That description of opportunity zone investing was extremely inaccurate. The only accurate part was that a 10 year hold means no capital gains tax on any appreciation. But you only defer tax on the invested gains until you pay taxes in 2027 or the opportunity zone investment is liquidated, whichever comes first. Five year hold gets you a 10% step up in basis on your invested gains.
What role did you play in your first fund? Sounds like manager, not structure architect. How did you get your other two key players as described in your model?
That description of opportunity zone investing was extremely inaccurate.
The only accurate part was that a 10 year hold means no capital gains tax on any appreciation. But you only defer tax on the invested gains until you pay taxes in 2027 or the opportunity zone investment is liquidated, whichever comes first.
Five year hold gets you a 10% step up in basis on your invested gains.
What role did you play in your first fund? Sounds like manager, not structure architect. How did you get your other two key players as described in your model?
Excellent. This was the part I wasn't fully explaining well. The splits are critical from Day One. 'What he said...'
Is the lp a series of the GP ? Or is it two separate companies?
Great content Bridger.
You are killing it man, great vids
What are the best books to learn more about the structure of investment funds?
I’m looking into the same thing
Have you found any good reads?
👍🏼
Wow
very nice presentation
Thank you! Cheers!
SUBS..... wait for it.... CRIBED!