Opportunity Zone Investing: Key Concepts for Investors
Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.
- What the opportunity zone program is and how investors can take advantage of its tax benefits
- Where the best opportunity zones are located and why it matters in terms of securing investments
- Why private equity allows for more versatility as funds are controlled and maintained by expert managers, as opposed to direct ownership
- Real life examples of opportunity zone projects
- How you can diversify your portfolio while deferring capital gains taxes
Event Recording
Opportunity Zone Investing: Key Concepts for Investors
Speaker
Conor Donohue
- Title
- Vice President of Wealth Development @
- Company
- Caliber Companies
- Role
- Speaker
Conor Donohue is the Vice President of Wealth Development at Caliber Companies. He manages client relationships and ensures that investors make well-informed decisions when investing in Caliber funds.
Prior to his position at Caliber, Connor was a Client Associate in Chicago for a private wealth management firm specializing in high-net worth individuals.
Conor received his Bachelor of Arts degree in Economics from the University of Illinois at Urbana-Champaign. He is a registered representative with Caliber Funds, which is affiliated with Tobin & Company Securities, LLC – Member FINRA/SIPC.
About
Caliber Companies
Caliber is a leading investment company providing a full suite of real estate services. Caliber owns, operates, and invests both on its own and through individual operating companies. In addition, Caliber manages all aspects of the real estate investment deal continuum including fundraising, asset acquisition, construction and development, property management, asset management, brokerage services, and asset disposition.