(HIP on CNBC) Can $2 Trillion Invested in Opportunity Zones Positively Impact the Poor – and Portfolio Returns?

HIP on CNBC.com
‘Amid a crisis of inequality, $2 trillion of tax-free investing in Opportunity Zones could benefit both rich and poor’


CNBC.com‘s focus on Impact Investing highlights the latest financial and capital markets innovations, including ESG (environmental, social, governance) and sustainable investing.

HIP’s CEO R. Paul Herman and Impact Investing Analyst Noah Strouse authored a feature on how Opportunity Zones have emerged from new tax law, and could be a force to lift more poor from poverty.  The feature includes additional insights from Eric Glass of Alliance Bernstein, Kristin Hull of NIA Global Impact, and Steve Godeke, advisor to families, foundations and advisors seeking impact and profit.  Read the article to learn how:

  • $2 trillion in un-realized gains could be invested
  • 8,700 Opportunity Zones are investable based on low income and high poverty ratios
  • Investors can fund new ventures, business expansions, real estate and infrastructure in Opportunity Zones
  • 10 years of capital gains could be free of tax
  • Yet Opportunity Zone law is lacking impact metrics
  • HIP’s Impact Ratings include 3,000+ US counties (see color coded map below of counties containing Opportunity Zones) which can be used to track and measure impact — including the HIP 5 Pillars of health, wealth, earth, equality, trust — for investors and portfolios
Read the full HIP feature on CNBC.com to learn how ESG investors can invest with impact to reduce poverty (UN SDG-1), potentially avoid capital gains taxes, and spur new investment in low-income areas.
Read The Full Feature On CNBC.com HERE