Created as part of the Tax Cuts and Jobs Act of 2017,
the Opportunity Zone Program is designed to incentivize investment capital into designated census tracts nationwide and may be eligible for significant preferred tax treatment.
Opportunity Zone Funds (OZ Funds) are investment vehicles where capital gains from prior investments can be invested into designated state opportunity zones. These funds may provide significant tax benefits to investors and stimulate economic development and job creation.
An investor who has triggered a capital gain by selling an asset can receive temporary deferral, then a significant reduction in their capital gains tax, as well as permanent exclusion from capital gains tax on their Opportunity Zone Fund investment, if the investment is held for mandated time periods of 5, 7 and 10 years.
By rolling over gains into an Opportunity Zone Fund:
the payment of your
capital gains tax.
the tax you owe by up to
15% after 7 years
tax on gains earned from
the Opportunity Zone
Fund after 10 years
NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by USG Realty Capital, or any affiliate, or partner thereof. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by USG Realty Capital. USG Realty Capital does not warrant the accuracy or completeness of the information contained herein.
Investments in any security are not suitable for all investors. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of any private placement memorandum. Investors should perform their own investigations before considering any investment and consult with their own legal and tax advisors.
Prior performance is not indicative of future results.