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.
There are material risks associated with investing in Qualified Opportunity Funds and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. The Opportunity Zone program is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation.
This is not a solicitation or an offer to sell any securities. Qualified Opportunity Funds are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly for the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor.
Securities offered through Cabin Securities, Inc. member FINRA/SIPC. DSTs 1031 Investments is independent of Cabin Securities, Inc. all of whom are unaffiliated with third-party sites and material and cannot verify the accuracy of, nor assume responsibility for, any content of linked third-party sites and material. Information available on third-party sites and material, including the numbers used, is general in nature, approximate and intended for educational purposes only.
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