Impact Reporting & Valuation in Opportunity Zones

Impact reporting goes beyond feel-good stories. We help quantify how your Opportunity Zone investment
delivers measurable community benefits.
– Jobs created or retained (W-2 and 1099)
– Minority or women-owned business participation
– Affordable housing units built or preserved
– Environmental sustainability or adaptive reuse metrics
– Economic activity and multiplier effects
* Why it matters:
– Enhances investor ESG alignment
– Supports community engagement and future entitlements
– Prepares for evolving SEC and fund disclosure standards

Annual and interim valuations of QOF equity positions are critical for:
– NAV reporting and fund financials
– Tracking performance vs. pro forma
– Supporting LP audits or redemptions
* Methods:
– Discounted Cash Flow (DCF)
– Comparable Transaction Analysis
– Income capitalization for stabilized assets

We coordinate or review third-party appraisals using:
– Sales comparison
– Income approach
– Cost approach (for ground-up or redevelopment)
* Use cases:
– Construction draws or refinancings
– 90% asset test support for QOFs
– Establishing FMV for contributions or dispositions

For operating businesses in OZs, we offer valuation services considering:
– Revenue growth and EBITDA multiples
– Industry comparables
– Intangible assets (IP, customer base, brand equity)
* Key for:
– Venture-style OZ deals
– M&A and exit planning
– Equity incentive structures

We validate your project’s positioning and absorption potential by analyzing:
– Demographics and consumer behavior
– Supply-demand dynamics
– Competitive landscape and tenant mix
– Rent trends and vacancy projections
* Ideal for both real estate and QOZBs raising capital or reducing risk.

We assess if your OZ project makes financial sense before capital is deployed:
– Sensitivity testing on rents, costs, lease-up, cap rate
– Gap analysis and financing options
– Public incentive layering (TIF, NMTC, LIHTC)
* Supports confident go/no-go decision-making.

Already have a valuation? We review it for:
– Methodological soundness
– OZ compliance alignment
– IRS defensibility (e.g., contributed property or basis issues)

A credible Opportunity Zone strategy doesn’t stop at project selection. It includes:
– Measurable impact
– Transparent valuation
– Independent feasibility
That’s what sophisticated investors expect-and what thriving communities deserve.