Sortis Opportunity
Zone Funds

The Sortis Opportunity Zone Fund I


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What is an Opportunity Zone Fund?

An Opportunity Zone Fund is a new investment vehicle created as part of the Tax Cuts and Jobs Act of 2017 to incentivize investment in targeted communities called Opportunity Zones.

What are Opportunity Zones?

Opportunity Zones are census tracts designated by state and federal governments targeted for economic development. View Searchable Zone Map

Why invest in Opportunity Zone Funds?

Opportunity Funds allow investors to defer federal taxes on any recent capital gains until December 31, 2026, reduce that tax payment by up to 15%, and pay as little as zero taxes on potential profits from an Opportunity Fund if the fund is held for 10 years.

How does Opportunity Zone Fund investing work?

An investor who has triggered a capital gain by selling an asset like stocks or real estate can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days. There are three primary advantages to rolling over a capital gain into an Opportunity Zone Fund:

1 Defer

the payment of your capital gains until Dec 31, 2026.

2 Reduce

the tax you owe by up to 15% after 7 years.

3 Pay zero

tax on gains earned from the Opportunity Zone Fund.

Learn more about the assumptions in this section, or view our full disclosure.

Introducing the Sortis Opportunity Zone Fund

The Sortis Opportunity Zone Fund intends to focus on investing in high-quality real estate and business investments with long-term growth potential. We’re taking an opportunistic approach to investing and applying it to this exciting new way to invest. Send us a note below and one of our fund managers will contact you with more detailed information about our opportunity zone business plan.

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A compelling new tax-advantaged investment

If you’re planning to realize a sizable capital gain in the near future, or are simply interested in harvesting a portion of an existing unrealized capital gain, Opportunity Zone Funds are one of the most exciting investment developments in recent history.

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As of July 2, 2018, there is uncertainty regarding the Opportunity Zone program, as the US Department of the Treasury has not released final guidance on many of the questions left open by the Tax Cuts and Jobs Act of 2017. These open questions include, but are not limited to: (a) what kinds of gains, other than capital gains, if any, can be properly rolled into an Opportunity Fund, (b) how much time an opportunity fund will have to deploy the capital it has raised, (c) tax treatment of gains in an opportunity fund pass-through partnership, etc. Accordingly, the foregoing discussion of the various aspects of the Opportunity Zone program is based upon positions that we believe to be reasonable given the statute as currently written, draft regulations, and prior Treasury and IRS precedent; however, there can be no assurance that the forgoing discussion will ultimately prove to be correct as Treasury begins issuing guidance and regulations on the Opportunity Zone program. Given such uncertainty, each prospective investor should consult with their personal tax advisors before making any investment into an opportunity fund, including the Sortis Opportunity Zone Fund.

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