Park View OZ

Keep your current capital gains eligible for enhanced Opportunity Zone tax benefits in 2027. To qualify for QOF tax incentives, a capital gain must be reinvested into a QOF within 180 days of the gain’s realization date. This means the enhanced benefits applicable to QOF investments made in 2027 or later may be out of reach for gains realized in the first half of 2026 or earlier.

Fortunately, when a QOF investment is sold, the originally deferred gain receives a new realization date, starting a new 180-day investment window to make a new QOF investment. In this case, the investor can keep a capital gain eligible for reinvestment into a new QOF once the enhanced tax benefits become available.

𝗛𝗲𝗿𝗲’𝘀 𝘁𝗵𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻:
The Bridge Strategy helps you keep today’s capital gains eligible for OZ 2.0 incentives by:

☑️ Deferring a current capital gain by investing in a QOF now
☑️ Selling in late 2026 to open a new reinvestment window
☑️ Re-deferring through a new QOF investment in 2027 to capture enhanced benefits

𝗪𝗵𝘆 𝗣𝗮𝗿𝗸 𝗩𝗶𝗲𝘄 𝗢𝗭 (𝗢𝗧𝗖: 𝗣𝗩𝗢𝗭):
• Publicly traded shares - no lockups, no accreditation barriers or investment minimums
• Flexibility to enter, exit, and re-enter strategically
• No complex K-1 tax forms - just straightforward stock ownership

➡️ 𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝘁𝗵𝗲 𝗕𝗿𝗶𝗱𝗴𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗚𝘂𝗶𝗱𝗲 to learn how this approach keeps your tax plan moving forward.

https://parkviewozreit.com/the-bridge-strategy

Bridge Strategy Use the Bridge Strategy to keep your gains deferred today and perfectly positioned for the powerful new OZ incentives beginning in 2027.

Today, we honor our veterans and express our gratitude for their dedication and sacrifice in protecting the freedoms we value every day.

Roth IRAs and QOFs bring unique strengths, but when combined, they can enhance your tax-free potential:

• 𝗥𝗼𝘁𝗵 𝗜𝗥𝗔𝘀: Provide lifetime tax-free growth across a variety of investments through after-tax contributions.

• 𝗤𝗢𝗙𝘀: Can qualify large or small capital gains into tax-free status quickly, with no contribution caps or income restrictions, plus a 30-year tax elimination benefit.

Together, they expand the portion of your portfolio that grows tax-free: offering clarity and control in an uncertain future tax environment.

The most powerful feature of a QOF is the ability to compound gains entirely tax-free for up to 30 years. To maximize this “Roth-like” benefit, look for QOFs that:

☑️ Emphasize long-term “buy and hold” strategies
☑️ Avoid carried interest fees (which incentivize taxable sales)
☑️ Allow investors to control their holding period

➡️ Explore the full blog, Better Together: Utilizing Both Roth IRAs and QOFs to Boost Tax-Free Savings, to see how to unlock their combined potential:

https://parkviewozreit.com/better-together-utilizing-both-roth-iras-and-qofs-to-boost-tax-free-savings/

Home Park View OZ REIT (Stock Symbol: PVOZ) is the only Qualified Opportunity Fund (QOF) with publicly traded stock.