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Qualified Opportunity Zones: Tax Efficient Investing & Revitalizing the Community

November 1, 2019

A primer on Opportunity Zones and how they are changing investment in real estate. Comparison of QOZ investments to 1031 Exchanges, both are ways to defer the taxes on capital gains. They are very different in their application, as QOZ investments have very different time period restrictions, are not limited to real property only. Provides a review of the tax benefits of QOZ investment, and the ways to invest. The investment may be a security, or it can be structured through a Member-managed Limited Liability Company.  Examples of investments and how the tax deferrals can work are shown.

Tuesday | November 12th

4:30pm – 6:30pm

REGISTER HERE

Guest Speaker Coni Rathbone

Coni Rathbone is a remarkable negotiator and deal-maker. Bringing together seven years of management and financing experience with 30 years in the practice of law, Coni uses her negotiation skills to accomplish her clients’ goals with a minimum of conflict. She focuses her deal-making skills in the areas of real estate, opportunity zones, tenant-in-common (TIC) workouts, corporate and securities law, mergers and acquisitions, and general business transactions. She is a member of Dunn Carney’s Real Estate and Business Teams. Coni assembled a team of Dunn Carney attorneys and outside advisors to counsel clients on Opportunity Zone investments. She is a prominent presenter and writer on opportunity zones, negotiations and other real estate and business topics to broker groups, developers, investment advisors, and others.


Successful Real Estate Investing

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4915 SW Griffith Dr, Suite 300 Beaverton, OR 97005

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