Qualified Opportunity Zone (OZ) Fund
Defer and potentially eliminate capital gains by investing in designated economically distressed areas
How It Works
Within 180 days of realizing capital gains, you invest proceeds into a Qualified Opportunity Fund
Your original capital gains tax is deferred until December 31, 2026, or when you exit the investment
If you hold the OZ investment for 5+ years, you receive a 10% reduction on your original deferred gain
If you hold for 10+ years, all appreciation in the OZ Fund investment is completely tax-free
Key Benefits
Tax Deferral
Postpone capital gains tax until 2026 or sale of OZ investment
Tax-Free Appreciation
All gains in the OZ Fund are permanently tax-free after 10 years
Impact Investment
Support economic development in designated communities
Who This Is For
Investors with $100K+ in recent gains who are comfortable with a 10-year investment horizon and want exposure to real estate or business development in Opportunity Zones.
By The Numbers
0%
Tax on 10yr+ Gains
$100K
Minimum Investment
180 days
Investment Period
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