Opportunity for September Capital Gains Deadline
Have you had a chance to review your 2022 K-1 statement that reflects the realized capital gains from your interest in a pass-through investment vehicle? If so, you may still be eligible to re-invest those gains into a Roers Companies Opportunity Zone project.
Act quickly, as time is of the essence. You’re granted a 180-day window starting from the 2022 deadline for partnership tax returns (March 15, 2023) to make this reinvestment, so you must reinvest those gains by September 11, 2023. By choosing to invest your gains in our project, you unlock three important advantages:
- Tax Deferral: Your original capital gains can be deferred until December 31, 2026.
- Tax-Exempt Appreciation: Any appreciation on your Qualified Opportunity Zone (QOZ) investment is tax-exempt, provided you maintain the investment for a minimum of 10 years.
- Tax-Sheltered Income: Enjoy tax-sheltered income with no worries about depreciation recapture, as long as you hold the investment for at least 10 years.
It’s important to note that even if you’ve already filed your 2022 tax return and reported 2022 K-1 or pass-through vehicle capital gains, there are still avenues available for you to explore.
Should you have any questions or wish to delve deeper into Roers Cos. Opportunity Zone investment options, please don’t hesitate to reach out to the investor relations team: investor@roerscompanies.com. We would be happy to answer any questions you have and help you get started.
NO OFFER OF SECURITIES; DISCLOSURE OF INTERESTS: Under no circumstances should any material or information contained herein be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of a confidential offering memorandum relating to the particular investment. Access to information about investments with projects undertaken by Roers Companies LLC, Roers Companies Project Holdings LLC, or any of their respective affiliates is limited to investors who qualify as accredited investors within the meaning of the Securities Act of 1933, as amended. Investment outcomes vary. Past success does not guarantee future results.
NO OFFER OF INVESTMENT, LEGAL OR TAX ADVICE. The material contained herein is general information for educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment. Investment in a Qualified Opportunity Zone projects requires proper structuring and reporting from the investor in order for the investor to recognize the benefits identified herein. Prior to making any investment you should consult with a licensed investment, financial advisor, legal and tax advisor.
Current Investment Opportunities
Investment opportunities for new multifamily projects are now open.