Opportunity Zone investing uses a federal tax incentive, created to direct investment into designated economically distressed areas, by reinvesting capital gains into qualified projects within those zones.
Log in to followSomething in the new law is bothering me as I read about how funds are being put together. The deferral piece for investments after 2026 is a rolling five year window. The elimina…
Someone asked me at a meetup whether they should learn the opportunity zone rules first or go look at buildings first, and I gave a bad answer, so I'm putting it here. The case fo…
The elimination of tax on appreciation for holds of at least ten years is the reason most people are in these deals at all, and now that the program is permanent the ten year wind…
Here's the argument I got into with a guy who's been doing this longer than me, and I've been chewing on it for a week. His position: the tax treatment is part of the return. If y…
I have a gain recognized in March and a 180 day window that lands me squarely in the interim everybody keeps complaining about. Two ways to play it and I genuinely cannot decide w…
Argued about this with my accountant and then with a GC in the same week and got opposite answers, so I want to know where the room sits. The purist position is that you underwrit…
The dead zone worry that keeps coming up is that investors sit on their hands through 2026 because the enhanced benefits attach to the new zones starting January 2027. Advocates h…