June 2019
Vol 6 | Issue 233

Q&A with Samuel Weiser of JMP OppZone Services. Opportunity Zones. What you need to know now. Download report.

Founder and President

Principle Series:

JMP OppZone Services (“JMPOS”), provide a broad suite of consulting services and fund administration for investors and developers/entrepreneurs targeting Opportunity Zones. We assist investors looking to direct the investment program for their multi-asset, multi-contribution portfolio with structuring, administration and support services. We assist developers and entrepreneurs looking to pool investor assets to fund their Opportunity Zone projects assisting with legal marketing, structuring and fund administration functions allowing them to attract direct investment in their project or business.

Through an affiliate, Foxdale Management (“Foxdale”), we also assist municipalities in attracting Opportunity Zone projects assisting with strategic planning, programming and support programs to bring jobs and investments to their communities. 

We provide comprehensive consulting on all aspects of Opportunity Zone investing for investors, developers, entrepreneurs and municipalities.

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How do I attract capital for a project/business in an Opportunity Zone

You need to create an investment vehicle that can properly pool investor capital so they can invest directly into your project or your business. The vehicle must be compliant with securities laws applicable to private placements.

Can I create an investment portfolio of multiple investments in Opportunity Zones that is tax efficient and maximizes my return from these investments over the minimum 10 year holding period.

Yes. Investors can structure their investment entity in a manner that creates long-term tax-efficiency and that mitigates the risks of negative tax consequences from unanticipated future changes to the law and flow through income potentially taxed at incremental tax rates that can reach 54% in some states.

Is there a mechanism to reduce my taxes on incremental income from the underlying Opportunity Zone investments.

Yes. We can walk you through this.

Samuel Weiser of JMP OppZone Services. Opportunity Zones. What you need to know now. Download report.

Samuel Weiser is talented, seasoned executive with more than 35 years of financial management experience in financial services, entertainment and operational consulting. As a CPA, Sam’s financial accounting skills encompass SEC reporting, domestic and offshore compliance, budgeting, financial modeling, forecasting and investor reporting. His career background includes mergers & acquisitions, public and private capital raising, managing stock sales, issuance of convertible instruments, debt placement and providing financial oversight of operations. He also has a strong understanding of managing business risks including cybersecurity, liability management, funding and operations. As a professional with 35 years of financial operations experience, efficiency and effectiveness of structure, controls and professional retention are critical elements of what he contributes to his clients.

Sam formed JMP OppZone Services to provide a full suite of support services for Opportunity Zone investors and developers/entrepreneurs. JMP is primarily focused on projects in second tier and tertiary markets where jobs, housing and economic development are needed. These projects provide investors the opportunity to select Opportunity Zone investments achieving their desired social and investment objectives. There are attractive opportunities in these markets that will have significant impact in the communities that they serve. Most of our projects are too small to attract the large pools of capital being accumulated by real estate focused funds. More importantly, investors can pursue unique, long-term growth opportunities that achieve the primary objective of the law that created the concept of Opportunity Zones. Many of these communities also offer additional tax and investment incentives that improve the return prospects for these projects.

Email Sam here.