About Sam Hales
Sam Hales manages Qualified Opportunity Fund investments. Profile data is currently limited; verify all details directly with the sponsor before investing.
Sam Hales Opportunity Zone Funds (1)
Every Qualified Opportunity Fund currently or previously managed by Sam Hales, in our directory.
Investor questions about Sam Hales
Common information investors ask about this sponsor. Verify all details directly with the firm before investing.
How many QOFs do they run?
1 fund in our directory.
Minimum investment?
Varies by fund. Contact sponsor.
Accredited investors only?
Most QOFs require accredited investor status. Confirm with sponsor.
Hold period?
10+ years typical for the OZ 10-year tax-free exclusion. Some funds have 7-year minimums.
Disclaimer. This profile is informational only and is not investment, tax, or legal advice. Opportunity Zone Invest is not affiliated with Sam Hales, is not a registered investment advisor or broker-dealer, and is not soliciting investment in any fund. Verify all details directly with the sponsor. Past performance does not guarantee future results. QOF investments are illiquid, typically accredited-only, long-duration, and may result in total loss of capital.