We Make Opportunity Happen

Investor Solutions

• Providing investors with a platform to facilitate multi-asset and multi-year contribution portfolios.

• Providing investors the ability to choose their Opportunity Zone investments without abdicating investment decisions to fund manager intermediaries.

• Providing investors with up to 31 months to identify Opportunity Zone investments and deploy capital that achieves their investment objectives.

• Providing solutions to mitigate risks of pass through income at incremental tax rates of 37% or higher.

• Enabling realization and redeployment of Opportunity Zone investments without adverse tax consequences.

• Providing consolidated compliance and reporting solution for all investments in Opportunity Zones.

Business & Developer Solutions

• Assisting with creation and capital raising for a Qualified Opportunity Zone Business (“QOZB”) to support your real estate project or business.

• Providing advisory, compliance, accounting and investor reporting services reducing the costs and operational burden on the project or business.

• Allowing sponsors and entrepreneurs to interface directly with investors rather than through an intermediary or fund manager.

• Providing visibility for the project or business to potential investors through our investor platform and strategic relationships with other service providers.

• Identifying and helping secure additional tax benefits that may be available for projects and businesses operating in certain Opportunity Zones.

Why Work With JMP

• Dedicated focus on Opportunity Zone investing

• Unique, customized solutions for self-directed investors

• Direct investment into a Qualified Opportunity Zone Business

• Reduces operational and compliance risk for Opportunity Zone investors

• Experienced professionals, complete business support services, superior systems and outstanding client service

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