EIG mortality community image

Learn about Opportunity Zones

Enacted as part of the 2017 Tax Cuts and Jobs Act, Opportunity Zones incentivize investors to make long-term investments in low-income communities. The objective is for investors to make an impact in middle America while preserving capital gains and generating significant returns. Opportunity Zones are a new formula for the public and private sectors to […]

Read More

Opportunity Zones – A Resource Guide

Investors are always looking for the next big thing. Recently, Opportunity Zones have become the hot new buzzword. These Zones are based on low-income census tracts across America. More than 75% have been designated in metropolitan areas near transit hubs. This has piqued investor interest. When I started working in Opportunity Zones, the term did […]

Read More

Investing in Opportunity Zones – Georgetown Conference

Last week I was invited to speak at Georgetown University for the CDFA Conference on Investing in Opportunity Zones. For readers unaware, Opportunity Zones are tax havens for investors who are interested in deferring capital gains by investing in urban communities. At Golden Door Asset Management, we are based in Newark, a sizable zone with […]

Read More

Investment Guidelines for 2015

Seek Growth for the rest of the year. Investing in Stocks over Bonds – Focus on safety of principal with a relative yield. Stocks offer that yield over fixed-income assets in today’s zero rate environment. International Investing – The strong dollar has continued to rally based on the rich fundamentals of the U.S. economy. Use this to […]

Read More