Questions worth
answering plainly.

RQOZB 2.0 is a focused application of the 2017 Opportunity Zone program for rural and persistent-poverty census tracts. It gives investors the same tax incentives — deferral, step-up, and long-term gain exclusion — but adds better origination, community-benefit underwriting, and a marketplace that connects vetted operators with aligned capital.

The original program was geography-first: designate tracts, then hope capital showed up. RQOZB 2.0 is deal-first. We identify rural tracts that already have investable assets, coach the operators and communities, and introduce them to capital that understands the structure. The tax benefit is the same; the pipeline is better.

Anyone with a recognized capital gain can reinvest those proceeds into a Qualified Opportunity Fund that holds RQOZB 2.0 assets. We work most closely with QOFs, family offices, and impact investors looking for direct, vetted rural projects rather than blind pool exposure.

The project must be located in a designated low-income or rural tract and operate as an active business or development. Common examples include manufacturing, workforce housing, rural health clinics, downtown commercial, food and agriculture processing, and logistics. We screen for economic substance, community benefit, and a credible path to ten-year hold.

We match three parties: operators with a real project, communities with a designation to activate, and capital looking for structured opportunities. Our team qualifies each side, packages the deal, and makes targeted introductions. We stay involved through term sheets, closing, and post-close reporting.

There is no listing fee or membership cost for operators or communities to join the marketplace. We are paid by success fees or advisory arrangements when a deal closes, so we only spend time on projects that can actually fund.

Most engagements move from first conversation to signed term sheet in 8–14 weeks. Simpler deals can be faster; complex capital stacks or multi-party community approvals can take longer. We are upfront about timeline after the qualification call.

No. We are not broker-dealers, investment advisers, or fund managers. We do not raise capital on behalf of issuers or give investment advice. We originate, package, and introduce parties, and we help structure the conversation so each side can do its own diligence and make its own decisions.