OZ Advisory Services
For Investors (Individual & Institutional), evaluate and implement strategies to defer and potentially reduce capital gains taxes and access new real estate and business opportunities while supporting impact-oriented projects.
We Provide:
- Commercial real estate brokerage services to acquire the land for the project development as multiresidential/ industrial/ hotel/ retail and other Potential Uses.
- Coordinate with the Substantial Improvements for the exisitng building.
- Advise in project feasiblity study with a Commercial and Business Valuation core capability in Texas State.
By streamlining fund creation, compliance, and stakeholder collaboration, we can help investors and developers maximize both tax benefits and community impact.
Opportunity Zone (OZ) Expert Services
Fund Formation & Compliance
- Create Qualified Opportunity Funds (QOFs).
- Ensure legal and tax compliance (e.g., Form 8996).
Tax Strategy
- Assess capital gains deferral and basis step-ups.
- Manage key deadlines, including the 180-day window.
Project Feasibility
- Verify OZ eligibility and market viability.
- Conduct financial modeling and due diligence.
Deal Structuring & Execution
- Balance equity and debt while meeting OZ rules.
- Draft legal documents working with a legal counsel and support fundraising.
Ongoing Oversight
- Monitor annual compliance and asset testing.
- Advise on refinancings, repositioning, or strategy pivots.
Exit Planning
- Optimize exits post five, seven, or ten years.
- Guide dispositions, rollovers, and estate considerations.
Community Engagement
- Coordinate with local stakeholders.