Managing an OZ-owned building changed how I read these funds
I've run property management on a 140-unit new build owned by a qualified opportunity fund for going on three years. That experience is the reason I'm having trouble writing a che…
This entry treats Opportunity Zone investing from the passive investor's seat: an individual with capital gains who reinvests them into a qualified opportunity fund managed by someone else, gaining the program's tax benefits without developing or operating property directly.
Log in to followI've run property management on a 140-unit new build owned by a qualified opportunity fund for going on three years. That experience is the reason I'm having trouble writing a che…
Small portfolio, sold a duplex in a rough spot last year, gain about $76k. I'd decided to put it in a QOF and I had one picked out, decent multi-asset fund, $50k minimum, I was go…
I have spent six months reading without closing a deal, and the gain I have is from selling a stake in something unrelated to real estate. Roughly $70,000. I started looking at qu…
I sold my interest in a management book this spring, gain is about $95k, and I've got a QOF offering in front of me from a sponsor I've worked around for years. Reasonable people,…
Went through four QOF documents this month with one thing in mind. The incentive rewards holding, and now that the program is permanent the sponsors have stopped writing hard end…
I follow small markets where houses trade in the low six figures and half the commercial stock is a single story block building on a state highway. When the One Big Beautiful Bill…
Someone said that to me in a comment thread and it's been rattling around since. I mostly read notes and paper and I'm still mostly confused, so treat this as a beginner asking. T…