opportunity-zone-underwriter

What problem does it solve?

This Skill helps underwrite Qualified Opportunity Zone investments by quantifying OZ tax benefits (deferral, 10-year exclusion) and comparing after-tax outcomes to a non-OZ path, while flagging compliance considerations and exit implications.

Core Features & Use Cases

• OZ benefit quantification across deferral, 10-year exclusion, and state conformity, with PV reasoning for long hold periods.
• After-tax IRR and equity multiple comparisons between OZ and non-OZ structures for underwriting deals.
• Compliance screening and risk flags: 90% asset test, substantial improvement (if applicable), working capital safe harbor, prohibited uses, and annual reporting considerations.
• Exit strategy planning across multiple horizons to assess timing risk and tax impact.

Quick Start

Input a deal summary with capital gains, OZ project details, and hold period to generate an OZ vs non-OZ after-tax analysis.