© 2019 Sunstone Properties Trust

QUALIFIED
OPPORTUNITY

ZONE

SUNSTONE QUALIFIED OPPORTUNITY ZONE FUND

Sunstone's Qualified Opportunity Zone Fund (QOZF) provides new tax incentives to investors with capital gains in order to defer – and possibly forego – paying capital gains taxes. 

 

Why Opportunity Zones?

The Tax Reform Act of 2017 allows taxpayers to manage and reduce their capital gains tax by investing in Sunstone's Qualified Opportunity Zone Fund (QOZF). Sunstone's QOZF reinvests capital into areas designated by the government as "Opportunity Zones" to promote job growth and economic benefits while providing compelling returns and appreciation for its investors. 

Sunstone's QOZF allows investors to: 
 

  • Defer capital gains tax until December 31, 2026

  • Potentially reduce capital gains tax liability by 15%

  • Eliminate capital gains tax on the new investment

Why Sunstone?
 

Sunstone's experienced acquisition, development, and fund management teams focus on Qualified Opportunity Zone sites that are well-positioned for development or redevelopment. Sunstone anticipates focusing on Qualified Opportunity Zone sites located in California, Texas, Utah, Florida, and Puerto Rico. Sunstone's track record of value-add revitalization has provided compelling returns to its investors since 2012. 

Sunstone's Qualified Opportunity Zone Fund presents a unique opportunity for investors to assist communities in need of economic revitalization while receiving tax benefits, current income, and potentially tax-free capital appreciation. 

CONCEPTUAL SAMPLE DEVELOPMENT IN QUALIFIED OPPORTUNITY ZONE FUND

OUR STRATEGIES

VALUE

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QUALIFIED OPPORTUNITY

ZONE

LIHTC PROGRAM