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Park View OZ REIT is a Qualified Opportunity Zone Fund (QOF). 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 structure is highly advantageous for investors with capital gains, facilitating compound growth through a highly tax-efficient investment.
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.
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 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.
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.
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.
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.
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.
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