Qualified Opportunity Zones
Breakwater Exchange helps you unlock the full potential of qualified opportunity zones with expert guidance and tailored fund access. Maximize tax efficiency while investing in high-growth, underserved areas.
Unlock the Power of Opportunity Zone Investment Funds with Breakwater Exchange
Breakwater Exchange gives you direct access to qualified opportunity zone investments that can deliver significant tax advantages while helping rebuild U.S. communities. Through specialized funds known as Qualified Opportunity Funds (QOFs), investors can defer, reduce, and even eliminate capital gains tax when reinvesting in designated zones. These long-term investments are ideal for those looking to balance impact with smart financial strategy. Our approach ensures clarity, compliance, and full alignment with your goals. Let’s run through a trio of potential tax advantages:
Capital gains taxes by reinvesting into a Qualified Opportunity Fund.
Your taxable gain is a step-up in basis when held for at least 5 to 7 years.
Tax on the fund’s appreciation if held for a minimum of 10 years.
What Are Qualified Opportunity Zones?
Qualified opportunity zones are a federal incentive program created by the 2017 Tax Cuts and Jobs Act. These zones encourage long-term private sector investments in designated, underserved communities by offering attractive tax benefits to investors. Through QOFs, capital flows into real estate, infrastructure, and startup projects that might otherwise be overlooked, turning unrealized gains into both impact and growth.
- What qualifies as a qualified opportunity zone ? These are specific census tracts designated by state governors and certified by the U.S. Treasury. Today, there are over 8,700 qualified opportunity zones across the country.
- What is a Qualified Opportunity Fund (QOF) ? A QOF is a corporation or partnership that holds at least 90% of its assets in QOZ property. These funds invest in various developments, including commercial buildings, housing, and operating businesses.
Request a Qualified Opportunity Zone Fund Analysis
Contact Breakwater Exchange today for a free custom proposal and compliance review tailored to your project goals and capital gains for tax deferrals.
Opportunity Zones by the Numbers
Qualified opportunity zones represent one of the most significant investment opportunities in today’s market. With over $6 trillion in unrealized capital gains in the U.S., these zones present a powerful vehicle for turning dormant assets into active, tax-advantaged growth. Roughly 18.2% of U.S. land is in QOZs, with over 1 million qualifying properties nationwide.
More than $234 billion has flowed into these communities over the past five years, proof that institutional and private investors alike see the potential. Breakwater Exchange helps you join that movement with the structure, support, sponsors , and insight from our process.
Check Out How Strategic Timing Turned Tax Savings into Long-Term Wealth
Discover how Breakwater Exchange helped a business owner defer millions in gains and build a diversified portfolio through Qualified Opportunity Zone Funds.
FAQs About Our Qualified Opportunity Zone Solutions
Can I invest gains from stocks or artwork into a QOF?
Yes. Qualified Opportunity Funds (QOFs) can accept capital gains from a wide range of assets, including stocks, collectibles, and business sales. Breakwater Exchange helps you navigate this flexibility by structuring tailored QOF strategies that align with your liquidity events and long-term objectives.
Do I need to reinvest the full amount of my sale?
No. You’re only required to reinvest the capital gain portion to access the tax benefits of a QOF. Breakwater Exchange works closely with you to determine the exact gain amount and create a reinvestment plan that keeps the rest of your proceeds liquid and accessible.
Can 1031 and Opportunity Zones be used together?
Yes. These tools serve different purposes and can complement each other for investors with both real estate and non-real estate gains. Breakwater Exchange builds integrated strategies to help you diversify across both vehicles while maximizing your tax advantages.
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