I’ll be attending the Novogradac 2025 Opportunity Zones Summit in Las Vegas, Nevada, and will be available for meetings after the conference on December 4th to discuss Opportunity Zone tax incentives, the benefits they offer, and our Opportunity Zone Fund.

Most QOFs are partnerships, which are subject to complex tax rules and K-1 tax forms. We are different: we are the only publicly traded QOF structured as a REIT, making QOF investing as simple and straightforward as owning any stock. I believe we offer investors the best QOF solution on the market for tax planning. We give our investors control of their holding period with no lock-up periods, provide an easy 1099 tax form (unlike partnerships), eliminate investor accreditation requirements, and maintain low fees.

The Opportunity Zone program is now a permanent part of the tax code, along with enhanced incentives that make the benefits even more attractive. This is a pivotal moment to reset your tax planning strategies. The rules have changed, and there are tremendous new tax-planning opportunities for you and your clients. We’ve built our fund to help investors take full advantage of these evolving incentives with clarity and confidence.

If you’re exploring tax-advantaged OZ strategies or simply want to better understand how OZ investing could benefit your clients or portfolio, I’m offering free one-on-one consultations after the event.