continued rise in demand for investment consulting from baby boomers, gen X and milennials Due to the complexity of alternative investments, more and more groups of investors are seeking guidance to make informed investment decisions. The Alternative Investments Center's investment consulting service caters to this growing demand, providing expertise and guidance to our clients on a variety of topics from insurance to opportunity zones.

Investors are increasingly considering the social and environmental impact of their investments. The Alternative Investments Center's focus on investing in opportunity zones aligns with this E.S.G. trend, as it allows us to contribute to the revitalization of underserved communities while generating returns for our investors.

Strengths:

• Our emphasis on opportunity zone development aligns with strong current market trends. By focusing on these specific areas, we have the potential to attract investors looking for safety, tax reduction incentives and high returns. By offering a niche and unique value proposition, we can easily stand out from competitors.

• Our high visibility online and future physical presence in the location within our first project enables us to reach a wider range of customers. This allows us to tap into both the convenience of online transactions and the personal touch of face-to-face interactions once opened . Our mixed use of the space will allow our clients to see their investment dollars in action at the state of the art space.

• Our investment development and consulting services will provide expert guidance to many retirees as well as high net worth individuals and potentially family offices seeking opportunity zone investments. With our extensive knowledge and experience in construction, development, investments, real estate and alternative assets, we can offer valuable insights and help clients make informed investment decisions.

• We have a strong network of professionals and partners in the real estate and opportunity zone industry. This will potentially allow us to become front runners to access exclusive investment opportunities and collaborate with experts in various fields.

• We have a streamlined process for creating and managing our special purpose entity LLCs. Our Alternative Investment Fund service simplifies the setup and management of separate and distinct LLCs for multiple investment projects, saving time and effort for our clients.
  

Weaknesses:

• Expiration or sunsetting of the current law in 2026 without a further federal passage extension or modification based on political infighting between parties is a real risk. The current iteration of the 2017 Tax Cuts & Jobs Act is more than likely to continue in a new form with the election of a second Trump administration however there is no guarantee it will be in the same areas or same investment protocols.

• We have a limited number of projects and experts available to start a robust team. We are currently vetting out experts to round out our team at the business. While our specialization in alternative assets is a strength, it may not appeal to all potential customers. To mitigate this, we continuously explore new investment opportunities and expand our offerings to more clients through insurance and annuity products.

• We face initial hurdles in establishing our brand and reputation as a small player in a new and potentially burgeoning field. However, we have a comprehensive marketing strategy in place to create awareness and build trust among our target audience through our various websites and branding programs.
  

Opportunities

• The 2017 Tax Cuts and Jobs Act created opportunity zones which provided significant tax incentives for investors who invested in those O.Z. designated low income areas. The legislation was designed to spur redevelopment across economically lagging areas throughout the U.S. through incentivizing capital gains reductions over a period of time. The design incorporated scheduled reductions of capital gains tax over a period of time. Our business model alignment with this federal capital gains reduction program allows us to attract a larger pool of potential investors who are simply seeking to keep more of their capital gains through following the stringent federal guidelines. We can easily provide the necessary steps through our advisors.

• The real estate market in the United States offers a wide range of investment opportunities. With our expertise in both residential and commercial real estate, distressed properties, and land investments, tax code and more we can capitalize on these opportunities and generate substantial returns for our clients.

• The increasing demand for alternative assets among high net worth individuals and family offices presents a significant growth opportunity. Through our offering of specialized investment consulting services, we can cater to this niche market and establish long-term relationships with those clients.

• As the economy continues to grow, there is a growing need for property management services. By providing efficient and reliable property management solutions first to our developments as they mature, we can then tap into this future market and generate recurring revenue streams through offering management services in areas we are established in alongside our holdings.

Threats

• The competitive landscape in both the insurance and investments advisory business is intense. To mitigate this, we differentiate ourselves by focusing on alternative investments alongside opportunity zone development and providing personalized investment consulting services. A.I. is around the corner with deeper implementation coming, what it brings no one knows but it is worth watching.

• Changes in government regulations and tax policies can impact the attractiveness of alternative investments. Portions of the 2017 Opportunity Zone legislation are scheduled to sunset in 2026 However, we have been closely monitoring the developments and feel confident that a bipartisan (like the first) bill will emerge to be adopted in the 2026 session of Congress further extending the opportunity to continue our strategies that will ensure our clients continually benefit from our services after 2050 the final sunsetting date of the 2017 a98765Tax Reduction Act.

Positioning

As the Alternative Investments Center, we position ourselves as the premier niche provider of opportunity zone based investment solutions for high-income individuals, entrepreneurs seeking tax incentives, and family offices with multi-generational wealth needs. We offer a comprehensive range of services, including a focus on opportunity zone property development, special purpose entity creation and management, distressed real estate investment opportunities, and investment consulting.

Our positioning is centered around our ability to deliver expert guidance, personalized strategies, and access to exclusive investment opportunities. We emphasize our understanding of the unique needs and goals of our target segments, providing them with the confidence and peace of mind in their investment decisions. With our focus on alternative assets and tax incentives, we aim to help our clients maximize their returns, minimize tax liabilities, and build long-term wealth. Our commitment to excellence, professionalism, and integrity sets us apart in the market, making us the preferred choice for high-income individuals and families seeking alternative investment

Participation

We are currently seeking a small group of early stage accredited investors who share a common focus in the alternative asset space to join us in our rollout. This initial raise of 1 million to cover costs and formation is limited. We aim to help our clients maximize their returns, minimize tax liabilities, and build long-term wealth. Our commitment to excellence, professionalism, and integrity sets us apart in the market, making us the preferred choice for high-income individuals and families seeking alternative investments. Further information on the fund is available by reaching us below.

John Nicholson

Opportunity zones are federally designated areas that provide tax incentives to investors who invest in the local economically distressed communities. By leveraging these opportunity zones, we aim to provide investors with solid returns through unique investment opportunities while contributing to the revitalization of those underserved communities.

The Alternative Investments Center operates in the alternative investments segment, which is a fairly new and growing sector within the financial services industry. Alternative investments are non-traditional investment opportunities that offer diversification and potentially higher returns compared to traditional investments such as stocks and bonds. As investors have begun seeking to expand their portfolios and mitigate risks, alternative investments are continuing to gain tremendous popularity. We are introducing our initial investment offering to accredited investors through the Alternative Investments Qualified Opportunity Zone Fund.

Our opportunity zone fund focuses predominately on smaller rural developments and is significantly different from the majority of the investment firms in the opportunity zone space who are concentrating on larger commercial urban developments. By leveraging our expertise and experience in the development of smaller real estate investments, we aim to be more nimble while creating a platform that simplifies the investment process and further maximizes returns for our clients through careful investment planning primarily in rural opportunity zones. The Alternative Investments Center focuses primarily on developing assets located throughout opportunity zones in the United States but intends to acquire assets anywhere that may meet our criteria.