Do you have realized or unrealized capital gains to invest in Opportunity Zones? At OpportunityDb, we investors of all types 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%.
Any capital gain resulting from your Opportunity Zone investment is tax-free after holding for at least 10 years.
Opportunity zones can benefit multifamily investors in a range of ways. Multifamily investments offer several tax benefits, income appreciation, and are a hedge against inflation. Coupled with OZ funds, multifamily housing offers several more compelling advantages.
What does the future hold for the tax-incentivized Opportunity Zone investments? Will there be a reasonable expansion of the OZ policy in the coming years? While future legislation for OZs remains open to debate, this bipartisan
When it comes to managing capital gains tax, are Opportunity Zones the solution? Are these funds, in fact, the quintessential hedge in an uncertain and rapidly-changing economy? As awareness increases, investors and advisors look to QOZ
The Verte OZ Fund, one of the leading Opportunity Zone funds investing in operating businesses, has developed in a South Carolina company developing a new building material. Probitas Ventures is building a modern manufacturing facility
Four Points Funding has closed its third Opportunity Zone fund after raising $100 million. The company is in the process of deploying the capital to projects in Colorado. To date, Four Points has focused on
GTIS Partners announced the formation of a joint venture with real estate development company Wood Partners on a $72 million multifamily project in Charlotte, North Carolina. The Alta West Morehead development will be a five-story
In this webinar, Riaz Taplin presents his Ozone Fund III, which is investing in workforce housing in the San Francisco Bay Area. Webinar Highlights An overview of Riaz Capital, a Bay Area-based development and asset
In this webinar, James Brunger discusses two Capital Square OZ funds, including a luxury, mixed-use, 297-unit multifamily and retail development in the Warehouse District of Raleigh, NC and a mixed use development in Charleston, SC.
In this webinar, Wally Sullivan and Dr. Richard Rosen discuss the North Country Growers OZ Fund, a unique project that seeks to solve one of the country’s most pressing issues while also delivering strong returns
