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About OZ Specialist

Leading experts in Opportunity Zone investment consulting and compliance

Your Trusted Opportunity Zone Investment Partner

OZ Specialist is a premier consulting firm specializing exclusively in Opportunity Zone investments. With over 15 years of combined experience in real estate, tax law, and investment management, we help investors maximize their returns while ensuring full compliance with IRS regulations.

$2.5B+ OZ Transactions Analyzed
500+ Properties Evaluated
200+ Clients Served
98% Client Satisfaction

Our Leadership Team

JS

John Smith

Founder & CEO

Former Big 4 tax partner with 20+ years of experience in real estate taxation and Opportunity Zone regulations. Led over $1B in OZ transactions.

Education: JD, Harvard Law School

Certifications: CPA, CFP

Experience: 20+ years

MJ

Maria Johnson

Chief Investment Officer

Former institutional real estate investment manager with expertise in market analysis, due diligence, and portfolio optimization across Opportunity Zones.

Education: MBA, Wharton School

Certifications: CFA, CCIM

Experience: 15+ years

RB

Robert Brown

Head of Compliance

Former IRS attorney specializing in Opportunity Zone regulations and compliance. Ensures all client investments meet IRS requirements and maximize tax benefits.

Education: JD, Georgetown Law

Certifications: LLM in Taxation

Experience: 12+ years

Our Approach to OZ Investment Consulting

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Client-Focused Strategy

We develop customized investment strategies based on your specific financial goals, risk tolerance, and timeline. Every recommendation is tailored to your unique situation.

📊

Data-Driven Analysis

Our recommendations are based on comprehensive market analysis, financial modeling, and due diligence. We use advanced analytics to identify the best investment opportunities.

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Compliance First

We ensure every investment meets IRS requirements and maintains your tax benefits. Our compliance-first approach protects your investment and maximizes returns.

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Ongoing Partnership

We provide continuous support throughout your investment lifecycle, from initial strategy development to exit planning and tax optimization.

Professional Certifications & Credentials

CPA

Certified Public Accountant

CFA

Chartered Financial Analyst

CCIM

Certified Commercial Investment Member

CFP

Certified Financial Planner

What Our Clients Say

OZ Specialist's expertise in Opportunity Zone regulations saved us from a costly compliance mistake. Their thorough analysis and ongoing support have been invaluable to our investment success.

JS

John Smith

Real Estate Developer, Miami

The team's market analysis and property evaluation helped us identify a development opportunity that has exceeded our return expectations. Their professional approach and attention to detail are exceptional.

MJ

Maria Johnson

Investment Advisor, Austin

Working with OZ Specialist has been a game-changer for our investment strategy. Their tax optimization expertise has resulted in significant savings while maintaining strong returns.

RB

Robert Brown

High Net Worth Investor, Denver

Ready to Work with OZ Specialists?

Schedule a consultation with our team of experts to discuss your Opportunity Zone investment goals and explore how we can help you maximize your returns.