OZ Fund Closing End of Q1

Opportunity Zones were established by Congress under the TCJA to encourage investment in designated low-income, economically distressed areas across the United States. Qualified Opportunity Zone Funds are timely for investors who are looking to diversify outside of the stock market with the potential for competitive risk adjusted returns while also enjoying some tax benefits. For residents and communities in need of housing, Opportunity Zones could be a catalyst to help spur economic development in their backyard.

The Alliant Strategic Opportunity Zone Fund will invest in real estate within Opportunity Zones, focusing on residential rental housing, both for initial development as well as re-development and repositioning opportunities. The subscription period for the Alliant Strategic Opportunity Zone Fund is set to expire on March 31, 2022. After that date, prospective investors will not be able to participate in this opportunity to provide much needed affordable housing, defer capital gains taxes, and potentially generate capital gains exempt from federal capital gains tax. If you’d like to learn more about this fund, please contact us or visit our investor portal.

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