Fund Administration Purpose-Built
For Opportunity Zone Funds
A Robust Opportunity Requires Robust Administration
Opportunity Zone Funds hold tremendous potential for fund managers, investors and economically distressed communities. But they demand careful administration and rigorous oversight — the more so since this asset class is brand new, and regulatory guidance is still a work in progress.
At NES Financial, our expertise in supporting and tracking complex tax-deferred investments and government-regulated investment programs, such as the EB-5 immigrant investor program and 1031 tax-deferred exchanges, combined with our institutional-quality private equity fund administration capabilities, uniquely positions us to help Opportunity Zone Fund managers navigate this rapidly evolving marketplace.
Moreover, we’ve developed a purpose-built, technology-enabled Opportunity Zone Fund Administration Solution that delivers the highest levels of investor transparency, regulatory compliance and operating efficiency.
Opportunity Zone Fund Resource Center
Book a Free Opportunity Zone Consultation
Starting an Opportunity Zone Fund and have questions that need answers? Click the button below to schedule your call with one of our Opportunity Zone Fund experts. Our online calendar makes it easy to reserve your spot with one of our experts — all with no obligation whatsoever!
Or, give us a call at 1-800-339-1031 to speak with an Opportunity Zone Fund Services representative.
An Opportunity Zone is an economically distressed community where new investments, under certain conditions, are eligible to create tax benefits for investors. Localities qualify as Opportunity Zones if they have been nominated for that designation by the state and that nomination has been certified by the Internal Revenue Service, acting on behalf of the Secretary of the Treasury. The Opportunity Zones certification process is now complete.
Economically challenged communities in all 50 states, the District of Columbia, and US territories — including the entire island of Puerto Rico, the Northern Mariana Islands, the US Virgin Islands, Guam and American Samoa — have qualified. Rural, urban and suburban areas have all qualified as Opportunity Zones. To determine whether an area is included within an Opportunity Zone, please click here to open the Department of the Treasury Community Development Financial Institutions Fund webpage, which has a complete list and map of the zones.