Park View OZ REIT investors can participate in opportunity zone tax incentives with the liquidity of stock ownership. Stock ownership provides investors two significant benefits over the partnership units that currently dominate opportunity zone investment options.
Access: Owning shares of stock is familiar and accessible for almost all investors. Stock investing eliminates many of the obstacles investors typically face with partnership offerings including the notoriously difficult K-1 partnership tax forms, lengthy capital commitments often of 10 years or more, accreditation requirements, high fees, and high investment minimums.
Wealth Management: Stock ownership also greatly increases the financial planning utility of opportunity zone tax incentives because the investor can choose a holding period that best suits their unique financial circumstance. Shareholders can defer capital gain tax liability for a year or a few years before exiting or they may choose to stay in the investment for decades compounding growth tax-free.
Contact Information
Name
Micahel Kelley
Email
mikefkelley@parkviewinv.com
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