The Opportunity Zones Podcast is now on YouTube!
The Opportunity Zones Podcast is now on YouTube!
Do you have realized or unrealized capital gains to invest in Opportunity Zones? At OpportunityDb, we help High Net Worth investors and financial advisors make successful investments in Opportunity Zones.
New to Opportunity Zones? Start with our free Beginner’s Guide to Opportunity Zones…
Jimmy Atkinson, founder of OpportunityDb and Host of the Opportunity Zones Podcast
Opportunity Zones
The total number of census tracts certified as Opportunity Zones by the U.S. Treasury. (Full List)
Unrealized capital gains eligible for Opportunity Zones investment and tax treatment. (Source)
Former Treasury Secretary Mnuchin’s estimate of private capital that will flow into QOZs. (Source)
When you invest a capital gain in a Qualified Opportunity Fund, recognition of your gain is deferred until December 31, 2026.
After holding your Opportunity Zone investment for a 5-year period, your initial capital gain recognition is reduced by 10%. (Note: This benefit expired on 12/31/21.)
Any capital gain resulting from your Opportunity Zone investment is tax-free after holding for at least 10 years.
In April, members of Congress in the House and Senate introduced bipartisan Opportunity Zone legislation that would extend and improve the four-year-old tax policy. In this panel from OZ Pitch Day Summer 2022, Blake Christian,
Investing in Opportunity Zones can be an effective tax mitigation strategy for High Net Worth investors. But when are OZs the right investment structure to use when considering taxation and overall portfolio construction strategy? In
Debt is commonly used to amplify returns on real estate investments, and Opportunity Zone deals are no exception. But what is the proper amount of debt to appropriately leverage any given investment, and why might
Revitate has launched fundraising for its Impact OZ Fund 2022, marking the fourth Qualified Opportunity Fund (QOF) led by co-founders Alex Bhathal and Lisa Merage. The new fund will focus on multifamily and industrial projects
OpportunityDb is set to host OZ Pitch Day Summer 2022 tomorrow, July 28th, beginning at 10:00 AM Eastern Time. Silicon Valley OZ fund manager Urban Catalyst is the Title Partner for this event. It will
Capital Square announced that it has broken ground on its ROOST Apartment Hotel project in Charleston, South Carolina, targeting a completion of construction in approximately one year. The project, located at 529 King Street in
In this webinar, Clint Edgington discusses his conservative approach to OZ investing through a portfolio focused on Midwestern markets with favorable demographics. Webinar Highlights A history of Clint’s fund, which started as a family operation
In this webinar Kira Golden discusses an asset in Aguadilla, Puerto Rico near the longest runway in the Caribbean that will be positioned to benefit from a surge in industrial activity on the island. Webinar
In this webinar, Chris Knoppe discusses the unique combination of growth and stability available in Columbus, Ohio. Webinar Highlights Demographic and growth trends that are working in favor of Columbus, including the city’s status as
