There are in general investment in financial assets like debt, stock, partnership interests, options, futures contracts, forward contracts, warrants, notional principal contracts, annuities, and other, similar property.
Ask A Question
What is considered “nonqualified financial property” in a QOZB?
When does the 5% limitation not apply?
Answers
The first six months.
DISCLAIMER:the information found on this website is intended to be general information; it is not legal or financial advice. Specific legal or financial advice can only be given by a licensed professional with full knowledge of all the facts and circumstances of your particular situation. You should seek consultation with legal and financial experts prior to participating in any aspect relating to Opportunity Zones. Posting a question on this website does not create an attorney-client relationship. All questions you post will be available to the public; do not include confidential information in your question.