Creating Unique OZ Capital Stacks

In this Masterclass, Graham Allison of OZ Development Group explores the art of structuring creative and differentiated capital stacks for Opportunity Zone investments — walking through how to layer equity, debt, and alternative financing sources to optimize returns while maintaining OZ compliance.

What’s covered:

• OZ capital stack fundamentals vs. traditional real estate financing
• Strategies for layering senior debt, mezzanine financing, and equity
• Incorporating Historic Tax Credits, New Markets Tax Credits, grants, and local subsidies
• Balancing investor returns with OZ regulatory and timeline requirements
• Real-world examples of unique, high-performing OZ capital stacks