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Tax Efficiency

 A Qualified Opportunity Zone (QOZ) is an economically distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment.  Localities qualify as QOZs if they have been nominated for that designation by a state, the District of Columbia, or a U.S. territory and that nomination has been certified by the Secretary of the U.S. Treasury via his delegation of authority to the Internal Revenue Service (IRS).

A QOZ Investment for 10 years or more may provide complete Capital Gains Tax forgiveness, making the program one of the single most tax efficient vehicles ever available.

Abraham + Martin Offers a Comprehensive Suite of Opportunity Zone Services for Funds, Investors and Landlords

Opportunity Zone Services

Acquisitions

Acquisition services begin with developing a thorough site selection rubric based on your investment objectives.  Once we have defined your deal profile we will identify corresponding on and off-market assets, develop LOI’s and finalize the acquisition at the best terms obtainable.

Dispositions

If your property is within a QOZ, the disposition strategy must pay deference to its privileged tax class. A+M will identify the ideal QOF to acquire the property and realize the highest possible sale price.


Analysis

A+M provides project analysis services for investors and funds to determine the ideal asset-based business plan. Our analysis considers the highest and best use,  rent projections, tax cast, ideal capital structure,  reversion value, and capital improvements necessary to realize the project. 

Stabilization

Permanent financing and Lease-Up are critical to project success. A+M will develop the best OZ specific financing available after we source the ideal tenant, negotiate and consummate a lease. 


Fund +
Site Selection

Abraham + Martin provides investment analysis of OZ funds on an asset level for investors. In addition A+M provides asset analysis for funds, ensuring the acquisition value and income projections meet return thresholds. 

JV + Development

A+M provides Fee Development services and pairs investors with development partners based on the project profile. 

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Abraham + Martin

560 Sylvan Avenue

Englewood Cliffs, New Jersey 07632
646.504.0727 | info@abrahammartin.com