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Is there a minimum or maximum investment amount for Opportunity Zone investments?

If so, how much?


Answers
  • Matthew Rappaport
    August 06, 2022

    No minimum and no maximum, though I would think that for doing your own deal, less than $2 million doesn't make sense. For a syndicated investment, I'm pretty sure their minimums would be $50k or $100k.

  • Marko Belej
    August 06, 2022

    No, there is no minimum amount or maximum amount that can be invested in a qualified opportunity fund (QOF). To the extent that the amount invested in a QOF exceeds the investor's eligible gains, the investor's interest in the QOF will not be a qualifying investment for OZ purposes; it will just be a conventional investment.

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