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 implications of such an investment and align them with investment offerings. And we can help real estate companies and business owners integrate the program in their capital stack as appropriate.

Stay one step ahead with valuable and timely OZ thought leadership.

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Investor services

Tax planning to ensure OZ investments conform to your individual tax needs
Assessment of your risk tolerance, investment objectives and other personal criteria to recommend suitable OZ investment options
Due diligence on an investment option, project sponsor and OZ tax compliance
OZ investment offerings representing a range of geographies and project types

Defer and eliminate capital gains tax with OZs

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Using the single-asset fund structure, we bring vetted OZ investment opportunities directly to our clients. Review our available investment opportunities.

Available OZ investments

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
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
Identify and source other credits and incentives
Potentially raise capital through Baker Tilly Capital (subject to diligence and an approval process)