🡆 Control your holding period with potential tax-free growth until 2047—like a Roth IRA without contribution limits
🡆 Trade publicly with no minimums, no accreditation requirements, and simple 1099 tax reporting
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.
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.
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.
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.
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.
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 REIT’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.
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One Beacon Street, 32nd Floor
Boston, MA 02108
Monday – Friday, 9:00 AM – 5:00 PM EST
One Beacon Street, 32nd Floor
Boston, MA 02108
Monday – Friday, 9:00 AM – 5:00 PM EST
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