Why Create an Opportunity Zone Fund? … and How To Do It!

The tax benefits of investing in the Opportunity Zones Marketplace are making investors take notice. Many are considering starting their own Opportunity Zone fund, but does that make sense for everyone? In this podcast, Gerry Reihsen – the founder of Coasis Coalition and Reihsen & Associates – discusses several points as to whether or not you should start your own fund, and if you do, how to do it correctly as well as what to expect cost-wise, what tax considerations should be considered, marketing issues you’ll need to understand, and regulatory requirements that you definitely will want to be in compliance with.

Listen to “Why Create an Opportunity Zone Fund? … and How To Do It!” on Spreaker.

As Mr. Reihsen mentions on the podcast, there are so many positives setting up your own Opportunity Zone Fund, why wouldn’t you do that? Well, in reality, there are plenty of reasons. But once you ponder the points he makes on the show and at that point think creating an Opportunity Zone fund may be right for you, the next question becomes obvious: how do you do it?

However, even more importantly: how do you do it correctly? What entity should you set it up as? What do you tell the IRS? Where are the 3 areas where most activity in Opportunity Zone Funds occur? What are the most important tax considerations you should be aware of? What are the documents you need to produce to attract investors? When and why? What’s the best strategy for timing your offering? How do you keep your fund in compliance with all the regulatory agencies? How much will this all cost? Listen to the podcast as Mr. Reihsen addresses all these points. But perhaps the key to answering all these questions is this: find expert, experienced, and knowledgeable advisors to guide you through it all!

And perhaps the best part: if you already have set up a OZ fund and for some reason it may not be working out for you, a big part of Gerry’s business is fixing the problems you may have run into originally! That’s just another reason why you should contact Gerry for more information on the content of this podcast. He can be reached directly by phone at 214-908-2009, by email here, or visit his websites at CoasisCoalition.com and Swordshieldlaw.com.

ABOUT OUR GUEST: Gerry Reihsen

Gerry ReihsenGerry Reihsen’s career as a global entrepreneur and corporate/securities attorney spans four decades. Mr. Reihsen leads teams of highly skilled professionals serving every vector of the Opportunity Zone ecosystem. At Coasis Coalition, an advisory and consulting firm focused on the Opportunity Zone space, clients are assisted through the process of business and strategic efforts toward establishing Opportunity Zone enterprises of all types, including investment funds and investment fund platforms, and operating businesses spanning tech to professional services to traditional manufacturing, as opportunity zone businesses that can attract uniquely incented qualified opportunity zone capital and achieve tax-free exits.

As an attorney and the founder of Reihsen & Associates and Of Counsel to Ferguson Braswell Fraser Kubasta PC, his team assists clients in all the legal aspects of any and all businesses and transactions with a focus on the Opportunity Zone space. These legal services further extend to patent and other intellectual property services, restructuring/insolvency/bankruptcy and disputes and litigation. His team assists Opportunity Zone clients in placing qualified capital gains, in establishing captive Opportunity Zone investment vehicles, real estate development and other Opportunity Zone joint ventures and formation and operation of Opportunity Zone investment funds.

Mr. Reihsen can be reached at (214) 908-2009 or at any of gerry@coasiscoalition.com, greihsen@swordshieldlaw.com or greihsen@fbfk.law.

All information provided is for informational purposes only. Mapable USA is not a registered broker-dealer, funding portal, or investment advisor. This information presented on this website/podcast is not intended as legal or investment advice for anyone to make an investment in any particular company and is not intended for any companies to rely on this information to form an opinion to go public or not to go public or to do any type of offering of securities. Any information presented is not an offer or solicitation to purchase or sell any securities or financial products. None of the information on the Mapable USA podcast or website takes into account any individual person’s personal objectives, financial situation, needs, or particular circumstances. You must check with a securities attorney to find out if an offering is for you, or if you are going to be in the business of selling any type of securities, you need to make sure you are following your state and federal legislative law so you do not get into any troubles. Do not use the opinions as stated on this show as any way to form an opinion as what is wrong or right or what could be done for your business or as an investor. Mapable, LLC recommends you obtain your own financial, legal, and taxation advice before making any financial investment decision.