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Attractive financial returns…meaningful social impact…

We are focused on the rapidly growing Central Texas, I35 corridor.

What is an Opportunity Fund?

An Opportunity Fund is a new investment vehicle created as part of the Tax Cuts and Jobs Act of 2017 to incentivize investment in targeted communities called Opportunity Zones

What is an Opportunity Zone?

An Opportunity Zone is a census tract designated by state and federal governments targeted for economic development.

Why invest in an Opportunity Fund?

Opportunity Funds allow investors to defer federal taxes on recent capital gains until December 31, 2026, reduce that tax payment by up to 15%, and pay as little as zero taxes on profits from an opportunity Fund if the investment is held for 10 years.

How does Opportunity Fund investing work?

An investor who has triggered a capital gain by selling an asset like stocks or real estate can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days. There are three primary advantages to rolling over a capital gain into an Opportunity Fund:

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Our approach is to target operating business opportunities within these zones that offer attractive financial returns and a meaningful, tangible impact on communities with single asset Opportunity Funds. Current Opportunity Funds are listed below.

Opportunities

CTC Opportunity Fund - Health Care









 

Current Funds

Our approach is to target operating business opportunities within these zones that offer attractive financial returns and a meaningful, tangible impact on communities with single asset Opportunity Funds:

CTC Opportunity Fund - Health Care


Treasury provides additional guidance on operating business investments. Click below for commentary from Michael Novogradac.

Part I

Part II