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April 2022
Opportunity Zones – How to Defer or Eliminate Capital Gains
Using opportunity zones to re-invest our unrealized capital gains into projects that help local communities, we can defer and sometimes eliminate taxes on capital gains. Opportunity zones are designed to spur economic development and job creation in distressed communities.
The Syndication Offering – What to Expect During an Investor Presentation
A syndication offering – that is, a passive investment opportunity – can be a lot of information at once, but it is usually quite structured. If you are just starting out, you are probably not that familiar with what one entails. There are key topics that should be discussed by the syndicator, and presentations usually have everything addressed below but likely not in the same order.
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Just getting started? This article will map out your learning experience.