Exploration of Opportunity Zones: Fund Structure and Investment Strategies

Opportunity Zones involve a fund where money is invested, a business that owns real estate, and a property representing the real estate. Refinancing is allowed after 24 months, and reinvesting the proceeds into developing more projects within the Opportunity Zone maintains tax benefits without restarting the 10-year clock tied to the initial investment. Using financial instruments like swaptions can hedge interest rate risks during refinancing, providing more certainty for cash-out refinancing strategies and asset creation within the 10-year investment period.

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