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.
Real estate securities laws that apply to Qualified Opportunity Funds can have a huge (and often times ignored) impact on OZ developers and project sponsors. Coni Rathbone, real estate and securities attorney at Dunn Carney,
Community activation may be the key to long-term success of Opportunity Zones. Chris Cooley, CEO of OZworks Group, joins episode #200 of the Opportunity Zones Podcast to discuss OZ advocacy, why community-led OZ projects are
It’s incredibly easy for Qualified Opportunity Fund managers and limited partners who invest in such funds to get tripped up by many of the novel complexities that arise from the statute and regulations dictating Opportunity
Urban Catalyst announced that it has raised more than $100 million for its Urban Catalyst Opportunity Zone Fund II. Their second OZ fund furthers the construction of new ground-up projects in downtown San Jose by
Chicago-based Cresset announced that it has closed its second OZ fund after raising $655 million in equity, and is immediately launching a third fund. Cresset had previously raised $465 million in its first OZ fund,
Capital Square’s 80-unit multifamily property in Richmond, Virginia has reached 97% occupancy just four months after completion. The INK property, which includes approximately 80,000 square feet of residential space and 1,900 square feet of retail
In this webinar Kira Golden discusses the unique opportunities available to investors in Puerto Rico and highlights an industrial complex near one of the island’s busiest airports. Webinar Highlights Site plans for a unique industrial
In this webinar, Chris Knoppe shares the opportunity to invest in urban redevelopment in Columbus, Ohio. Webinar Highlights Summary of the positive momentum in Columbus, Ohio, including recent announcements from Intel and Hyperion. A discussion
In this webinar, Ben Matheson highlights the impressive track record of the Integris team spanning more than 1,000 full cycle assets. Webinar Highlights The “dual decision role” that OZ investors face, including both the asset
