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SECTOR ETFVNQXLREBULLISHIn depth · 4/5

No single ticker was named. Real estate ETFs are one way for retail investors to get exposure. Not a recommendation.

Opportunity zone 2.0 re-rating strategy

The bull case presented: entering opportunity zone real estate via pre-certificate-of-occupancy acquisitions locks in substantial tax deferrals and capital gains exclusions, effectively boosting a standard 5% cap rate to a 7-8% effective return over a 10-year hold.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Opportunity zone 2.0 re-rating strategy · Zortix