Preferred Equity & Mezzanine Financing in OZ Deals

In this Masterclass, an expert instructor breaks down how preferred equity and mezzanine financing can be strategically layered into Opportunity Zone deals — covering capital stack structuring, investor protections, and the unique compliance considerations that arise when subordinate debt and equity meet OZ tax requirements.

What’s covered:

• Overview of preferred equity and mezzanine debt structures in the OZ capital stack
• Key differences between mezzanine financing and traditional senior debt in OZ transactions
• Investor protections, preferred returns, and waterfall provisions in OZ deals
• Compliance risks and QOF/QOZB considerations when layering subordinate financing
• Real-world structuring examples and negotiation dynamics between capital providers