Opportunity Zone Investments
An alternative investment option with significant tax benefits to diversify your portfolio and serve as a powerful estate-planning tool.
Key considerations when reviewing OZ investments
- What is the up-front, annual and profit-interest fee structure of the QOF?
- Does the QOF have a shovel-ready project to ensure your capital will be invested within the required six months?
- What is the track record of the project developer or business?
- Does the project have strong economic fundamentals?
- Does the QOF plan to have multiple OZ investments, which could complicate the exit strategy and jeopardize the elimination of gains?
- Does the project forecast commensurate risk-adjusted returns?
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