All investments in Opportunity Zones must be made via “Qualified Opportunity Funds” – legal entities organized as corporations or partnerships that make equity investments in qualifying Opportunity Zone real estate projects and active businesses.
If you have capital gains to invest, you have two options:
- Passively invest in an existing fund. We maintain active relationships with regional and national Qualified Opportunity Fund managers and can make connections for you.
- Form your own fund. The process for setting up a fund is dependent upon the fund’s ultimate purpose (e.g., single project and investor versus multiple projects and investors) – and we can connect you to the professionals who can put your fund together. Contact us to find out more.