Barrett Linburg discusses the transformative potential of investing in Opportunity Zones, detailing tax benefits, legislative changes, and misconceptions. Topics include strategic growth, bipartisan support for program extension, dynamics of investments, and leveraging energy-efficient credits. A must-listen for investors seeking tax incentives.
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Barrett's Apartment Journey
Barrett Linburg started by buying old, beat-up apartment buildings and renovating them.
He grew from small properties to forming a company focused on Opportunity Zones in Dallas, Texas.
insights INSIGHT
Opportunity Zones Overview
Opportunity Zones were created in 2018 to spur investment in low-income areas with tax breaks.
200 billion dollars have flowed in, making it the most successful place-based tax incentive in U.S. history.
insights INSIGHT
Powerful Tax Benefits Explained
Investing capital gains in Opportunity Zones defers taxes until 2027, giving an interest-free loan from the IRS.
Holding the investment for 10 years eliminates capital gains and depreciation recapture taxes on appreciation.
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In this week's episode, Ryan and Justin Shore, EA are joined by Barrett Linburg as he reveals the transformative potential of investing in Opportunity Zones.
They discuss:
- An Introduction to Opportunity Zones
- Strategic Investment Growth and Tax Benefits
- The Future of Opportunity Zones
- Strategies and Misconceptions
This episode is a must-listen for investors looking to expand their portfolios while benefiting from unique tax incentives.
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