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About Qualified Opportunity FUNDS

Background

The Tax Cuts and Jobs Act of 2017 created the program to unlock “trapped liquidity” by granting deferral and elimination of taxes for investors who re-invest capital gains into certain defined low income census tracts called Qualified Opportunity Zones (QOZ). More than 8,700 Opportunity Zones (OZ) across the country designated by states and the federal government for economic development should benefit from this program.

INVESTMENT VEHICLES

Opportunity Zone Funds are private sector investment vehicles that invest at least 90 percent of their capital in assets located in QOZs. U.S. investors currently hold trillions of dollars in unrealized capital gains—a significant untapped resource for economic development—and Opportunity Zone Funds enable investors to pool their resources in OZs, increasing the scale of investments going to underserved communities while providing attractive after-tax returns.

IMPACT INVESTMENT

In participating in QOZ projects, investors can effect sustainable positive impact in communities where the greatest potential for growth and the greatest potential for good coincide. QOZ investment, by design, will help revitalize built-environments while providing a catalyst for economic development. In this way, investors unlock liquidity, participate in enhanced investment returns and make a lasting impact in under-served communities.

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