Tax Optimization
Defer capital gains taxes and eliminate federal and most state capital gains taxes on OZ profits.
Potential Community Growth
Provides access to underserved housing markets with significant future growth potential.
Support Transformation
Contribute to the revitalization of underdeveloped areas and promote economic growth.
Investors may qualify to defer capital gains taxes on the sale of any asset until December 2026 and potentially avoid capital gains tax on post-acquisition gains from an Opportunity Zone investment after a 10-year holding period, at the US Federal level and at the US State level in the vast majority of US States. IRC Sec. 1400Z. Tax laws are subject to change. Altes is not providing tax advice; investors should consult with their own tax advisers.
Diversify assets tax-efficiently while supporting community revitalization
Opportunity Zones let investors turn capital gains into community growth while benefiting from powerful tax incentives.
Our strategy targets high-conviction Opportunity Zone markets to pursue both financial returns and meaningful impact. We currently manage a pipeline of approved projects exceeding $1 billion. All investments involve risk, including the loss of principal, and there is no guarantee that any potential economic growth will be realized.
Diversify for better risk management
Leverage data & expertise
Past performance is not a guarantee of future results; there is a risk of loss in any investment. Real Estate is illiquid and carries development, regulatory, and market risks.
Our Investments
Resources
Our investment team has compiled our relevant white papers, articles and other resources to help better understand the potential benefits and risks of Opportunity Zone investments.
Frequently asked questions
What are Opportunity Zones?
Who created Opportunity Zones?
Have Opportunity Zones been around a long time?
What is the purpose of Opportunity Zones?
What is a Qualified Opportunity Zone Fund?
How do Opportunity Zones spur economic development?
Do I need to live in an Opportunity Zone to take advantage of the tax benefits?
How does a taxpayer become certified as a Qualified Opportunity Zone Fund investor?
I sold some stock for a gain in 2024, and, during the 180-day period beginning on the date of the sale, I invested the amount of the gain in a Qualified Opportunity Zone Fund. Can I defer paying tax on that gain?
How do I elect to defer my gain on the sale of the stock?
I sold some stock on December 15, 2024, and, during the required 180-day period, I invested the amount of the gain in a Qualified Opportunity Fund. Can I elect to defer tax on that gain?
Can I still elect to defer tax on that gain if I have already filed my 2024 tax return?
Contact Us
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