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Elimination : Complete elimination of taxes on gains from appreciation in the Opportunity Zone Fund if the investment is held for at least 10 years. Early recognition of demographic and economic inflection points along the path of progress further enhances returns. We believe in giving back to communities in which we invest.

Synergy Funding is our private lending arm. Leveraging our years of real estate experience and expertise, we offer customized financing solutions to best fit the needs of our clients across the following markets:. Bridge : Real estate Bridge loans are short term in nature and suitable for all property types.

They fulfill a variety of needs such as a quick turnaround for acquisitions or financing for properties in transition. Renovation : Ideal for rehab projects, Renovation loans allow investors or development professionals to acquire property in disrepair and perform the needed work ahead of a refinance or sale. Mezzanine : We will work with your bank or larger institutions to find Mezzanine capital solutions that make sense for your project or investment.

Working Capital : Working Capital loans are used by business owners to help finance everyday operations and stabilize cash flow. We provide tailored solutions to ensure short term obligations are met in exchange for liquid collateral.

For more information, please contact Mark Bresnahan email: mbresnahan synergyboston. Our tenants receive great spaces that better reflect their desire for creative, innovative and collaborative work environments. About Synergy is a full service real estate investment and operating company primarily focused on the Boston market.

Back Investments. Opportunity Zones Synergy is actively focused on opportunity zone investments in the greater Boston and Worcester area. By investing capital gains into a qualified opportunity zone fund an investor can realize 3 significant tax benefits: Deferral : A deferral of capital gains reinvested into an Opportunity Zone Fund until December 31, Synergy gives you access to a range of investment portfolios that are expertly managed based on recommendations from industry leading investment professionals.

The Consilium series offers investors 22 portfolios with different risk profiles, including a range of socially responsible and portfolio investment entity PIE portfolios, based on research and recommendations from the Consilium Investment Committee. The MyFiduciary series offers investors six portfolios with different risk profiles based on research and recommendations from the MyFiduciary Investment Committee.

Synergy offers you the choice of 28 portfolios with different investment styles and risk profiles to suit your individual financial goals. Your portfolio is regularly reviewed and rebalanced by our team. Regular reporting keeps you up to date on the performance of your investment.

Get access to portfolios developed by industry leading investment professionals and advice provided by your adviser of choice. Helping you reach your financial goals Your adviser will help determine your investment objectives and select the Synergy portfolio that is right for you. Synergy will take care of keeping your portfolio in line with its targets and send you regular reports on the performance of your investments.

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