What are Opportunity Zones?

Opportunity Zones are census tracts designated by state and federal governments targeted for economic development. Several census tracts throughout the Inland Empire have been designated as Opportunity Zones.

What is an Opportunity Zone Fund?

An Opportunity Fund is a new investment vehicle created as part of the Tax Cuts and Jobs Act of 2017 to incentivize investment in targeted communities called Opportunity Zones.

Why Invest in Opportunity Zones?

Opportunity Funds allow investors to defer federal taxes on any recent capital gains until December 31, 2026, reduce that tax payment by up to 15%, and pay as little as zero taxes on potential profits from an Opportunity Fund if the investment is held for 10 years.

How Opportunity Fund Investing Works

An investor who has triggered a capital gain by selling an asset like stocks or real estate can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days. There are three primary advantages to rolling over a capital gain into an Opportunity fund:

Interested in Investing in NPHS’ Opportunity Zone Fund? Please complete the following form:

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