American Opportunity Fund

We purchase real estate - typically under $200,000 - located in Opportunity Zones.

We will improve the properties and transform them into cash-generating co-working and community centers for local startups.  

Our aim is to provide capital-gains-free return to investors while concurrently inspiring more founders to start their business with a local "clubhouse" where they can work.

Congress recently passed the Investing in Opportunity Act, which defers or waive taxes for long-term investments in low-income areas. Read the Fact Sheet for more details.

An example:  You sell Amazon stock and have a $1M capital gain. Instead of paying $238K in taxes, you roll the full $1M into an Opportunity Fund, which invests in businesses in Opportunity Zones. In 2028, the Fund returns you $2M.  No taxes are due on the $1M gain/  You'll only pay $202,300 in deferred capital gains from the sale of Amazon stock 10 years prior.  

Each state chooses their Opportunity Zones. Here is a map of the zones chosen to date.