Choosing Qualified Opportunity Zone Funds in 2021

Thanks to the multiple tax benefits offered by the US government, opportunity zone funds have received widespread attention amongst investors. Since its inception in 2017, qualified opportunity zones (QOZ funds or QOFs) have raised an estimated $75 billion in capital through its 219 plus available qualified opportunity zone funds.

While the tax savings associated with investing in qualified opportunity zone funds (QOFs) are appealing, choosing the right qualified opportunity investment funds is challenging for many investors. If you are new to the world of QOZ funds, then you can read our articles on qualified opportunity zone funds to learn more about this unique investment vehicle.

Qualified Opportunity Fund Investments

One of the upsides to investing in qualified opportunity funds (QOFs) is investment portfolio diversification. Today, qualified opportunity fund investments can invest in virtually any ‘qualifying investment,’ which may include tangible property, machinery, or businesses. However, there is a catch, 50% or more of the QOF income MUST be generated from activities within the opportunity zone.

In recent times, it is common for the best-qualified opportunity funds to invest in commercial and residential real estate due to their high liquidity and appreciation numbers. Below are some examples of OZ investments that the best-qualified opportunity funds are making:

  • Upgrading and development of vacant homes for the use of single-family rental homes.
  • Redevelopment of abandoned properties for residential use, such as affordable housing, senior living, workforce housing, office space, retail, or hospitality.
  • Environmental or energy products such as water, utility, solar, or wind power, and urban or regenerative farming.
  • Brand new construction projects such as state of the art Life Sciences buildings, multi-family and mixed use.

If you are in the muddy water of deciding which OZ investment option suits your current investment portfolio. Why don’t you reach out to our Qualified Opportunity Zone (QOZ) advisors for more assistance?

Top Opportunity Zone Funds

It is no longer news that the benefits of tax breaks and savings on capital gains have spurred the creation of hundreds of opportunity zone funds in the US. While the creation of multiple qualified opportunity zone funds (QOFs) comes with its share of benefits, this can be a challenge for newbie investors looking to choose a QOZ investment fund.

Below are some of the top opportunity zone funds open to both individual and corporate investors in the US:

Asset Classes: Real Estate

Fund Size: $500m

Minimum Investment: $250k

Asset Classes: Business, Real Estate

Fund Size: $750K

Minimum Investment: $40K

Asset Classes: Business, Real Estate

Fund Size: $10B

Minimum Investment: $100K

Asset Classes: Real Estate

Fund Size: $100M

Minimum Investment: $50K

Asset Classes: Business, Real Estate

Fund Size: $5B

Minimum Investment: $1M

Asset Classes: Real Estate

Fund Size: $1B

Minimum Investment: $250K

Asset Classes: Real Estate

Fund Size: $500M

Minimum Investment: $25K

Asset Classes: Business

Fund Size: $200M

Minimum Investment: $100K

Asset Classes: Business, Real Estate

Fund Size: $1M

Minimum Investment: $100

Please note that the above-listed opportunity zone funds are strictly for educational purposes. Sera Capital does not in any way endorse any of the above funds. Would you please reach out to one of our Qualified Opportunity Zone (QOZs) specialists for direction on American Opportunity Zone Funds?

We Can Help You

With over 8800 opportunity zones in the country, finding the right OZ fund to invest in can be a challenge for even the most experienced investor. Suppose you’ve worked hard to grow your business or have highly appreciated stock or anything eligible for an opportunity zone. In that case, you’re going to want to partner with the largest, most reputable developers in the country, and we can help with that.

If you are looking for further information, please give us a quick call and we’ll be happy to get you started on your opportunity zone investment journey.

Schedule your free 30 minute call today.

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