How to Invest in Opportunity Zone - Invest in Opportunity Zones

How to Invest in Opportunity Zone

Our award-winning team analyzes real estate development projects in Opportunity Zones and selects only the highest-quality projects from established developers.

Opportunity Zones are an economic development tool that connects private investment to low-income communities.

If a taxpayer realizes capital gains from the sale of an investment, his or her taxable gains are eligible to be rolled over within 180 days into a Qualified Opportunity Fund.The Qualified Opportunity Fund uses the invested capital to make equity investments into Opportunity Zone businesses and real estate.

Our award-winning team conducts extensive diligence on Opportunity Zone projects and manages annual compliance to ensure federal Opportunity Zone requirements are met for our investors. The taxpayer receives a temporary deferral of the capital gains tax. After 5 years, the taxpayer receives a step-up in basis of 10%. After 7 years, the taxpayer receives a step-up in basis of 15%, and if the investment is held for at least 10 years, the taxpayer receives a permanent exclusion of the capital gains from his or her taxable income.The longer the taxpayer holds the investment, the greater the tax benefits. Long-term investors can double after-tax returns by investing in an Opportunity Fund instead of a traditional stock portfolio.

Contact our team to see how you can defer and permanently lower your tax burden.

Our award-winning team analyzes real estate development projects in Opportunity Zones and selects only the highest-quality projects from established developers.

Opportunity Zones are an economic development tool that connects private investment to low-income communities.

If a taxpayer realizes capital gains from the sale of an investment, his or her taxable gains are eligible to be rolled over within 180 days into a Qualified Opportunity Fund.The Qualified Opportunity Fund uses the invested capital to make equity investments into Opportunity Zone businesses and real estate.

Our award-winning team conducts extensive diligence on Opportunity Zone projects and manages annual compliance to ensure federal Opportunity Zone requirements are met for our investors. The taxpayer receives a temporary deferral of the capital gains tax. After 5 years, the taxpayer receives a step-up in basis of 10%. After 7 years, the taxpayer receives a step-up in basis of 15%, and if the investment is held for at least 10 years, the taxpayer receives a permanent exclusion of the capital gains from his or her taxable income.The longer the taxpayer holds the investment, the greater the tax benefits. Long-term investors can double after-tax returns by investing in an Opportunity Fund instead of a traditional stock portfolio.

Contact our team to see how you can defer and permanently lower your tax burden.

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