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Park View OZ: Recognizing a Unique Opportunity
Investing in Opportunity Zones can offer significant tax advantages, including deferral and potential elimination of capital gains taxes. By directing capital into these zones, investors not only benefit financially but also contribute to the revitalization of underserved communities.
The Road to OZ Tax Planning Nirvana
For tax planning, OZs offer two major benefits:
- The ability to move the recognition date of capital gain income to a later tax year or across multiple tax years. This is the “Swiss Army Knife” of tax planning. Additionally, if you stay in the same QOF for 5 years, there is a 10% tax elimination benefit.
- The potential to grow the QOF investment tax-free for up to 30 years. This is a Roth IRA-like benefit, but without the annual contribution caps or income limits.
Tax Planning Utility
True flexibility enables investors to plan with both short- and long-term goals in mind. Some may use the five-year deferral to shift income into future, lower-income tax years, leveraging a QOF’s ability to time income recognition and navigate tax rate or benefit cliffs. Others may want to position more of their capital for tax-free growth over 10, 20, or 30 years.
To use a Qualified Opportunity Fund effectively for tax planning, investors must have control over their holding period, which means investing in a QOF without capital lockup or forced liquidations. Without that control, the ability to move the recognition of capital gains income and most of its tax-free compounding magic, are lost.
Access
Until now, QOF tax incentives have typically been accessed through partnership vehicles. This can create barriers, most notably, the difficulty of partnership taxation laws and K-1 tax forms, investor accreditation requirements, high investment minimums, and 10-year “one size fits all” capital lock-up periods.
Park View OZ Solves These Issues
Park View OZ is the only QOF with publicly traded stock. This empowers our investors in several ways: they can buy and sell shares through their brokerage account, with no holding period requirements, no minimum investment, and no accreditation requirements. Additionally, as a stock, partnership tax law and K-1 tax forms do not apply. We also eliminated the fees, known as carried interest, aka promote fees. We avoided carried interest fees because, for long-term QOF tax efficiency, carried interest misaligns the incentives for the fund manager and investors. Importantly, we believe Park View OZ offers the lowest fees of any QOF.
The Opportunity Zone program was never meant to be exclusive; it was meant to be transformative. Our goal is to fulfill that original promise: to build wealth, empower individuals, and help revitalize communities across America.
Investing in Opportunity
Materials provided by Park View OZ REIT or our affiliates have been prepared for informational purposes only and are not intended to provide or be relied on for tax, legal, or financial advice. You should consult your own tax and legal advisors before engaging in any transaction.