Why real estate

Real Estate is known for its unique investment attributes that, when paired with the tax benefits of a QOZ, make it especially attractive for an individual’s and/or a family’s portfolio – these attributes include:

  • Appreciation potential over time
  • Inherent storehouse of value
  • Current income through rents/leases
  • Inflation hedge against inflation
  • Equity market vs. “stock” market
  • Portfolio diversification
  • Tax benefits through depreciation write-off, capital gain deferral and forgiveness
  • Enhances community life and local economies