I follow Barrett Lindberg on LinkedIn and he is the founder of Savoy Equity Partners which invests in Opportunity Zones (OZ) properties in Dallas, TX. If you are sitting on capital gains and would like to try to figure out a way how to defer them, you may want to look at investing in Opportunity Zones. There are plenty of details you need to pay attention to and you should consult your own tax advisor. Also, I cannot personally vouch for Barrett as I don’t know him and have not invested with him. Do you own due diligence on his investments and management. He does seem to be a straight shooter when it comes to talking real estate investment and Opportunity Zones specifically. It looks like they have a long track record of multi-family investing. He seems to have a great grasp on Dallas and Opportunity Zone investments.
I am copying a post Barrett Lindberg published today on LinkedIn about deferring capital gains by investing in Opportunity Zone property in Dallas, TX. I thought it was particularly insightful on the topic.
Barrett Lindberg, Founder Savoy Equity Partners – Opportunity Zones
The stock market is up 23% over the past year and 100% since March 2020.
For many investors, this creates a challenging dilemma: you’re sitting on significant gains but hesitant to sell because of tax implications. This paralysis is costing you opportunities in other markets.
What if you could deploy those gains into real estate while legally deferring your taxes?
Let me share how we’re using Opportunity Zones in Dallas to help investors solve this problem.
Here’s our strategy:
𝟭. 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻
We target prime Opportunity Zone locations in Dallas’s highest-growth corridors. These federally designated areas offer unprecedented tax advantages while positioning investors in the path of progress.
𝟮. 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻
We’re building boutique multifamily communities that:
▪ Generate steady cash flow
▪ Meet critical housing needs
▪ Target the “missing middle” of the rental market
▪ Create long-term appreciation potential
𝟯. 𝗧𝗮𝘅-𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲𝗱 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
The Opportunity Zone program offers three key benefits:
▪ Tax deferral on invested capital gains until 2027
▪ Significant depreciation benefits during the hold period
▪ Zero capital gains tax on appreciation after 10+ years
𝟰. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀
Why Dallas? The metrics tell the story:
▪ Leading the nation in population growth
▪ Top 5 in job creation
▪ Major corporate relocation destination
▪ No state income tax
Our track record speaks for itself: Since 2011, we’ve developed and sold nearly 2,000 units in the Dallas market. We understand this market and how to execute successfully within it.
𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗧𝗶𝗺𝗲𝗹𝗶𝗻𝗲:
While the Opportunity Zone program runs through 2047, the window to invest capital gains closes at the end of 2026. This program has become the most successful economic development initiative in U.S. history.
This strategy works for:
✓ Stock market gains
✓ Cryptocurrency profits
✓ Business sale proceeds
✓ Any capital gains
Are you looking to diversify your portfolio while minimizing tax impact? Let’s connect. I’m happy to share more details about our approach and current opportunities.
#RealEstateInvesting #OpportunityZones
