Opportunity Zones
A powerful tax incentive for real estate investors, venture capital, private wealth, family offices and private equity.
Opportunity Zones
By leveraging our expertise in real estate development, transactions and specialty tax planning, we are uniquely positioned to help potential investors and project sponsors take advantage of the opportunity zones program, which aims to spur long-term private sector investments in low-income communities nationwide.
We can help potential opportunity zones investors understand the tax planning and compliance implications of such an investment. And we can help real estate companies and business owners integrate the program in their capital stack when applicable.
Stay one step ahead with valuable and timely OZ thought leadership.
Project sponsor services
- Financial modeling showing the after-tax impact of OZ benefits and recommending strategies to optimize the capital stack
- Projected financial statements for private placement offerings
- Tax structuring for opportunity zone compliance
- Semi-annual OZ compliance testing
- Cost segregation studies to enhance returns through accelerated depreciation recovery
- Construction audit services to ensure adherence to construction contract terms
- Fund administration and investor relations
