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.


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