DIVERSIFY YOUR PORTFOLIO WITH AN OPPORTUNITY ZONE FUND

Enjoy specific tax benefits when you invest in a Qualified Opportunity Fund.

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TAX BENEFITS of OPPORTUNITY ZONES

There are four major tax benefits available to U.S. taxpayers who timely reinvest eligible gains into Qualified Opportunity Funds that comply with the Opportunity Zone statute and IRS regulatory guidance:

  1. For tax reporting purposes, the eligible gain is deferred until December 31, 2026.

  2. The tax liability on the reinvested eligible gains is reduced, through a basis step-up of either 10 or 15 percent.

  3. The tax liability resulting from the sale of the Qualified Opportunity Fund is eliminated, through a step-up to fair market value upon disposition, so long as the Qualified Opportunity Fund has been held for a period of at least 10 years.

  4. There is no depreciation recapture upon the sale of depreciated Qualified Opportunity Zone Property.

SOME OF OUR OPPORTUNITY FUND OFFERINGS

Location: Varies

Preferred Return: Please Inquire

Minimum Investment: $150,000

Asset Class: Multifamily

Offering Type: Fund

Griffin Capital
Opportunity Fund IV, LP

Location: Varies

Preferred Return: Please Inquire

Minimum Investment: $50,000

Asset Class: Multifamily

Offering Type: Fund

Madison Charleston
Opportunity Fund VIII LLC

Location: Varies

Preferred Return: Please Inquire

Minimum Investment: $100,000

Asset Class: Multifamily

Offering Type: Fund

Arden OpZone CO-Investment LLC

WHAT IS AN OPPORTUNITY ZONE?

As part of the Tax Cuts and Job Acts of 2017, Opportunity Zones were developed as a designated investment program allowing for certain investments in lower income areas to offer numerous tax advantages. 

  • The purpose of the program is to put capital to work that would otherwise initiate a capital gains tax to the investor.

  • The first Opportunity Zones were designated in April 2018. It is estimated that there are now 8,764 Opportunity Zones in the 50 states.

  • An investor who triggers an eligible gain (including capital gains and qualified 1231 gains) may reinvest the capital gain in a Qualified Opportunity Fund within 180 days in order to receive Opportunity Zone tax benefits.