INDIVIDUAL OPPORTUNITY ZONE FUNDS
“DIRECTED INVESTMENTS WITH TAX BENEFITS”
InvestNewMexico.us, LLC is enabling individuals (with substantial capital gains) to pick their investments in New Mexico businesses or properties (in Opportunity Zones) and gain the tax incentives of Opportunity Zone investments.
InvestNewMexico.us will establish a unique Opportunity Zone Fund for each individual where capital gains are placed for investment. Individuals may pick and choose from investment opportunities identified and vetted by InvestNewMexico.us that meet their investment goals and positively impact their communities.
InvestNewMexico.us is currently reviewing investment opportunities in:
InvestNewMexico.us will establish a unique Opportunity Zone Fund for each individual where capital gains are placed for investment. Individuals may pick and choose from investment opportunities identified and vetted by InvestNewMexico.us that meet their investment goals and positively impact their communities.
InvestNewMexico.us is currently reviewing investment opportunities in:
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Investments in New Mexico businesses operating in one of the 63 Opportunity Zones in New Mexico will seek to: 1. Protect investor’s principle and offer a reasonable rate of return, 2. Create good paying jobs, 3. Support small and local businesses, and 4. provide a path for New Mexico College graduates to find careers in the state.
InvestNewMexico.us will charge a placement fee, and management fee based upon performance of the OZ Fund.
Management
Each Fund is managed by Michael Segura, a registered investment advisor and a Native New Mexican with extensive experience in raising capital and running businesses. Advisors include Leticia Montoya, Kenneth Segura Knoll, Karl Dakin, President Dakin Capital LLC, and John C Moore, Executive Director for STEPS, Albuquerque's Entrepreneur Resource Team. NES Financials is providing complete “back office” support services.
OZ Overview
The Opportunity Zones program was established by Congress in the 2017 Tax Cut and Jobs Act as an innovative approach to spurring long-term private sector investments in low-income urban and rural communities nationwide. A Qualified Opportunity Zone Fund is an investment vehicle, certified by the U.S. Treasury Department, organized for the purpose of investing in a qualified opportunity zone property or business.
Investors in Opportunity Zones benefit from an immediate deferral in capital gains taxes. If the investment is held for five years, the capital gains taxes are reduced by 5%. If the investment is held for ten years, all capital gains on the investment are waived.
InvestNewMexico.us will charge a placement fee, and management fee based upon performance of the OZ Fund.
Management
Each Fund is managed by Michael Segura, a registered investment advisor and a Native New Mexican with extensive experience in raising capital and running businesses. Advisors include Leticia Montoya, Kenneth Segura Knoll, Karl Dakin, President Dakin Capital LLC, and John C Moore, Executive Director for STEPS, Albuquerque's Entrepreneur Resource Team. NES Financials is providing complete “back office” support services.
OZ Overview
The Opportunity Zones program was established by Congress in the 2017 Tax Cut and Jobs Act as an innovative approach to spurring long-term private sector investments in low-income urban and rural communities nationwide. A Qualified Opportunity Zone Fund is an investment vehicle, certified by the U.S. Treasury Department, organized for the purpose of investing in a qualified opportunity zone property or business.
Investors in Opportunity Zones benefit from an immediate deferral in capital gains taxes. If the investment is held for five years, the capital gains taxes are reduced by 5%. If the investment is held for ten years, all capital gains on the investment are waived.
For more information contact:
Kenneth Segura Knoll
6565 Americas Pky, Suite 200
Albuquerque, New Mexico 87110
Tel: (505)563-5724
email: ksknoll@InvestNewMexico.us
Kenneth Segura Knoll
6565 Americas Pky, Suite 200
Albuquerque, New Mexico 87110
Tel: (505)563-5724
email: ksknoll@InvestNewMexico.us