Opportunity Zones have the greatest potential for growth in the US real estate market. At Liquid, we strive to deliver the optimal combination of cashflow and portfolio appreciation.
Deferral of capital gains on the original sale up until the QOF is sold or on December 31, 2026, whichever comes first. The sale should have been made to an “unrelated” party. For this program, a shareholder who owned at least 20% of a corporation is a related party.
Taxable capital gains are reduced by 10% if the QOF is held for five years and reduced by 15% if held for seven years. If you’ve made a $100,000 capital gain, this measure could save you $10,000 over five (5) years and $15,000 over seven (7) years.
Capital gains from the QOF are tax-free if the QOF assets are held for 10 years. That means if you hold your shares in Liquid QOF II for the full ten year cycle, you’ll be able to cash out all the gains in our real estate and startup portfolio tax-free.
“The median list price for homes in the Austin area was up 24%, year-over-year, as of December 2020 — the largest increase amongst the nation’s 50 largest markets.” – BizJournals.com
Liquid QOF II is ready to deploy capital into carefully chosen opportunity zone tracts in Austin, TX. These tracts include East St Elmo, Montopolis, East Oltorf and Parker Lane.