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 followClosed 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…
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…
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…
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…
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'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…
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,…