Structured a Qualified Opportunity Zone (QOZ) Fund for the expansion of a nonprofit senior center in cooperation with a private developer. Work included development of fund formation documents, educational materials and partnership agreements.
Organization and documentation of QOZ Fund to purchase/renovate Elkhart Hotel in Indiana.
Advice regarding organization of QOZ Fund by economic development entity for spec project (100,000 square feet of industrial development) to attract new companies/jobs to Southwest Michigan community.
Advice regarding organization of QOZ Fund to assist faith-based nonprofit entity promoting development in urban areas of Great Lakes region, including partnering with for-profit ventures.
Advice regarding using QOZ Fund and benefits to assist rebuild and reinvestment in Florida area recovering from hurricane damage.
Advice regarding organization of QOZ Fund by economic development entity for multi-project development to attract new companies/jobs to West Michigan community.
Advice regarding organization of QOZ Fund to acquire/develop movie theatre project and spinoff development in Detroit area.
Advice regarding organization of QOZ Fund to redevelop urban properties held by Landbank in central Michigan community to attract new users/employers and related jobs.
Advice to investors regarding QOZ Fund investments and verifying compliance of those QOZ Funds with QOZ tax compliance requirements.
Multiple presentations to national and Michigan audiences of real estate developers, economic developers, investors, financial advisors, bankers, accountants and attorneys regarding QOZs.