Capital Gains Strategy
Defer capital gains with Austin OZ real estate
Reinvest eligible capital gains into a Qualified Opportunity Fund within 180 days — and potentially defer, reduce, and eliminate tax under current OZ rules.
- Works with gains from stock, business sales, crypto, and real estate
- 180-day investment window (vs. 45 days for 1031 identification)
- Passive fund structure — no property management required
Since 2021
Austin OZ operator
3
Successful exits
21
Austin OZ tracts
6
Active projects
Proven exits at Montclaire St (Barton Hills) and 107 W Johanna in SoCo — completed twice.
Liquid QOF II · Now accepting inquiries
Discuss your capital gains strategy
Share your gain amount and timeline. We'll outline how an Austin OZ fund investment may fit your tax plan.
Reg D 506(c) · Accredited investors only · Not an offer to sell securities
Tax benefits
Three potential tax benefits from OZ investing
Current Opportunity Zone rules may help investors defer, reduce, and eliminate tax on eligible gains.
Defer
Postpone recognition of tax on your original capital gain by investing in a QOF within 180 days of the sale.
Reduce
Potential basis adjustments on deferred gains depending on hold period and current OZ program rules (TCJA vs. OBBBA).
Eliminate
Hold your QOF investment for 10+ years and potentially pay no tax on appreciation inside the fund.
How to defer capital gains with an OZ fund
When you sell an asset for a gain, you typically owe capital gains tax in the year of sale. By reinvesting that gain into a Qualified Opportunity Fund within 180 days, you may defer the tax on the original gain until you exit the QOF or the deferral period ends under current law.
Liquid QOF II gives accredited investors a passive way to deploy deferred gains into entitled Austin OZ real estate — with an operator who manages development and OZ compliance.
- Works with gains from stock, business sales, crypto, and real estate
- 180-day investment window (vs. 45 days for 1031 identification)
- Passive fund structure — no property management required
FAQ
Common questions
3 questions
Opportunity Zones
Tax Benefits
This page is for informational purposes only and does not constitute tax, legal, or investment advice. Securities are offered only through official fund documents to verified accredited investors under Reg D 506(c). Past performance is not indicative of future results. Tax benefits depend on individual circumstances and current law. Consult your own tax, legal, and financial advisors before investing.