Invest In An Opportunity Zone Business

The Opportunity Zone program allows you to invest into a new or existing business that is located within an Opportunity Zone. It’s just like investing in any other business but with a few extra boxes to tick when you buy and a beautiful tax free benefit when you sell. 

This is not an offer to invest. No investment or securities are offered through this website and all content is for information purposes only.

Invest In An opportunity Zone Business

Pay No Capital Gains Tax

When you invest in a Qualified Opportunity Zone Business (QOZB) it needs to meet a number of qualifying criteria in order to be eligible for the capital gains tax benefit. Although we've seen initial investments primarily go to qualifying property projects we're now starting to see the launch of a number of start up and venture focused funds. If you follow all the guidelines and hold your investment for 10-years, you will be able to sell your QOZB and pay no capital gains tax. Here are the main guidelines you need to follow when you investing a QOZB.

In An Opportunity Zone

The business must be located in a Qualified Opportunity Zone (QOZ). It can be almost any kind of business, except a sin business, just so long as it is physically located within a QOZ. 

There are 126 QOZs in Colorado with 60% of them located along the Front Range.

Including Residential

Any Type Of Business

You can invest in any type of business, including an existing business or a new business.

If you invest in an existing business you have a requirement to grow the business.

There is a limitation on investing in so-called “sin businesses” like massage parlors and liquor stores.

Reinvest Capital Gains

You must purchase the business using capital gains. You can not purchase the business using ordinary income or debt financing. 

You can use the gain from the sale of almost any capital asset, including the sale of shares or another business, to purchase the business.

Invest Through A Fund

You can not invest directly into a business. Instead you must invest into a Qualified Opportunity Fund (QOF) and the QOF can then invest into a business.

This gives you the option of investing into someone else’s QOF or setting up your own QOF. It’s easy to set up your own QOF.

Trade Or Business

To qualify for the Opportunity Zone tax benefit you must invest in a business that trades or operates from within an Opportunity Zone. 

This can get a little complicated and there are a number of guidelines to follow to make sure the business is a qualified business.

Hold For 10-Years

To qualify for the primary Opportunity Zone tax benefit you must hold your investment in the Qualified Opportunity Fund for 10-years. While you must hold your interest in your QOF for 10-years, your QOF has some flexibility about how it holds and reinvests in a business or additional businesses. After 10-years you can sell your interest in your fund and pay no capital gains tax.

Need Help Finding A Qualified Investment Business?

Application

Let’s start the process by getting your contact details and some information about your investment wish list.

Contact us

7857 Country Creek Drive, Niwot CO 80503

(303) 803-3242
ross@ozcolorado.com

If you are a reporter looking for information on media services please contact us at:

press@ozcolorado.com