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 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…
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…
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…
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…