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 run small multifamily and I know exactly what a rehab budget does when the walls open up. Now I have a gain from selling a building and I'm looking at funds instead of doing it…
Small one but it cost real money and I haven't seen anyone describe this failure mode, so here it is. I sold a rental in early 2024 and had a gain of about $50k. I took my time, w…
Closed out a seasoned performing note portfolio in late September. Gain is roughly $610k, mostly long term. My 180-day window runs out in the third week of March, so this decision…
I've got roughly $400k of long-term gain coming off the sale of a minority interest in an operating company. Two funds in front of me. One is closing on a current-zone development…
Sold two parcels I'd assembled, gain about $210k. Went into a QOF whose whole plan was 60 acres inside a designated tract, bought for around $2.1M, entitled for build-to-rent, pha…
I've been reading fund pages and the minimums are all over the place. One said $250k and accredited only, another said $50k. Somewhere I also read that you can put ordinary saving…
Sitting on a 94-page LLC agreement plus a 130-page PPM for a fund raising into two current-map tracts, and section 7 has a cost allocation clause I haven't seen before in this sha…
I manage a building for an OZ fund and I've spent the last month reading offering documents for my own account, and I keep landing on the same fork. Single-asset funds. One proper…
Closed on a 6-unit in April, gain is about $340k after depreciation recapture is carved out separately (my CPA is handling the split, I'm only placing the capital gain portion). T…
Both funds are raising into 2026 with the intent to deploy under the permanent regime. Fund A carries a separate line for fund administration and tax reporting, roughly 35 basis p…
Notes have been most of my reading, but a gain from selling a small paper position had me looking at OZ funds because someone in another forum said it was the obvious place for it…
Someone I met through a local builders group is raising a small opportunity zone fund and asked if I'd help "make introductions" to people who might have capital gains. He mention…
My gain is a capital gain reported on a K-1 from a partnership that sold an asset. My CPA mentioned there may be more than one possible start date for my 180 days when the gain co…
Three offering documents in front of me, all restated since last summer when the incentive was made permanent under P.L. 119-21. In all three, the language about winding up got lo…
I do fast deals normally, so a ten year hold is the opposite of everything I usually do. Writing this for people who are where I was in March, which is having a gain and no idea w…
I've had a $145k gain sitting from a business sale since the spring and no strong opinion about where it should go. I ended up building a one page checklist and running every fund…
In 2021 I sold a piece of inherited farmland and had a $180k long-term gain. I put the whole thing into a two-asset qualified opportunity fund, ground-up multifamily in a small me…
Sold some stock I'd held since 2019 and the gain is about $58k. A friend who does commercial deals said I should look at an opportunity zone fund instead of paying the tax, and I…
I put a sponsor's deck side by side with a plain non-OZ syndication this week. Eight-year hold going on ten, $250k in, pro forma that ramps to a 6% cash yield after year four, and…
Writing this up because I referenced it in another thread and people asked. 2022, I had a $120k gain from selling a parcel I'd held five years. Placed the whole thing into a singl…