Qualified Opportunity Zone Investments

Advanced Wealth Management and Advisory Services for High-Net-Worth Professionals

We help our clients take advantage of every wealth management and investment opportunity—including qualified opportunity zone investments. Team 25’s financial advisors offer alternative investment services that allow our clients to have more confidence, time, and peace of mind knowing their financial futures are secure.

About Qualified Opportunity Fund Investments

What are Qualified Opportunity Zone (QOZ) Investments?

A qualified opportunity zone, or QOZ, is a business or real estate property in a distressed community/low-income community, designated by the state and certified by the U.S. Treasury Secretary. Investors use a qualified opportunity fund, or QOF, to invest in a QOZ property to drive economic development, including job creation. Those who invest into qualified opportunity zone business properties and real estate properties can see deferment or even reduction of qualified 1231 and capital gains taxes. Simply put, a QOF investment is a real estate investment vehicle that offers tax incentives when you invest in a qualified opportunity zone property. Specifically, qualifying investments can offer capital gains tax deferral for those who make the right types of investments. Qualified opportunity zones exist in every single U.S. state, as well as the District of Columbia (Washington, D.C.) and all U.S. territories.

Why Choose QOZ Investments?

QOZ investments usually benefit everyone involved. The community that is invested into often sees intense economic growth and other markers of substantial improvement. Investors also enjoy unique tax benefits, specifically deferments on eligible gains. According to the Internal Revenue Service (IRS), “You can defer tax on eligible gains you invest in a Qualified Opportunity Fund (QOF) until you have an inclusion event or by December 31, 2026, whichever is earlier.” Simply put, a QOF investment is a real estate investment vehicle that offers tax incentives when you invest in a qualified opportunity zone property. Specifically, qualifying investments can offer capital gains tax deferral for those who make the right types of investments. Qualified opportunity zones exist in every single U.S. state, as well as the District of Columbia (Washington, D.C.) and all U.S. territories.

Invest More with 25 Financial

Discover. We spend time getting to know our clients’ needs, hopes, and goals.

Plan. We provide options to meet your financial goals and recommend the best approach.

Act. We follow through to ensure the full plan is implemented.

Review. Life often brings change, so we regularly review and reassess the plan.

Invest in Qualified Opportunity Zones with 25 Financial

Trust the experts at Team 25 to find the opportunity zone programs that fit your risk tolerance, budget, and financial goals.

We believe in an unbiased approach to financial planning that must always be in our clients’ best interest, not the other way around. That is why our extensive financial plans include benefits planning, insurance planning, tax planning strategies, debt management strategies, investment planning, retirement planning, estate planning, and asset protection.

Disclaimers: This article is for informational purposes only and does not constitute professional financial or legal advice.