WEBINAR

Delivered or Mid-Construction: Why FMV Strategy Matters
May 7 @ 2:00 pm - 3:00 pm

Gain practical clarity on Fair Market Value strategies in Opportunity Zones, including how FMV applies across project stages and what it means for navigating today’s environment and a potential OZ 2.0 future.

Speaker(s): Natalie Mason, Gordon Goldie

Please join Gordon Goldie, Partner, Housing and Community Development Solutions at Plante Moran, and Natalie Mason, Executive Vice President, Co-Head of Development at Capital Square, for an in-depth discussion on why the Fair Market Value (FMV) strategy is a critical consideration for opportunity zone investments.

In this session, they will:

  • Break down the language and
  • Explore how FMV may apply differently to completed, delivered projects versus those still under construction.

They will also outline what sponsors should and should not be providing in today’s environment as well as how these considerations may evolve when comparing opportunity zone 1.0 and a potential 2.0 framework. This session is designed to provide practical insights to help within the alternative investment industry navigate key decisions with greater clarity.

Q&A session to follow. Register today!

Register Now

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Natalie Mason
Executive Vice President, Co-Head of Development, Capital Square

Gordon Goldie
Partner, Housing and Community Development Solutions, Plante Moran

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