E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth

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Alt Investing Made Easy

AltInvestingMadeEasy LLC

60 episodes

6 days ago

Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money work harder. Dive in with us, and let's make investing in alternative assets easy, giving you the confidence to navigate the financial landscape, one episode at a time.

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Investing

Education,

Business

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E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth

Alt Investing Made Easy

56 minutes

2 months ago

E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth

Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or exploring Opportunity Zone funds for real estate and operating businesses, you’ll gain the insights needed to confidently allocate capital for long-term, tax-free growth as OZ 2.0 rules arrive in 2027.

About Our Guest:

Gerald J. (Gerry) Reihsen III is a dynamic legal strategist and entrepreneurial advisor based in Dallas, Texas, with more than two decades of experience in corporate law and capital markets. As the founder of Coasis Coalition and principal of Reihsen & Associates, Gerry blends deep legal expertise with entrepreneurial insight to empower transformative ventures. Nationally recognized for his leadership in Opportunity Zone investments and innovative business structuring, he is also a prominent leader in blockchain law and a passionate advocate for Texas business policy. Through strategic counsel, advisory leadership, and public speaking, Gerry continues to shape the future of enterprise, earning distinction as one of the nation’s Top 25 Opportunity Zone Attorneys by Opportunity Zone Magazine.

Connect with Gerry on LinkedIn: https://www.linkedin.com/in/gerry-reihsen/

Takeaways

10-Year Tax-Free Growth: Why the biggest OZ benefit isn’t the deferral—it’s the unlimited tax-free upside after a 10-year hold.
OZ 1.0 vs. OZ 2.0: Understand the key changes coming in January 2027, including rolling deferrals and rural incentives.
Structuring QOFs: How self-directed Qualified Opportunity Funds can help you control and scale your tax-advantaged investments.
Real Estate & Beyond: Why 95% of OZ investments are multifamily projects—and why crypto mining, bourbon barrels, and data centers are emerging opportunities.
Timing Strategies: How to use K-1 reporting windows and failed 1031 exchanges to capture more OZ benefits.
Rural Playbook: How rural Opportunity Zones unlock up to 30% capital gains reductions and new growth markets.
Common Advisor Oversights: Why many accountants and lawyers miss OZ opportunities—and how to avoid leaving money on the table.

Chapters

00:00 – Welcome & Introductions

02:00 – Origins of Opportunity Zones: A Bipartisan Vision

04:30 – The #1 OZ Benefit Most Investors Overlook

08:15 – OZ 1.0 vs. OZ 2.0: Key Rule Changes Coming in 2027

13:30 – How Qualified Opportunity Funds (QOFs) Work

18:00 – Real Estate vs. Operating Business Investments

25:00 – Timing Strategies: K-1 Windows & Failed 1031 Exchanges

32:30 – Creative OZ Investment Ideas: Bourbon, Crypto, Rentals

38:45 – Rural Opportunity Zones: Unlocking 30% Capital Gain Reductions

50:00 – Closing Thoughts & Resources

Ready to explore how Opportunity Zones can work for your portfolio?
Book a strategy call to see how your capital gains can be allocated for maximum impact.

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”