April 17, 2019
IRS Issues Guidance Relating to Deferral of Gains For Investments in a Qualified Opportunity Fund
The guidance notes there are situations where deferred gains may become taxable if an investor transfers their interest in a QO Fund.
March 28, 2019
Private Equity Real Estate Investors Remain Wary of Opportunity Zones
While many are considering Opportunity Zone investments, few have entered the market thus far.
March 25, 2019
The Underappreciated Opportunity in Opportunity Zones
Many investors are only seeing dollar signs and losing sight of the core intent of the legislation.
March 21, 2019
Trump Tax Reform Hits Home in Wealthy New York Suburbs
Local realtors are highlighting small changes in tax rates that can benefit home buyers who cross town lines.
March 20, 2019
Opportunity Funds May Supercharge After-Tax Yields, But Risks Remain
Opportunity Zone investments require significant capital improvements with inherent construction and market risk associated with value-add investment strategies.
March 7, 2019
CBRE Survey: CRE Investors More Wary of Risk in 2019; Prefer Secondary Markets Due to Higher Yield
Value-add and “good secondary market” plays are the preferred investment strategies this year.
March 6, 2019
An Opportunity Zone Fund Checklist for Advisors
How to assess these funds while IRS regulations still need to be finalized.
February 27, 2019
Home-Builder Stocks Bounce Back as Mortgage Rates Slide
Renewed optimism has lifted home-builder shares this month, but investors remain cautious