Guide To Setting Up
Your Own Qualified Opportunity Fund

Everything you need to avoid the biggest pitfalls and make the right decisions when you set up your own Qualified Opportunity Fund.

topics Covered

Qualified Opportunity

A Qualified Opportunity Fund must be set up as the investment vehicle for any Opportunity Zone investment.

Structure Of The Fund

You need to structure the fund as a LLC, Corporation or Partnership to reflect whether you are a single investor or multiple investor fund.

IRS Compliance

Make sure you strictly follow all IRS regulations and make timely elections and declarations.

Legal Compliance

There's a myriad of legal compliance concerns around the structure of the fund, the relationship between investors and the offering of Securities.

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Author spotlight

This guide is designed to help you make sense of how to set up and structure a Qualified Opportunity Fund so you can make the right decision and avoid the biggest common mistakes.

Ross Hair

Readers say

The guide was invaluable in helping me understand how to set up and structure my own Opportunity Zone Fund.

Paul Smith

A nice easy read packed with invaluable information, resources and advice.

Martha Hoax

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