O-Funds versus 1031 Exchanges

U.S. investors currently hold $6.1 trillion in unrealized capital gains that can participate in O-Zone funds:

Unlike “like kind” deferrals, O-Fund investments allow for (i) the ability to invest only the gain rather than the full corpus of an investment, (ii) a broader range of investments eligible for deferral, (iii) a potential step-up in basis of up to 15% of the initial deferred investment, and (iv) an opportunity to abate all taxation on capital gains post-investment .

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