Are There Any Risks Associated With Investing In Opportunity Zones
JB
Jeremiah Boucher Founder, Patriot Holdings • Author of Finding Your Edge
Key Takeaways
- Opportunity Zone investments defer and reduce capital gains taxes — hold for 10 years and pay zero tax on OZ appreciation.
- The capital gains must be invested within 180 days of realization into a Qualified Opportunity Fund.
- OZ investments work best when you have a large realized gain and want to redeploy into appreciating real estate.
- Due diligence on the underlying real estate is still essential — a bad deal in an OZ is still a bad deal.