PHT Opportunity Fund
A qualified opportunity fund that makes strategic investments in QOZ communities.
Our team acquires companies, real estate and other assets in a variety of industries providing long-term, sustainable growth to QOZ communities and companies. Our investment projects are designed to deliver competitive returns to investors and stakeholders.
What is a Qualified opportunity fund?
A Qualified Opportunity Fund (QOF) is a new investment vehicle created as part of the Tax Cuts and Jobs Act (TCJA) of 2017 to incentivize investment in targeted communities called Qualified Opportunity Zones (QOZs) to spur economic development and job creation in these distressed urban and rural communities.
What is a Qualified opportunity zone?
Qualified Opportunity Zones (QOZs) are census tracts of low-income areas designated by state governors and certified by the U.S. Department of the Treasury. Investors can invest in the development of QOZs through QOFs, which can then give them significant federal capital gains tax advantages while impacting communities and changing lives.
WhY INVEST IN OPPORTUNITY FUNDS
Investors can receive the following FOUR MAJOR BENEFITS by rolling their Capital Gains into a QOF within 180 days.
Defer Capital Gains
Investors can defer recognition of the capital gain invested until up to December 31, 2026 and postpone paying the federal tax obligation until the tax return due date in 2027.
Reduce Capital Gains
If an investor holds their QOF interest for 5 years, their federal deferred capital gain amount will be reduced by 10%. You MUST invest capital gains no later than December 31, 2021 to take the 10% Capital Gain Reduction.
After 10 years, No Additional Capital Gains Tax
If the investor holds the QOF investment for 10 years, any additional gain (in excess of the deferred gain recognized in 2026) on the sale of such QOF investment is not subject to federal income tax if sold prior to 2048.
Receive Dividends from Earnings
Investors might also receive income distributions from the QOF’s earnings.
FUND INVESTMENT ASSETS
GIC Salinas Campus, LLC
The Redevelopment of an Iconic 28-Acre Commercial Precooling and Warehouse Cooler Campus.
Continue Cold Storage Acquisition and Redevelopment
PHT Opportunity Fund LP will acquire and redevelop a diversified portfolio of Cold Storage facilities.
Micro-Grid Alternative Energy Solutions
PHT Opportunity Fund LP will focus on the alternative and renewable energy side of the fresh produce space.
Material Handling and Automation Technology Platform
PHT Opportunity Fund LP will focus on material handling and automation technology platform.
The Redevelopment of an Iconic 28-Acre Commercial
Precooling and Warehouse Cooler Campus
Calculate Your Potential
opportunity zone investing news
Dr. Jim White, PHT Opportunity Fund LPThere appears to be a turning of the tide on the horizon. Runaway inflation is now a primary concern for investors, along with a host of other financial threats. An increase to the capital gains tax rate from a top rate of 23.8%...
On Thursday, April 29th, Dr. Jim White was the featured guest at the Salinas, CA Chamber of Commerce Event and gave a presentation on ‘The Social Impact of Opportunity Investments’.As an industry expert on Qualified Opportunity Funds and author of Opportunity...
On Wednesday, April 21, 2021, Jim Tankersley published this New York Times article, "Biden Administration Debating How to Overhaul a Trump-Era Tax Break." Administration officials interviewed for the story specifically noted their interest in efforts to increase...
If you’re planning to recognize a capital gain in the near future, or are interested in investing a portion of an existing unrealized capital gain, Opportunity Funds are one of the best ways to invest in communities and make a large impact, while receiving tax advantages along the way. A win-win all around!