Nest Opportunity Fund

Attention investors! The Revitalizing Downtowns and Main Street Act (H.R. 9002) proposes a 20% federal tax credit for converting old commercial buildings into residential housing.

With bipartisan support, this legislation ensures 20% of units are affordable and offers a 35% credit for rural projects. A promising opportunity for savvy investors! Check out more in this Novogradac & Company LLP article:

Legislation Would Create Federal Credit for Conversion of Older Commercial Buildings into Housing Bipartisan legislation introduced in the U.S. House of Representatives this week would create a federal tax credit for the conversion of older, underused office and other commercial buildings into residential housing.

All Opportunity Zone investments are required to meet a “Substantial Improvement” requirement to enjoy the above-listed benefits. The Nest Opportunity Fund® mainly works on fixing up single-family homes. We focus on turning run-down, empty houses into beautiful homes from top to bottom, so our renovations always meet this requirement. To find out more, check it out here:

FAQ for Investors | Opportunity Zone Tax Benefits | Nest Opportunity Fund Opportunity Zones allow investors to defer -- and, potentially, eliminate -- their capital gains taxes, all while improving neighborhoods.

Happy National Dollar Day! Did you know Qualified Opportunity Zones (QOZs) can make your dollars work smarter?

By investing in QOZs, you not only boost communities but also enjoy significant tax benefits. Celebrate the power of your dollar by exploring QOZ investments today!

Ever wondered why our OZ Fund focuses on single-family and smaller multifamily properties? These residential investments are more stable and less impacted by interest rates compared to larger commercial properties. They’re also quicker to complete, making them a smart choice for long-term growth. Discover how our approach can benefit your portfolio. Learn more on our website:

FAQ | Qualified Opportunity Zone Fund | Nest Opportunity Fund Learn all about Nest Opportunity Fund and Opportunity Zone funds in general by checking out our in-depth FAQ section!

July 12th was National Simplicity Day. Is there a part of your life that feels unnecessarily complicated?

Could be your investments! Check out how our QOZ Fund benefits those with capital gains tax here: https://bit.ly/45x4bcW

OpportunityDb

Directory of Qualified Opportunity Zone Funds (QOFs) - OpportunityDb

Want to know how Qualified Opportunity Zone (QOZ) Funds could fit into your investments? Our new white paper has easy charts, timelines, and examples to help you understand. It's made to be simple and clear. Check it out to see if it works for you:

White Papers | Opportunity Zone Investments | Nest Opportunity Fund Get an in-depth look at how Opportunity Zone funds work, as well as a solid overview of how they can benefit you, with our easy-to-understand white paper.

Despite recent slowdowns, the future of Qualified Opportunity Zone (QOZ) Funds is promising!

With a $37.85 billion impact since 2018, QOFs are transforming communities, especially in housing. Experts predict a surge in investments with potential policy extensions. Learn how QOZ Funds can benefit you and your community. Read more in this Novogradac & Company LLP article and join the positive change in opportunity zone investing!

Outside Forces Slow OZ Investment, but Economy, Extension Could Spur Increase A looming expiration date and a decrease in capital gains events are combining to put a damper on opportunity zones (OZ) investing, but many advocates are confident that things could change quickly.

In our investment properties, we’re committed to building each home into a more permanent space for families than before, and making them cost efficient is part of it. Every property has tankless water heaters installed, so when other hot water tanks start to leak and need replacement, ours keep working and save future renovation money. Find out more about our investment process on our website: https://bit.ly/4dKIqdg

“With over $10 billion already deployed into job-creating community revitalization projects nationwide, the QOZ incentive has seen tremendous traction since its bipartisan origins.”

Opportunity Zones continue to be a popular investment! Check out how this Kiplinger article tracks the success of QOZs:

Opportunity Zone Investing Still Hot Despite Looming Sunset Tax incentives and rise of niche fund strategies make the qualified opportunity zone program an attractive way to grow tax-free wealth.

