The Fundrise Opportunity Fund

Pay as little as $0 in capital gains on your next decade of investment returns.

What is an Opportunity Fund?

An Opportunity Fund is a new investment vehicle created as part of the Tax Cuts and Jobs Act of 2017 to incentivize investment in targeted communities called Opportunity Zones.

What are Opportunity Zones?

Opportunity Zones are census tracts designated by state and federal governments targeted for economic development.

Why invest in Opportunity Funds?

Opportunity Funds allow investors to defer federal taxes on any recent capital gains until December 31, 2026, reduce that tax payment by up to 15%, and pay as little as zero taxes on potential profits from an Opportunity Fund if the investment is held for 10 years.

How does Opportunity Fund investing work?

An investor who has triggered a capital gain by selling an asset like stocks or real estate can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days. There are three primary advantages to rolling over a capital gain into an Opportunity fund:

1 Defer

the payment of your capital gains until Dec 31, 2026.

2 Reduce

the tax you owe by up to 15% after 7 years.

3 Pay zero

tax on gains earned from the Opportunity Fund.

Learn more about the assumptions in this section, or view our full disclosure.

Introducing the Fundrise Opportunity Fund

The Fundrise Opportunity Fund intends to focus on investing in high-quality real estate in major US cities with long-term growth potential. We’re taking the same simple, low-cost approach we use in all of our offerings and applying it to this exciting new way to invest.

Learn more about the assumptions in this section, or view our full disclosure.

Calculate your potential after-tax returns

Use our calculator to estimate how much money you could potentially save on a capital gain by investing through the Fundrise Opportunity Fund versus a standard stock portfolio.

Learn more about the assumptions in this section, or view our full disclosure.

Our service providers

Goodwin Procter

Top 50 law firm advising on
corporate, securities, and tax matters

CohnReznick

Top 15 accounting firm
providing tax advisory services

Ballard Spahr

Top 100 law firm advising
on real estate matters

Learn more about Opportunity Zones

Tax Incentives of Investing in Opportunity Zones

Learn how investors can defer and reduce capital gains through this new program.

How Opportunity Funds Could Boost Returns

Through tax incentives alone, Opportunity Funds can potentially double after-tax returns.

Opportunity Fund or 1031 Exchange?

Which program offers better tax advantages for real estate investors?

A compelling new tax-advantaged investment

If you’re planning to realize a sizable capital gain in the near future, or are simply interested in harvesting a portion of an existing unrealized capital gain, Opportunity Funds are one of the most exciting investment developments in recent history.

As of July 2, 2018, there is uncertainty regarding the Opportunity Zone program, as the US Department of the Treasury has not released guidance on many of the questions left open by the Tax Cuts and Jobs Act of 2017. These open questions include, but are not limited to: (a) what kinds of gains, other than capital gains, if any, can be properly rolled into an Opportunity Fund, (b) how much time an opportunity fund will have to deploy the capital it has raised, (c) tax treatment of gains in an opportunity fund pass-through partnership, etc. Accordingly, the foregoing discussion of the various aspects of the Opportunity Zone program is based upon positions that we believe to be reasonable given the statute as currently written and prior Treasury and IRS precedent; however, there can be no assurance that the forgoing discussion will ultimately prove to be correct as Treasury begins issuing guidance and regulations on the Opportunity Zone program. Given such uncertainty, each prospective investor should consult with their personal tax advisors before making any investment into an opportunity fund, including the Fundrise Opportunity Fund.

Fundrise, LLC (“Fundrise”) operates a website at fundrise.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Fundrise nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Fundrise nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment. Full Disclosure

The publicly filed offering circulars of the issuers sponsored by Rise Companies Corp., not all of which may be currently qualified by the Securities and Exchange Commission, may be found at fundrise.com/oc. For investors and potential investors who are residents of the State of Washington, please send all correspondence, including any questions or comments, to washingtonstate@fundrise.com.

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