Opportunity Zones

Turn your capital gains into growth with tax planning and investment advisory. 

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You’ve worked hard to build something. Maybe you’ve just sold a business, exited a real estate investment, or realized a significant gain from securities. Now you’re facing a tax bill that feels like it’s working against you, just when you have the most capital to put to work. 

Qualified Opportunity Zones (QOZs) were created precisely for this moment. Established by the Tax Cuts and Jobs Act of 2017, the program allows you to reinvest capital gains into designated low-income communities in exchange for meaningful tax benefits: deferred taxes, reduced liabilities, and, if you hold your investment long enough, the potential elimination of taxes on appreciation entirely. 

But accessing those benefits requires careful planning. And the stakes of getting it wrong are high. 

The Complexity Behind the Opportunity 

Opportunity zone investing has a steep learning curve. Even experienced real estate developers and private equity investors find themselves navigating a web of IRS regulations that demand precision in timing, structuring, and compliance. 

If you’re considering a Qualified Opportunity Fund (QOF) or already managing one, you may be grappling with questions like: 

  • How do I structure my fund to pass the 90% asset test and stay compliant as the fund matures? 
  • What does “substantially all” mean for qualified opportunity zone business property? 
  • How is my QOZ property valued, and does my current valuation methodology hold up under IRS scrutiny? 
  • How will recent legislative changes under the One Big Beautiful Bill Act affect my investment timeline and strategy? 
  • How has OBBBA changed the benefits of the long-term hold on a QOZ investment? 

Each represents a real compliance risk that demands precise, well-documented answers. BPM’s Opportunity Zone professionals help you work through each of them. 

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How BPM Helps You Navigate Opportunity Zone Investing 

BPM’s Opportunity Zone professionals bring together deep tax law knowledge with hands-on experience across real estate, private equity, and business investment. We work closely with investors, developers, fund sponsors, and business owners to build strategies that are both tax-efficient and built to last. 

Our services include:

Opportunity Zone Tax Strategy & Planning

We help map out a clear investment approach, aligned to your capital gains timeline, risk tolerance, and financial goals, so you can make informed decisions before and after you deploy capital.

Qualified Opportunity Fund Formation & Structuring

From entity selection to operating agreements and compliance documentation, we guide you through every step of launching and managing a QOF that meets IRS standards.

QOZ Valuation Services

Accurate, defensible valuations are critical to QOZ compliance. BPM's valuation professionals help support qualified opportunity zone property and fund-level valuations, meeting asset testing requirements and providing reliable figures for investor reporting and regulatory purposes.

Tax Compliance & Reporting

We manage your annual filings, Form 8996, Form 8997, asset testing, and investor disclosures to keep your reporting obligations on track so nothing is missed.

Zone Qualification & Investment

Due Diligence We analyze census tract eligibility, business activities, and asset classifications to confirm your investments meet QOZ criteria before you commit.

Ongoing Legislative Monitoring

The opportunity zone landscape continues to evolve. BPM monitors regulatory and legislative developments, including the expanded provisions under the One Big Beautiful Bill Act, and brings you timely guidance on what changes mean for your portfolio.

Put Your Capital Gains to Work 

Opportunity zones remain one of the most tax-advantaged investment vehicles available to investors with capital gains to deploy in opportunity zone investing. With the right strategy and disciplined execution, you can defer taxes, reduce your liability, and potentially eliminate capital gains entirely on long-term appreciation. 

BPM is ready to help you build that strategy, one that is as carefully structured as the investment itself. 

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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.