Opportunity Zones for Real Estate Strategies (Explained)

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  • Опубліковано 4 лют 2025

КОМЕНТАРІ • 9

  • @calves93
    @calves93 Рік тому

    If you purchase land in an opportunity zone and build a commercial building or business do all the tax benefits still remain? Or does it only apply if you build residential property on the land?

  • @jordycardona3291
    @jordycardona3291 4 роки тому +1

    I already bought a house in a opportunity zone. I am flipping the home. My question is if I keep the house and I don't refinance to take out some money to buy another house. I will have to pay taxes on the capital gain on the loan? Thank you!

  • @John-bx6if
    @John-bx6if 10 місяців тому

    Just purchased 3 vacant lots in an Opportunity Zone to build 3 homes for lease.

    • @TobyMathis
      @TobyMathis  10 місяців тому

      That's a fantastic investment opportunity! Best of luck with the project.

  • @jasonpool5486
    @jasonpool5486 4 роки тому +1

    Is there a minimum investment on an opportunity fund? Could I buy one single family home, invest double the structure cost within 31 months, hold for 10 years and cash out with only paying 85% of my original opportunity fund deposit? Am I grasping the concept?

  • @allenlove6437
    @allenlove6437 5 років тому +1

    Funds have 30 months to invest money inside fund...and the basis by down 10% in 5years with an additional 5% by 7.

  • @TobyMathisAttorney
    @TobyMathisAttorney 5 років тому

    Thank you for commenting, but you are not correct. Here are the instructions to help you when completing the Qualified Opportunity Fund certification with the IRS: www.irs.gov/pub/irs-pdf/i8996.pdf
    Look at 26 USC 1440Z-2 for your basis issue. It is a step up and says quite clearly:
    (iii) Investments held for 5 years
    In the case of any investment held for at least 5 years, the basis of such investment shall be increased by an amount equal to 10 percent of the amount of gain deferred by reason of subsection (a)(1)(A).
    (iv) Investments held for 7 years
    In the case of any investment held by the taxpayer for at least 7 years, in addition to any adjustment made under clause (iii), the basis of such property shall be increased by an amount equal to 5 percent of the amount of gain deferred by reason of subsection (a)(1)(A).

  • @allenlove6437
    @allenlove6437 5 років тому

    Incorrect