What is an Opportunity Zone?

8700+ Low Income Census Tract Areas nationwide

Capital gains invested in Real estate, business and infrastructure equity in Opportunity Funds has tax benefits:

  • Tax deferral on gain
  • Reduction in cost basis at long term milestones (5, 7, 10 years)
  • No tax on gains made on investments in the zone

*This is not professional tax advice, please contact a tax professional with questions

“Opportunity Zones could lead to economic development unseen in a generation”

Financial Times

What Are Opportunity Funds?

Private sector investment vehicles that invest at least 90% of their capital in Opportunity Zones (OZs)

Key Drivers: $6T of Capital Gains in US Market

Growing inequality gap in the US = most unequal of all developed economies

Making the Best of What’s Ahead

  • How can we build sustainable impact forward economies that reduce inequalities?
  • If this new capital could transform communities to be better what would they look like?
  • What tools do we have to build the economies of the future today?

Florida Opportunity Zones

  • 420+ in Florida
  • 68 in Miami Dade (16% of Florida’s OZs)

The Sustainable Development Goals As a Road Map

  • Affordable Housing
  • Vocational Training
  • Fair Wages
  • Democratized Finance
  • No Food Deserts
  • Renewable Energy
  • Smart Cities & Big Data
  • Reduced Consumption
  • Circular Economy
  • Vocational Skills
  • STEM
  • Education Technology
  • Early Education
  • Carbon Sequestration
  • Energy Management Systems
  • Alternative protein
  • Urban permaculture
  • Real Estate Resilience

Outside resources

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