Opportunity Zones

Opportunity Zone Funds, including the Caliber Tax Advantaged Opportunity Zone Fund, LP, are investment vehicles created for investors to take advantage of the recent tax code changes. The changes allow for a reduction in capital gains tax through investments in qualified “Opportunity Zones”.

 

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Why Invest?

01

Deferral


Defer the taxes due on your initial gain until 12/31/2026 and earn investment returns along the way.

02

Step-up


A step-up in basis for capital gains reinvested in the fund where long term investors can exclude up to 15% of the original gain from taxation.

03

Exclusion


Once invested for ten years, avoid paying tax on capital gains earned on your investment – for life.