opportunity zones

What Are the Benefits to Investors?

Investors can benefit in several ways:
Tax Deferral: Capital gains tax is deferred until the earlier of the date on which the investment is sold or exchanged, or December 31, 2026.
Step-Up in Basis: Investors receive a step-up in basis for capital gains that are reinvested in a QOF. The basis increases by 10% if the investment is held for at least 5 years, and by an additional 5% if held for at least 7 years.
Permanent Exclusion: If the QOF investment is held for at least 10 years, investors may be eligible to exclude any additional gains from the QOF investment from being taxed.

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