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It is critical to grasp that opportunity zone funds need to be first & foremost a sound investment, with the tax consequences serving only as a secondary benefit. A properly structured opportunity zone fund allows you to defer capital gains tax on the sale of ANY asset while making an investment that potentially will generate tax-free income. Learn what to look for in opportunity zone fund sponsors.
Learning Objectives:
- Identify federal compliance rules, regulations & timelines
- Discover benefits and reasons to pursue opportunity zone funds
- Recognize that unlike 1031 exchanges, only the capital gain portion needs to be reinvested in an opp zone
- Discover how to utilize opp zones to provide shelter to a “blown” 1031 Exchange
- Recognize how to use depreciation to shelter income from the project(s) & no depreciation recapture
- Federally Tax-Free Disposition of properties upon Sale
- Why Invest in San Jose
DISCLAIMER: This is neither an offer to sell nor a solicitation of an offer to purchase any security, which can be made only by the applicable offering document. Neither the Securities and Exchange Commission nor any state securities regulator has passed on or endorsed the merits of our offerings. Any representation to the contrary is unlawful. Investments involve a high degree of risk, and there can be no assurances that the investment objectives of our programs will be attained. Securities are not FDIC-insured, nor bank guaranteed and may lose value. Securities offered through S2K Financial LLC, member FINRA/SIPC.
Sean Raft
Urban Catalyst
Chief Administration Officer
[email protected]
Sean Raft is Urban Catalyst's Chief Administrative Officer and Partner. Sean has substantial experience in real estate, law and securities. He provides senior management as well as advice on organizational, financial, and legal strategies by managing outside vendor relationships to ensure the internal operational needs of the company are met. Furthermore, Sean served as Portfolio Manager of a real estate trust with over $100M in assets where he directly managed business accounts and employees, provided regular financial analysis, pursued investment opportunities, negotiated and drafted contracts and more.
He earned his Juris Doctorate after graduating summa cum laude from Santa Clara University School of Law, holds a bachelor’s degree in biology from Georgetown University in Washington, D.C., attended the University of San Francisco’s School of Management, and is also a California-licensed real estate broker.
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