PLATFORM PARTNERS OZ FUND, LLC

Platform Partners’ OZ fund is a qualified opportunity fund focused on investments that benefit from a generational shift towards emerging urban areas within opportunity zones resulting in after-tax gains on investments substantially increased in relation to a similar investment made without the opportunity zone tax benefits.

We formed Platform Partners OZ Fund, LLC to take advantage of one of the best capital gains tax reduction programs of a generation.

Created through the Tax Cuts and Jobs Act passed in December 2017, opportunity zone investment funds offer investors numerous tax benefits, including: deferring federal taxes on any recent capital gains until the end of 2026, reducing that tax payment by 15% if the investment is held for at least 7 years and 10% if held for at least 5 years, and perhaps most importantly, paying zero taxes on profits on gains invested into an Opportunity Fund if the investment is held for 10 years.

The OZ Fund investment approach focuses on ground-up and adaptive reuse projects in markets and asset classes that are poised to benefit from long-term demographic and economic shifts towards emerging, urban areas, amplified by capital flow that will result from the Qualified Opportunity Zone federal and state tax incentives designed to encourage investment.