Unreal Tax Benefits of Qualified Opportunity Zones - EP.25

In today’s episode we’re talking all about qualified opportunity
zones — these things are amazing. They’re portions of the country
that are economically disadvantaged, and if you invest in those
areas you get incredibly favorable tax treatment.


First, we take you through the history of qualified opportunity
zones (which has a pretty interesting history in itself!) — then
we get to the really exciting part: the incredible tax breaks to
be had by investing in these zones and how to go about it. And
then, to wrap it all up with a bow, we take you through a real
world example to illustrate how it’s done.


Key Takeaways:


[:12] All about today’s episode!


[:55] The history of qualified opportunity zones and how they
came about.


[3:31] What an opportunity fund is.


[5:42] What a qualified opportunity zone is.


[7:35] The exciting stuff: the tax benefits from investing in a
qualified opportunity zone via an opportunity fund.


[11:51] A quick recap on all the amazing tax benefits.


[12:24] Brad takes us through a real world example.


[16:48] Our final warnings on qualified opportunity zones: make
sure it is still a good deal — a bad investment with a good tax
treatment is still a bad investment.


[18:57] One last thing you need to remember: you do have to do
this through a qualified opportunity fund.


[19:56] Does this all make sense in the private equity world?


[20:41] A final note about qualified opportunity zones on the
real estate side.


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