Opportunity Zones

What are Opportunity Zones?

Opportunity Zones are designated census tracts selected by the state and federal governments for economic development. Opportunity Zones can be found in every state and in urban, suburban and rural areas.

Why invest in an Opportunity Fund?

Qualifying investments offer three unique and compelling tax advantages - investors can defer paying federal capital gains tax from recently sold investments until December 31, 2026, reduce that tax payment by up to 15%, and pay as little as zero taxes on their Opportunity Fund investment if held for 10+ years. Investors can also help spur economic growth in historically underinvested neighborhoods.

What kind of gains are eligible for tax deferral?

Investors may defer capital gains tax on any recently sold investment – including the sale of stocks, bonds or real estate – so long as those gains are rolled over into an Opportunity Fund investment within 180 days of sale.