Your capital gains investment is thriving. Congratulations! Now expand your efforts and defer the tax for future revenue with a Qualified Opportunity Zone fund investment at Nest. Share this post to an investor who is looking to further maximize their impact capital.

Diversifying your investment portfolio with options like QOZ funds can be a savvy move. It's about more than just optimizing your tax strategy; it's about laying the groundwork for long-term financial stability and growth.

Explore opportunities like QOZ funds and consider how they align with your financial goals and values. With careful planning and strategic investing, you can set yourself up for a brighter financial future. Go deeper with the QOZ funds here:

White Papers | Opportunity Zone Investments | Nest Opportunity Fund Get an in-depth look at how Opportunity Zone funds work, as well as a solid overview of how they can benefit you, with our easy-to-understand white paper.

Tax season wisdom: Keep in mind that investing in QOZ Funds with Nest not only offers potential tax advantages but also aligns your portfolio with socially impactful initiatives. It's a chance to grow your wealth while contributing to the betterment of underserved communities.

The truth is, if you have capital gains, you’re missing out on savings and new investments. April 15th is Monday, and there aren’t many investments that offer the tax savings an Opportunity Fund can. Unsure? Answer four easy questions to analyze your potential savings on our website: https://bit.ly/3TthCVM

As Tax Day draws near, why not consider the lasting impact of investing in a QOZ Fund with Nest? Beyond potential tax perks, your investment fuels the revival of struggling neighborhoods. Don't miss out on the chance to be a force for good while also potentially boosting your financial portfolio.

Get your Opportunity Zone questions answered! One more time before tax day, we're hosting a deep dive webinar about our fund and how you can reduce your capital gains taxes while helping to rebuild America's communities. Register today on Zoom: https://us06web.zoom.us/webinar/register/6817095801059/WN_DsCQeCitRVSIpV8HBe7MiQ

Have questions in advance? Let us know at [email protected]!

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The easiest way to understand how our fund can work for you is to attend a webinar or presentation of our fund. Can’t make our next one? Get an inside look through one of our webinars here on our website: https://bit.ly/48qvq93

For a potential Opportunity Zone investor, our cofounder Clint's presentation today on OZ Pitch Day is a must-see breakdown. On top of explaining Nest's fund focus, Clint will be revealing video progress on a project we presented last summer. Register here and tune in at 1:15pm for our presentation!

Opportunity Zone Pitch Day Spring 2024 - March 7, 2024 OZ Pitch Day: One-day event for investors in Opportunity Zones. Learn how to invest in Qualified Opportunity Funds & defer capital gains tax.

Even a month later, our Founder Clint’s investment advice on the Opportunity Zone Podcast still ring true. Check it out his conversation with Jimmy Atkinson and OpportunityDb on tax alpha here:

Tax Alpha Tips And Going Back To Basics: Nest Founder Shares Info On Podcast Recently, our founder explained the the upside of Opportunity Zone investment on The Opportunity Zone Podcast. Check it out here!

Who's hopping on the OZ Insider webinar that just started? With the new updates in OZ legislation, we're looking forward to Jimmy Atkinson breaking down the facts that could change funds in the future. Thanks to OpportunityDb, Michael Johnston, and the rest of the webinar team for sharing this info.

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Qualified Opportunity Zones: the key to strategic investing. Unlock tax benefits, fuel economic growth, and redefine your portfolio's potential. It's not just about returns; it's about reshaping the future of your investments.

At Nest, our investment portfolio focuses on single-family and small multi-family homes. Why?

In a Qualified Opportunity Zone Fund, these types of homes present much less investment risk and preserve the culture of the neighborhoods they’re located in.

Learn more about our strategy and how you can defer capital gains tax by contributing here:

About Us | Opportunity Zone Investment Team | Nest Opportunity Fund Our highly experienced team at the Nest Opportunity Fund is dedicated to helping our investors and the targeted communities they invest in.

Our primary portfolio emphasis rests on residential real estate encompassing both single-family and multi-family asset classes. Strategically situated in Midwest cities, our portfolio is rooted in favorable demographics characterized by stable and diverse employment, continual population growth, and meticulous selection criteria, incorporating advantageous pricing and rent dynamics.

