Page 4 31 - 40 of 142

Do Opportunity Zones End in 2026?

The 2017 Tax Cuts and Jobs Act (TCJA) created a tax investment incentive program targeting economically distressed areas. Each state and all eligible US territories nominated these areas as Qualified Opportunity Zones, and the Treasury Department selected the final list of over 8,700 census tracts. The QOZ program offers tax benefits for taxpayers who reinvest capital gains into business opportunities in the designated areas.

Mar 6, 2023

Can You Live in an Opportunity Zone?

Opportunity Zones were created as part of the Tax Cut and Jobs Act of 2017.

Mar 1, 2023

When Do Opportunity Zones Expire?

When Do Opportunity Zones Expire?

When it comes to opportunity zone (OZ) investments, some investment deadlines have already passed, but there is still a basis step-up deadline that hasn’t passed, providing investors with some time to take advantage of this tax benefit.

Feb 3, 2023

What is IRC Section 1400Z-2 Gain?

The Qualified Opportunity Zone Program was introduced under the Tax Cuts and Jobs Act of 2017. The focus is to funnel capital gains toward federally designated Qualified Opportunity Zones (QOZs) by way of Qualified Opportunity Funds (QOFs). Investors, in turn, benefit from tax incentives which encourage them to invest in QOFs.

Jan 23, 2023

Are Opportunity Zones Publicly Traded?

In October 2021, private equity firm and family office Belpointe Capital launched the first (and to date, only) publicly traded Qualified Opportunity Fund (QOF). Operating under the NYSE stock name of OZ, Belpointe OZ, to date, has raised more than $345 million of equity capital and has more than 2,500 units in its development pipeline.

Jan 12, 2023

Can Non-Accredited Investors Invest in Opportunity Zone Funds?

The main impetus of the opportunity zone program is to funnel financial resources into federally designated, lower-income qualified opportunity zones (QOZs) to help with economic revitalization and job creation. The irony of the program is that most opportunity zone funds are open only to accredited investors.

Dec 27, 2022

Can You Buy Someone Else's Opportunity Zone Share?

Can You Buy Someone Else's Opportunity Zone Share?

Buying into Qualified Opportunity Zones (QOZs) requires a somewhat hefty initial investment, often in the five- or six-figure dollar range and can range from $25,000 to $100,000 or more. Some Qualified Opportunity Funds (QOFs) can require a minimum investment of $250,000. Furthermore, only capital gains can be used for this type of investment.

Dec 19, 2022

Can a State Change its Opportunity Zone Designation?

Can a State Change its Opportunity Zone Designation?

This is a loaded question since there are a few questions being asked. First, can an opportunity zone (OZ) change its entire designation, and then can it change only parts of it? Let's dig deeper into what these questions mean, if they are possible, and finally, how to go about implementing the changes.

Dec 16, 2022

[Podcast Recap] Opportunity Zone Strategies for High Net Worth Investors

Realized recently joined the Opportunity Zones podcast for a panel on Opportunity Zone (OZ) investment strategies. The panel discussed a variety of ways that investors can seek to maximize the tax efficiency of their investments. They also compared Opportunity Zones and Delaware Statutory Trusts (DSTs) in terms of benefits and challenges for investors. Here are some of the key takeaways from this panel.

Dec 12, 2022

How Can Debt Impact Your Qualified Opportunity Zone (QOZ) Investment?

skyscraper-construction-opportunity-zones-AS-295828909

Like traditional real estate investment vehicles, Qualified Opportunity Zone Funds (QOZF) may strategically use financing to help maximize returns. Using debt or leverage has its pros and cons; it has the first priority of payment, it magnifies returns in both directions, and it also provides income tax shelter. All else equal, more debt offers a higher risk/return ratio for investors.

Dec 5, 2022

Page 4 31 - 40 of 142

Download The Guide To Opportunity Zones

Download The Guidebook to QOZ's
Download eBook