Working with, and on behalf of, investors as well as the public and private sectors, we aggregate quality projects, deploy capital profitably, and create more inclusive economic opportunity across Wisconsin’s urban and rural communities.
The Fund & Strategy
Wisconsin’s first statewide, diversified and tax-advantaged Opportunity Fund.
Long-term Income & Appreciation
Capital Gains Tax Liability Reduction
Geographic, Sponsor & Asset Class Diversification
Public- & Private-Sector Support
Positive Social Impact
Wisconsin’s Opportunity Zones
Badger State Opportunity Fund will invest exclusively in Wisconsin’s Opportunity Zones, which are widely distributed across 60 of the state’s urban and rural communities in 44 counties.
Opportunity Fund Benefits
How the Opportunity Zones and Qualified Opportunity Fund Can Benefit You & Wisconsin
Investors now can:
Unlock the capital gains in their appreciated assets.
Invest the capital gains through a qualified opportunity fund, and defer taxes.
Reduce any federal and state capital gains tax liability associated with the initial investments sold.
Pay as little as $0 in capital gains taxes for appreciation related to long-term opportunity zones-based investments.
Wisconsin Diversified Investments, LLC
500 College Ave. Racine, WI 53403
© Wisconsin Diversified Investments, LLC
IMPORTANT MESSAGE: www.WIDiversified.com is a website owned and operated by Wisconsin Diversified Investments, LLC (“WDI”). This website is intended for general information purposes. This website is not intended to provide any accounting, legal, regulatory, tax, or investment advice or recommendations. No information contained on this website constitutes an offer, or a solicitation to buy or sell any security or fund in any jurisdiction. WDI is not a registered broker, dealer, investment advisor, investment manager or registered funding portal.