The Alternative Investor

Opportunity Zone Investing 2.0

Investment Strategy Spotlight: Understanding Opportunity Zone 2.0This episode focuses on the new regulations brought about by the Tax Act of July, specifically the enhancements in Opportunity Zones, termed Opportunity Zone 2.0. The speaker explains the original Opportunity Zones program, its benefits of tax deferrals and exemptions for investments in designated areas, primarily housing and development projects. The updated program continues to offer a rolling five-year deferral starting in 2027 and extends tax benefits for investments held over ten years without capital gains taxes. Additionally, the new Opportunity Zone 2.0 includes bonus depreciation advantages. Emphasis is placed on combining tax benefits with sound investment choices to avoid tax-driven pitfalls. Ideal candidates for this program include individuals with significant capital gains seeking real estate or high-quality development investments.00:00 Introduction to Investment Strategy Spotlight00:15 Opportunity Zones 1.0: A Recap01:44 Opportunity Zones 2.0: New Regulations and Benefits02:29 Maximizing Tax Benefits with Opportunity Zones03:49 Combining Tax Strategies with Great Investments05:27 Ideal Candidates for Opportunity Zone 2.006:38 Considerations and Risks in Opportunity Zone Investments08:31 Future Opportunities and Conclusionwww.evergreencap.com Hosted on Acast. See acast.com/privacy for more information.