01 / INTAKE QUESTIONNAIRE

Start with what you know.

Choose your side of the investment. Leave unknown fields blank; the summary will identify what to gather next.

I am evaluating A development project My investment

Project facts

Property address

Current owner and holding entity

Designation for the applicable period

This tool does not look up or verify a parcel.

How will the project receive the property?

Is the seller related to a project participant?

Expected project acquisition date

What exists and what will be built or renovated?

Property value (USD)

An estimate is an intake fact, not an OZ test valuation.

Current owner’s property tax basis (USD)

Existing property debt (USD)

Enter 0 if there is no debt.

Construction / improvement budget (USD)

Construction timeline and key milestones

Who provides equity, property, and loans?

Intended operations and exit plan

Property classification and 70% analysis

Include construction-period treatment and the other business tests.

No account numbers, tax IDs, or documents are needed. Answers remain in this open page and are cleared on reload or navigation. Nothing is sent to Opportunity Zone Partners.

Start with what you know.

Good partnerships start with a conversation.