OZs vs. 1031s, DSTs, And Other Tax Mitigation Strategies, An OZ Pitch Day Panel (Episode 211)
When are OZs the right investment structure to use when considering taxation and overall portfolio construction strategy?
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Show Notes
Investing in Opportunity Zones can be an effective tax mitigation strategy for High Net Worth investors. But when are OZs the right investment structure to use when considering taxation and overall portfolio construction strategy?
In this panel from OZ Pitch Day Summer 2022, Louis Reynolds, CEO of Synergistic Exchange Solutions, and Nick Rosenthal, managing director at Griffin Capital, discuss how Opportunity Zones compare to other tax mitigation strategies, including Section 1031 exchanges, Delaware statutory trusts (DSTs), and Section 721 UPREITs.
Show notes: https://opportunitydb.com/2022/08/tax-mitigation-panel-211/