Real Estate Investors 

Real estate investors can benefit significantly from investing in Opportunity Zones by leveraging both tax advantages and high-growth potential in underserved markets. Through Qualified Opportunity Zone Funds, investors can defer taxes on capital gains from the sale of other assets by reinvesting those gains into Opportunity Zone projects. If the investment is held for at least 10 years, any appreciation on the Opportunity Zone property can be excluded from capital gains tax entirely.

This not only enhances long-term returns but also allows real estate investors to access emerging markets with strong upside potential—often with lower entry costs and increasing demand driven by federal and local revitalization efforts.

About the Opportunity Zone Program

Qualified Opportunity Zones (OZ) were created as part of the Tax Cuts and Jobs Act of 2017.

These zones were designed to spur economic development and job creation in communities throughout
the country by providing tax benefits to investors with eligible capital gains.

The OZ program incentivizes long-term investment to revitalize underserved, often underdeveloped
communities across the U.S.

Eligible Gains

Investors have 180 days from the day the capital gains event occurs to invest into a Qualified Opportunity Zone Fund.

OZ Tax Benefits*

*These tax benefits are associated with the current OZ program (OZ 1.0), effective through 12/31/2026.