A NEW ECONOMIC DEVELOPMENT TOOL DESIGNED TO SPUR INVESTMENT IN DISTRESSED AREAS

By rolling over capital gains taxes into a qualified opportunity zone fund (QOF), investors can
defer, reduce, and even eliminate any capital gains.

Inital Tax Deferral

Defer capital gains taxes from initial sale of stocks, bonds, real estate, businesses, and other assets by investing in a QOF.

Partial Elimination

Reduce capital gains taxes by 10% or 15% if the investment is held for 5 years or 7 years, respectively.

Complete Elimination

Exclude (forgive) capital gains taxes from QOF appreciation, if held for at least 10 years.

A NEW INVESTMENT APPROACH YIELDING MAJOR TAX INCENTIVES

The Opportunity Zone program was created as part of the 2017 Tax Cuts and Jobs Act (TCJA) to stimulate long-term private investments in low-income urban and rural communities across the United States. By providing tax benefits to investors, this new economic development tool is designed to incentivize investment and promote economic growth in distressed areas. For the first time in history, accredited investors with any capital gain can roll their gain into a development in an opportunity zone.

INVESTING IN AMERICA

More than 8,700 Opportunity Zones have been designated across the United States and are intended to foster long-term private sector investments in low-income communities.

IS AN OPPORTUNITY ZONE RIGHT FOR ME?

An Opportunity Zone Fund may be right for you if:

  • You seek tax deferral and possible complete tax elimination.
  • You seek institutional-quality property.
  • You do not want property management responsibilities.
  • You prefer limited personal liability loans.

  • You are an accredited investor.

REQUEST MORE INFORMATION ON AVAILABLE OPPORTUNITY ZONE PROPERTIES