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    Opportunity Zone Funds

    Powerful new tax incentives

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Update: COVID-19 Update

We hope that you and your family are staying safe during these uncertain times. We remain committed to protecting the safety and well-being of our employees as well as minimizing any impact for our clients.  To that end, the Strategic Group is continuing normal business hours remotely.  If you need any assistance or have questions, please contact us at 888-800-1031 or email IR@TheStrategicGroup.com.

 

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Opportunity Zones
Target investments in real estate and other private equity opportunities in designated “Opportunity Zones” that can mitigate the taxation of capital gains and all future appreciation may grow tax free.
Conservation

Consults on “green, sustainable, and socially responsible” conservation projects with the potential to mitigate tax liabilities while generating other private equity returns.

State & Federal Tax Credits

Specialist in transferable Federal and State tax credits such as film, low-income, historic rehabilitation, renewable energy, and mill building credits that can help greatly to offset tax liabilities.

1031 Exchange Intermediary

A qualified intermediary specialist in 1031 exchange proceeds, including more difficult structures resulting from partnerships, lease buy-backs, and other complex structures.

Strategic Group Launches Two Opportunity Zone Funds.

The Strategic Opportunity Zone Fund and the Strategic Rivermont OZ Fund launched in January 2019. The Funds will allow investors to mitigate the taxation of capital gains and all future appreciation may grow tax-free.

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