Zephyr Opportunity Zone Fund

Bespoke Opportunity Funds

Zephyr offers Qualified Opportunity Zone consultation services as well as strategy advice for how to use QOZ legislation to the greatest effect in each situation, including Zephyr’s Qualified Opportunity Fund set up service.

Qualified Opportunity Zones offer unique benefits to developers and investors. In addition to raising money for Zephyr Fund I projects, Zephyr offers a bespoke Qualified Opportunity Fund set up service. Developers can use this to have a fully formed QOF and prospectus for a specific project or a group of projects. Investors can use bespoke QOFs to roll over gains into a fund they control and can use to invest in projects they choose. Structured correctly, once investor money is rolled over into the fund it can be held as working capital for 31 months. This gives developers the ability to roll their gains over from one project to the next or hold investor money until projects are entitled, and it gives investors the flexibility to look for investments for a longer period of time and not be rushed into making a decision.

Real Estate Consultancy

Zephyr offers real estate consulting services for developers, investors, and business owners. These services include consulting on acquisitions, equity raising strategies, joint venture and partnership formation and structure, deal analysis and proforma creation.

For Developers

Joint Venture Structure and Negotiation

Partnership Introductions

Capital Stack Structure

Fund Set Up – To Attract Equity

Fund Administration

Acquisitions – Identification, Site Analysis, Brokerage

Project Proformas

Project Analysis – Identification of Strengths and Weaknesses

For Investors

Investment Analysis – Funds, Real Estate Assets

Market Advice

Fund Set Up – For Own Equity

QOZ Benefits

For Developers

- Set up a QOF for a specific project

- Set up a QOF for a prospective portfolio of projects (best for developers experienced in a type of product and area that is conducive to QOZ legislation)

- Roll over developers gains into another project

- Offer QOZ benefits to existing investors

- Option for Zephyr to manage and handle all QOZ related inquiries

For Investors

- Maintain control over equity and avoid comingling

- Gain valuable time in choosing a project to roll over into

- Entrepreneurs can roll gains over into another project or business

- Roll non-real estate gains over into a real-estate project

- Only option to defer and partially exclude non-real estate gains

Consultation

Each situation is unique and can benefit from QOZ legislation in different ways; investors are encouraged to contact Zephyr for a full evaluation and strategy suggestion.

Primary Areas

Hollywood & Koreatown

Booming development and continued growth over decades that shows no sign of slowing down.

South LA

Hollywood & Koreatown

One of the only areas in Greater Los Angeles with reasonably priced property; ideal for growth and construction of permanent supportive housing.

Fresno, CA

Hollywood & Koreatown

Fresno, CA

Growing city in the heart of the San Joaquin, located between San Francisco and Los Angeles on the upcoming California High Speed Rail line.

Qualified Opportunity Zone Experts & Real Estate Consultants

Qualified Opportunity Zone Experts & Real Estate Consultants

Bespoke Opportunity Funds

Real Estate Consultancy

QOZ Benefits

For Developers

For Investors

Consultation

Articles

Primary Areas

Hollywood & Koreatown

Hollywood & Koreatown

Hollywood & Koreatown

South LA

Hollywood & Koreatown

Hollywood & Koreatown

Fresno, CA

Hollywood & Koreatown

Fresno, CA

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