the ame zion church: creating community

The AME Zion Church: Creating Community

Who is Gold Jacket, LLC? Member Partners

CarterBrothers

Capital Group

Why Partner with Gold Jacket?Gold Jacket is doing the work to build economic mobility and development in four key focus areas

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Healthcare

Problem: Lack of access to capital for the

development of premier healthcare infrastructure

SOLUTION

Gold Jacket partners with the faith-based

community to develop Healthcare Villages in

underserved communities

Small Business

Problem: Lack of access to capital for early stage small minority-owned

businesses.

SOLUTION

Gold Jacket partners with Private Equity

Managers to establish early stage

opportunity zone private equity

programs

Higher Education

Problem: Lack of access to capital, endowed

assets, and state-of-the-art facilities

SOLUTION

Gold Jacket establishes HBCU

funding program by partnering with hospitality and entertainment

preferred developer

Professional Skills

Problem: Corporate investor’s lack of access

to MBE-certified professionals

SOLUTION

Gold Jacket establishes fund

programs that allows for supplier diversity and diversity spend credit at multiple

levels of development

Gold Jacket, LLC is a joint venture between a real estate investment management company (Cogsville Capital Group), a real estate services company (E Smith Horizons) and a real estate facilities management company (CB Tech).

Gold Jacket, LLC serves as the facilitator between investors and Qualified Opportunity Funds (real estate projects) and Qualified Opportunity Zone Businesses. In addition to the resources introduced by each Gold Jacket, LLC Member, the firm will also hire or partner with other industry professionals to deliver a comprehensive platform for each opportunity.

A Unique Approach: We Are Gold Jacket

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We the co-chairmen are committed to the guiding principles of Gold Jacket, LLC: to think more creatively, assess opportunities more astutely, to act more quickly than others, and to hold ourselves to the highest standards.

Gold Jacket is in the business of creating extraordinary opportunity and value for our clients. We recognize that our company’s success is rooted in that laser-focused pursuit. We operate with transparency, honesty and simplicity – always honoring our agreements.

Together, we lead a team that conducts ourselves with the passion and integrity expected of great leaders and of great teams. We are proud of our cornerstone commitment to diversity and inclusion that reflects the communities and cultures in which we do business – and strive to make them a better place to live and work. With these guiding principles, we look forward to forging a mutually beneficial relationship.

The Continuous Pursuit of Excellence

Cris Carter

Our experienced partners, combined, have generated, developed and managed over $10 Billion in real estate and business transactions throughout the U.S.

CB Tech is a leading provider of managed services solutions that specializes in program and affiliate management for National Accounts. With National Coverage and Local Service, CB Tech offers a broad range of services that help companies efficiently and effectively manage their facilities, increase organizational performance, ensure compliance, and control costs.

CB Tech drives long term residual real estate value in the Gold Jacket Family of OZ Funds Investments.

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E Smith Horizons is the wholly-owned subsidiary and real estate finance arm of E Smith Legacy Holdings.

E Smith Horizons is responsible for the management of the company’s Opportunity Zone, Real Estate Investment, and Infrastructure Investment platforms.

E Smith Horizons sources premium real estate project opportunities to ensure an active pipeline of OZ investment opportunities for the Gold Jacket Family of Funds.

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Cogsville Capital Group (“CCG”) is a New York-based private equity investment firm.

The firm’s principal has invested in over $1.5 billion of transactions, representing over 4,000 real assets in 49 states, and has experience across real estate and infrastructure asset classes, with a specialization in public-private partnership investment opportunities.

Cogsville Capital Group brings extensive money management experience to the family of Gold Jacket Opportunity Zone Funds.

Capital Group

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Why Partner with Gold Jacket?Gold Jacket is doing the work to build economic mobility and development in four key focus areas

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Healthcare

Problem: Lack of access to healthcare

and related services in low-income

communities

SOLUTION

Gold Jacket partners with the faith-based

community to develop Healthcare Villages in

underserved communities

Small Business

Problem: Lack of access to capital for

early stage small minority-owned

businesses.

SOLUTION

Gold Jacket partners with Private Equity

Managers to establish early stage

opportunity zone private equity

programs

Higher Education

Problem: Lack of access to capital,

endowed assets, and state-of-the-art

facilities

SOLUTION

Gold Jacket establishes HBCU

funding program by partnering with hospitality and entertainment

preferred developer

Professional Skills

Problem: Corporate investors’ lack of access to MBE-

certified professionals

SOLUTION

Gold Jacket establishes fund

programs that allows for supplier diversity and diversity spend credit at multiple

levels of development

Supplier Diversity at every level with National Minority Supplier Development Council

Opportunity Zones

Opportunity Zone Defined An opportunity zone is an economically-distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment. Localities qualify as opportunity zones if they have been nominated for that designation by the state and that nomination has been certified by the Secretary of the U.S. Treasury via his delegation of authority to the Internal Revenue Service.

