How to Advise Clients on the First and Only Publicly Traded Opportunity Zone Fund Investing For 2022/23
Tax Sheltering, Growth and Income Potential in the Face of Widespread Uncertainty Want to simplify the opportunity zone investment process for accredited and non-accredited investors alike? Instead of trying to decide which of the 8,700 Opportunity Zones might be the best investment … Brandon Lacoff, CEO and Founder of Belpointe PREP, LLC (“Belpointe OZ”) simplifies the entire process. He will explain why he believes the optimal structure for investing in Opportunity Zones is a public real estate partnership structure. You’ll learn how a public real estate partnership structure, like Belpointe OZ, can offer several advantages over traditional real estate investments when it comes to investing in Opportunity Zones, such as: - Providing for pass-through income, thereby avoiding double taxation for investors;
- Providing for pass-through depreciation, with no depreciation recapture if an investment is held for 10 years up to December 31, 2047;
- Low minimums for investor access;
- Required annual distributions of at least 90% of taxable income;
- Up to a 20% reduction on taxable distributions via Internal Revenue Code Section 199A; and
- Providing investors with greater control over their exit timing and amount.
In addition, you’ll learn how a publicly traded real estate partnership structure can further enhance the above stated benefits, as follows: - Clients will not be asked to add additional capital for any type of improvements or problems with investment properties;
- Providing investors with better reporting, transparency, and oversight;
- Providing investors with the opportunity for daily liquidity;
- Allowing both accredited and non-accredited investors to access the investment class; and
- Simplifying the investment purchase process.
Simply put: you may be able to keep more money invested in your and your clients’ accounts and out of the hands of the IRS with an investment opportunity with growth and income potential and a possible inflation and recession hedging side effect. CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | 
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