Our Team

Our TEAM

– THE COASTAL BEND OZ TEAM –

Meet Our Team

John Berlet

General partner


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Nathaniel Dodson

Legal Counsel


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Sue Ogren

Executive Assistant


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Lolly Overton

Community Impact Director


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Stormy Johnson

Investor Relations


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Salve Alviso

Human Resources Administrator


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The Coastal Bend OZ Advisory Board

Patrick R. Sughroue Esq.

Legal and Business Counsel


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Schedule A Free Advisory Call

Discover the new investment opportunities


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Here is the Coastal Bend OZ fund strategy

A Few Reasons Why You Should Choose Us

  • Investments from $5 million to $15 million which are too large for inexperienced or first-time investors and too small for institutional investors
  • Focusing on transactions this size generates more profits with less risk
  • Properties typically stabilized within 12-18 months


SEE OUR OFFERINGS