Qualified Opportunity Zones (QOZ) are an economic development tool designed to generate economic development and job creation in distressed communities. The designated zones have lower incomes, higher poverty rates, and higher unemployment rates than eligible non-designated tracts. We look for opportunities for investors to defer the taxes on their capital gains by leveraging the tax incentives QOZ provides to stimulate investment in low-income geographies.
We are also disrupting the gentrification trend. Unlike other investment funds that leverage Qualified Opportunity Zones in ways that harm the communities they invest in, we are leveraging smart investment tools to build affordable housing. Our investors make money, and our project makes change.
Investors can sell existing assets and invest the accumulated capital gains into a qualified Opportunity Zone fund like ADU OZ Fund. The tax on this sale is deferred through the end of 2026.
After completing Opportunity Zone developments, funds received from a refinance are reinvested into new projects.
For investments held for at least ten years, investors pay no taxes on capital gains produced through their investment in Opportunity Funds
If the Opportunity Fund investment is held for five years, the investor will be deemed to realize the deferred capital gains from the initial investment date.
If the Opportunity Fund investment is leveraged through financing, the value-add approach will create a cash-out refinance option for reinvestment. This reinvestment remains part of the investor’s tax-free growth from the original capital gains investment.
Finally, if the investor holds the Opportunity Fund investment for at least ten years, the basis is deemed to be the fair market value of the Opportunity Fund investment, and no capital gains tax will apply to the appreciation of the total Opportunity Fund investment.
CALL: (619) 704-2477
EMAIL: [email protected]
This Fund is 3rd Party Administered By OZ Invested
Articles featured on this website are for informational purposes only. This is not an offer to sell nor a solicitation to buy ADU OZ Fund, LLC. That can only be done by our current Confidential Private Placement Memorandum (“CPPM”). Securities offered by ADU OZ Fund, LLC. For accredited Investors only. Limited liquidity. The shares being sold in this offering have not been approved or disapproved by the Securities and Exchange Commission or any state’s securities division. Nor has the Securities and Exchange Commission or any state securities department passed upon the accuracy or adequacy of the CPPM or the disclosures provided therein. Any representation to the contrary is a criminal offense. The information contained in this website is for general information purposes only. The information is provided by ADU OZ Fund, LLC and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is strictly at your own risk.
© Copyright – ADU OZ Fund, LLC. All Rights Reserved.