Build Wealth. Reduce Taxes. Revitalize Communities.

Couple planning their Qualified Opportunity Zone investment strategy

Qualified Opportunity Zones (QOZs) provide a unique opportunity to defer, reduce, or even eliminate capital gains taxes when investing in high-potential, underserved areas.

At DST.com, we guide you through the process with tailored strategies and vetted projects.

6 Reasons Why QOZs Deserve Your Attention

QOZs offer a combination of long-term tax benefits, potential for strong returns, and social impact.

1. Defer Capital Gains

Postpone taxes on prior gains by reinvesting in a Qualified Opportunity Fund (QOF).

2. Reduce Future Tax Liability

Hold your QOF investment for five years or more and reduce your tax bill on deferred gains.

3. Eliminate New Gains

Pay zero taxes on appreciation from your QOF investment if held for at least 10 years.

4. High-Growth Markets

Invest in emerging areas with significant upside potential and federal support.

5. Flexible Investment Types

Access real estate, operating businesses, and mixed-use developments through QOFs.

6. Community Impact

Support job creation, housing, and infrastructure in economically challenged neighborhoods.

Why DST.com for Opportunity Zone Investing

We help you navigate QOZ investing with diligence, insight, and end-to-end support.

1. Expert Investment Planning

Customized strategies based on your capital gains timeline and financial goals.

2. Exclusive QOF Opportunities

Carefully selected funds with institutional backing and strong growth prospects.

3. Thorough Due Diligence

Transparent reporting and vetted fund structures for investor confidence.

4. Advisory-Led Support

From fund selection to compliance, our team is by your side throughout.

A Simple, Tax-Efficient Process

1

Initial Strategy Session

Understand your capital gain event and tax timelines.

2

QOF Selection

Match with funds that align with your objectives and IRS requirements.

3

Capital Reinvestment

Reinvest eligible gains into your chosen Qualified Opportunity Fund.

4

Ongoing Management

Receive updates, performance reports, and support throughout the hold period.

5

Tax Benefit Realization

Track and achieve key milestones: 5, 7, and 10-year holding periods.

Frequently Asked Questions

Who qualifies for Opportunity Zone investments?

Anyone with eligible capital gains can invest in a QOF within 180 days of their gain realization.

What are Qualified Opportunity Funds (QOFs)?

QOFs are investment vehicles created to deploy capital into designated Opportunity Zones.

Can I use funds from any asset sale?

Yes—capital gains from stocks, businesses, or real estate qualify if reinvested properly.

Unlock Long-Term Gains with Tax-Efficient Investing

If you're seeking to grow wealth, defer taxes, and invest with impact, QOZs may be your ideal solution.

Book a free consultation with DST.com