How it Works

How does opportunity fund investing work?

An investor who has triggered a capital gain by selling an asset like stocks or real estate can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days.  There are three key federal tax incentives to rolling over a capital gain into a Qualified Opportunity Fund.

As a Qualified Opportunity Fund (QOF), CYRUS is designed to generate strong and stable returns. It is also positioned for significant tax advantages for the investor that is wanting to defer the payment of any capital gains tax due (until December 31, 2026) and take advantage of tax law changes (Tax Cuts and Jobs Act of 2017) that allow for Opportunity Zone Investment inside a QOF to grow and appreciate tax-free.*

Check out How Does Opportunity Fund Investing Work for a more detailed diagram of our investment process. Our go to our Frequently Asked Questions page for some of our white papers on Opportunity Zone Investing.

* Certain restrictions apply.

 

Federal Tax Incentives

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