Raise Capital For An Opportunity Zone Property

The Opportunity Zone program provides investors with a tax incentive for investing in Qualified Opportunity Zone Property located within an Opportunity Zone. You can use this tax incentive to attract investors into your own real estate project if the project is located within an Opportunity Zone.

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

Funding An opportunity Zone PROPERTY

Raising Capital

When you raise capital for a Qualified Opportunity Zone Property (QOZP) you need to be aware of not only the Opportunity Zone program regulations but also applicable securities laws and regulations. As a simple rule, the moment you raise funds from another person you will be subject to securities laws. Here are the main guidelines you need to follow when you raise capital for a QOZP.

In An Opportunity Zone

The property must be located in a Qualified Opportunity Zone (QOZ).

It can be almost any kind of property,  so long as it is used in a trade or business.  

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

Qualified Property

To qualify for the Opportunity Zone tax benefit your must invest in a qualified property. 

You can invest in any type of property, including commercial, land and residential real estate.

If you purchase land you can’t just sit on it (land bank) and if you purchase an existing building you must improve it.

Most commercial real estate qualifies but there is a limitation on so-called “sin businesses” like liquor stores.

securities

Securities Laws

The moment you solicit investment from someone else you must do so in compliance with Securities laws and regulations. 

This includes both Federal and State Securities laws and regulations.

There are exceptions and relaxed regulations for smaller investment offers.

Crowd Funding

There are a number of crowd funding platforms that can help you find investors for your property.

There are Federal and State crowdfunding regulations that you need to follow if you use a Crowd Funding platform.

Crowd Funding platforms allow you to raise capital from both accredited and non-accredited investors.

Offer Documentation

Colorado may require you to register your investment offer even if you are making the offer subject to an exception. 

You may be required to provide your investors with certain offer documentation that sets out opportunity, risk, terms and conditions of their investment in your business.

Hold For 10-Years

To qualify for the primary Opportunity Zone tax benefit the investor must hold the investment in the Qualified Opportunity Fund for 10-years. 

 After 10-years the investor can sell its interest in your fund and pay no capital gains tax.

Need Help RAISING FUNDS FOR YOUR Property?

Application

Let’s start the process by getting your contact details and some information about your property and capital needs.

Contact Us

7857 Country Creek Drive, Niwot CO 80503

(303) 803-3242
ross@ozcolorado.com

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