Benefits for Investors

Any person or entity that has a short or long-term capital gain subject to U.S. taxation, from any source — stocks, bonds, real estate, private equity, etc. — may benefit from an investment in The Opportunity Zone Fund of America .

Potential benefits for investors include:

Deferral of taxation on gains invested in the Fund.
Reduction in taxes relative to gains invested in the Fund.
Exclusion of taxation for gains generated by the Fund.

BENEFITS FOR INVESTORS

DEFERRAL OF TAXATION ON GAINS

REDUCTION IN TAXES RELATIVE TO GAINS

EXCLUSION OF TAXATION FOR GAINS

TIMELINE

* Under certain circumstances, a partner in a partnership may invest capital gain dollars in a QOZF within 180 days from the end of the partnership’s taxable year.