CalculateRealEstateROI

Taxes

Are Opportunity Zone investments worth it?

Yes if the underlying deal is strong; no if you're chasing the tax benefit alone.

Reviewed by Keiron Brown, Founder & Editor, CalculateRealEstateROI · Educational estimates only — not investment, financial, tax, or legal advice

Direct answer

Yes if the underlying deal is strong; no if you're chasing the tax benefit alone.

Expanded explanation

OZ defers original capital gain to 2026 and excludes 100% of new OZ appreciation after 10 years. Tax benefit is real but doesn't fix bad deals.

Examples

  • $500k gain reinvested in QOF — 10-year hold → all OZ appreciation tax-free.

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