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Investing In Opportunity Zone Funds

With the current volatility of the stock market, now may be the perfect time for you to consider investing in an Opportunity Zone. 

  • Have you recently liquidated some of your stocks? 
  • Are you a tech executive with significant company stock looking to diversify your investment portfolio? 
  • Or are you an astute investor currently taking some of your stocks out of the market and looking for new investment opportunities? 

If so, investing in an Opportunity Zone Fund may be just right for you. 

Let’s take a look at how this works:UC-Tax-Benefits-1Not only do you get a big tax benefit on your capital gains, but you also have a unique opportunity to invest in one of the strongest real estate markets in the country: Silicon Valley.

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The foregoing discussion of the various aspects of the Opportunity Zone program is based upon positions that we believe to be reasonable given the statute as currently written and prior Treasury and IRS precedent; however, there can be no assurance that the forgoing discussion will ultimately prove to be certain as Treasury guidance and regulations are subject to change on the Opportunity Zone program. Given such uncertainty, each prospective investor should consult with their personal tax advisors before making any investment into an opportunity fund, including the
Urban
Catalyst Opportunity Fund I.
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.

 

1.Please refer to 26 U.S.C. 1400Z-2(a)-(c) for more details.