Opportunity Zone Investment Specialist
Maximize Tax Benefits • Identify Prime Properties • Ensure Compliance
Our OZ Investment Services
Investment Strategy Consulting
Develop comprehensive OZ investment strategies tailored to your financial goals, risk tolerance, and timeline. We analyze market conditions and identify optimal investment opportunities.
Learn MoreProperty Identification & Analysis
Our team identifies and evaluates OZ-eligible properties, conducting thorough due diligence on market conditions, development potential, and compliance requirements.
Learn MoreTax Optimization
Maximize your tax benefits through strategic planning, including capital gains deferral, basis step-up strategies, and long-term tax-free appreciation planning.
Learn MoreQOF Formation & Management
Assist with Qualified Opportunity Fund formation, compliance management, and ongoing fund administration to ensure IRS requirements are met throughout the investment lifecycle.
Learn MoreOZ Investment Tools & Resources
OZ Zone Lookup Tool
Quickly verify if any property is located within a designated Opportunity Zone using our integrated Treasury Department mapping tool.
ROI Calculator
Calculate potential returns and tax savings for your Opportunity Zone investment with our comprehensive ROI calculator.
Compliance Deadline Tracker
Track important deadlines and requirements for your Opportunity Zone investment to ensure compliance and maximize benefits.
Client Success Stories
OZ Specialist helped us structure a $5M investment that resulted in $1.2M in tax savings over 10 years. Their expertise in compliance and property analysis was invaluable.
We were skeptical about Opportunity Zones until we worked with OZ Specialist. They identified a property that appreciated 40% in 3 years while providing significant tax benefits.
The team's knowledge of OZ regulations saved us from a costly compliance mistake. Their ongoing support throughout the investment lifecycle has been exceptional.
Ready to Maximize Your OZ Investment Potential?
Schedule a free consultation with our Opportunity Zone specialists to discuss your investment goals and explore tax-saving opportunities.