The OPA Opportunity Fund

A Triple Play with the potential for $0 in capital gains tax on a decade of investment returns.

OPA ADVANTAGE

Triple Play Tax Treatment

There are tax incentives for investors that sell assets like stocks or real estate if they roll the capital gain into an Opportunity Fund within 180 days. The Triple Play Tax Treatment presented below represents three notable advantages of rolling over these capital gains into an OPA Opportunity Fund.

Tax Deferral

Defer payment of your capital gains until Dec 31, 2026.

Tax Reduction

Reduce the tax you owe by up to 15% after 7 years.

Zero Tax on Gains

Pay as little as zero tax on gains earned from the OPA Opportunity Fund.

 

Learn more about the assumptions in this section in our full disclosure.

 

HOW IT WORKS

What is an Opportunity Fund?

An Opportunity Fund is a new investment vehicle created as part of the Tax Cuts and Jobs Act of 2017 to incentivize investment in targeted communities called Opportunity Zones.  A Qualified Opportunity Zone Fund is any investment vehicle which is organized as a corporation or a partnership for the purpose of investing in qualified opportunity zone property (other than another qualified opportunity fund) that holds at least 90 percent of its assets in qualified opportunity zone property.

What are Opportunity Zones?

The 2017 Tax Cuts and Jobs Act established the Qualified Opportunity Zone program to provide a tax incentive for private, long-term investment in economically distressed communities.  An Opportunity Zone is a community nominated by the state and certified by the Treasury Department as qualifying for this program.  As of June 14, 2018, the department certified zones in all 50 states, Washington, D.C., and U.S. territories.  There are approximately 8,700 Opportunity Zones nationwide.

Why invest in OPA Opportunity Funds?

OPA Opportunity Funds provide investors with a platform to take part in a new and exciting investment vehicle designed to incentivize rebuilding economically distressed communities through unprecedented beneficial tax treatment on capital gains invested.  Investors are able to defer federal taxes on any recent capital gains until December 31, 2026, reduce their tax liability payment by up to 15%, and pay as little as zero taxes on potential profits from an OPA Opportunity Fund if the investment is held for 10 years.

How is an Opportunity Fund better than a 1031 Exchange?

The 1031 exchange is commonly referred to as “a perpetual deferral until the ultimate exit.”  If at any point an investor sells an asset, they are on the hook for the gains.  This leaves most investors holding their real estate until death (the ultimate exit) so that at least their heirs get the step-up in basis.

 

With Opportunity Zones, investors don’t have to die to eliminate the capital gains tax burden.  After 10 years, the entire basis automatically steps up.  And, investors don’t have to jump through hoops to get it.

Unlike the 1031, where an investor may have to pay “depreciation recapture”, Opportunity Zones allow for saving taxes on any depreciation of the asset.  Thus, an investor can use depreciation to offset income in the rest of the portfolio.

Furthermore, with a 1031, it’s all or nothing.  The initial investment is locked in along with the capital gains accrued over the life of the investment.  And, it all goes into the rollover asset chosen next.  This is not the case when investing in Opportunity Zones.  An investor may have additional capital as part of the initial investment or “initial basis”: that additional non-capital gains investment can be taken out without penalty.

Learn more about the assumptions in this section in our full disclosure.

ABOUT OPA

Professional Advisers with Strategic Alliances

OPA Funds, LLC is a South Florida based private equity real estate investment firm dedicated to originating and managing investments in major US cities with long-term growth potential. 

Proudly Servicing

Private Equity Investors

Owners and Operators
Buyers and Sellers

Developers

Asset Managers

Property Management Companies

Landlords, Tenants, and Renters
Agents and Brokers
Institutional Lenders
General and Sub-Contractors
Design Professionals

Our Roots

OPA Funds represents over four generations and over $500 million invested in real estate development in the USA, Canada, and the Middle East. 

Past Projects

Mixed-Use Developments

Hotels and Resorts

Rental Apartment Buildings

Retail Shopping Centers

Commercial Office Buildings

Commercial Banks
Industrial Warehouses
Luxury Condominium Buildings
Luxury Residential Homes


OPA's approach is simple.

The OPA Opportunity Fund will focus on investing in high-quality real estate in major US cities with long-term growth potential.  OPA will utilize in-house legal, feasibility, market analysis and valuation expertise and a robust strategic alliance network of proven industry and industry-related professionals in capitalizing on this exciting new way to invest.

 

OUR TEAMMATES

Top 100 U.S. law firm and US News ranked Tier 1 Best Law Firm in advising on corporate, securities, and tax matters

Top 10 accounting firm
providing tax advisory services

Top 50 Global Law Firm and US News 

ranked Tier 1 Best Law Firm 

in advising on real estate matters

CONTACT

Inquiries

Investments limited to Accredited Investors only.

Please fill out the form below to learn more. 

We look forward to hearing from you!

OPA Headquarters

OPA Funds, LLC

Town Center One

8950 SW 74th Court

Suite 2201

Miami, FL 33156


Tel: 305-384-7876

Fax: 305-330-9161

Email: info@opafunds.com

 

© 2019 by OPA Funds, LLC

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