The Wyoming Reserve OZ Fund - Offering II is a Qualified Opportunity Zone Fund organized as a Wyoming corporation, offering up to $130,788,123 of common stock at $13.25 per share. Unlike a real-estate QOF, its qualified opportunity zone business is a precious-metals enterprise in Wyoming - purchasing and selling gold and silver and providing vaulting, fulfillment, and metal-availability services to commercial and industrial customers. Returns are driven by trading and fee income plus appreciation of metals inventory, with an optional "Smart Liquidity" share-repurchase program (after a one-year lock-up) of up to 1% of shares monthly (12% annually). Investors may defer eligible capital gains to December 31, 2026 and, if shares are held 10 years, eliminate tax on appreciation. Offered to accredited investors under Rule 506(c); $50,000 minimum.
Qualified Opportunity Zone Fund (Wyoming corporation) - $130.8M common-stock offering at $13.25/share.
Operating QOZ business: precious-metals trading + vaulting/fulfillment services (gold & silver).
Optional "Smart Liquidity" share repurchases up to 1%/month (12%/yr) after a 1-year lock-up.
QOZ tax benefits: defer gains to 12/31/2026; tax-free appreciation if held 10 years.
Accredited investors only (Rule 506(c)); $50,000 minimum.
An unusual QOZ vehicle - an operating precious-metals business rather than real estate - pairing gold/silver exposure with opportunity-zone tax deferral/elimination. Suits investors seeking hard-asset diversification and QOZ benefits who can accept commodity volatility and illiquidity; "Smart Liquidity" offers optional, capped monthly redemptions, not guaranteed income.
Differentiated non-real-estate QOZ exposure (hard-asset precious metals); optional monthly liquidity via share repurchases; full QOZ tax benefits at a low $50k minimum; diversification characteristics of gold & silver.
Highly illiquid common stock with no secondary market; returns depend on volatile commodity prices and active inventory management; repurchases are capped (5%/quarter) and not guaranteed; newer operating business with key-person dependence; QOZ tax rules may change.
Benchmarks compare this offering’s projected figures against sector medians computed across current offerings tracked by Baker 1031 Investments as of the last-updated date shown. Benchmark data is internal, unaudited, and subject to change.
The Wyoming Reserve operates a precious-metals enterprise (gold and silver trading, vaulting, fulfillment, and metal-availability services) in a Wyoming qualified opportunity zone, offered to investors as a Qualified Opportunity Zone Fund (Wyoming corporation).
Sponsor figures are provided by the sponsor and have not been independently verified except as described in the offering materials. Past performance does not guarantee future results.
Full offering details, projections, and documents for The Wyoming Reserve OZ Fund - Offering II are available to verified accredited investors.
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