Opportunity Zone fund investing means deploying capital, particularly capital gains, into qualified opportunity funds (QOFs) as a deliberate capital strategy, capturing the program's tax benefits at scale through pooled vehicles.
Log in to followThe gain wasn't mine directly, it came through a K-1 from a partnership that sold an industrial building in June. My share of the gain was $237k. I'd already picked a fund, had th…
I sold a small shop building my service business used to operate out of, held it seven years, gain after depreciation recapture worked out to $94k. My accountant mentioned opportu…
Gain was $265k from selling my share of a small equipment business in 2022. I rolled it inside the window into a two-asset QOF run by a regional sponsor, $250k in, rest of the gai…
Gain came from selling a portfolio of three rentals in 2021, $612k. I put $600k into a QOF because I'd spent about nine months talking to my CPA about deferral and roughly nine ho…
Sold a 60 acre piece I'd held since 2014, gain came in at $418k. I didn't want the whole thing sitting in one sponsor's hands for a decade, and I didn't love the idea of committin…