机会区域资源
Opportunity Zones provide a new tool for investors, fund managers and communities by investing privately sourced funds into eligible economic development and community reinvestment projects.
点击这里 to download the California Governor’s Office of Business and Economic Development’s (GO-Biz) overview of the Opportunity Zones in California.
Learn more about Opportunity Zones by visiting 景深.ca.政府.
问题? 请随时联系GO-Biz:
主营:|免费:| www.业务.ca.政府
Opportunity Zone 投资清单
Identify Your Players, Convene Your Team, and Define Roles
- 谁是首席协调员? Is the effort led through the mayor’s office? In many cases it may be out of the City Manager’s Office, 城市财务主管的办公室, 或经济发展部.
- 谁是项目的主要涉众? This could be property owners, brokers, residents, public entities (city, county, district, & state staff), utilities, and tenants.
- 还有谁需要坐在桌边? 这可能包括cdfi, 疾病预防控制中心, 区域edc, 商业银行, PBIDs, 钱伯斯, 社区组织, 社区组织, 教育, 人力发展委员会, 等.
- What role (if any) does each group have in making your Opportunity Zone investment-ready?
建立项目列表
- If the city/county is the lead organizer of the Opportunity Zone effort, 机构在关键领域(住房)的领导, 基础设施, economic development) including the fiscal officer for the jurisdiction should compile a ten-year list of possible Opportunity Zone investment projects using set criteria that will maximize the benefit to the community and the investor.
- 一些需要考虑的事情:
- 项目准备,
- 基础设施投资需要,
- development risk and potential returns,
- ability to leverage other resources/programs/designations,
- 催化的影响,
- 创造就业机会,
- 社区的影响,
- 财政的影响,
- 建立经济适用房，
- 与社区计划一致 & 愿景,
- 社区/利益相关者输入.
- 一些需要考虑的事情:
- 也, evaluate underutilized municipal parcels which may be re-purposed to benefit from an Opportunity Zone investment and creating a taxable parcel either in fee or leasehold and yielding stable long term revenues to be reinvested by the Opportunity Zone fund.
- Think beyond the Zone by considering how these projects fit into the adjacent development/neighborhoods and the impact.
为每个项目做好准备
- Rate and rank the list of projects based on your criteria in step two.
- Identify a project lead/project finance person for each project.
- Be clear on what it takes to secure the land and/or if the current property owner has the same desire to complete the project.
- Develop project profile sheets and ten year pro formas to inform your investment/marketing guide. (参见下面的细节)
- Evaluate entitlement requirements and approaches to mitigate entitlement/regulatory uncertainty for possible projects. Facilitate land assembly and prioritize 基础设施投资. Assist with site cleanup if Brownfields are an issue.
Identify Your Players, Convene Your Team, and Define Roles
- Explicitly state what role (financial or otherwise) the jurisdiction can play in the projects, 了解长期预算, 财政能力, 权利精简, 基础设施投资, capital planning when making this determination.
- Review “经济发展清单”
- Be proactive in establishing financing districts and encouraging Opportunity Zone funding in those areas.
- Tax increment financing districts- Encouraging Opportunity Zone funding in areas where tax increment districts will be formed has the potential to rapidly increase assessed values as properties are sold and capital gains are deferred. This faster increase in assessed values results in tax increment districts yielding tax increment revenues earlier in the district’s life which translates into an ability to raise capital much earlier.
- Mello-Roos districts – used in conjunction with tax increment districts a Mello-Roos district may balance out the financial model used to finance 基础设施 i.e. using special taxes from the Mello-Roos district when tax increment is low to finance and vice versa.
研究投资者 & 建立关系
- 是什么 他们 想要?
- 获取他们的投资意向书.
- Understand investor’s potential risks and upside.
Identify Your Players, Convene Your Team, and Define Roles
- Create and tell your story based on what you learned in step 5. This is more than a marketing piece – it must have specifics: what’s on the site, 网站上没有的东西, 建造或翻新的费用, potential ROI and data to back that up.
- 创建投资说明书.
- Engage with the State and other partners to market your projects.