Services

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Zephyr offers several items that are included in the Qualified Opportunity Fund set up package as separate services. For more information on any of the services below please contact Elizabeth Humphreys at (646) 275 2896 or ehumphreys@zephyroz.com

Proforma Creation 

Zephyr can create a proforma for a real estate project or business with multi-year projections and IRR calculations. Zephyr will consult with the prospective client on the purpose and complexity of the proforma needed prior to engaging. 

Marketing Brochures & Presentations

Zephyr produces marketing materials and brochures for real estate projects. Pricing will depend on if Zephyr is requested to produce copy or if all written material is provided by the client. These can be used either to attract investors or as presentations to industry professionals. 

Consulting

Zephyr offers consulting on qualified opportunity zone legislation at an hourly rate.

Fund Management

Zephyr offers a management service for funds that are set up through Zephyr. Zephyr may occasionally manage qualified opportunity zone funds that Zephyr did not create. This service is only offered to funds that pass a review process to ensure that they have been structured correctly and the necessary documentation is in place. Funds that fail this review may engage Zephyr to reconstruct the fund. 

Property Acquisition 

Zephyr can aid clients in the search for, negotiation of, and acquisition of real estate. This is offered as part of Zephyr’s Qualified Opportunity Fund management service and can be engaged separately for both QOZ properties and non-QOZ properties. 

Fund Reconstruction

Zephyr may be able to restructure funds that have not been correctly set up. This is offered on a case-by-case basis subject to review.