Defer, Reduce & Eliminate Your Capital Gains

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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.

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A Ten-Year Timeline

Year 1
2020

Invest capital gains from prior investment into a Qualified Opportunity Fund and begin deferring tax

Year 5
2024

Tax basis increased from $0 to 10% of the invested capital gains, reducing future tax liability if invested before December 31, 2021

Year 8
2027

Pay taxes on original capital gain (less 10% reduction)

Year 10+
2030+

Pay no federal capital gains taxes on the appreciation of the QOF 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.

Environmental

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.

Social

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.

Governance

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.

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As Seen In

SPEAKING ENGAGEMENTS

8/13/20

Mapable USA Podcast

Nest Founder & CEO Clint Edgington was a guest on the Mapable USA podcast, talking about Opportunity Zones and our home rehab projects.

VIEW EVENT
7/9/20

CFA Society of Louisville

Founder & CEO Clint Edgington talked to the CFA Society of Louisville’s membership about the benefits of Opportunity Zones for financial clients.

VIEW EVENT
6/7/20

Conquering Columbus

Founder & CEO Clint Edgington discussed Opportunity Zones and the history of Nest Opportunity Fund on the Conquering Columbus podcast.

VIEW EVENT

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!