Opportunity Zone Advisor Center
Have you had, or are you expecting a capital gain? If so, you likely qualify for an opportunity zone investment. Speak with an advisor today to learn how you can take advantage of OZ tax benefits.
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$1 billion+
Assets under management
Top 300
Out of all RIAs in the u.s.
40+
Years experience
DOWNLOADABLE RESOURCES
Check out our free and downloadable Opportunity Zone learning materials, designed to deliver you the most essential info when it comes to OZ investing.
FAQ
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Why should I work with an advisor for an OZ investment?
Navigating the Opportunity Zone investment space can be overwhelming. There are many different OZ Funds to invest in and the complexities around the compliance and tax benefits can be difficult to understand. Advisors have a fiduciary duty and it is in their best-interest to get you the highest returns possible on your investment.
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What is the process of working with an advisor?With OZ FundHub when you submit an inquiry, we will pair you with a licensed advisor and they will reach out to you within one business day. From there, they will begin discovery, analysis, sharing observations, and then recommending potential OZ investments.
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How are advisors compensated for their services?
There are a number of ways that advisors are compensated. The most common model is a commission based fee for the assets under management. Advisors have a fiduciary duty and it is in their best interest to get you the highest returns on your investment.
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How will an advisor know which is the best OZ fund investment for me?
Our team of advisors specialize in Opportunity Zone investing. They will work closely with you to understand what your Opportunity Zone investing objectives are. Advisors have a fiduciary duty, so it is in their best interest to help you accomplish your financial objectives.
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What if I have an advisor already? Can I work with one who specializes in OZs?
Yes, you can work with multiple advisors. Not all advisors specialize in Opportunity Zones, so it is important to consider working with an advisor that has a strong understanding of Opportunity Zone investing.
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What is the difference between a broker-dealer and an advisor?
A broker-dealer is transaction based and will have a limited amount of Opportunity Funds that they can sell you. An advisor works more like a consultant with a fiduciary duty. They will advise on which Opportunity Fund is the best investment for you based on your personal financial goals.
497
Opportunity Zones Covered
$12,970,200+
In Capital Gains Saved
Over $6,200,000,000
Total AUM
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Notice
OZ FundHub is not a licensed distributor of financial products. All information contained on OZ FundHub is for educational purposes only and should not be interpreted as investment advice. Any and all investment decisions should only be made after having performed significant due diligence and with the understanding that investments are made at your own risk.