Opportunity Zone Investment Fund

Pay as little as $0 in capital gains on your next decade of investment returns.

Get an overview of how the Opportunity Zone program and how investing in an Opportunity Fund works with this guide.

How does Opportunity Zone investing work?

An investor who has triggered a capital gain by selling an asset like stocks or real estate can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days. There are three primary advantages to rolling over a capital gain into an Opportunity fund:

A compelling new tax-advantaged investment. If you’re planning to realize a sizable capital gain in the near future, or are simply interested in harvesting a portion of an existing unrealized capital gain, Opportunity Funds are one of the most exciting investment developments in recent history.