Investment Opportunities

Opportunity Zones

Defined under the 2017 Tax Cuts and Jobs Act, Opportunity Zones are census tracts composed of economically disadvantaged communities. With more than 8,700 Opportunity Zones, this source of untapped capital can revitalize underserved communities while also offering incentives for investors.

When a person reinvests a capital gain into a qualified opportunity fund (QOF), they receive two tax benefits.

  • Deferral of the recognition of the original gain until 2026.
  • Tax-free appreciation on their investment in the QOF if the investment is held for 10 years.

Qualified Opportunity Fund


A tax-advantaged way to put capital gains to work.

A Qualified Opportunity Fund allows investors to defer — and potentially reduce — capital gains taxes by reinvesting eligible gains into designated Opportunity Zones. For the right investor, it’s a meaningful strategy for turning a taxable event into a long-term, tax-efficient opportunity.

  • Eligible Assets include any investment including stocks, bonds, real estate, collectables, partnership interests, etc.
  • Rollover capital gains only (principal not required).
  • Eligible investments include commercial real estate, housing, infrastructure, and businesses within an OZ.
  • The gain must be invested in a QOF within 180 days.
  • The original gain may be deferred, but must be included in income on December 31, 2026.
  • Maximize after-tax return through income and appreciation.

Have questions about Opportunity Zone investing?

Speak with an advisor who can walk you through the details.

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