Taxes are then deferred to either the day when the opportunity fund investment is sold or exchanged, or Dec. 31, 2026—whichever comes first. Tax Advantages of Qualified Opportunity Funds ...

An investment made into a qualified opportunity fund (QOF) also has the benefit of deferring taxes; however, that deferral lasts until 2026 at which point taxes on the invested gain (subject to ...

Only assets acquired by a pre-existing entity after 2017 count towards the requirement that 90% of a qualified opportunity fund’s assets constitute eligible property or investments.

The National Council of State House Agencies is a good source to locate qualified Opportunity Zone funds. The NCSHA’s Opportunity Zone Fund Directory, last updated on Oct. 2, contains the funds ...

A Qualified Opportunity Fund (QOF) is the mandatory investment vehicle, and a direct investment in a project using an alternative form would not work. Unlike other deferral programs, ...

A qualified opportunity fund is an investment vehicle structured as a REIT or partnership with the specific objective of investing in opportunity zone assets. The fund must hold and invest at ...

On June 16, 2025, the Senate Committee on Finance released its initial version of revisions to the “One, Big, Beautiful Bill” ...

Investing in blighted or up-and-coming “opportunity zones” offers some significant tax-deferral opportunities, and if you hold your investment for 10 years, your gains could be 100% tax free.

She is a Co-Chair of Chamberlain Hrdlicka’s Qualified Opportunity Zones practice, structuring transactions and advising clients on tax incentives to invest in economically disadvantaged communities.

Raises $14 million in new opportunity zone capital with the closing of its first merger. SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- Caliber (NASDAQ: CWD), a real estate investor, developer, and manager ...

SCOTTSDALE, Ariz., October 01, 2024--Caliber launches innovative Qualified Opportunity Zone Fund Roll-Up program; announces first merger resulting in a $14M increase in managed capital.