QOZListings.com is an independent research and investor-matching platform. We are not a registered investment advisor, broker-dealer, investment company, or financial planner. Nothing on this website constitutes investment advice, financial advice, legal advice, tax advice, or a solicitation or offer to buy or sell any security or investment product. All content is provided for informational and educational purposes only.
Investing in Qualified Opportunity Zone funds involves significant risk, including the possible loss of all or a substantial portion of your principal investment. QOZ funds typically invest in real estate development, operating businesses, or other illiquid assets located in economically distressed areas. These investments may fail to achieve their projected returns, may experience significant delays or cost overruns in development, and may be subject to economic downturns, regulatory changes, or other adverse conditions.
QOZListings.com makes no representations, warranties, or guarantees regarding the projected returns, performance, or suitability of any fund listed on this platform. Target IRR figures, projected valuations, and other forward-looking statements are provided by fund managers and are not guaranteed. Actual results may differ materially from projections. Past performance of any fund manager or investment is not indicative of future results.
Qualified Opportunity Zone fund investments are typically illiquid. To receive the maximum tax benefits, investors must hold their investment for a minimum of 10 years. Most funds do not offer a secondary market or redemption mechanism during the hold period. Investors should be prepared to hold their investment for the full intended duration without access to the invested capital.
While QOZ investments offer significant federal tax benefits, individual tax circumstances vary. Tax laws may change. The tax benefits described on this platform are based on current law as of the date of publication and are subject to modification by Congress or regulatory guidance. Investors should consult with a qualified tax advisor to understand the specific tax implications of any OZ investment in the context of their overall tax situation.
Most QOZ fund offerings are available only to accredited investors as defined by SEC Regulation D. It is the responsibility of each investor to confirm that they meet the applicable suitability and qualification requirements before investing.
Before making any investment in a Qualified Opportunity Zone fund, you should consult with a licensed financial advisor, a qualified tax attorney or CPA, and legal counsel. No information on this platform should be acted upon without independent professional verification.
Questions about this disclaimer may be directed to legal@qozlistings.com.