EP 07 - Unraveling the Mystery of “Qualified Opportunity Zone Investment Funds”

Qualified Opportunity Zone Investment transactions are complex and confusing. Go Ahead, ASK! demystifies what qualifies and what doesn’t. Join us for a discussion with David Levinson, 1031 Property Specialist, American Trust Investment, Inc., which includes the history and background and benefits of Qualified Opportunity Zone Investments, the differences between Qualified Opportunity Zone Investment Funds and 1031 Exchanges, how the QOZ works, property types available through a QOZ Fund, and selecting OpZone Funds for investment including a hypothetical case study.

Email your investment real estate questions to ASK@exeterco.com and we’ll address them in our next episode.

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Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com

Special Guest:
David Levinson
American Trust Investment Services, Inc.
(949) 903-3455
levinsonsmith@amtruinvest.com

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