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Benefits of Qualified Opportunity Zones

!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 


Benefits: 


  • Pay Later
  • Pay Less 
  • Don’t Pay at All


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:


  • Pay Later:  Defer paying tax on capital gains until April of 2027.


  • Pay Less:  Reduce tax by 10% increase in basis for QOF investments made by December 31, 2021.  (Additionally, accelerated depreciation from Cost Segregation  should further reduce, if not eliminate, capital gains tax due in 2027 by providing offsetting passive activity losses generated by the depreciation). 


  • Don't Pay At All:  Eliminate tax on QOF Assets sold more than 10 years after investing in the QOF.


Additionally:


  • Unlike other real estate investments, there is NO TAX on depreciation recapture on QOF assets sold more than 10 years after investing in the QOF. (Even though QOF investors receive all the benefits of the depreciation deductions that apply to other real estate investments.)


  • Upon stabilization of a project,  investors may receive tax free distributions from a cash-out refinance may result in partial return of capital. For GPWM Growth QOF investors during the QOF investment window, the refinance proceeds will be used to acquire additional QOF assets which will also grow tax free inside the QOF.

Financial Benefits of QOF Investing

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. 

BENEFITS OF INVESTING IN GPWM FUNDS

  • Diversification of projects.  GPWM Funds provide diversification of geographic markets, developers, asset types, tenants, loan profiles, etc. 
  • We focus on compelling real estate projects independent of OZ tax benefits.
  • We have a robust pipeline of high quality projects through years of working with qualified developers with regional expertise.
  • Projects acquired with intent for long term hold. Most OZ funds focus on a ten year hold to qualify for tax free growth. Our funds intend to maximize tax free growth by holding the assets for a longer duration.  
  • We focus on core real estate in long term growth markets with an emphasis on historically defensive assets classes of multi family and climate controlled self storage.
  • Selectivity. We shy away from non-conforming tax states (CA, MA, MS, NC).
  • Favorable income tax  environment. We favor states that have favorable or low state income taxes. 
  • We focus on a blend of new construction and renovation.  
  • Diversification of tenants to reduce real estate portfolio risk.


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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