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Opportunity Zones Kit

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BrokerCheck | Disclaimer | Privacy Policy

This is for informational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.

Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.

There are material risks associated with investing in real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potential adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal.

Certain QOZ areas may not be able to appreciate as predictably as more established areas. Some neighborhoods may be more accommodating to development than others, impacting the success of the investment. Development and redevelopment of real estate traditionally have more risk than other types of real estate strategies. The availability and cost of construction and development financing is uncertain and represents a risk inherent in the execution of a QOF strategy. The rules and regulations of the QOZ Program are complex, compliance with the QOZ Program comes with significant challenges. QOFs tend to be illiquid investments for ten or more years.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. OZoneHQ is independent of CIS.

To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

Opportunity Zones HQ does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.