OZ Funds

Qualified Opportunity Zone Funds allow investors with capital gains the ability to achieve numerous tax benefits, including capital gains tax deferral, reduction, and exclusion. Below is a sponsored list of some of our favorite OZ funds.

Multi-asset multifamily real estate fund whose strategy is to assemble a portfolio consisting primarily of ground-up development projects that are able to produce viable returns before factoring in the QOZ tax benefits.

Project-specific OZ fund, invested in Marina Square — located in downtown Bremerton WA, just outside Seattle. Plans include a new hotel, restaurant/bar, and apartments in two, 6-story towers above 3-levels of subterranean parking.

Venture capital-based Qualified Opportunity Fund investing in high-growth start-up and expansion stage disruptive businesses across the United States. The fund will consist of 20-30 dominant and distributive companies in fast-growing markets.

Real estate fund in rental housing (apartments and single family rentals), hospitality, office/industrial, and preferred equity opportunities in the Southeast, Texas, and Southwest regions.

NOT INVESTMENT ADVICE. This content is for informational purposes only. You should not construe any such information as legal, tax, investment, financial, or other advice. Before making any decision or taking any action, you should consult with a CPA, attorney, or other competent adviser.

Please note: This page contains references to funds from one or more of our advertisers. We may receive compensation when you request additional information from these funds.