Discover the Tax Advantages of Opportunity Zones

Opportunity Zones Can Provide Significant Tax Benefits to Investors

Opportunity zones were created as part of the Tax Cuts and Job Acts of 2017 to stimulate long-term private investments in low-income urban and rural communities nationwide. By providing tax benefits to investors, opportunity zone fund investments are intended to promote economic growth in distressed areas.

Opportunity Zones Connect Private Capital with Economic Growth

  • Opportunity zone investments come from capital gains from the sale of assets. While these gains help spur economic development in lower-income areas, investors benefit from tax-deferral strategies.
  • Capital Square’s opportunity zone projects assist with economic revitalization, while assisting investors with tax-sheltered strategies and appropriate returns.

Opportunity Zones Connect Private Capital with Economic Growth

  • Opportunity zone investments come from capital gains from the sale of assets. While these gains help spur economic development in lower-income areas, investors benefit from tax-deferral strategies.
  • Capital Square’s opportunity zone projects assist with economic revitalization, while assisting investors with tax-sheltered strategies and appropriate returns.

Questions About Tax Advantages of Opportunity Zones

Tax Advantages that Grow with Time

Initial Tax Deferral

Defer capital gains taxes from initial sale of stocks, bonds, real estate, businesses and other assets, by investing in a qualified opportunity zone fund.

Partial Elimination

Reduce capital gains taxes by 10%, if as of December 31, 2026, the investment is held for 5 years.

Complete Elimination

Exclude (forgive) capital gains taxes from fund appreciation if held for at least 10 years.

Capital Gains

Capital gains from the sale of almost any type of appreciated asset can be reinvested in a qualified opportunity zone fund to achieve partial or complete elimination of tax. Capital gains may have resulted from the sale of:

stocks
Stocks
Bonds
Bonds
Mutual Funds
Mutual Funds
Real Estate
Real Estate
Business Sale
Business Sale
Other Assets
Other Assets
Art
Art
Bitcoin
Bitcoin

Invest capital gains from a third-party sale into a qualified opportunity zone fund within 180 days.

On your tax return, indicate that capital gains from your sale were reinvested in a qualified opportunity zone fund.

Ready to learn more about our qualified opportunity zone funds?

The governor of each state and five U.S. territories designated up to 25% of eligible census tracts as an opportunity zone, resulting in nearly 9,000 active opportunity zones across the country.

Qualified opportunity zone funds may invest in:

  • Real property, including land real estate developments, renovations or repositioning
  • Businesses
  • Equipment

*90% of assets in a qualified opportunity fund must be invested in qualified opportunity zone property.

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