Turnkey Opportunity Zone Services
Our highly experienced executive team provides premier quality, speed, and coordination for turnkey documentation and certification for Opportunity Zone projects. From beginning to end, our team will help you create an investment strategy and fund plan, create and customize legal documents, set up all required entities, and ensure your new Opportunity Fund meets emerging IRS regulations. We offer the only true one-stop service in the Opportunity Zone industry, including fund setup and initial documentation, marketing support when needed, and ongoing compliance services to ensure all investors receive expected tax benefits.
Bespoke Opportunity Zone Project Documentation
Our team draws on years of institutional experience at the top law firms, private equity funds, and management consulting firms in the U.S. to craft world-class project materials, including the full offering package needed to sign investors to your new Qualified Opportunity Fund. Our team’s track record actively overseeing over $500M in real estate investments means that we are uniquely positioned to create fund structures and true custom supporting documentation that meets our client’s varied needs. You are investor-ready from day one.
Marketing your Qualified Opportunity Fund
From preparing professional, clean pitch decks, brochures, and a web presence for your Qualified Opportunity Fund to advising on the best conferences and events to target, our expertise in raising over $200M in alternative financing for blue-chip real estate developers informs our industry-leading marketing advice. After years advising Fortune 500 companies at Boston Consulting Group and operating the industry’s leading EB-5 consulting firm, our executives have unique insight onto marketing best practices for Qualified Opportunity Funds.
24/7 Compliance Support
Whether you are investing passively in a Qualified Opportunity Fund or establishing a single-investor single-asset fund or a larger Qualified Opportunity Fund, reliable, reputable compliance advice from a time-tested team is of the essence. With Opportunity Zone regulations constantly evolving, we are with you every step of the way to ensure uninterrupted compliance with the federal regulations required to take advantage of the full tax benefits of the Opportunity Zone Program.