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First Name*

Last Name*

Email Address*

How can we help you?

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1031 Exchanges

Delaware Statutory Trust

Qualified Opportunity Zones

Unsure – I need Guidance

Appointment Date

Start Time

End Time

Your Message

Accredited Investor*

I am an Accredited Investor *

**An accredited investor, in the context of a natural person, includes anyone who: a) earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR b) has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). Click here for information, or details on Accredited Entities.

Emergency QOZ Investment Timeline – Scenario 3

Emergency QOZ Investment Timeline – 30 Days or Less Until Deadline

This accelerated timeline addresses situations where investors face urgent deadlines, such as:

Late-year capital gains with year-end approaching
K-1 gains distributed late in the 180-day window
Unexpected asset sales requiring immediate action

Days 1-3:

Immediate Action and  Rapid Assessment (URGENT)

Contact Provident 1031 immediately for emergency QOZ placement assistance
Conduct rapid assessment of your capital gain amount and remaining days in 180-day window
Determine if you’re an accredited investor and can move quickly on investment decisions
Identify deal-breakers and must-have investment criteria

Days 4-7:

Expedited Fund Selection

Review pre-vetted Qualified Opportunity Funds with immediate capacity for new investors
Focus on established funds with track records rather than new or complex investments
Prioritize funds with streamlined subscription processes and quick closing capabilities
Accept that limited due diligence time requires selecting well-established, lower-risk options

Days 8-15:

Compressed Due Diligence

Review essential offering documents and private placement memorandums
Conduct background checks on fund managers (expedited third-party services available)
Verify fund’s IRS certification as a Qualified Opportunity Fund
Have expedited legal review of critical investment terms by your attorney

Days 16-22:

Accelerated Documentation

Complete subscription agreements and investor documentation immediately
Provide required identification, accredited investor verification, and compliance documents
Coordinate wire transfer details and funding instructions with your bank
Ensure your CPA is prepared to file proper tax elections

Days 23-28:

Final Coordination and Funding

Finalize all documentation with fund manager
Initiate wire transfer with adequate time for banking delays (allow 2-3 business days)
Obtain written confirmation of investment acceptance from QOF
Verify equity interest will be issued within the 180-day window

Days 29-30:

Deadline Completion and Compliance

Confirm receipt of funds by QOF and equity interest issuance
Obtain documentation proving investment was completed within 180-day deadline
Brief your CPA on investment details for proper Form 8949 and Form 8997 filing
Maintain detailed records of all transaction dates and documentation

Critical Emergency
Timeline Warnings

Wire transfers can take 2-3 business days – never wait until the final day
Fund capacity may be limited – popular funds may close to new investors
Compressed due diligence increases risk – only work with established funds and experienced advisors
Documentation errors can invalidate elections – triple-check all forms and dates
Weekend and holiday deadlines – if day 180 falls on a weekend, the deadline may shift

BOOK A STRATEGY CALL WITH DANIEL GOODWIN

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"*" indicates required fields

First Name*

Last Name*

Email Address*

How can we help you?

Select as many as needed.

1031 Exchanges

Delaware Statutory Trust

Qualified Opportunity Zones

Unsure – I need Guidance

Appointment Date

Start Time

End Time

Your Message

Accredited Investor*

I am an Accredited Investor *

Table of Contents

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Emergency QOZ Investment Timeline – Scenario 3

Emergency QOZ Investment Timeline – 30 Days or Less Until Deadline

This accelerated timeline addresses situations where investors face urgent deadlines, such as:

Days 1-3:

Immediate Action and Rapid Assessment (URGENT)

Days 4-7:

Expedited Fund Selection

Days 8-15:

Compressed Due Diligence

Days 16-22:

Accelerated Documentation

Days 23-28:

Final Coordination and Funding

Days 29-30:

Deadline Completion and Compliance

Critical EmergencyTimeline Warnings

How can we help you?

Select as many as needed.

Qualified Opportunity Zones Chapter 5

Qualified Opportunity Zones Chapter 7

Looking For A Qualified Intermediary

Schedule Consultation

Connect with a Qualified Intermediary

Schedule a Consultation

Subscribe to Provident 1031

Step 1 of 3 - What Brings You Here Today?

Step 2 of 3 - Schedule Your Call

Step 3 of 3 - Your Information

Emergency QOZ Investment Timeline – 30 Days or Less Until Deadline

Immediate Action and  Rapid Assessment (URGENT)

Critical Emergency
Timeline Warnings