Opportunity Zone Investments
Private Equity and Real Estate Investment in Detroit & Beyond.
Opportunity Zone Fund Directory
The Opportunity Zone Fund Directory is a compilation of Opportunity Zone funding opportunities. Our offerings are listed with the National Council of State Housing Agency Opportunity Zone Fund Directory.
OZ INVESTMENT RATIONALE
Work Force Housing
Small Lot Homes are a “smart growth in-fill development solution” that provide an alternative housing option to traditional single-family homes, multifamily apartments and condominium projects. Small Lot homes are fee-simple detached townhomes that allow homeowners to own both the land and structure, making them more attractive to first-time buyers. They are built in line with a neighborhood’s character and surrounding buildings while promoting better land usage – they’re compact, sustainable and modern. WITH SHIFTING DEMOGRAPHICS Homebuyers are searching for convenience and desire proximity to central business districts, where they can “Work, Live, and Play.”
Multi-Family Housing & Mixed-Used Developments
Benefits of Investing in Qualified Opportunity Funds
Direct Impact on the Economic Growth and Sustainability in communities across America. Robust tax incentives for maturations of five, seven and ten years
Qualified Opportunity Funds
Present long term opportunity in Commercial Real Estate, and Private Equity Investment.
Benefit 1
Temporary Deferral of Capital Gains Taxes: You will not be taxed on the gains invested in an Opportunity Fund until you exit the fund or December 31, 2026, whichever comes first. This may be an over-simplification, but think of it like a 1031 exchange except eligible investments are limited by geography, go beyond real estate assets, are aggregated in a fund structure, and the deferral cannot be indefinite because there is a deferral deadline.
Benefit 2
Step Up in Basis in Years 5 and 7:Investments held for a minimum of 5 years will be taxed at reduced rates – 90% for investments held at least 5 years (10% basis increase) and 85% for investments held at least 7 years (15% basis increase)
Benefit 3
Tax-Free Earnings After Year 10: If you hold an investment for 10 years, gains accrued on your Opportunity Fund investment during that 10-year period will not be taxed. It’s a permanent exclusion from taxable income.
