It’s Time to Move Your Unrealized Gains to an Opportunity Zone Fund


How can stock investors turn their unrealized gains into profit through real estate? Let’s discuss.

Many who invest in stocks have found themselves in a favorable position right now, thanks to the general health of our market. That said, if you’ve had a long run-up of gains over the recent months and years, now is the time to lock in that profit.

How? 

Well, one way to do so is by selling your stock and investing in an Opportunity Zone fund. (If you need a refresher on what Opportunity Zones are and how they function, check out my previous video on the topic here.)

After 10 years, any capital gains earned from such an investment can be assumed 100% tax-free.

One key benefit of this kind of investment is that it’s tax-deferrable, carrying a 10% capital gains reduction after five years and a 15% reduction after seven. After 10 years, any capital gains earned from such an investment can be assumed 100% tax-free. 

Single-family properties with non-owner occupied ADU units also qualify for these benefits, so long as they are within an Opportunity Zone. Again, remember that you can have up to two such units on a property per California law. 

If you have any other questions or would like more information, feel free to give me a call or send me an email. I look forward to hearing from you soon.

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