investment requirements

Most Opportunity Zone investors will need to be Accredited Individuals, Institutions, LLC’s, or Partnerships.  A legally authorized professional must verify by phone the Investor’s status before release of further project information.

Investors must have incurred a capital gain after October 4, 2019.  Please consult with your tax advisor as guidelines are changing.

Qualified Opportunity Funds must be structured as a corporation or partnership for the purpose of investing in a QOZ property. The Funds must be certified by the U.S. Treasury.