Complex financial transactions require professional experience from a number of players to ensure smooth operation for qualified opportunity funds, businesses, and real estate developers. The following service providers are recommended by OpportunityDb to Opportunity Zone participants.
If you would like your service firm to be listed here, please contact [email protected]
Fund Administration
Fund administration firms provide back- and middle-office administration of complex financial transactions common in private equity and commercial real estate investing as well as compliance reporting.
Agora AltX (Phoenix, AZ)
Agora AltX uses distributed ledger technology to provide records of financial transactions. They also provide OZ eligibility testing at the fund and business level, and sub-accounting and documentation management at the investor level. More info: Visit AgoraAltX.com
NES Financial (San Jose, CA)
NES Financial specializes in EB-5 and Opportunity Zone fund administration. They have developed a best-in-class online fund performance portal for fund managers and investors. NES Financial services more than 190 funds and administers over $20 billion annually. Listen to NES executive vice president Reid Thomas’ interview on the Opportunity Zones Podcast. More info: Visit NESFinancial.com
Fund Development
OZ Pros (Charlotte, NC)
Ashley Tison and Jimmy Atkinson at OZ Pros offer fund formation and fund management services for those looking to start a Qualified Opportunity Fund and/or Qualified Opportunity Zone Business. Listen to Ashley’s interview on the Opportunity Zones Podcast. More info: Create an Opportunity Zone Fund at OZ Pros
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Legal Advisory
Baker McKenzie (National)
Baker McKenzie is the largest law firm in the country, with a headcount of over 6,000 lawyers. The firm specializes in tax law and fund structuring and has thus far been one of the leading law firms for the Opportunity Zones industry. Listen to Baker McKenzie partner Steve Schneider’s interview on the Opportunity Zones Podcast. More info: Visit BakerMcKenzie.com
Duval & Stachenfeld (New York, NY)
Founded in 1997, Duval & Stachenfeld is a New York-based law firm that specializes in complex real estate transactions. Their practice areas include corporate, finance, fund formation, joint ventures, tax, and of course Opportunity Zones. Listen to D&S partner Jessica Millett’s interview on the Opportunity Zones Podcast. More info: Visit DSLLP.com
GreenbergTraurig (Tampa, FL)
Leading Opportunity Zones tax expert James O. Lang at GreenbergTrauig represents funds, investors, lenders, community development entities, and project sponsors in complex transactions requiring incentive financing through programs such as Opportunity Zones, NMTC, and other tax credits. More info: Visit GTLaw.com
Reihsen & Associates (Dallas, TX)
Reihsen & Associates, led by four-decade attorney Gerry Reihsen, is a law firm that assists clients in optimizing their businesses, raising capital, undertaking mergers & acquisitions, and negotiating and completing contractual arrangements of all types. The firm has a special expertise in structuring investment funds, syndications, and businesses under the Opportunity Zone statute. Listen to Gerry’s interview on the Opportunity Zones Podcast. More info: Visit Reihsen & Associates
Saul Ewing Arnstein & Lehr (Miami, FL)
Saul Ewing partner Ronald Fieldstone is a tax law expert in the EB-5 and Opportunity Zones space. He and the other attorneys at Saul Ewing help guide developers, investors, business and property owners, and other real estate participants by structuring qualified opportunity funds, analyzing OZ investment opportunities, assisting with financing, and providing ongoing compliance. More info: Visit Saul.com
Taxation & Accounting Advisory
CohnReznick (Baltimore, MD)
CohnReznick tax practice partner Tim Trifilo advises clients on structuring and forming private equity funds and public and private REITs, specializing in opportunity funds, venture capital, and institutional investing. More info: Visit CohnReznick.com
Novogradac & Company (San Francisco, CA)
Novogradac managing partner Mike Novogradac has been a leading educator in the Opportunity Zones space since the Act was passed in late 2017. He has more than 30 years experience in real estate taxation, specializing in affordable housing, community development, historic preservation, and renewable energy. Listen to Mike’s interview on the Opportunity Zones Podcast. More info: Visit Novogradac.com
RubinBrown (Princeton, NJ)
RubinBrown partner Tony Nitti is a contributor to Forbes and AICPA’s Tax Adviser magazine. He has 20 years of tax accounting experience focusing on corporate and partnership tax planning. Listen to Tony Nitti’s interview on the Opportunity Zones Podcast. More info: Visit RubinBrown.com
Opportunity Zone Services
Coasis Coalition Companies PB LLC (Dallas, TX)
Coasis Coalition Companies PB LLC is a public benefit company that provides support, services and products to the Opportunity Zone ecosystem. Among other services to the industry, Coasis provides consulting to government economic development agencies, real estate developers, Opportunity Zone-located businesses, Qualified Opportunity Zone Funds, and impact investors as to the strategies to best make use of the Opportunity Zone capital and Opportunity Zone tax benefits. Coasis also organizes highly transaction-oriented conferences and other events which also provide professional education and advancement to Opportunity Zone participants. Listen to founder Gerry Reihsen’s interview on the Opportunity Zones Podcast. More info: Visit CoasisCoalition.com
