Defer, Reduce & Eliminate Your Capital GainsGet Involved
The Nest Opportunity Fund is a positive impact investment fund that allows you to defer and reduce capital gains taxes while helping to rebuild American communities that have great potential but lack smart, strategic investments.
The Benefits of a Well-Researched Opportunity Zone Investment
Opportunity Zones (OZs) present immediate tax and investment opportunities for investors and entrepreneurs. Instead of paying a maximum capital gains rate of 20% now, you can defer those taxes and invest those dollars to accelerate your financial goals and profit significantly by 2029.
A Ten-Year Timeline
Invest capital gains from prior investment into The Nest Opportunity Fund, a Qualified Opportunity Fund, and begin deferring tax
Reduce future tax liability as the tax basis increases from 0% to 10% of invested capital gains
Further decrease future tax liability as the tax basis increases by an additional 5%, totaling a 15% increase
Pay taxes on original capital gain (less 15% reduction)
Pay no federal capital gains taxes on the appreciation of your Nest Opportunity Fund investment once sold
The Nest Fund Is An Ideal Opportunity If You:
Have earned a sizable capital gain from investments, business sale or other qualifying transaction
Wish to save a substantial sum of tax dollars by deferring original capital gains tax.
Enjoy the altruistic idea of improving America’s under-invested areas
Whom Your Investment Helps & How
On the surface, the concept of an Opportunity Zone investment seems like a no-brainer for an investor looking for excellent tax benefits and returns with minimal involvement. And, if you dig deeper, you discover that communities will benefit greatly from these investments. But not all OZ funds are created equally. As always, investors should carefully review these decisions with trusted advisers.
ESG Investing: Positive Impact Investment For a Better Tomorrow
The Nest Opportunity Fund is a positive impact investment that combines an opportunistic strategy with lower-risk, residential investments focused in Ohio and Kentucky.
The most environmentally friendly housing is that which is already there. Our home-rehab projects reduce our long-term energy footprint with conditioned crawl spaces, tankless hot water heaters and other energy-saving mechanisms.
Our approach is to maintain the character of the neighborhoods we are improving, as exemplified with our public-private partnerships that have generated grant funding and low-interest borrowing. We give a path to the middle class for the lives of our renters through ownership programs.
Our fund is voluntarily audited and advised by a top flight audit and law firm. We maintain a rigorously reviewed Opportunity Zone compliance process.
Powered By Beacon Hill Investment Advisory
The investment experts at Beacon Hill Investment Advisory are dedicated to guiding The Nest Opportunity Fund to success for all parties involved. Since 2008, Beacon Hill has built a reputation of excellence throughout the region by leading with transparency, independence and an unparalleled level of detail.
Stay In-The-Know With The Nest Opportunity Fund
Not ready to fully invest in our Opportunity Zone fund? Have some time to weigh your investment options? Not a problem. Sign up for our quarterly newsletter and follow the progress!