1031 Alternative
Alternatives to 1031 exchanges for capital gains
Missed your 1031 deadline? Have gains from a business or stock sale? Opportunity Zone funds offer flexible deferral — without like-kind property requirements.
- No like-kind property requirement
- No direct property management burden
- Potential tax-free upside after 10-year QOF hold
Since 2021
Austin OZ operator
3
Successful exits
21
Austin OZ tracts
6
Active projects
Proven exits at Montclaire St (Barton Hills) and 107 W Johanna in SoCo — completed twice.
Liquid QOF II · Now accepting inquiries
Compare 1031 vs. OZ for your situation
Tell us about your sale, gain amount, and timeline. We'll help you evaluate whether an OZ fund fits.
Reg D 506(c) · Accredited investors only · Not an offer to sell securities
OZ vs. 1031
Why investors choose OZ over 1031 exchanges
More flexibility on gain type, timing, and management — with potential upside 1031 exchanges do not offer.
Any capital gain qualifies
1031 exchanges require real property. OZ funds accept gains from stock, business sales, crypto, and more.
180 days vs. 45 days
No 45-day identification scramble. You generally have 180 days to invest eligible gains into a QOF.
Passive fund investment
Skip property hunting and management. A QOF sponsor handles assets, compliance, and reporting.
When an OZ fund beats a 1031 exchange
A 1031 exchange works well when you are swapping one investment property for another and can meet strict identification and closing deadlines. Opportunity Zone funds are often the better fit when your gain is not from real estate, you missed a 1031 window, or you prefer passive exposure to professionally managed OZ assets.
After a 10-year hold, OZ investors may eliminate tax on appreciation inside the fund — a benefit 1031 exchanges do not provide on new investment gains.
- No like-kind property requirement
- No direct property management burden
- Potential tax-free upside after 10-year QOF hold
- Still within 180 days if your 1031 fell through
FAQ
Common questions
3 questions
Tax Benefits
This page is for informational purposes only and does not constitute tax, legal, or investment advice. Securities are offered only through official fund documents to verified accredited investors under Reg D 506(c). Past performance is not indicative of future results. Tax benefits depend on individual circumstances and current law. Consult your own tax, legal, and financial advisors before investing.