The Motley Fool Discussion Boards

Previous Page

Investing Strategies / Real Estate Investing

URL:  https://boards.fool.com/public-opportunity-zone-fund-oz-35012083.aspx

Subject:  Public Opportunity Zone Fund (OZ) Date:  12/30/2021  3:36 PM
Author:  natfidlow Number:  14417 of 14469

For anyone looking for an attainable and quick 2021 tax deferral strategy, check out Belpointe PREP LLC, a new publicly traded Opportunity Fund ( Ticker: OZ). CNBC just carried a commercial for OZ, which only started trading today. Having invested in a couple Opportunity Funds over the years, the benefits I see here are: 1) no private broker, private fund paper work, no middle man fees; 2) daily visibility of the size and value of investment right in your brokerage account, and; 3) quarterly statements that are regulated and on time! Maybe we don't have to ask for tax extensions to wait for those pesky K1's too; and 4) no minimum investment versus $25k-$100k in private funds (outside of crowdsourced). Things to be mindful of: 1) amount of tax deferral is limited to any amount of capital gains you have realized in the last 180 days, and would like to defer taxes on; 2) discipline needed to not sell your shares...3) among noise as the public nature opens up the investment to traders and short term fluctuations; 4) what am I missing?

More about Opportunity Zones: https://nj.gov/governor/njopportunityzones/faqs/

More on Belpointe: https://belpointeoz.com/?gclid=CjwKCAiAzrWOBhBjEiwAq85QZ5GiQ...



No affiliation or benefit received, just excited. One trading day left in the year! #OpportunityZone #taxstrategy #realestate
Copyright 1996-2022 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us