Who Can Benefit - OZ Stakeholders
Investors (Individual & Institutional)
- Tax Deferral & Reduction: Evaluate and implement strategies to defer and potentially reduce capital gains taxes.
- Portfolio Diversification: Access new real estate and business opportunities while supporting impact-oriented projects.
Real Estate Developers
- Project Structuring: Ensure compliance when building or redeveloping properties in OZ-designated areas.
- Financing & Capital Stack: Identify and optimize equity, debt, and incentive-based funding sources.
Business Owners & Entrepreneurs
- Startups in OZs: Gain access to capital through Qualified Opportunity Funds (QOFs).
- Expansion Plans: Leverage tax benefits when moving or growing operations in OZ locations to attract additional investment.
Fund Managers & Sponsors
- Fund Formation & Compliance: Launch and maintain QOFs in line with evolving regulations.
- Investor Relations: Provide transparent reporting, strong risk management, and compliance oversight.
Local Governments & Community Organizations
- Community Development: Partner on projects that revitalize distressed areas and draw long-term investment.
- Stakeholder Engagement: Balance the interests of community members, developers, and investors to foster inclusive growth.