Maximize returns while mitigating compliance risk. Avoid excessive vendor fees all while redirecting your time to value-add activities.Learn More
OPP ZONE DIFFERENCE.
We are leaders in the use of the Opportunity Zone incentive program in partnership with development experts whose diligence team vets each project that enters our portfolio to ensure community focused, opportunistic growth and success. All portfolios managed or internally sponsored are housed through the NES Financial fund administration portal, so clients and investors alike have a pulse on their investment.
What We Do
Utilizing various tax incentive programs such as historical, new market and opportunity zones, we focus on Southern regions with warm climates and tax friendly states that show job growth and overall population density. Targeted asset classes include Self-Storage and Multi-family.
Melding of geography, growth and asset types is a formulation to meet current demands in a marketplace pinpointing "like objectives".
Complimentary and overlapping metrics allows a more balanced strategic approach while providing diversification across our portfolio for a proactive stabilization contingency should the market vacillate.
Strategic Solutions for Success
Approaching investments to reduce tax liability is our expertise. Investors and clients achieve tax efficiency through the use of Opportunity Zones and other tax credits. These tools allow Opp Zone Capital to provide investors with a diverse portfolio designed to optimize their return on investment.
Anticipated Tax Benefits
Potentially defer your tax liability until 2026
Investors can defer tax on any prior gains invested in a Qualified Opportunity Fund (QOF) until the earlier of the date on which the investment in a QOF is sold or exchanged, or December 31, 2026.
Partial reduction when held for five years
If the QOF investment is held for longer than 5 years, there is a 10% exclusion of the deferred gain.
Permanent exclusion on the growth at year ten
If an investor holds the investment in the QOF for at least ten years, the investor is eligible for an increase in basis of the QOF investment equal to its fair market value on the date that the QOF investment is sold or exchanged.
Join Us For Discovery Days
Discovery day allows you to come to our Clearwater, FL office and sit down with our team to learn about the subject matter of your choice.
Investment Opportunities, Fund Management & Sub-Advisory, or Advisory & Consulting within our current offerings.
Our suite of services provides a holistic approach to true wealth creation.
You may have your own Fund and find it is cumbersome to navigate deployment schedules and or back office tracking. You may be contemplating creating your own QOF due to a recent or expected event and wish to control your own destiny and simply do not want to manage the back-office functions. You may have a QOF and no projects but need a vehicle with asset classes you like and simply want to be a passive investor. You may have a project that you wish to do, do not know how to set up a QOF and simply need guidance. Regardless of your needs, we can spend a day with you and define the needs, design a plan, and determine the course of action to take. Moreover, we can show you local projects and scenarios of how those were designed, structured and execution technique.
You will see examples of a Structured QOF, Diligence, Modeling, and project specific site along with software and back off demonstrations to clarify the services available to you.
Discovery Days are offered every Wednesday and Friday.