!Qualified Opportunity Zone Funds—A Three-in-One Benefit Qualified Opportunity Zone Funds(“QOFs) allow investors to invest and shelter capital gains by offering three distinct tax
To take advantage of these three benefits, a taxpayer needs to invest the capital gain generated from any asset sold into a QOF—generally within 180 days from the date the gain was triggered—and claim the QOF benefits on your tax return.
Summary of Tax Benefits of QOF investment:
The tables herein are a hypothetical illustration and is not intended to predict or project future return in the Fund. This hypothetical illustration makes certain assumptions regarding the production of oil achieved by fund wells, and the prices for which such production may be sold. There is a risk that the properties may not achieve the forecast presented in this hypothetical illustration.
Returns shown are derived from developer projected data. There are many factors that can cause the numbers to be higher or lower than illustrated including time, material and labor costs, rent and operating cost projections as well as interest rates. Potential property level returns will not be indicative of fund returns, due to many factors, which include, but are not limited to, hold period per project, concentration, and management fees. Nothing contained on this site should be construed as tax advice. Please consult your tax professional for specific tax advise. We are happy to visit with your tax professional to discuss Opportunity Zone specific regulations and how they may benefit you. Investments in real estate contain risks that should be understood before investing. The information on this site does not constitute an offering. An offering may only be made by the funds official PPM. Please contact us if you have questions about Opportunity Zone investing or to determine if you qualify to receive offering materials.
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