First-time investors that want to set up an Opportunity Zone Fund can lead to a very challenging process. JTC Americas, formerly NES Financial, recently hosted a webinar called “How to Set Up an Opportunity Zone Fund”, in which we invited other OZ thought leaders to share their insights on various topics, and to answer audience questions. The Opportunity Zone program provides investors with powerful incentives to reinvest their capital gains into economically distressed areas across the U.S.

Click through to visit our brand-new Opportunity Zone Annex, where we’ve posted a video of Paul Marino and Richard Shamos (Sadis & Goldberg LLP) discussing the various ways to structure an Opportunity Zone Fund, the acquisition process, executing a strategy, special investment considerations, and essentially how to set up an Opportunity Zone Fund. Understanding these basics is your first step toward harnessing the power of Opportunity Zones.


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JTC Americas, formerly NES Financial, is the North American division of JTC Group. JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximize potential, and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

JTC Group acquired NES Financial in 2020, positioning JTC Americas as the leading provider of third-party administrative solutions to U.S. impact investment sectors, including the Opportunity Zones initiative and the EB-5 Program, as well as to private equity fund managers and 1031 exchange participants.