Opportunity Zone Funds
Tax-advantaged investments in designated Opportunity Zones to maximize returns while supporting community development.
Our Opportunity Zone Funds provide investors with significant tax benefits while contributing to economic growth in underserved communities.
Investment Benefits
Opportunity Zone investments offer unique tax advantages while supporting community development.
Tax Deferral
Defer capital gains taxes until December 31, 2026, or until the investment is sold, whichever is earlier.
Tax Reduction
Reduce deferred capital gains by up to 15% if held for 7 years, and eliminate gains if held for 10+ years.
Community Impact
Support economic development in underserved communities while generating attractive investment returns.
Diversification
Access to diversified real estate and business investments across multiple Opportunity Zones.
Fund Investment Options
Diversified investment strategies across different asset types and development stages.
Real Estate Development
Ground-up development projects in Opportunity Zones, including residential, commercial, and mixed-use properties.
$100K
12-18%
7-10 years
Business Investment
Equity investments in operating businesses located in Opportunity Zones, focusing on growth-stage companies.
$50K
15-25%
5-7 years
Redevelopment
Acquisition and redevelopment of existing properties in Opportunity Zones to maximize value and community impact.
$75K
10-16%
8-12 years
Investment Requirements
To qualify for Opportunity Zone tax benefits, certain requirements must be met.
Eligibility Requirements
- Qualified capital gains from the sale of any property to an unrelated party
- Investment must be made within 180 days of the capital gain event
- Investment must be made in a Qualified Opportunity Fund (QOF)
- QOF must invest at least 90% of its assets in Opportunity Zone property
- Property must be located in a designated Opportunity Zone
Tax Benefits Timeline
5 Years: 10% reduction
in deferred capital gains
7 Years: 15% reduction
in deferred capital gains
10+ Years: 0% tax
on appreciation gains
Fund Performance
Our Opportunity Zone Funds have delivered strong returns while supporting community development.
Average Annual Return
Assets Under Management
Opportunity Zones
Years of Experience
Interested in Opportunity Zone Investments?
Contact our team to learn more about current Opportunity Zone Fund opportunities and tax benefits.