A new economic development program to encourage long-term investments in low-income areas with benefits for family offices


Overview

The passing of the Tax Cuts and Jobs Act of 2017 created Opportunity Zones – a new tax-deferral opportunity for recently realized capital gains. The law passed in December of 2017 and allowed for state governors to designate specific census tracts, called Opportunity Zones (“OZs”), that have potential for revitalization.

Key Benefits

By adhering to certain guidelines, investors can take realized capital gains from other investments and put them into an OZ or Qualified OZ fund that targets OZs and receive a combination of:

  • Tax Deferral

  • Tax Reduction

  • Tax Forgiveness

Not surprisingly, OZs have peaked the interest of family offices, high-net-worth individuals, and large private bank clients.


The McNally Capital Solution

McNally Capital is pursuing a comprehensive OZ Strategy to harness and leverage our robust and deep family office network:

IDENTIFY

Identify those family offices who have either newly realized capital gains or intend to do so in order to participate within 180-day reinvestment period as designated by OZ regulation

SOURCE

Source and screen real estate and operating company investments using a proprietary framework

INVEST

Bridge the gap between private sector investment and urban development while capitalizing on the benefits of the OZ framework


McNally Capital's Unique OZ Investment Platform

10+ years and 800+ FamilY OFFICE RELATIONSHIPS

Proven track record of providing access to Direct Family Capital; backed by 150+ years of family relationships

15+ TEAM MEMBERS

Leverage and harness our team of professionals with vast experience in Private Equity, Investment Banking, Consulting and Executive Management

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FOCUS

Dedicated McNally Capital team focused on screening and executing Opportunity Zone investments

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Screening & Sourcing

Proprietary screening process to source, diligence and invest in new OZ investment opportunities

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EXPERTISE

Established partnership with seasoned commercial Real Estate industry executive Joseph Cahoon to advise on all phases of the OZ investment process

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EXECUTION FRAMEWORK

Unique investment framework allows for alignment of interests and facilitates simplified execution of investments


LEARN MORE AND STAY INFORMED

Sign-up below to download our OZ White Paper (addendum included) and receive timely updates about OZs.

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Investing involves risk, including the possible loss of principal. Any investment or strategy mentioned herein may not be suitable for every investor. Past performance does not guarantee future results.

McNally Capital and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

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