The Bridge Strategy:
Addressing the Gap in Opportunity Zone Legislation
Use the Bridge Strategy to keep your gains deferred today and perfectly positioned for the powerful new OZ incentives beginning January 1, 2027.
◇ Defer gains up to 5 years and potentially eliminate 10% of your tax liability
◇ Eliminate up to 30 years of capital gains tax on your investment
◇ Maximize your after-tax savings with smarter tax planning
The Challenge
Enhanced Opportunity Zone (OZ) incentives begin January 1, 2027; however, under QOF rules, capital gains, once realized, have to be invested into a qualified opportunity fund (QOF) within 180 days to qualify. This may cause investors to pause OZ investments until the enhanced tax incentives become available, creating a “Dead Zone” where both investors and OZ communities risk losing out.
The Solution
Existing regulations give investors who make a QOF investment the ability to sell and then continue their deferral as long as they invest in a new QOF within 180 days. This strategy allows a current capital gain to be eligible for a QOF investment after the enhanced benefits become available.
Bridge Strategy in Action
Invest a gain into a QOF, then sell in late 2026 or early 2027, creating a new 180-day window to make an eligible QOF investment. You can then reinvest after Jan. 1, 2027, to capture enhanced benefits.
Why Park View OZ (OTC: PVOZ)
- Publicly traded shares – no lockups, no accreditation requirements, investment minimums, or partnership taxation.
- Flexibility – enter, exit, and re-enter positions to align with your tax strategy.
- No complicated partnership (K-1) tax forms – investors receive the same straightforward tax documents as they would for any public stock.
The Bottom Line
The OZ “Dead Zone” doesn’t have to stall your investment strategy. With the right approach, you can defer capital gains tax, position for 2027’s enhanced incentives, and keep your capital working in Opportunity Zones.
We encourage you to consult with your tax advisor to determine whether this approach aligns with your goals.
Are you ready to see if Park View OZ can enhance your financial and tax planning strategy?
These pages are prepared for informational purposes only and are not offered as legal, tax, or investment advice. All content provided is of a general nature and does not address the particular circumstance of any particular individual or entity. We encourage you to seek guidance regarding your individual financial needs from legal, tax or investment professionals. Investments, including our shares of stock, have inherent risks including the risk of principal loss.