If you have a capital gain liability we can help

A better way to gain from opportunity zone tax incentives

 

Park View OZ REIT investors can participate in opportunity zone tax incentives with the liquidity of stock ownership. Stock ownership provides investors two significant benefits over the partnership units that currently dominate opportunity zone investment options.

  • Access: Owning shares of stock is familiar and accessible for almost all investors. Stock investing eliminates many of the obstacles investors typically face with partnership offerings including the notoriously difficult K-1 partnership tax forms, lengthy capital commitments often of 10 years or more, accreditation requirements, high fees, and high investment minimums.​

  • Wealth Management: Stock ownership also greatly increases the financial planning utility of opportunity zone tax incentives because the investor can choose a holding period that best suits their unique financial circumstance. Shareholders can defer capital gain tax liability for a year or a few years before exiting or they may choose to stay in the investment for decades compounding growth tax-free.

Here are some of Park View OZ REIT's benefits.

  • Defer Capital Gain Tax Liability

  • Potentially Eliminate Capital Gain Tax

  • Qualified Business Income Deduction 

  • Public Reporting Company Transparency

  • Low Fees (0.75% Management Fee)

  • No Sales Commision

  • No Acquisition or Disposition Fees

  • Tax Efficiency of a REIT - No Double Taxation

  • Make a Positive Social Impact

  • No Investor Accreditation Requirement

  • Ability to Maximize Tax Benefits Through Control of Investment Timing

  • Unrestricted Shares of Stock

  • Public Reporting Company Transparency

  • Easier Tax Filing (No K-1s or Multiple K-1s)

  • Potential State and Local Tax Benefits

  • Low Investment Minimum of $10,000

We designed this stock offering to be a competitive advantage for financial professionals. We make it easy to employ these new tax incentives. Many clients appreciate the positive social impact which is at the heart of the opportunity zone program. 

Park View OZ REIT is a qualified opportunity zone fund (QOF). The proceeds of this offering will be invested in opportunity zone properties throughout the U.S. Our structure is highly advantageous for investors with capital gains. It allows all investors the potential to compound growth in a highly tax efficient investment.

Learn more about Park View OZ REIT from our offering circular, investor brief and slide presentation.

How to invest: The button below leads to our subscription agreement. You can purchase shares in minutes by filling out and signing the document electronically.

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Investing in Opportunity  

Articles and Webinars

New QOF Structures Offer Increased Liquidity Greater Access to Opportunity Zone Incentives

Thomson Reuters November 2021

Michael Kelley authors this article describing a new wave of QOFs that offer shares of stock instead of the traditional limited partership interest. Investors and financial planners can enjoy the accessibility of stock ownership. Additionally stock ownership allows investor to control their holding period. QOF's tax incentives can now be tailored to maximize the benefits for each investors unique financail needs. 

This article was originally published in multiple Thomson Reuters properties including Practical Tax Strategies, Checkpoint and Westlaw.

How Collectors of Art can Benefit from QOFs

CPA Journal March 2019

Michael Kelley co-authors this article describing how changes in the tax law have taken away "like kind exchanges" for those with capital gains in collectibles (art, precious metals etc.) but it has also given collectors a powerful new tool in the form of Qualified Opportunity Funds

CPA Academy Webinar March 2020

Park View Investments hosted a very successful opportunity zone webinar through the CPA Academy. We had over a thousand participants from the CPA, wealth management, and legal communities. The webinar discusses the recently finalized OZ regulations and many creative ways QOFs can be used to create tax efficient results.

Preserving Generational Wealth

CPA Journal January 2020

Michael Kelley co-authors this article. Irrevocable grantor trusts (IGTs) have long been used to pass down appreciating assets, such as family businesses or real estate, through generations. IGTs' flaw are that it can make capital gains tax worse. Qualified Opportunity Funds can eliminate these capital gains. It is a powerful pairing.

CPA Academy Webinar November 2021

Park View OZ REIT hosted a webinar "Getting the Most Out of Opportunity Zone Tax Incentives" The one-hour presentation gives CPAs, wealth managers and other tax advisors the knowledge they need to build liquid and tax efficient strategies to suit their client's finacial needs.

 
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 CONTACT US

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For any inquiries, please call or email us:

Park View OZ REIT Inc

One Beacon Street, 32nd Floor
Boston, MA 02108

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This website (this “Site”) contains information about Park View OZ REIT Inc (the "REIT"). This Site does not constitute an offer to sell and is not an offer or solicitation of an offer in respect of an investment in the Fund, and should not be construed as an offer of any kind or the solicitation of an offer to buy interests in the REIT. Any such offer or solicitation shall be made only pursuant to the Offering Statement for the offering of shares of the REIT (the “1-A”), Subscription Application for shares of the REIT, and organizational documents of the REIT (the “Definitive Documents”), which describe the terms applicable to the REIT and certain risks related to an investment in the Fund and which qualify in their entirety the information set forth herein. Such Definitive Documents should be read carefully prior to an investment in the REIT. This Website does not constitute part of any such Definitive Documents. Investors should carefully review and consider potential risks before investing in the REIT. Certain of these risks include but are not limited to: (1) risks related to the uncertainty of and compliance with the Qualified Opportunity Zone tax regime rules; (2) loss of all or a substantial portion of the investment; (3) the potential for share illiquidity; (4) less regulation and higher fees than mutual funds; and (5) investment manager risk. 

By using this Site, you accept our Terms of Use and Privacy Policy. All securities involve risk and may result in partial or total loss of your investment. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Park View OZ REIT Inc nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Park View OZ REIT Inc does not assume responsibility for the tax consequences for any investor of any investment.