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Sale of stock
Suresh R.
Google employee · Bay Area resident
After selling company stock, Suresh explored Opportunity Zones and was drawn to investing in a market he already knew well.
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Investor spotlight
Real investor stories
Why investors chose Urban Catalyst.
Different capital gains. Different backgrounds. A shared interest in downtown San Jose.
Hear directly from investors who came to Urban Catalyst after selling stock, real estate or a business, and learn what mattered to them when evaluating an Opportunity Zone investment.
Sale of stock
Tech employees and executives looking beyond concentrated stock positions.
Featured stories include Suresh, Dave, Ed and Todd.
Sale of real estate
Property owners evaluating another way to reinvest a capital gain.
Featured stories include David, Claire, Shelly and Steve.
Sale of business
Business owners connecting a liquidity event with long-term real estate investing.
Featured stories include Steve and Dan.
9Investor stories
3Capital gain types
San JoseCommon local thread
Featured investor
A longtime Bay Area resident investing in a market he knows.
Suresh sold company stock, researched Opportunity Zone funds around the country and ultimately focused on San Jose. His story centers on local familiarity, long-term optimism and the ability to see the projects firsthand.
Investor spotlight videoHear directly from Suresh Rajkumar
Sale of stock
Dave K.
Biotech executive · San Jose resident
Dave’s capital gain came from stock options, RSUs and personal stock investments. Local San Jose development became a major part of his decision.
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Sale of real estate
David C.
CEO · Bay Area real estate investor
David came to Urban Catalyst after realizing capital gains from real estate and looking at ways to diversify into another real estate strategy.
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Sale of stock
Ed M.
Tech executive · Silicon Valley investor
A longtime real estate investor and technology executive, Ed invested after a stock-sale capital gain and later made additional investments.
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Sale of stock
Todd S.
Tech employee · First-time real estate investor
Todd was a first-time real estate investor whose capital gain came from selling stock while working in Silicon Valley.
Investor profile
Sale of real estate
Claire
California resident · Real estate seller
Claire sold a family property and evaluated an Opportunity Zone fund as an alternative path for reinvesting a real estate capital gain.
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Sale of business
Steve S.
Retired Silicon Valley CEO · Angel investor
Steve invested capital gains from a prior business venture and focused on Urban Catalyst’s local development experience and project mix.
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Sale of real estate
Shelly & Steve
Longtime real estate investors · Southern California
After decades of real estate investing, Shelly and Steve looked at an Opportunity Zone fund as an alternative to another 1031 exchange.
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Sale of business
Dan B.
Silicon Valley investor · Business owner
Dan’s interest began with a business-sale capital gain and his longstanding connection to downtown San Jose and its future.
Read the storyAbout these stories
Individual experiences, not promises.
These spotlights reflect the personal experiences and views of individual investors at the time their stories were recorded. They are not guarantees of results and should not be viewed as investment, legal or tax advice.
Important context
Opportunity Zone rules, tax treatment and Urban Catalyst offerings have changed over time. Some of these stories were originally published during earlier Opportunity Zone fundraising periods. Prospective investors should evaluate current offering documents and consult their own tax, legal and financial professionals.
The investor testimonials shown here are unpaid opinions of individual clients and are not necessarily representative of the experience of other investors.
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Learn more about Urban Catalyst, our downtown San Jose development strategy and what we are preparing for the next Opportunity Zone cycle.
For accredited investors only. This page is for informational purposes and does not constitute an offer to sell securities or investment, legal or tax advice. Keep the website’s existing global securities and testimonial disclosures in the footer below this module.