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March 20, 2019

Opportunity Funds May Supercharge After-Tax Yields, But Risks Remain
By Jack Mullen | March 20, 2019

A new type federally qualified investment vehicle known as an opportunity fund allows individuals and entities facing capital gains taxes to defer and reduce their tax bite, while paying no additional tax on appreciation of the investment. The only catch is that investment has to be limited to designated areas known as opportunity zones, and the real estate investment requires significant capital improvements to the asset (generally ground up construction).

It sounds like a great deal for investors, and it is. But in the rush to defer gain and supercharge yield, it's important to remember that these deals have to pencil out. Otherwise not only the yield but the initial investment can be at risk. Read more. Subscription requred.

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