OZs Are a Core Advisor Tax Strategy
Opportunity Zones are no longer niche. They’re a core part of how advisors approach long-term tax planning for their clients.
In this short video, Capital Square’s founder and co-CEO Louis Rogers and EVP, co-head of development, Natalie Mason, discuss how OZ strategies can support tax deferral and elimination, integrating into broader retirement planning conversations.
Approximate Transcript:
Natalie: I’ve had the pleasure of going to several conferences through the spring, met with a lot of registered investment advisors, different types of advisors to investors, and it’s clear that this program is now becoming part and parcel of how they’re approaching giving advice to their clients and part of a long-term tax deferral and elimination strategy.
Louis: There’s a 10-year hold for complete forgiveness. For many people, that works into their retirement plan. If you’re my age, you’re too old; if you’re your age, you’re too young. If somebody’s about 50 or 60, 10 years is no big deal.
Natalie: They’re almost happy not to think about it for 10 years.
Louis: Think about a big pile of cash tax free for retirement. 10 years, it’s great. It’s a wonderful program. It’s accomplished its purpose of creating economic opportunity, lots of jobs, not to mention just the construction, but the people actually working on site, people working in the retail stores, the coffee shops, taking blighted neighborhoods and making them into beautiful places. Absolutely, a phenomenal program, nothing else like it.
In Short:
How might opportunity zones fit your long-term strategies?
Connect with our team to learn more.
Additional Resources:
- OZs: Changing the World of Tax-Advantaged Investing (video)
- OZs: One of the Most Effective Economic Development Tools in History (video)
- Debunking Opportunity Zone Myths (video)
Disclosure: Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Capital Square and WealthForge Securities, LLC are separate entities. There are material risks associated with investing in DST properties and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short-term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to see any securities. Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing. Private placements are speculative and illiquid. Diversification does not guarantee profits or protect against losses.