Find out more about our investment strategy on our website:

Investment Strategy | Reduce Capital Gains Taxes | Nest Opportunity Fund Investing in Opportunity Zones via The Nest offers a variety of tax benefits, including the ability to defer, reduce and even eliminate capital gains taxes.

Great news: A new property has been recently completed in Columbus! These townhouses in the Livingston Ave. area will soon be filled with hard-working individuals benefitting from a pathway to become homeowners themselves. Renovations like these become a win-win for everyone involved! Find out more about our investment and community strategy here: https://bit.ly/3U2JxxB

Don’t pay taxes on your investment’s appreciation!

By keeping an investment in a for 10 years, you can enjoy the benefit of 100% tax-free appreciation on your investment. Plus, seize the opportunity to defer and reduce taxes on your prior capital gains by up to 15%!

Determine if a Qualified Opportunity Fund is the right investment for you:

Opportunity Zone Questionnaire - Nest Opportunity Fund If you have capital gains, our questionnaire can show you – in just 4 easy questions – the potential savings you might realize by investing.

Contribute to growth in underserved communities while seeing financial benefits from your investments! are a powerful way to create a positive impact where it’s needed most.

Take our short questionnaire and discover if investing in a Qualified Opportunity Fund is right for you:

Opportunity Zone Questionnaire - Nest Opportunity Fund If you have capital gains, our questionnaire can show you – in just 4 easy questions – the potential savings you might realize by investing.

Did you know that investing in a allows you to defer your for up to 7 years?

Plus 10% of your capital gains will become non-taxable after keeping an investment for 5 years, and an additional 5% will become non-taxable after 7 years.

Take advantage of our calculator and see how much you can reduce and defer your capital gains tax by investing in QOZ fund:

Calculator Download | OZ Savings Calculation | Nest Opportunity Fund Use our calculator tool to get an individualized report detailing the potential savings you could realize by investing in a QOF.

Recent research from EIG is presents an optimistic outlook for the future of !

OZs are unlocking more investment capital than previous programs, and that capital is impacting both targeted communities and those nearby. In the coming years, researchers will be able to provide more information on the long-term benefits of Opportunity Zones.

Read the full article from EIG:

Are Opportunity Zones Working? What the Literature Tells Us Download the Research Brief by Kenan Fikri and Benjamin Glasner, PhD Download Introduction With the passage of the Tax Cuts and Jobs Act in 2017, Opportunity Zones (OZs) became the most consequential place-based policy initiative in a generation. Designed with decentralization, flexibility, and

Our properties in Lexington are providing benefits not only to our investors, but to the surrounding community. This beautiful home at 710 Lancaster Street was finished this summer and boasts 3 spacious bedrooms.

Learn how you can defer and reduce your capital gains taxes by investing in the Nest Opportunity Fund, and be a part of first-rate projects like this one: https://bit.ly/3Q7TjLj

Opportunity Zone Questionnaire - Nest Opportunity Fund If you have capital gains, our questionnaire can show you – in just 4 easy questions – the potential savings you might realize by investing.

With the current legislative focus on the Opportunity Zone Improvement, Transparency, and Extension Act, now is a pivotal time to invest in a Qualified Opportunity Fund.

Nest is committed to creating opportunities for smaller-dollar investments, enhancing financing accessibility for smaller and projects.

Delve further into how you can reduce capital gains taxes in our recent blog:

Reduce Your Capital Gains While You Can | Nest Opportunity Fund If you have capital gains and want to reduce your tax burden and your 2023 tax bill, your best bet is to get the process started now.

NerdWallet's latest article sheds light on the tremendous opportunities that QOFs present to investors. With substantial tax benefits and a focus on qualified opportunity zones, these funds drive social change while delivering attractive returns. 📈💰

Read the full article here:

Qualified Opportunity Zones, Funds, and How They Work - NerdWallet If you're looking to minimize capital gains tax, investing in qualified opportunity funds before year-end means you can lock in three tax perks instead of two.