Why Invest in Opportunity Zones?

For one thing, you could save up to 100% on Capital Gains Taxes.

$6.1 Trillion Dollars in Unrealized Gains*

Investors in the stock market have done particularly well since the recession. The S&P 500 tripled between 2009 and 2018. The Dow Jones Industrial Average rose more than 200 percent between 2009 and 2018. Investors are sitting on significant unrealized capital gains that could go a long way toward jump-starting low income communities.

Defer Capital Gains Tax

Under the program, an investor can defer capital gains tax on realized gains if the gains are invested in a qualified Opportunity Fund within 180 days of the sale, realizing their gain.

Adjusted Basis

Initially, the tax basis is deemed to be zero. However, if the Opportunity Fund investment is held for at least 5 years, the basis is increased to 10 percent of the deferred gain. Holding the investment for at least 7 years, the basis is increased to 15 percent of the deferred gain. Finally, if the Opportunity Fund investment is held past December 31, 2026, the investor will be deemed to realize the deferred capital gains as of December 31, 2026. In addition, will pay capital gains tax on the amount of recognized gains as of that date (determined as described above, with basis adjustments if applicable).

The basis is then adjusted to equal the amount of the original Opportunity Fund investment. Finally, if the investor holds the Opportunity Fund investment for at least 10 years, the basis is deemed to be the fair market value of the Opportunity Fund investment and no capital gains tax will apply to the appreciation on the Opportunity Fund investment.

*Forbes, 8/14/18

Promote Business Development

The Opportunity Zone Investment program is structured to promote development in economically distressed communities by providing tax incentives for Opportunity Zone Investing. Investors divert their investment gains – tax-deferred – into a  qualified Opportunity Fund that invests in businesses and property development within Qualified Opportunity Zones. Additional tax incentives are available the longer the Opportunity Zone investment is held.

Aid in the Success of Others

The Qualified Opportunity Zone legislation has the potential to induce measurable investments in designated low-income communities. This is an exciting new source of investment in designated rural and distressed communities throughout the nation, that also provides a meaningful tax benefit to investors.

Get Started Now

Your investment helps create economic opportunities and an even brighter future, not just for local communities, but for all of America. Learn more with zero obligation, or fill out an application and get started right away.

Request More Info Subscribe Now!

investUS Opportunity Fund609 Broadway Blvd. NE, #227, Albuquerque, NM 87102
Phone: (505) 246-6902 | Email: [email protected]

Disclaimer

INVESTUS OPPORTUNITY FUND, LLC IS A QUALIFIED OPPORTUNITY FUND MANAGEMENT FIRM , WHICH IS AUTHORIZED AND REGULATED BY IN ACCORDANCE WITH INDUSTRY CUSTOM.

Articles featured on this page are for informational purposes only. This is not an offer to sell nor a solicitation to buy investUS Qualified Opportunity Funds. That can only be done by our current confidential Private Placement Memorandum (“CPOM”). Securities offered by investUS Opportunity Fund, LLC For accredited Investors only. Limited liquidity. The shares being sold in this offering have not been approved or disapproved by the Securities and Exchange Commission or any state’s securities division. Nor has the Securities and Exchange Commission or any state securities department passed upon the accuracy or adequacy of the CPOM or the disclosures provided therein. Any representation to the contrary is a criminal offense.