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 followSmall 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…
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…
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…
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…
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…
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…