Opportunity Zone Investment ROI Calculator
Initial Investment & Capital Gains
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This is often the same as the deferred gain, but can be different.
Crucial for determining applicable OZ benefits.
QOF Investment Performance & Holding Period
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Minimum 10 years for full QOF gain tax exclusion benefit.
Tax Assumptions
These are simplified rates. Consult a tax professional for specific advice. Current OZ rules significantly limit or eliminate basis step-up benefits on the original deferred gain for new investments, as deadlines have largely passed. The main benefit for new investments is potential tax-free growth of the QOF investment if held 10+ years.
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Typically 0%, 15%, or 20%. Does not include NIIT (3.8%).
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ROI & Analysis
Results will appear here after calculation.