Investment Management

Opportunity Zone

The Opportunity Zone program was created by the 2017 Tax Cuts & Jobs Act to revitalize economically distressed communities through long-term private investment as opposed to taxpayer dollars. Opportunity Zones have now been designated in all 50 U.S. states, the District of Columbia and five U.S. possessions.

Is It Right for You?

Investors in a Qualified Opportunity Zone via an Opportunity Fund can benefit from capital gains reinvestment tax incentives available exclusively through the program. Moreover, that capital invested in the project can grow tax-free over a specified period of time. It’s important to know the details.

Also, as financial policy and in comparison to other programs that encourage private investment in low-income areas through tax advantages, the Opportunity Zone program is less restrictive, costly or reliant upon government agencies.

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Top 3 Tax Details You Should Know

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Significant Tax Benefits

Year 1

Roll over gain into opportunity fund (defer tax on gain)

Year 5

Tax on original capital gain is reduced by 10%

Year 7

Tax is due on original capital gain but reduced by additional 5% (15% total reduction)

Year 10

All capital gains tax now eliminated on Opportunity Fund profits

An Integrated Approach

Primior develops its own Opportunity Zone projects with a uniquely integrated suite of services tailored to expedite the process and reduce costs. Our experience in real estate finance and management, coupled with our development knowledge and experience, gives us a deep understanding of what it takes to make projects successful.

Proven Partners

Our strategic partners are top experts in their respective fields, including some that were involved in creating the tax bill that included the Opportunity Zone program.

Calculate your potential after-tax returns

Use our calculator to estimate how much money you could potentially save on a capital gain by investing through the Primior Opportunity Fund versus a standard stock portfolio.

Initial gain to invest
$25,000
Expected annual return
1%
$1,989
Potential additional
returns over 10 years
Created with Highcharts 6.0.7 After-tax value $19,790 $20,097 $20,568 $20,616 $21,316 $22,558 Hold for 5 years Hold for 7 years Hold for 10 years $0 $5k $10k $15k $20k $25k
$1,989
Potential additional
returns over 10 years
Traditional stock portfolio
Primior Opportunity Fund
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