Javelin Securities, LLC

Investment Boutique

Who We Are

Javelin Securities, LLC is an investment boutique specializing in capital-raising through its registered broker/dealer, Javelin Securities, LLC. Javelin specializes in Opportunity Zone projects to facilitate the funding of worthwhile ventures in less developed areas. The company has built a network of affiliates to source, fund, and manage deals. Currently, the group raises capital through the traditional private-placement structure through its vast connections into family offices, corporations, and wealthy individuals.

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Opportunity Zone Basics

Defer Capital Gain

Initial Benefit

Investing into a Qualified Opportunity Zone enables you to defer your a gain until 2026.

Example

An investor sells a stock with a capital gain associated with it. If the gain associated with the stock is invested in a QOZ within 180 days of the transaction date, the taxes associated with the gain are deferred

Source: irs.gov

Reduce Capital Gain

Secondary Benefit

After a 5 year holding period, your invested capital gain tax is reduced by 10%.

Example

A QOZ investment was made using eligible capital gains. Upon holding the QOZ investment for 5 years, only 90% of the original gain is subject to taxation.

Source: irs.gov

Eliminate Capital Gain

Long Term Benefit

After a 10 year holding period any gain from the QOZ investment becomes tax free.

Example

If the QOZ investment was held for ten years, an investor can elect to increase the basis of the QOZ investment to its fair market value on the date of the sale or exchange thus making any QOZ gain tax free.

Source: irs.gov