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Opportunity Zones Kit

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Broker-Dealer Disclosure: Securities offered through representatives licensed with either Concorde Investment Services, LLC (CIS), member FINRA / SIPC, or RCX Capital Group, LLC (RCX), member FINRA.

Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

There is no guarantee investment plans will meet its objectives. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Asset Strategy at info@assetstrategy.com.

To view a copy of our Customer Relationship Summary (CRS), please CLICK HERE. https://brokercheck.finra.org/

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.

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

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