QOF TAX
ADVANTAGE
Potential Tax Benefits
Investors may defer capital gains taxes by reinvesting into a QOF, with potential additional tax benefits after meeting IRS holding requirements. Tax outcomes vary by individual circumstances.
QOF
Learn MoreTax‑Advantaged OZ Fund
A long-duration Opportunity Zone strategy that invests in development and redevelopment projects and may offer potential tax advantages, subject to IRS requirements and individual circumstances.
OZ Funds Available Through Stax
LONG-TERM TAX BENEFITS
Model Long-Horizon Scenarios
Review sponsor-provided returns, timelines, and tax considerations across holding periods.
ACCESS TO QOF FUNDS
Access Qualified Opportunity Funds
Access Opportunity Zone Funds. Explore sponsor-provided OZ offerings with transparent structures, timelines, and information.
Download the Complete QOZ Guide
This guide explains the mechanics of Qualified Opportunity Funds, key risk and return drivers, and where they may fit within a long-term investment strategy.
Strength in Numbers
200+Investment Programs
700M+Platform Transaction VOL
3T+Sponsor AUM
40+Years Industry Experience
Built for Tax Efficiency
Tax Deferral
Investors may defer eligible capital gains by reinvesting into a QOF within IRS timelines. Tax outcomes depend on individual circumstances and IRS requirements.
Tax Benefits
Holding a QOF investment for at least 10 years may provide tax advantages on appreciation, subject to IRS requirements and individual circumstances.
Tax-free Growth
Maintain long-term QOF exposure through 2047 without additional capital gains tax, supporting extended, tax-efficient growth.
Diversification
Provides exposure to multiple asset classes and property types, offering potential diversification benefits. Diversification does not ensure profit or protect against loss.
Risk Summary
Opportunity Zone investments involve significant risks, including illiquidity, development risk, and potential loss of principal. Tax benefits depend on individual circumstances and IRS requirements and are not guaranteed. All financial information is sponsor-provided and not guaranteed. Platform tools are informational only and do not provide recommendations, suitability analysis, or advice of any kind.
FAQ's
By investing in a Qualified Opportunity Fund, you can defer capital gains taxes until the end of 2026. Hold the investment for at least 10 years, and any gains generated by the QOF itself may be realized tax-free—helping maximize long-term, tax-efficient growth.