Opportunity Zone Consulting and Investment Services

O-Zone Reinvestment Advisors (OZRA) is a consulting firm that serves developers, investors and other professionals in connection with Opportunity Zone transactions.

The firm aims to provide a one-stop shop for clients to creatively structure their transactions and find the resources needed to bring a deal to closing. OZRA’s team has broad experience in closing transactions in areas that are now identified as Opportunity Zones. Our services include:

Consulting

Working with you to develop requests for proposals (RFPs) related to Opportunity Zone equity and to structure investments into qualified projects.  Specifically, OZRA assists communities and municipalities in leveraging the O-Zone program to accomplish their priorities.  OZRA listens to the client’s goals and priorities and will design an RFP or program targeted to meet those objectives.

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Education

OZRA is a resource for those who seek to understand the Opportunity Zone program.  OZRA routinely provides education about the O-Zone program by presenting webinars, meeting with individual developers and investors about specific projects, meeting with small groups of investors and professionals and providing input to groups about the program.

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Financial Modeling

OZRA has developed a host of several different financial models to test your investment or project against market terms and conditions.  We build models to vet your deals and meet requirements by lenders and investments.

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Legal Documentation

OZRA is a consulting company and does not provide legal services to clients directly; however, OZRA brings to its clients, as needed, the legal expertise needed to close the financial and real estate aspects of O-Zone deals.  OZRA also provides clients with accounting firms who know the ins and outs of the O-Zone program.

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Opportunity Fund Formation

For the investor, we can assist you with the qualified opportunity fund formation process. Then, let us help you find and invest in O-Zone projects.

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