Underwriting OZ Deals

In this Masterclass, our expert instructor (TBD) breaks down the financial and analytical frameworks behind underwriting Opportunity Zone investments — from projecting tax-advantaged returns to stress-testing deal assumptions — equipping investors, fund managers, and advisors with the tools to evaluate and structure compelling OZ deals with confidence.

What’s covered:

• Overview of the OZ investment lifecycle and key underwriting considerations
• Modeling deferred and reduced capital gains tax benefits across hold periods
• Assessing property-level fundamentals: NOI, cap rates, and return metrics in an OZ context
• Stress-testing assumptions around the 10-year step-up in basis and exit timing
• Common underwriting pitfalls and how to avoid them in real-world OZ deals