What is the DREAM Fund?
The MN-OZA DREAM Fund LP, that is, Developing Real estate in Emerging Areas of Minnesota, is focused on eligible real estate investments (new developments and substantial rehabilitation) within the Minneapolis‐St. Paul metropolitan area Opportunity Zones and those in larger communities across Minnesota. There were 128 Zones identified by Governor Dayton and now certified by the U.S. Treasury Department, the administrator of the tax incentive‐based program.
What are Opportunity Zones?
Opportunity Zones are census tracts designated by state and federal governments targeted for economic development.
Why invest in The MN-OZA DREAM Fund?
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 the MN-OZA DREAM Fund if the investment is held for 10 years.
The DREAM Fund Social Impact
Minnesota Opportunity Zone Advisors seeks to inspire and serve mission-driven individual and institutional investors to contribute to the economic and social vitality of Minnesota. We do this by funding and executing quality new and substantial rehabilitation real estate projects in Opportunity Zones that can achieve the triple bottom line across economic, social and environmental realms.
How does investing in the MN-OZA DREAM Fund LP 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:
the payment of your capital
gains until Dec 31, 2026.
the tax you owe by
up to 15% after 7 years.
tax on gains earned from
the Opportunity Fund.
Request our full disclosure to learn more.
Introducing the MN-OZA DREAM Fund
The MN-OZA Dream Fund intends to focus on investing in high-quality real estate in Minnesota with long-term growth potential.
Example potential after-tax returns
Here is an example of how much money you could potentially save on a capital gain by investing through the DREAM Opportunity Fund versus a standard stock portfolio.
Request our full disclosure to learn more about the assumptions in this section.