Looking for a better way to diversify your portfolio?
Buying stocks, bonds, or property aren’t your only options.
Many of today’s top investors are turning to a newer investment strategy: Opportunity Zones.
What is an Opportunity Zone?
In an effort to drive economic development in low-income neighborhoods, the Tax Cut and Jobs Act of 2017 (TCJA) created Opportunity Zones (OZ), or “O-Zones” for short.
These areas of the U.S. — both rural and burgeoning lower-income urban communities — have historically been capital-deprived, but have potential for future growth.
In these areas, qualifying investments — or those that have “substantial improvement” or “original use” — receive special material tax benefits.
And it’s these perks investors should know about.
Why Should You Care About an Opportunity Zone?
Opportunity Zones are a powerful investment vehicle for many reasons.
First, you can re-invest any form of capital gains into a Qualified Opportunity Fund (QOF). These types of funds invest 90% of their assets in qualified O-Zones.
Because of that, you can defer your taxes on your original capital gain until the end of 2026.
You can also reduce your original capital gains taxes by up to 15% when you invest in an QOF for at least 7 years. After the 10-year mark, you completely eliminate the tax on new capital gains from your O-Fund investment.
Benefits Associated with Opportunity Zones
Compared to a typical portfolio, you have the potential to double your after-tax profits by investing in O-Zones.
And you can invest using long-term or short-term capital gains from any source, including the sale of stocks, bonds, and property.
As long as you re-invest these gains within six months of realization, you’ll qualify for this incredible investment option.
Use our After-Tax Returns Calculator here to see the difference for yourself later.
The Cadre Advantage: A Differentiated Approach
There are over 8,700 census tracts designated as Qualified Opportunity Zones in the U.S.
Instead of investing in just any one, we meticulously model the long-term growth potential of each OZ to uncover the most attractive markets.
We use market evaluations, data-driven spotlighting tools, and our close relationships with on-the-ground developers to identify opportunities we believe will deliver outsized returns.
Our extensive network of over 300 local operating partners gives us a distinct sourcing advantage, as well as local market development and repositioning expertise.
The end result is a uniquely positioned Opportunity Zone Program that’s differentiated by its optimal investment strategy.
Our Investment Team brings over $50 billion in real estate transaction experience from leading firms like Blackstone and Goldman Sachs.
We also co-invest in each opportunity alongside our investors and actively manage all our assets. Our single-asset fund structure keeps this program straightforward and simple.
Request Access To Explore Your Investment Opportunities
We’ve recently opened several Opportunity Zone deals for investment.
If you’re ready to explore Cadre Opportunity Zones, join our platform to view all available transactions. You’ll be able to start investing in this market once you sign up and receive approval.
Please note that you must be an accredited investor to apply. This means your annual income must be higher than $200K, your joint income is higher than $300K, or you have a net worth higher than $1M (excluding primary residence).
To start your investor application, click this link now.