GPWM OPPORTUNITY ZONE Funds

GPWM Funds Offer Two QOF Investment Strategies

GPWM Reinvestment Strategy Funds:

The Reinvestment strategy funds are uniquely designed to compound the tax free growth offered by Opportunity Zones by reinvesting all available cashflow into additional qualified opportunity zone (QOZ) projects. However, the tax law only allows QOFs to acquire more QOZ projects through 2027. Thus, during the window when projects acquired could qualify for these tax benefits, the Reinvestment Strategy Funds generally will continue to acquire more QOZ projects for the funds, and after that window closes, the Reinvestment Strategy Funds will distribute available cash flow to investors. This includes potential for future tax free refinance distributions.

GPWM Distribution Strategy Funds:

Unlike the GPWM Reinvestment Strategy Funds, the GPWM Distribution Strategy Funds generally will distribute all available cash flow to investors. The GPWM Reinvestment Strategy Funds will follow a long term hold strategy to take advantage of the benefits of longer tax free appreciation and additional years of depreciation deductions that will not be subject to depreciation recapture.

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.