--- title: Wealthstone Group | Real Estate | Qualified Opportunity Zones description: Explore investing in Real Estate Qualified Opportunity Zones (QOFs) to benefit underserved communities and enjoy tax incentives. image: https://www.wealthstonegroup.com/hubfs/WealthstoneGroup.jpg --- - Client Portal [![Gold-Logo-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/?hsLang=en) [![Wealthstone-logo-gold](https://www.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://www.wealthstonegroup.com/?hsLang=en) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) Real Estate # Qualified Opportunity Zones #### Explore the transformative potential of investing in Qualified Opportunity Zones (QOZs). Discover how you can contribute to America's underserved communities while enjoying significant tax benefits. [Scroll](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones#next) ## What You Need to Know About the Opportunity Zone Program The Opportunity Zone (OZ) program, introduced in 2017 as part of the Tax Cuts and Jobs Act, is an initiative designed to spur investment in America's underserved communities. By offering enticing tax incentives, the program encourages investors to channel capital into the 8,764 designated low-income neighborhoods across the United States, fostering economic growth and revitalization. These zones were selected based on 2010 census data and are recognized by local governments in partnership with the U.S. Treasury, marking a collaborative effort to uplift areas in need. ## How to Invest in Qualified Opportunity Funds Investing in an Opportunity Zone requires an investment through a Qualified Opportunity Fund (QOF). This is a vehicle established by the OZ program legislation for directing investment into eligible real estate and businesses within these zones. The IRS outlines specific criteria for an entity to certify as a QOF. 1 ##### Must create an entity and file taxes as a partnership, corporation, or LLC 2 ##### Be organized under U.S. laws for investing in Qualified Opportunity Zone property 3 ##### Keep at least 90% of its assets in such property By meeting these conditions, investors can leverage their taxable gains into meaningful contributions to economic development in underserved areas, while also positioning themselves to benefit from the OZ program's tax benefits. ## Tax Advantages #### Defer Capital Gains Investors have 180 days from the realization of a taxable gain to invest in a QOF and can defer recognition of this gain until December 31, 2026. Proposed laws aim to extend this deferral period until December 31, 2028. Defer Capital Gains #### Eliminate Future Capital Gains For investments held for over 10 years, investors will owe no capital gains tax on the appreciation of their new investment, promoting long-term community investment and development. Eliminate Future Capital Gains #### Enhanced Returns The combination of deferral, reduction, and elimination of capital gains tax can significantly enhance after-tax returns for investors. Enhanced Returns ## What Are Eligible Proceeds for QOZ Tax Benefits? 1 Stocks, bonds, options, hedge funds Stocks, bonds, options, hedge funds 2 Primary and secondary residences Primary and secondary residences 3 Businesses, machinery, commercial buildings, rental properties Businesses, machinery, commercial buildings, rental properties 4 Land, livestock, art, wine, automobiles Land, livestock, art, wine, automobiles ## Important Deadlines to Remember ### 180 Days A taxpayer has 180 days from recognizing a capital gain to invest in a QOF to qualify for tax incentives ### 10 Years The investor must hold the interest in the QOF for at least 10 years to qualify for elimination of taxation on gains related to appreciation of the investment ### Dec 31, 2026 End of the legislated deferral period (taxes on deferred gains must be paid no later than tax year 2026) ## Key Comparison of QOFs vs. 1031 Exchange There are key differences with investing in a QOF vs. a 1031 exchange. 1031 Exchange QOF Only allow for the reinvestment of proceeds from real estate sales Allows for the reinvestment of capital gains from various assets Must identify a replacement property within 45 days or use a qualified intermediary Must identify a replacement property within 180 days to reinvest their gains Requires reinvesting both the original investment and the gains into a similar asset Only requires reinvesting the gains, allowing investors to keep their original investment Allows gains to be reinvested anywhere Investments are limited to specific census tracts ## Dive Deeper Into Our Real Estate Offerings ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=266&height=266&name=Wealthstone-Logo-GoldWhite-2-1.png) ### 1031 Exchanges Discover how to leverage tax-deferred exchanges to enhance your investment portfolio and secure your financial future. [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges?hsLang=en) ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=266&height=266&name=Wealthstone-Logo-GoldWhite-2-1.png) ### 1033 Exchanges Explore the essential guide to leveraging 1033 Exchanges in real estate. Discover how you can defer taxes and enhance your investment strategy. [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges?hsLang=en) ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=266&height=266&name=Wealthstone-Logo-GoldWhite-2-1.png) ### Delaware Statutory Trusts Discover how DSTs can transform your investment strategy, offering a blend of flexibility, diversity, and passive income potential. [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts?hsLang=en) ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=266&height=266&name=Wealthstone-Logo-GoldWhite-2-1.png) ### Private Real Estate Investments We collaborate with clients to develop custom portfolios that leverage real estate to mitigate risk, reduce volatility, and increase passive income and growth. [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments?hsLang=en) ## Request Information For more information on Qualified Opportunity Zones, please complete the form. ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. 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