Opportunity Zone Overview

Opportunity Zones

Over 8,700 geographic zones created to spur economic activity through tax incentives

Permanent Tax Exclusion

When investment is held for 10+ years, investment basis is readjusted to fair market value at time of sale

Opportunity Funds

Investment vehicles created for investors to decrease and defer their capital gains tax burden 

Qualified Investments

Both real estate and businesses investments may be qualified investments. Unique requirements must be met in each category

Investor Benefits

If investment is held for...

5-7 years

Decrease original capital gains by 10%

7-10 years

Decrease original capital gains by 15%

10+ years

Decrease original capital gains by 15% plus permanent capital gains tax exclusion when asset is sold

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