Team meeting

Opportunity Zone Investments

An alternative investment option with significant tax benefits to diversify your portfolio and serve as a powerful estate-planning tool.

Baker Tilly Capital is pleased to offer the following opportunity zone (OZ) investments. We have access to institutional-quality deal flow, focus on fundamentally-sound real estate projects, apply rigorous independent due diligence and offer professionally-structured terms.

Key considerations when reviewing OZ investments

  • What is the up-front, annual and profit-interest fee structure of the QOF?
  • Does the QOF have a shovel-ready project to ensure your capital will be invested within the required six months?
  • What is the track record of the project developer or business?
  • Does the project have strong economic fundamentals?
  • Does the QOF plan to have multiple OZ investments, which could complicate the exit strategy and jeopardize the elimination of gains?
  • Does the project forecast commensurate risk-adjusted returns?