Park View OZ combines the powerful tax advantages of opportunity zone investing with the accessibility and flexibility of publicly traded shares of stock.
Recently enhanced OZ tax incentives offer the ability to:
🡆 Defer the realization of capital gain income potentially to a lower tax year
🡆 Eliminate up to 30 years of capital gains tax on your investment
🡆 Maximize your after-tax savings with smarter tax planning
Park View OZ (PVOZ) is the only Qualified Opportunity Fund (QOF) to offer freely tradable shares of stock. We give all investors access to powerful opportunity zone tax incentives and provide the flexibility needed to create a myriad of tax-efficient wealth management strategies. The proceeds of this offering will be invested in opportunity zone properties throughout the U.S. Our unique structure is highly advantageous for investors with capital gains, facilitating compound tax-efficient growth.
Stock-based investing with Park View OZ tradable public shares simplifies and removes many of the traditional barriers typical of Opportunity Zone investments, including complex K-1 tax forms, decade-long capital commitments, accreditation requirements, high fees, and large investment minimums. Discover our unique advantage.
Park View OZ public shares allow investors to control when they recognize deferred capital gain income. This flexibility and control lets you choose the timing of your taxable event, potentially realizing gains in years with lower tax rates or offsetting income with losses. The result is a range of strategic tax-saving opportunities.
The Opportunity Zone structure offers up to 30 years of tax-free appreciation, delivering benefits similar to a Roth IRA, but without annual contribution caps or income limits. This helps add confidence and clarity when projecting future spendable savings. Investors can compound growth over decades, turning long-term success into tax-free wealth.
There are two ways shares can be purchased with Park View OZ. Shares can be bought through our subscription agreement, which offers a fixed price of $100 a share. They may be also purchased under the stock symbol “PVOZ” through a brokerage account at a price that fluctuates with the market. The shares of stock and tax benefits are identical regardless of how they are acquired.
You can purchase shares in minutes by electronically filling out and signing the subscription agreement below. We recommend you review our offering circular before making a purchase. If you have any questions, contact us at investorrelations@parkviewozreit.com or 617-971-8807.
Learn more about Park View OZ from our offering circular on the SEC.gov website.
Discover how we help investors maximize opportunity zone tax incentives through our Qualified Opportunity Fund.
Published in the May 2025 issue of Estate Planning, a Thomson Reuters journal, Michael Kelley discusses a dozen ways to enhance tax-efficient financial plans with Qualified Opportunity Funds. He illustrates the numerous strategies that can be used to defer or eliminate capital gains, leading to financial freedom and wealth.
Originally published in multiple Thomson Reuters’ journals, Michael Kelley highlights a new generation of QOFs structured as REITs, offering stock shares instead of limited partnership interests. This structure increases accessibility, allows investors to control their holding period, and provides tax advantages like the 20% QBI deduction.
Irrevocable grantor trusts (IGTs) have long been used to pass down appreciating assets, such as family businesses or real estate, through generations. IGTs’ flaw are that it can make capital gains tax worse. Qualified Opportunity Funds can eliminate these capital gains taxes. It is a powerful pairing.
We cover how to reset tax planning strategies to fully leverage changes from the OBBB Act, and how Park View OZ’s unique unrestricted structure enhances access to opportunity zone tax incentives and improves financial planning flexibility.
This webinar covers how opportunity zone incentives can deliver improved financial planning strategies and results. Learn about the OZ initiative, its benefits, and how these tax incentives now can be accessed by all investors, not just accredited investors.
Materials provided by Park View OZ REIT or our affiliates have been prepared for informational purposes only and are not intended to provide or be relied on for tax, legal, or financial advice. You should consult your own tax and legal advisors before engaging in any transaction.