Reduce Your Capital Gains Tax Liability: A QOZ Fund III Update

The window to deploy capital into the Qualified Opportunity Zone (QOZ) program expires at the end of 2026 and the program may not be renewed. If you have realized capital gains in the past 180 days or will have gains in the near future, there has arguably never existed a more tax-efficient solution for those gains. Targeting a 10%-12% net IRR, QOZ Fund III will be a diversified portfolio of development projects in high-growth markets across the southwest and southeast United States that can offer investors:

• Tax deferral on capital gains until Dec. 31, 2026
• Tax elimination on the appreciation of the QOZ investment when holding the investment for at least 10 years
• Potential tax-sheltered income with no depreciation recapture when holding the investment for at least 10 years