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Are There Any Restrictions On The Types Of Businesses That Can Receive QOF Investments?

Yes, there are restrictions on the types of businesses that can receive Qualified Opportunity Fund (QOF) investments. QOFs are designed to promote economic growth in designated low-income communities, known as Qualified Opportunity Zones (QOZs). While many businesses can benefit from QOF investments, there are certain “sin businesses” that are explicitly excluded. These include:

  1. Golf courses
  2. Country clubs
  3. Massage parlors
  4. Hot tub facilities
  5. Suntan facilities
  6. Racetracks or other facilities used for gambling
  7. Stores where the principal business is the sale of alcoholic beverages for consumption off-premises

In addition to these exclusions, a business must meet specific criteria to qualify for QOF investments. The business must:

  1. Be located within a Qualified Opportunity Zone
  2. Generate at least 50% of its gross income from active business conduct within the QOZ
  3. Have a substantial portion of its intangible property used in the active conduct of its business
  4. Maintain a minimum of 70% of its tangible property as Qualified Opportunity Zone Business Property

Please note that the regulations governing QOF investments are subject to change. Always consult with a qualified professional or the IRS for the most up-to-date information and guidance.

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