fbpx
Tampa, FL
Newly acquired property in rapidly growing Tampa Heights is a few minutes walking distance to both the Riverwalk and Armature Works.
Published in the August 2023 issue of Practical Tax Strategies, a Thomson Reuters journal, CEO Michael Kelley discusses "A Dozen Ways to Enhance Tax-Efficient Financial Plans with Qualified Opportunity Funds."
Read Now
Invest in Opportunity Zones
Defer and Eliminate Your Capital Gains Liability​
How to Invest
Previous slide
Next slide
Park View OZ REIT: “The Easy OZ”
We make better financial planning possible!
Schedule My Free Consultation
New investment property acquired in rapidly growing Tampa Heights.
Explore "A Dozen Ways to Enhance Tax-Efficient Financial Plans with Qualified Opportunity Funds" in the August 2023 issue of Practical Tax Strategies, a Thomson Reuters journal.
Read Now
Invest in Opportunity Zones
Defer and Eliminate Your Capital Gains Liability​
How to Invest
Previous slide
Next slide

About Park View OZ REIT

Park View OZ REIT (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.

ENHANCED OZ BENEFITS

Participate in opportunity zone tax incentives with unrestricted stock ownership. Opportunity zone investments can increase after-tax returns by 40%, not just once, but year after year. Tax-free compound growth is truly the 8th wonder of the financial world. Learn about the benefits of opportunity zone investing.

EASY OZ INVESTING

Stock investing simplifies and eliminates obstacles typically faced by Opportunity Zone investors including difficult K-1 partnership tax forms, lengthy capital commitments often of 10 years or more, accreditation requirements, high fees, and high investment minimums. Discover the advantages.

OZ TAX STRATEGIES

Investors enjoy liquidity and control of their holding period. This flexibility is essential for maximizing OZ financial strategies. Shareholders can defer capital gains liabilities into the next tax year or they may choose to stay invested for decades, compounding growth tax-free until the benefits run out in 2047.

How to Invest

There are two ways shares can be purchased with Park View OZ REIT. 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 REIT from our offering circular on the SEC.gov website.

Discover how we help investors maximize opportunity zone tax incentives through our Qualified Opportunity Fund.

Benefits of Working with Park View OZ REIT

Investing in Opportunity

Mike Kelly
"We designed this stock offering to be a competitive advantage for financial professionals. We make it easy to employ these new tax incentives." - Michael Kelley, Founder, Park View OZ REIT

Articles

A Dozen Ways to Enhance Tax-Efficient Financial Plans with Qualified Opportunity Funds

Thomson Reuters, August 2023

Published in the August 2023 issue of Practical Tax Strategies, 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.

New Qualified Opportunity Funds are Starting to Fulfill Their Promise

Thomson Reuters, November 2022

Originally published in multiple Thomson Reuters’ journals, Michael Kelley describes a new wave of Qualified Opportunity Funds that offer shares of stock instead of the traditionally limited partnership interest. Investors and financial planners can enjoy the accessibility of stock ownership. Additionally, stock ownership allows investors to control their holding period. QOF’s tax incentives can now be tailored to maximize the benefits for each investor’s unique financial needs.

Investing In Qualified Opportunity Funds with Irrevocable Grantor Trusts

CPA Journal, January 2020

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.

Webinars

Getting the Most Out of Opportunity Zone Tax Incentives

CPA Academy, December 2023

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. 

Play Video about How to Make Qualified Opportunity Funds Work for Your Clients

How to Make Qualified Opportunity Funds Work for Your Clients

CPA Academy, March 2020

Topics discussed include how generational tax plans can benefit from pairing QOFs with irrevocable grantor trusts and how QOFs can be used in conjunction with, or instead of, 1031 exchanges, which were adversely affected by the 2017 Tax Cuts & Jobs Act.

Investing in Opportunity