A Smarter Way to Refer and element Capital Gains Taxes on Real Estate Investments
Build a Custom Tax Strategy That Works for You
Option 1 - Our INW opportunity zone Fund
Tax Benefits Timeline
Start Your 1031 Exchange with Cochran Capital
Ready to take the next step in growing your wealth? Let Cochran Capital help you navigate the 1031 exchange process and invest in top-tier developments.
Option 2 -If you have a capital gain of 1M$ or more we can create a custom structure that allows you to 1031 into our realestate so you don’t pay capital gain tax or depreciation of recaptured tax.
Maximize Your 1031 Exchange Benefits with Cochran Capital
Are you ready to leverage your capital gains and reinvest in high-value, income-producing developments?
At Cochran Capital, we specialize in offering smart, strategic opportunities for 1031 exchanges. With over $1M+ in investment opportunities available, we help investors defer taxes and grow their wealth in some of the most promising real estate projects.
Are You Eligible for a 1031 Exchange?
To qualify for a 1031 exchange, you must meet these criteria:
- The property you sell must be an investment or business property.
- The replacement property must be of like-kind (similar type and use).
- The exchange must be completed within specific timeframes.
Tax Benefits Capital Gain
Capital Gains Elimination
Fund Overview
Target Net IRR¹
10%–15+%
Target Net Equity Mulitple¹
2.5x - 4.0+x
Asset Types
Multifamily Retail, other
Investment Objective
Growth
Hold Period
10-30years
(Investor preference)
Minimum Investment
$50,000
How a QOZ Fund works
STEP 1 - ACQUISITON OF PROPERTY
The QOZ will acquire land or existing land and builings within designated Opportunity Zone tracts
STEP 2 - IMPROVE THE PROPERTY
Each property will be “substantially improved” through development. There is a QOZ requirement to invest a dollar amount equal or greater to the acquisition price basis. In simplest terms, when we buy a piece of property for $5M, we must put another $5M into improving that property to meet QOZ requirements.
STEP 3 - STABILIZE THE PROPERTY
Stabilization is achieved by filling up the property with tenants, typically 90-95% occupancy.
STEP 4 - CASHFLOW, REFI OR SALE
After stabilization, the majority of value has been added to the property. At this point, the fund will take 1 of 3 actions depending on the product and market conditions.
1] Cash flow - Cash flows will be distributed to investors.
Ordinary income tax will apply to these cash flow like any
investment
2]Refi - If enough value has been added, and lending
market conditions are favorable, a new loan will be taken
out at the higher valuation, often returnin signifiant funds
to investors, tax-free
3]Sale - If the market is ripe for a sale, the gains from value
accretion can be levered into another investment tax free
STEP 5 - CASH FLOW & DEPRECIATION
Properties that have not been sold, will distribute excess funds to investors quarterly. These distributions will be taxed at ordinary income. However, due to the power of deprceiation, taxes may be reduced or eliminated for a few years.
STEP 6 - DISPOSITION OF PROPERTIES
Around the 10 year point, if the market is postive offor sale of properties, they will be sold with projected with significant capital gains.
STEP 7 - 10YR TAX-FREE EXIT (OPTIONAL)
Investors who would choose a return of capital will be able to do so at this time tax-free from long term capital gains tax (currently 23.8%), and tax-free depreciaiton recapture tax at (25%). As illustrated in an earlier slide, this projects to increases overall returns by approximately 40%. This is why QOZFs are so powerful
STEP 8- CONTINUE SNOWBALLING WEALTH CREATION TAX-FREE TO 30 years (OPTIONAL)
Investors who would like to stay in the fund can elect to continue to snowball their equity tax free until 2047, at which points all investments will be sold and the fund closed.
Key Benefits of Our Capital Gain Tax Solutions
The Opporutnity Zone Funds will consist of ground-up
development or value add projects that are able to produce viable returns before factoring in the QOZ tax benefits.
The developments are deals we would do with or without
tax incentives. They are in the path of growth in already transforming neighborhoods.
The Fund has a build-to-core strategy, meaning
development risk is taken in the early years before the
assets are stabilized and produce consistent cash flow.
Key Benefits of Our Capital Gain Tax Solutions
Defer Capital Gains Tax
Take advantage of tax deferral opportunities in Opportunity Zones, allowing you to grow your investment without worrying about immediate tax liabilities. You won’t pay taxes on capital gains until after you’ve enjoyed years of growth.
Tax-Free Gains After 10 Years
Hold your investment for a decade and enjoy tax-free gains on your real estate investment. This is one of the most effective ways to preserve wealth through real estate.
Tailored Tax Solutions
Work with Josh to develop a custom tax plan that fits your specific needs. Whether you're using 1031 Exchanges, cost segregation, or bonus depreciation, we’ll help you maximize tax benefits and minimize liabilities.
Why Choose Our Capital Gain Tax Solutions?
Tailored for Your Unique Situation
Our strategies are not one-size-fits-all. We take the time to understand your financial goals and design a tax plan that fits your needs perfectly.
Long-Term Tax Benefits
We help you take advantage of long-term tax strategies that allow you to grow your wealth over time. These strategies include tax deferral, tax-free growth, and other advanced tax-saving techniques.
Protect Your Wealth
By minimizing taxes, you ensure that more of your money stays in your pocket, allowing you to reinvest and accelerate your wealth-building journey.
Ready to Take Control of Your Financial Future?
Schedule a call with our team to learn how we can help you build wealth, reduce taxes, and regain your time.
Disclaimer
1.Targeted performance doesn’t represent an actual investment and frequently has sharp differences from actual returns. Targeted returns are inclusive of appreciation and reinvestment of distributions and are net of fees. There can be no assurance that the Fund will achieve comparable results or meet its target returns.
2.The tax benefit analysis is hypothetical and is presented for illustrative purposes only. Investors should not expect any level of returns and an investment is subject to the risk of loss. The tax analysis is subject to meeting specified deferral criteria. Please see your tax advisor for more details.