Real Estate Advisory Group
Partnerships Multifamily Management
. .
1-631-623-2057
The
ARELA
OPPORTUNITY FUND
Defer Paying Tax on 100% of the Investment Gains you earned this year and Pay $0 tax on the capital gains earned from your next 10 investment years.
How?
Invest in the Arela Opportunity Fund
How Does Opportunity Fund Investing Work?
An investor who has triggered a capital gain by selling an asset like stocks or real estate can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days. There are three primary advantages to rolling over a capital gain into an Opportunity fund:
Introducing the ARELA Opportunity Fund
The ARELA Opportunity Fund seeks to focus our investments toward high-quality business and real estate in major US cities with long-term growth potential. We’re taking the same simple, low-cost approach we use in all of our Investments and applying it to this exciting new way to invest.
Defer
The payment of your capital gains until Dec 31, 2026.
Reduce
the Tax you owe by up 15% After 7 Years.
Pay zero
Tax on the gains earned from the Opportunity Fund.
What is an Opportunity Fund?
An Opportunity Fund is a new investment vehicle created as part of the Tax Cuts and Jobs Act of 2017 to incentivize investment in targeted communities called Opportunity Zones.
What are Opportunity Zones?
Opportunity Zones are census tracts designated by state and federal governments targeted for economic development.
Why invest in Opportunity Funds?
Opportunity Funds allow investors to defer federal taxes on any recent capital gains until December 31, 2026, reduce that tax payment by up to 15%, and pay as little as zero taxes on potential profits from an Opportunity Fund if the investment is held for 10 years.