Webinar: How to Shelter Your Gains Using Opportunity Zone Investing
by Erik Hayden, on Mar 24, 2021 2:37:50 PM
Have you recently sold stock, or are planning to sell, but don’t want to pay the hefty taxes? You can diversify your portfolio and get tax advantages by investing into real estate through the Opportunity Zone program. After all, nearly 70% of Urban Catalyst investors had a capital gains event that was the sale of stock – they trust us to keep their dollars safe.
In our latest webinar, Urban Catalyst Founder Erik Hayden and EVP of Investor Relations, Morgan Mackles, break down the benefits of the Opportunity Zone tax program for investors.
If you’re ready to defer and potentially avoid paying capital gains taxes, press play!
Investors have many reasons why they’re diversifying into commercial real estate through Opportunity Zone investments, and market volatility is no exception. Many investors from the likes of Tesla, Apple, Google, Zoom and more have turned to our Fund today for a better tomorrow.
Uncover answers to all your questions like:
- Where our investors work - 3:50
- Urban Catalyst Investor profile - 6:50
- Federal short-term and long-term capital gains rates - 8:15
- OZ fund tax benefits - 9:35
- 180-day deadline and what that means - 11:25
- Why invest in real estate? 15:05
- Why San Jose? - 18:40
- What's the update on Google's San Jose mega campus?- 22:39
- Fund I success - 25:24
- Fund II - Icon/Echo - 26:40
- Investment timeline - 31:18
- Is Bitcoin an eligible capital gain ? - 52:10
- Bonus shares for Fund II - 52:35
If you had a capital gains event in 2020 (and on or after October 4, 2019), you have until March 31, 2021, to invest those gains into an Opportunity Zone Fund like Urban Catalyst.
The information contained in this post is provided for informational purposes only and is not intended to be, nor should it be construed or used as financial, legal, tax or investment advice, nor should this information be used or considered as an offer to sell or a solicitation of any offer to buy any interest in Urban Catalyst Opportunity Zone Fund II LLC (the “Fund”), an investment sponsored by Urban Catalyst Sponsor II LLC (the “Sponsor”). The offer and sale of interests in the Fund is being made only by delivery of the Fund’s private placement memorandum, certain organizational documents, subscription agreement, and certain other information to be made available to investors by the Sponsor (the “Operative Documents”). A prospective investor may only invest in the Fund if such person is an accredited investor as defined in Rule 501 of Regulation D. Investing in the Fund will involve significant risks, including possible loss of such person’s entire investment. An investment in the Fund will be illiquid, as there is no secondary market for the Fund’s interests and none is expected to develop; and there will be substantial restrictions on transferring such interests. Accordingly, an investor may be required to maintain its interest in the Fund for an indefinite period of time. The interests in the real property to be acquired by the Fund are subject to leverage and their investment performance may be volatile. Investors should have the financial ability and willingness to accept the risk characteristics of the Fund. Prospective investors should make their own investigations and evaluations of the information contained in this post and the other Operative Documents. Each prospective investor should consult its own attorneys, business advisors and tax advisors as to legal, business, tax and related matters concerning the information contained in this post and the Operative Documents. This post does not take into account the particular investment objectives or financial circumstances of any specific person who may receive it. An investment in the Fund is not suitable for all investors. Except where otherwise indicated herein, the information provided in this post is based upon matters as they exist as of the date of the post and not as of any future date, and the post will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date hereof. The post contains forward-looking statements that include statements, express or implied, regarding current expectations, estimates, projections, opinions and beliefs of the Sponsor, as well as the assumptions on which those statements are based. A prospective investor is cautioned not to place undue reliance on any forward-looking statements or examples included herein. No representation is made that the Fund will, or is likely to, achieve its objectives or that any investor will avoid incurring substantial losses. Past performance is no guarantee of future results.