FAQ

• Why should I work with an Opportunity Zones advisor for an OZ investment?

  Navigating the Opportunity Zone investment space can be overwhelming. There are many different OZ Funds to invest in and the complexities around the compliance and tax benefits can be difficult to understand. Opportunity Zone advisors have a fiduciary or suitability duty, and it is in their best-interest to get you the highest returns possible on your investment.

• What is the process of working with an Opportunity Zones advisor?

  With OZ FundHub when you submit an inquiry, we will pair you with an Opportunity Zones advisor, and they will reach out to you within one business day. From there, they will begin discovery, analysis, sharing observations, and then recommending potential OZ investments.

• How will an Opportunity Zones advisor know which is the best OZ fund investment for me?

  Our team of Opportunity Zone advisors specialize in OZ investments. They will work closely with you to understand what your Opportunity Zone investing objectives are. Opportunity Zone advisors have a fiduciary or suitability duty, so it is in their best interest to help you accomplish your financial objectives.

• What if I have an advisor already? Can I work with one who specializes in OZs?

  Yes, you can work with multiple advisors. Not all advisors specialize in Opportunity Zones, so it is important to consider working with an advisor that has a strong understanding of Opportunity Zone investing. Our Opportunity Zone advisors specialize in OZ investments, and have a strong understanding of the available investments and what benefits you could receive. Our Opportunity Zone advisors have a fiduciary or suitability duty, so it is in their best interest to help you accomplish your financial objectives.

• What is the difference between working with an Opportunity Zones advisor vs. a Developer?

  Many Developers are only aware of their projects, and their best interest is to grow their fund specifically. An Opportunity Zone's advisor on the other hand, is aware of many different projects in the industry. The Opportunity Zone advisor works like a consultant, and will use their knowledge of the available industry projects to help you choose the Opportunity Fund that is the best investment for you, based on your personal financial goals.