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Why OZ Investments Are Still Compelling

Picture of Blake Backer


We’ve recently shared the key tax benefits of investing in Qualified Opportunity Zones in a blog post published earlier this month. 

In fact, this was the topic of discussion during our recent webinar with Jimmy Atkinson, Founder of Opportunityzones.com. Our Managing Partner, Leo Backer, sat down with Jimmy along with Mike Nolan, CFO of Trilogy Investment Co, and Jill Homan, Managing Director, Pinnacle Partners OZ Fund VIII to discuss why OZs remain an attractive option for investors. 

Watch the video below to hear what they have to say: 

VIDEO

 

Highlights: 

  • What the future may potentially look like for the OZ program* (time stamp: 0:10) 
  • Why OZ Funds remain a solid investment & key tax benefits (time stamp: 2:20) 
  • How the elimination of depreciation recapture can further increase tax-efficiency (time stamp: 3:27) 

In case you missed it, you can read our blog post earlier this week, in which we discussed the potentially positive changes that may be coming for the Opportunity Zone Program.  

For more information on the tax benefits, fill out a form below and we would be happy to connect you with our tax experts to tell you more about how our BTR OZ Fund can help you take advantage of the tax incentives.

*This section in the video mentioned the diminishing deferral, but we expect that to be potentially extended.

Past performance of Pinnacle Partners OZ Funds is not indicative of future results. There can be no assurance that the fund’s objectives will be achieved or that cash distributions will, in fact, be made or, if made, whether those distributions will be made when or in the amount anticipated or that certain tax benefits will be available to investors. An investment in the fund is illiquid, speculative, and will involve significant risks. Full details about the fund and its associated risks can be found in the fund offering documents. 

Nothing in this blog post should be construed as tax advice.  Please confer with your tax adviser to determine if an investment in an OZ fund is right for you.