Coastal Bend Fund

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Welcome To Coastal Bend OZ CO GP

We understand the importance of financial security and growth in today's fast-paced world. With our proven track record and expert team, you can trust us to make your money work.

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Why Choose Coastal Bend OZ CO GP Fund

Experienced Professionals

Our team of investment professionals brings years of experience to the table. With a deep understanding of market trends and a commitment to diligent research, we can identify attractive investment opportunities.

Diverse Investment Portfolio

Coastal Bend OZ CO GP Fund offers a diversified portfolio of investments. This diversity helps spread risk and maximize potential returns, ensuring a balanced and resilient investment strategy.

Tailored Investment Plans

We recognize that every investor's goals and risk tolerance are unique. Our team works closely with you to create personalized investment plans that align with your objectives. Whether you're planning for retirement, education, or wealth growth, we've got you covered.

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The Coastal Bend Oz 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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Patrick R. Sughroue Esq.

Legal and Business Counsel

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Coastal Bend OZ CO GP Investment Process

Four years into the program, federal and local authorities are formalizing their reporting about ways in which the program is impacting OZ communities, including local residents. Increases in job growth, home values, and overall economic growth in OZ tracts are being measured. Here is an example of what we’re finding:

Research and Analysis

Our investment process begins with thorough research and analysis. We evaluate market trends, economic indicators, and potential risks to identify opportunities that offer the best potential for returns.

Strategic Planning

Once opportunities are identified, our team of experts devises a strategic investment plan. This plan outlines the asset allocation, risk management approach, and expected timeline for achieving your financial goals.

Ongoing Monitoring & Reporting

We continue after making investments. Our team continually monitors market conditions and adjusts your portfolio as needed. This proactive approach allows us to seize new opportunities, adapt to changing market dynamics, and always stay informed with our regular performance reports.

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Gets Started With Coastal Bend OZ CO GP Fund

Step 1: Consultation

Let's begin your journey by filling out the below form. We'll discuss your financial goals and investment preferences to tailor a plan that suits your needs.

Step 2: Personalized Plan

We'll create a personalized investment plan to help you achieve your goals based on our discussion. This plan outlines the recommended asset allocation and investment strategy.

Step 3: Investment

We'll initiate the investment process once you're comfortable with the plan. Our team will execute the strategy, diversifying your portfolio across various assets to optimize potential returns.

Ready to Invest in Your Future?

Get in touch with our team today to start your journey toward financial growth and security

John Berlet

General partner

As the General Partner of Tandem Trust Real Estate LLP and Coastal Bend OZ Fund Manager, John brings his experience to the organization formed to build wealth for his partners and investors. As CEO of Tandem Trust Financial LLC, he has assisted his clients in reaching their financial goals for the past 30 years. John believes that the Opportunity Zone Tax Benefits are the best retirement strategy that he has ever seen.

Nathaniel Dodson

Legal Counsel

Advises clients on matters related to securities, financing, real estate, opportunity zones, and M&A. Through leveraging his expertise in the industry along with the help from his long list of trusted connections, Nathaniel has represented over $2 Billion in real estate and business funding transactions.

Sue Ogren

Executive Assistant

Sue’s career has spanned 4 decades with positions that include Managing a Multi-location Retail Operation. At the very core, there has been a focused calling; service and accuracy in everything she does. Her skills in research and communications are a large part of what she contributes to her administrative position.

Lolly Overton

Community Impact Director

Lolly has been a noteworthy leader in the financial industry for over 20 years. Driven by her passion to help people, she takes pride in providing the best service possible, both to her clients and her community. Her experience as a mortgage professional and credit counselor has allowed her to build partnerships and working relationships with local community nonprofits and service-based organizations.

Stormy Johnson

Investor Relations

Stormy began his career in insurance, and has owned an insurance and financial services agency since 1996. He started fixing and flipping houses in 2002 and soon realized that his true passion was in real estate, helping people manage risk, and to design a plan to build their assets. He has since invested in short-term rentals in both Central Texas and Coastal Bend and has been a Registered Representative in securities transactions since 2000.

Salve Alviso

Human Resources Administrator

Salve is very familiar with staff training, recruitment, and financial document support. She served as a representative for International Manpower Agencies and built bridges with the community and business leaders to enhance awareness of company initiatives. Salve earned her degree from Central Mindanao College and is also certified in Hotel and Restaurant Management from Colegio De Kidapawan in the Philippines. Salve lives in Rockport, Texas and when she is not working likes to sing, sew, and make craft arts.

Patrick R. Sughroue Esq.

Legal and Business Counsel

Patrick Sughroue is a co-founder of The Business Law Group, Grand Rapids, Michigan. Over the years Patrick has served as legal counsel and business advisor in connection with numerous business organizations and transactions including capitalization, investment, and M&A. Industry specialties include securities and financial services, energy, real estate, technology, emerging businesses, qualified opportunity zones (QOZ) and legal cannabis. Patrick also maintains an alternative dispute resolution practice for business and financial disputes and serves as a FINRA arbitrator. He earned his degree in business finance from the University of Notre Dame (1980) and his Law Degree from Wayne State University Law School (1983).

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