More than curb appeal, Opportunity Zones are new location-based tax incentives that may sweeten your business deal.
Turn capital gains into long-term value. Opportunity Zones can help you defer taxes, grow after-tax returns, and support community development. At Sorren, we anticipate opportunities others miss. We help you evaluate whether an Opportunity Zone strategy fits your goals and guide you from planning through ongoing compliance.
What Opportunity Zones Are
Established in 2017, Opportunity Zones are federally designated areas that attract private investment through tax incentives. Investors can roll eligible capital gains into a Qualified Opportunity Fund (QOF) that invests in qualified property or operating businesses within Opportunity Zones.
Why Investors Consider Opportunity Zones
How Sorren Helps
We start with your objectives, timelines, and risk profile, giving you a clear view of how opportunity zones align with your broader goals.
From assessing eligible gains to structuring a QOF or Qualified Opportunity Zone Business (QOZB), we guide diligence, modeling, and documentation.
We help interpret rules such as original use, substantial improvement, the 90% asset test, working capital safe harbors, and required filings.
We track key milestones, help prepare required forms, and collaborate with your legal and investment teams.
We tie recommendations to the results you care about, including after-tax return, liquidity planning, and community impact.
Who This Fits and What to Consider
Investors with recent or upcoming capital gains. Confirm eligible gains and reinvest within the required window. Align hold period and exit with your goals.
Developers and operators in designated zones. Validate project readiness, including feasibility, pro formas, timelines, and operating assumptions.
Family offices and institutions pursuing impact-aligned strategies. Select QOF or QOZB, model outcomes, and plan for ongoing tests and safe harbors.
For everyone. Check state tax conformity and prepare accurate, timely filings.
We make the path clear and practical. First, we align on your goals and eligible gains, then we model after-tax outcomes and map the timeline. We coordinate with your legal and investment teams, anticipate opportunities others miss, and keep you moving with clear milestones, transparent communication, and tidy documentation.
Clarify goals, eligible gains, and timing.
Model after-tax scenarios and stress test assumptions.
Align fund or business structure with Opportunity Zone rules.
Finalize capital plans and documentation.
Track compliance, deadlines, and performance over time.
Opportunity Zones can be powerful, but the details matter. Let’s explore how we can help you achieve your goals.