Key Takeaways
- Portfolio premiums of 5-15% above aggregate individual values are possible for well-structured platforms.
- Phased dispositions over 2-5 years can optimize market timing and tax planning across entities.
- Entity-by-entity exits maximize value by matching each asset to its natural buyer.
- Tax coordination across entities prevents inadvertent bracket compression from selling everything in one year.
- Opportunity Zone investments under IRC §1400Z-2 can defer and potentially eliminate gains from multi-entity exits.
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Test Your Knowledge
1.What portfolio premium is possible when selling a well-structured multi-entity platform to a single buyer?
2.What is the investment deadline for deferring capital gains through an Opportunity Zone Fund?
3.What happens to appreciation on an Opportunity Zone investment held for 10+ years?