Meet Claire, a Southern California resident who sold a family property and chose an OZ Fund instead of a 1031 exchange.
"...with an investment in an OZ fund, you’re actually investing in multiple properties since fund portfolios typically include more than one project. With a 1031 there is usually just one replacement property involved which could mean higher risk for the investor."
Meet Steve and Shelly, who've been investing in real estate and doing 1031 exchanges four four decades, but switched gears and invested into an Opportunity Zone Fund.
"of all the Opportunity Zones out there in the United States, I was surprised at first to learn that one of them was in San Jose – right in the middle of Silicon Valley. I think San Jose can be a home run. There’s so much development going and so much opportunity. "
Meet David, a Bay Area resident who was looking to lighten some of the tax burden from capital gains made on real estate.
"This investment is a very good opportunity to potentially capture some of the growth and also help minimize the capital gains tax, so that’s a powerful combination. That’s how I came to invest in Urban Catalyst. "
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