OZ INVESTED is an exclusive Opportunity Zone investment firm built to manage every aspect of your investment. OZ INVESTED is the first firm to combine tax attorneys, real estate attorneys, business attorneys and commercial real estate professionals under one name.
OZ INVESTED plays quarterback for our clients on opportunity zone investments. We guide our clients through every stage of their opportunity zone investment while still providing clients complete control. Our firm helps clients find the best opportunity zone investment property by utilizing commercial real estate data analytics to identify only the most profitable investments from our Opportunity Zone database. Our tax attorneys then work with our clients to create an investment structure unique to their needs and walk them through the initial investment stages. Our attorneys will then help our clients set up their Qualified Opportunity Fund and Qualified Opportunity Zone Business and help them make their investments.
When it comes time to acquire the opportunity zone property, our extensive commercial real estate network allows our firm to ensure our clients receive the best deals before our real estate attorneys close the transaction. Upon acquiring the property, our tax attorneys will ensure Qualified Opportunity Zone Business compliance and test compliance throughout the investment. Additionally, our fund administrators will test and certify Qualified Opportunity Fund compliance and file Forms 8996 & Form 8997 with the IRS each year. When it is time to sell, our tax attorneys work together with our business attorneys to help clients develop an exit plan that maximizes returns.
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