It’s no secret that the current state of the stock market is volatile. That’s why our most recent webinar focused on why many stock investors are diversifying their portfolio into real estate and reducing taxes through Opportunity Zone funds.
Together with Morgan Mackles (Urban Catalyst’s EVP of Investor Relations), we examined the advantages of diversifying into commercial real estate, particularly in Opportunity Zones, and why now is the time to do so.
Watch the full webinar recording, or reference these key takeaways from the discussion:
- Nearly 70% of Urban Catalyst investors had a capital gains event that was the sale of stock. Many of these gains were from the sale of tech stocks from companies like Apple, Facebook, Google, Tesla, Zoom and more. Many investors shared with us that they are hesitant about market volatility and want to avoid paying hefty taxes. That’s why they’ve diversified into the Urban Catalyst Opportunity Zone Fund.
- On this note, our stock investors come from a variety of backgrounds. Whether they’re looking to sell shares of IPO or employee stock, or come from the acquisition world, they see the potential of investing in an Opportunity Zone Fund. It’s a win-win scenario from both an investor and markets standpoint.
- Transitioning into investing in commercial real estate through an Opportunity Zone Fund portfolio affords investors three potential tax advantages: defer capital gains taxes for six years, reduce the amount of capital gains taxes you owe, and receive tax-free profits from the fund itself after 10 years.
We’re committed to revitalizing downtown San Jose. Urban Catalyst further offers investors a unique diversification opportunity in real estate spanning various property types such as office, multifamily, retail, senior housing and a hotel.
Our fundraising ends on Dec. 30, 2020.
By the way, you can get bonus units of 1.5% if you invest between now and October 31st. Don’t wait.
Contact us today to learn more about investing in San Jose Opportunity Zones.
The statements, views, and opinions expressed herein are those of the individuals making the statements and do not necessarily reflect the official policy or position of Urban Catalyst Manager LLC or any investment sponsored by Urban Catalyst LLC and are provided for informational purposes only and are not intended to be, nor should 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 Fund I LLC (the “Fund”), an investment sponsored by Urban Catalyst LLC (the “Sponsor”).
THIS MATERIAL IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY SECURITIES. THE OFFERING AND SALE OF INTERESTS IN URBAN CATALYST OPPORTUNITY FUND I LLC (“URBAN”) IS BEING MADE ONLY BY DELIVERY OF URBAN’S PRIVATE PLACEMENT MEMORANDUM (“PPM”), CERTAIN ORGANIZATIONAL DOCUMENTS, SUBSCRIPTION AGREEMENT AND CERTAIN OTHER INFORMATION TO BE MADE AVAILABLE TO INVESTORS (“OPERATIVE DOCUMENTS”) BY URBAN’S SPONSOR. ONLY ACCREDITED INVESTORS CAN INVEST. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. INVESTMENTS IN SECURITIES ARE SPECULATIVE, INVOLVE A HIGH DEGREE OF RISK, AND ARE NOT SUITABLE FOR ALL INVESTORS. PROSPECTIVE INVESTORS SHOULD CONSULT THEIR OWN TAX AND LEGAL PROFESSIONALS PRIOR TO MAKING INVESTMENT DECISIONS.