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Opportunity Zone Investing


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 Qualified Opportunity Zone Fund Investing
  • Eligible Capital Gains for investment into the Opportunity Zone Fund include gains recognizable from taxable exchanges such as: the sale of stocks or bonds, the sale of a property, or the sale of an interest in a partnership.

  • Both long term and short term Capital Gains can be invested into an Opportunity Zone Fund. 

  • Gains taxed as ordinary income and gains from certain derivative contracts are not eligible for qualifying investment.

  • Each Investor generally must invest Capital Gains into Opportunity Zone Fund within 180 days of realizing Capital Gains.

  • Many taxpayers can defer Capital Gains through Opportunity Fund investment including: individuals, C corporations (including REITs and RICs), partnerships and trusts.

  • Only investors with qualifying Capital Gains are eligible for Opportunity Fund tax benefits.



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As with all investments, potential risks are associated with this type of investment such as the risks associated with investing in real estate and this tax incentivized investment does not guarantee a return on the investment or even the return of principal.

 
Step-By-Step Investment Process