📞 832-987-3990 · 22720 Morton Ranch Road, Suite 160, Katy, TX 77449
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The Fund's lifecycle has several milestones depending on fund deployment and how the projects stabilize over time.
After the investor's funds have remained in the Fund for a period of 10 years, all the profits derived from the liquidation of the project are tax-advantaged at the federal level.
Key milestones include the initial 180-day window to invest gains, the 7-year mark for the 15% step-up in basis (for gains realized through 2019), and the 10-year mark unlocking the most favorable treatment for fund-level appreciation.
Need more detail on the Opportunity Fund? Contact our team — or browse the FAQs.
