FREE WEBINAR · VANA PARTNERS × THESIS DRIVEN

Defer the Tax on Your Big Gain: QOZ 2.0, Explained

Sell an asset you've held a long time and the federal government takes up to 23.8% of the gain — 20% long-term capital gains plus the 3.8% net investment income tax, before your state takes its share. In July 2025 the One Big Beautiful Bill Act made Opportunity Zones permanent and rewrote how they work. One hour, plain English, no real estate background required.

Fri 23 Oct12:00PM ET | 60 min | Zoom
  • 0:00The math on a real gain — what deferral is worth in dollars on a $5M sale
  • 0:08What QOZ 2.0 changed — the five things the 2025 law did
  • 0:18What a Qualified Opportunity Fund actually is — versus a 1031, a DST, or a REIT
  • 0:28The clock, and the December 31 line — the 180-day window and why a Q4 gain may want to land in January
  • 0:38How to tell a real fund from a bad one — sponsor backing, fees, reporting
  • 0:46How you'd actually do it — minimums, accreditation, documents, timeline
  • 0:52Open Q&A, nothing pre-screened

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Free · Educational only · No fund or security will be offered on this session

THE ARITHMETIC

A $5,000,000 gain, two ways

Federal tax only. Illustrative — not a projection of investment results.

Capital gain$5,000,000$5,000,000
Federal tax at 23.8%−$1,190,000$0
Tax due inApril 20272032
Taxable amount at year 5—$4,500,000
Dollars working for you$3,810,000$5,000,000

The new law steps up your basis by 10% of the deferred gain at year five — 30% for a qualified rural fund — so you're taxed on less than you deferred. Hold ten years and the appreciation on top comes out free of federal tax. State treatment varies.

YOUR HOSTS

Dubi Ajukwu

CO-MANAGING PARTNER, VANA PARTNERS

Prior to founding VANA he was a Vice President of New York Development at The Related Companies, and before real estate a private equity investor at Global Infrastructure Partners and an investment banker at Morgan Stanley. Dartmouth; J.D., Harvard Law School.

Chuchu Ajukwu

CO-MANAGING PARTNER, VANA PARTNERS

Prior to founding VANA he was Director of Development at Tricap Properties and a Development Associate at Tishman Speyer, and before real estate a private equity investor at Tenex Capital Management and an investment banker at J.P. Morgan. Dartmouth; MBA, Harvard Business School.

Paul Stanton

PARTNER, THESIS DRIVEN

A capital markets banker by background, he has funded over $1 billion of real estate projects and platforms. He'll be asking the questions and keeping the jargon out.