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:
Event Type Archives
OZ 2.0 Bonus Masterclass
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Tax Free Capital Gains (QOFs, QSBS, 1031s & More)
This session covers the most powerful, yet commonly misunderstood, ways investors minimize capital gains.
Structuring Opportunity Zone Deals
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Opportunity Zone PPMs & Subscription Docs
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Inside The OZ Legislation (Capitol Hill Updates & More)
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Raising Opportunity Zone Equity
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Opportunity Zone Investing Due Diligence Essentials
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Connecting OZ Sponsors, Deals, & Capital Sources
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Financing Opportunity Zone Deals
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