opportunity-zone-underwriter

To calculate after-tax IRR for a Qualified Opportunity Fund, input your capital gain amount, original tax rate, and project details. The analysis quantifies OZ tax deferral and the 10-year exclusion, comparing the after-tax performance against a non-OZ alternative.

Opportunity Zone compliance testing evaluates QOF assets against the 90% asset test and substantial improvement rules. The analysis assesses working capital safe harbors and state conformity considerations to ensure the investment maintains its tax-advantaged status.

Comparing Opportunity Zone tax benefits with standard real estate involves quantifying capital gains deferral and the 10-year exclusion. The underwriter provides a structured after-tax IRR comparison and an exit-strategy framework across various hold periods.

You can evaluate Opportunity Zone investments without state conformity by applying optional state conformity inputs. The analysis adjusts the comparative after-tax returns to reflect state-level tax treatments alongside federal OZ tax benefits.

Running an Opportunity Zone underwriting analysis requires capital gain amount, original gain tax rate, and oz_project details. You also need the planned hold period to accurately quantify deferral, 10-year exclusion, and compliance requirements.