Opportunity Zone Tax Benefits and Investment Analysis with Guest Chris Loeffler

[@WillertMorris]

Thank you Mark and Matt... apologies for my earlier raw comment... I was not focused. This was my firs dep dive into the OZ... Thank you Chris, Mark and Matt. I'll probable watch once or twice more.

[@edwconr]

Thanks for posting.

[@jakebodensteiner3318]

Thank you for the great mountain of knowledge!!!

[@gurjeet707]

It was great knowledge to attend Denver Expo yesterday. Chris. You rock

[@sneakerhead567]

Question, let’s say a make 1,000,000 gain in the markets. Do I have to that entire gain(1M) and put it in an opportunity fund or can I just put in what I would be taxed and keep the rest for myself?

[@stevenjgarner]

My understanding is the whole QOF program is scheduled to sunset as of December 31, 2026, making any investment since December 31, 2021 unable to become fully realized. Is that true? Are there any work-arounds?

[@davidfarmerracing]

that is correct but you can still get the 10 year benefits for later investments.

[@pricejuice]

Killer show!!! Thank y’all for all the 💎🙏🏿

[@MarkJKohler]

You are welcome! I'm glad you have found value in my videos. I will continue to make more so watch out for those!

[@tyzoebrown]

Thank you for such an informative video!

[@TheNapoleonComplex1]

Enjoyed this discussion! I'm new to real estate and OZ Funds. It looks like I do not qualify as an investor according to the SEC if I don't make $200,000 or a net worth of $1 million or am imisinterpreting this?

[@MichaelWander]

Are there any limitations on being able to take depreciation on property that is it an opportunity zone? If not this would be a beautiful double triple quadruple dip or any number of dip that you would like to call it because you’re not paying taxes on your gain and you’re getting a tax deduction for depreciation

[@shelleycrowther]

What He said. Same question

[@AdrianButler86]

Yea from I heard on other vids of OZ investing.... u get not depreciation recapture

[@bidorcheng]

Great information. Amazing people don't know this stuff

[@jatinahir3819]

How does depreciation recapture work on original asset which i sold to realize the cap gains? Is that deferred too if I invest in QOF ? Or only the cap gain portion is deferred ? In my case depreciation recapture is much much higher than actual cap gain. For example, hypothetically , cap gain portion is 70k and depreciation recapture 140k. Non accredited investor. How much do I need to invest in QOF to defer all cap gains ?

[@MultiverseKev]

confused on the daytrader account. If had 1 million gains vs 900k in loss the gains would only be 100K? how can you invest the other 900k as capital that doesn't exist? thanks

[@sunsetbridge6830]

Can we sell stock option and buy into opportunity zone projects?

[@jdarst100]

If I buy a building that's brand new, hasn't had an occupancy permit, and has a double net lease of 10 years from say Home Depot already has this lease signed do I still have to invest more money into that property? example land is $1.2M and the building is $3.8M do I have to add $3.8M more into this property? I have read the book "Only the Rich Can Play" by David Wessel. My understanding is that I don't have to pony up $3.8M. Does this sound right has something to do with Original use? I do have to create debt so that I can use depreciation to offset some of the tax I will owe in 2026.

[@KumarKumar-kx4ct]

Does an Opportunity zone investment/fund enable line of credit similar to a HELOC?

[@gustavomcmillian7360]

RESPECT!

[@sabrinezou6676]

Do you have to be an accredited investor to invest in a opp zone fund? or anyone who realized a gain can invest?

[@ds94703]

I need Mark to make a chart showing which parts of the capital gains we are talking about. eg., the capital gains before the $500,000 IRS exclusion. eg., if I bought a house for $200K and sold it for $1M I'm married and filing jointly, can I take the $300K of capital gains that are above the $500K exclusion and use the QOZ to defer just that part? --

[@joyallen2415]

If I purchased a piece of property through a turnkey operation ( in an opportunity zone) would it work to have them sell it to me at a lower pre-rehab price and then charge me for the rehab work.Couuld that scenario meet the requirements for putting money into the opportunity zone investment as long as it was equal to the initial "purchase price" For example sell me a house for $50,000 then do $50,000 worth of work and add that to the purchase price. Would that make a difference to their tax consequence? I am a small time landlord and prefer to do things myself as opposed to investing in a fund but I am not a contractor and I thought that might be a workaround. What are your thoughts? Thank you

[@drewstewart7725]

Can I spread out the gain payment or does it have to all be paid in one if I keep the money invested? I'm working on a gain that will put me over the $440k threshold if i realize it all in one year. I would be under the threshold if I were to pay 18% per year for 5 years (assuming 10% forgiven). My current gain is $700k. If I put $700k in an OZ can I keep the money in the OZ and pay $126k of the $700k gain every year for 5 years while still keeping the $700k in the OZ?

[@japheth1100]

Amazing and educating

[@chasespringer9655]

What is the chance that these rules may change before 10 year mark?

[@briandubie4878]

Mark. Great show. I bought and read three of your books. I am planning doing 401k to Roth conversion every year for the next ten years. Is there any way to “self direct” in an opportunity zone LLC as I conduct these conversions?

[@ericj6648]

Say you had short term capital gain of 200k, can you only move 150k into the fund to get defer & pay tax on 50k ?

[@salsacardone]

Thats how I interpret it.

[@TheNapoleonComplex1]

How do I identify opportunity zone funds in my specific city (atlanta)?

[@MarkJKohler]

This website provides all the zoning across the nation: opportunityzones.hud.gov/resources/map if you have any further questions, reach out to my assistant at [e-mail] and she can get you connected with someone who can help!

[@pursuefinancialfreedom]

Great info as always guys!! As Mark always says “Love It!”

[@MarkJKohler]

Yes! Love it! I'm so glad you've enjoyed it!

[@Micmouse1]

Always grateful...🙏🏻

[@MarkJKohler]

Always welcome!

[@alexwhittaker7961]

I have 9k in gains from NFT's and a few more I could sell. Is there opportunity to invest at 14 to 17k in opportunity zones?

[@eddiemartinez9492]

Can a bitcoin mining business be structures as an OZB???

[@alexalexalex658]

What if tax rates increase on in 2026?

[@gb1gb2gb3gb4]

How can I invest in an opportunity zone fund without being an accredited investor? I'm selling a couple properties this year and have $150k+ in gains, but my net worth isn't high enough to qualify as an accredited investor. Great video! Frustrated that I might not be able to take part in OZFs

[@karenrenkema6303]

MjKmO

[@WillertMorris]

That CPA sounds like a "CPA"..." nobody got time for dat"

[@johnhopkins6029]

Hurry up and start sharing the info, cut the bs

[@juzefzoozoo]

Scam