Midwest Lenders 16th Annual Conference Opportunity Zone Panel

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Presentation transcript:

Midwest Lenders 16th Annual Conference Opportunity Zone Panel Overview - Update - Case Studies

Opportunity Zone Panel Overview Overview of the Program HUD Update – Housing Notice and Section 220 Memo Case Studies Underwriting Considerations Q&A

Case Study – Opportunity Zone Washington D.C. Summary of the Deal HUD Process to Date Mortgage Credit Review

Organizational Chart – Example Project Mortgagor LLC 100% Opportunity Zone Fund LLC (Managing Member) Developer (Member) 85% 15% Individual or Trust (Member) Sponsor of OZ Fund (Managing Member) 99.0% 1.0%

Case Study – Opportunity Zone Washington D.C. Benefits of the Opportunity Zone Structure Key Take-Aways Additional Equity Equity Economics Passive Investor Benefit – Financial Wherewithal Understanding the HUD Process