How were Opportunity Zones Created?

Qualified Opportunity Zones were created by the 2017 Tax Cuts and Jobs Act. The governor of every U.S. state and territory nominated up to 25% of their low-income census tracts to be certified by the Secretary of the Treasury as Opportunity Zones.

Eligibility was limited to only a portion of each state’s low-income census tracts in order to concentrate capital and increase the likelihood of meaningful economic development taking root in zones. Governors were given discretion to include moderate-income census tracts adjacent to nominated qualifying low-income ones for up to 5% of their nominations.

The AME Zion Church

AME Zion Church – Land-Owner

AME Zion Church is a global faith-based denomination that was founded in 1821. Today, the church has more than 1.4 million members and operates several higher education institutions.

In partnership with Gold Jacket, the church will establish a ground lease and participate in the general partnership as a co-developer by utilizing its community development corporations (CDCs). The initiation of the program is in the Western Episcopal District. This district includes:

• Alaska • Arizona• California• Oregon• Washington

The program, opportunistically, will pursue projects in other regions of the United States. However and based upon the progress of initial efforts specifically in California, Phase 2 involves a proactive effort east of the Western Episcopal District.

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Health Village ProgramIn partnership with Gold Jacket the AME Zion Church is developing health villages throughout the U.S. and U.S. territories

1. Build-to-suit development of Tier-1 healthcare systems and operators

2. If applicable, affordable and market rate residential development

3. Market-driven residential development

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Using the 70/30 rule, identify and invest in real estate developments that can be substantially improved to meet the needs of communities following the same investment strategy previously referenced.

Health Village Non-Opportunity Zone Investments

Identify and invest in real estate developments that can be substantially improved to meet the needs of communities designated as opportunity zones. Targeting the top healthcare systems as partners in each city/town, investors own interests in a premier Healthcare investment program comprised of premier anchor credit tenants (i.e. UCLA in Los Angeles).

Health Village Opportunity Zone Investments

Corporate and accredited investment clients can invest capital, as private equity investments, in health village mixed-use real estate projects.

Health Village Program

In partnership with the AME Zion Church, Gold Jacket establishes the Health Village Program for the development of Health Villages throughout the United States and U.S. territories and will serve as a Limited Partner investor.

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BDO Center for Healthcare Excellence & Innovation

Health Village ProgramThe BDO Center for Healthcare Excellence & Innovation is responsible for the following:

1. Market research analysis to determine the geographic location of hospitals and services in communities serviced by the AME Zion Episcopal Church;

2. Needs Assessment for community identified; 3. Healthcare program development based upon the needs assessment; and4. Negotiation with premier healthcare systems (top 1 to 3 systems per locale) servicing the targeted communities.

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Developer - ContractorThe Boldt Company

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The Boldt Company is the national leader in healthcare real estate development - building hospitals, universities, manufacturing and renewable energy coast to coast since 1889. Boldt is a national provider of healthcare real estate development and construction services with regional offices throughout the United States. With an annual revenue exceeding $1 Billion, Boldt has completed more than $2.5 Billion in development projects since 2000 and is an Engineering News-Record Top 15 Healthcare Construction firm.

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More than $3 Billion in Healthcare Experience Since 2000

Developer - ContractorCurtom-Dunsmuir

Certified Minority Partners at Every Level –Regional Minority Certified Developers, Contractors and ArchitectsOur regional partnership with Curtom-Dunsmuir is an example of regional minority partnerships in action

Curtom-Dunsmuir is known as “The Go-to Minority and Woman-Owned Business”. Recognized for notable projects of outstanding quality and craftsmanship, Curtom-Dunsmuir is a general contracting firm that has earned the industry’s respect.

Those who work with us know we’re a company of integrity that delivers on every promise—even if it impacts our bottom line. A strategic partner with the capacity to carry risk, we drive an organized process with expert coordination and scheduling of every subcontractor. We manage a wide range of both public and private sector projects—from multifamily residential, supermarkets and big-box retail to single-family homes and interior renovations of large public institutions.

Thank You

the ame zion church: creating community

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