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The right time for the right sponsor

Not all Opportunity Zones are created equal – location, financial structure, demographics, environmental and local characteristics are all critical factors in the proper and effective assessments and selection of any project.

Developer Assessment drives Selection Quality

  • Developer/Sponsor Track Record
  • Location Analysis for optimum performance characteristics
  • Community relationship and use of other financial incentives
  • Optimum investment structure per project
  • Managing opportunities over a 10-year period as a tool for return enhancement

Creation of a new financial product

Joint Commission on Taxation estimates that during the first five years more than $7.7 billion of tax deferral will be reinvested under Section 1400Z.

Section 1400Z enables an increase in the basis in the investment to equal the value of the investment on the date of sale.

The Investment Period mandate is 10 years, as compared to more typical 3 to 5-year funding, thus requiring a new set of strategies.

8700 Opportunity Zones throughout the United States and Puerto Rico

High need

  • Average poverty rate of 31% of the national median
  • Family income of 59% of area median income
  • Housing stock 10 years older than national average

Growth potential

  • 75% of Opportunity Zones have experienced post recession employment in the period 2011 to 2015
  • Already 24 million jobs and 1.6 million places of business exist in opportunity zones
  • Include significant portions of many major cities in the United States

CGO Funds provide all investors with accounting and reporting service

CGO will be provided with Plante Moran Advisory Opinion as to compliance with Section 1400Z

Plante Moran - tax and accounting advisor

Nelson Mullins - real estate counsel

Investing in direct participation programs is not suitable for all investors. An investment in direct participation programs involves a high degree of risk and should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Direct participation programs are also illiquid and there is no guarantee that a market will develop for such securities.
Securities are offered through Cabin Securities, LLC.
Cabin Securities and CGO Funds are not affiliated.
Member: FINRA/SIPC
For more Information, please check FINRA’s BrokerCheck.

© 2019 Capital Gains Opportunity Fund, LLC. All Rights Reserved.