Pennsylvania Opportunity Zones
Tax-advantaged real estate investment in designated census tracts across the Philadelphia region.
Capital Gains Deferral
Defer federal capital gains taxes by reinvesting into a Qualified Opportunity Fund.
Tax-Free Appreciation
Hold for 10+ years and pay zero federal capital gains on the new investment's appreciation.
Step-Up in Basis
After 5 years, receive a 10% step-up in basis on the original deferred gain.
Philadelphia & PA Focus
Multiple designated zones across Philadelphia, Montgomery, Delaware, Chester, and Bucks counties.
How It Works
The Opportunity Zone program was created under the Tax Cuts and Jobs Act of 2017 to encourage long-term private investment in economically distressed communities. Investors who reinvest eligible capital gains into a Qualified Opportunity Fund (QOF) can defer and potentially reduce their federal capital gains tax liability.
Pennsylvania has hundreds of designated Opportunity Zones, many of them in the Philadelphia metro area — including neighborhoods in Center City, North Philadelphia, West Philadelphia, Kensington, and surrounding counties.
Jon helps investors identify qualifying properties within designated zones, evaluate whether the OZ structure makes sense for their specific tax situation, and execute acquisitions that meet the program's requirements.
This is not tax advice. Jon works alongside your CPA and attorney to ensure the real estate side of the transaction is handled properly.
Interested in Opportunity Zone investment? Tell us about your situation.