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A BETTER WAY

Park View OZ REIT investors can participate in opportunity zone tax incentives with the liquidity of stock ownership.
Stock ownership provides investors two significant benefits over the partnership interests that currently dominate opportunity zone investment options.

ACCESS

Owning shares of stock is familiar and accessible for almost all investors. Stock investing eliminates many of the obstacles investors typically face with partnership offerings including the notoriously difficult K-1 partnership tax forms, lengthy capital commitments often of 10 years or more, accreditation requirements, high fees, and high investment minimums.​

WEALTH MANAGEMENT

Stock ownership also greatly increases the financial planning utility of opportunity zone tax incentives because the investor can choose a holding period that best suits their unique financial circumstance. Shareholders can defer capital gain tax liability for a year or a few years before exiting or they may choose to stay in the investment for decades compounding growth tax-free.

Benefits of Working with Park View OZ REITS

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.

ARTICLES AND WEBINARS

New QOF Structures Offer Increased Liquidity Greater Access to Opportunity Zone Incentives

Thomson Reuters November 2021

Michael Kelley authors this article describing a new wave of QOFs that offer shares of stock instead of the traditional limited partnership interest. Investors and financial planners can enjoy the accessibility of stock ownership. Additionally stock ownership allows investor to control their holding period. QOF’s tax incentives can now be tailored to maximize the benefits for each investors unique financial needs. 

This article was originally published in multiple Thomson Reuters properties including Practical Tax Strategies, Checkpoint and Westlaw.

How Collectors of Art can Benefit from QOFs

CPA Journal January 2020

Michael Kelley co-authors this article. 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. It is a powerful pairing.

How Collectors of Art can Benefit from QOFs

CPA Journal March 2019

Michael Kelley co-authors this article describing how changes in the tax law have taken away “like kind exchanges” for those with capital gains in collectibles (art, precious metals etc.) but it has also given collectors a powerful new tool in the form of Qualified Opportunity Funds

CPA Academy Webinar March 2020

Park View Investments hosted a very successful opportunity zone webinar through the CPA Academy. We had over a thousand participants from the CPA, wealth management, and legal communities. The webinar discusses the recently finalized OZ regulations and many creative ways QOFs can be used to create tax efficient results.

 

CPA Academy Webinar April 2022

Park View OZ REIT hosted a webinar “Getting the Most Out of Opportunity Zone Tax Incentives” The one-hour presentation gives CPAs, wealth managers and other tax advisors the knowledge they need to build liquid and tax efficient strategies to suit their client’s financial needs.

 

Investing in Opportunity