Blog 2017-02-14T20:29:55+00:00

Missed the Opportunity Zone Fund Setup Webinar? Watch the recording here.

Real-world case studies and updated advice following the recent IRS guidance. Watch Recording We recently hosted a webinar featuring a panel of six thought leaders, each an expert in their respective area of the Opportunity Zone industry. Our speakers shared their knowledge and insights with an audience of OZ investors, fund creators, developers and industry service providers — and if you missed it on the day, this is your chance to listen [...]

Last Chance to Register: “Set Up Your Opportunity Zone Fund” Webinar

“Opportunity Awaits: Set Up Your Opportunity Zone Fund Now ” An NES Financial Webinar Thursday, November 15 | 11 AM Pacific | Free Register Now It’s almost time! Our next Opportunity Zones webinar will be held this Thursday, November 15th. Register now for this one-hour webinar, and listen in as our panel of industry experts — from KPMG, Saul Ewing Arnstein & Lehr, Shorewood Real Estate Group, and investUS — covers: The basics of [...]

OZ Case Studies: Opportunity Zones in the Real World (Video)

Watch Video   NES Financial recently hosted a webinar on Opportunity Zones, in which we invited other OZ thought leaders to share their insights on various topics, and to answer audience questions. Click through to visit our brand-new Opportunity Zone Annex, where we’ve posted a video of Brad Ketch (Rockwood Community Development Corporation) and David Sillaman Jr. (Sikari Luxe) describing their experience creating and structuring OZ funds, the importance of social impact in OZ, [...]

EB-5 Trends & Insights Spotlight: Shifting Investor Origins

Download White Paper   Earlier this year, we published the 2018 edition of our annual EB-5 white paper, “The Changing Tides of EB-5: 2018 EB-5 Industry Trends & Insights.” Today we take a closer look at one of the more significant findings from this year’s report: the rapidly shifting makeup of the EB-5 investor pool. For the first time in the modern history of the program, mainland Chinese-born applicants constituted less than 50% of [...]

By | November 9th, 2018|Categories: BLOG, EB-5|Tags: , , |

The NES Financial Portal: A Powerful Online Tool for EB-5 Issuers and Their Investors

As an EB-5 issuer, how often do you need to: Communicate a message to your investors in a secure fashion? Provide investors with documentation related to their accounts? Respond to individual investor questions regarding the status of their funds and/or immigration case? If any of these scenarios has proven difficult in the past — and especially if you’re still physically mailing forms to your investors — the NES Financial Investor Portal has the potential [...]

By | November 8th, 2018|Categories: BLOG, EB-5|Tags: , |

Community Development Corporation of Oregon Selects NES Financial to Administer Its Opportunity Zone Fund

Purpose-Built Opportunity Zone Fund Administration Solution Will Maximize CDCO’s Fund Security, Investor Transparency, and Regulatory Compliance Earlier this year, NES Financial introduced a purpose-built Opportunity Zone Fund Administration Solution to its lineup of award-winning financial administration services. The Solution is specially designed for the new Opportunity Zone Fund tax program and will provide the tracking and record-keeping needed for investors to maximize their capital gain tax deferral, tax reduction, and elimination of taxes on appreciation [...]

Button Text