Article on May 1, 2025 Opportunity Zones at a Crossroads: What’s Next for This Tax Incentive Program? As 2025 unfolds, Opportunity Zones—created by the 2017 Tax Cuts and Jobs Act to revitalize low-income communities—face a critical 2026 sunset date. With billions invested but uneven results across communities, stakeholders await Washington's decision on the program's future. Potential changes include new zone designations, rural-focused incentives, or permanent tax code integration.
Article on Apr 15, 2025 Striking Oil in Opportunity Zones: Now Might Be the Best Time to Invest Despite the green energy push, oil and gas investments in Qualified Opportunity Zones (QOZs) present a compelling opportunity in 2025. Current market undervaluation, ongoing global demand, and technological advancements make the energy sector attractive, while QOZ tax benefits offer significant advantages. Many QOZs are located in energy-rich regions, creating geographic alignment. The 10-year holding period required for maximum QOZ benefits aligns perfectly with long-term energy projects. This overlooked opportunity combines tax advantages with growth potential in an essential industry.
Article on Dec 8, 2024 Qualified Opportunity Zones With an Energy Boost The energy sector presents a unique opportunity within Qualified Opportunity Zones (QOZs), particularly in oil and gas production. Many QOZs are located in major energy-producing regions like the Permian Basin and Eagle Ford in Texas. Despite current headwinds facing fossil fuels—including ESG concerns and the push toward electric vehicles—the industry's depressed valuations may present attractive investment opportunities. The world's continued dependence on oil and gas, combined with technological advances in extraction, suggests strong potential for QOZ energy investments. The sector aligns well with QOF requirements, offering both tax advantages and portfolio diversification benefits.
Article on Aug 6, 2024 Qualified Opportunity Zones: Your Antidote to Economic Anxiety in Tumultuous Times Looks like the end of the world is near. There is chaos everywhere. There are multiple wars in far-off countries,...
Article on Mar 14, 2024 Opportunity Zone Investing Still Hot Despite Looming Sunset With tax breaks for opportunity zone investments set to expire soon, project demand surges as investors race for final capital gains shelter before regulations change. Yet amidst fears opportunities vanishing, experts predict increasing allure from building development momentum creating fertile economic grounds propelling yet unseen yields in carefully vetted projects. Though incentives may shift, unique assets at relative discounts bought strategically inside overhauled communities promising to reward prudent allocations likely will continue generating wins without deferral carrot catalyzing initial action solely. Legacy benefits outlast initial shelter alone.
Article on Feb 11, 2024 4 Reasons to Tap Opportunity Zones Before They Expire Opportunity Zones offer valuable tax incentives for investments in designated underdeveloped areas which are set to expire soon. The preferential capital gains treatment on proceeds reinvested into Opportunity Funds will discontinue after 2026 per current legislation. With under half of tracts having seen money inflows so far, officials are urging investors to accelerate allocating funds before tax breaks disappear, hindering further community revitalization dependent on sustained private investment into these regions. Exploring locations and development projects ahead of expiration makes sense given dwindling timeframes to utilize zone advantages.
Article on Jul 16, 2023 “Is an Opportunity Zone Investment Right for Me?” "Is an Opportunity Zone investment right for me?" Well, there is no one-size-fits-all answer to this question. But, it does become easier when you answer the questions outlined in this article.
