Opportunity Zone Analysis

StratoDem Analytics is publishing Qualified Opportunity Zones (QOZ) Analysis

The IRS recently released updated guidance on Opportunity Zones for favorable tax treatment on capital gains that are rolled into new investments in Opportunity Zones. This week, StratoDem Analytics integrated Opportunity Zone analysis into our real estate analysis platform. With all 8,700+ census tracts identified as Opportunity Zones available in the platform, the StratoDem Analytics engine can score each of these census tracts on numerous dimensions, including:

  • Which Opportunity Zones (OZs) are forecast to see the most population gain the next five years

  • Which OZs are forecast to see the highest income gains in the next five years

  • Which OZs have the highest incomes in the surrounding neighborhoods

  • Which OZs are already on a path toward gentrification

  • Which OZs are most favorable for various demographic segments, such as high-income Millennials or net worth-qualified seniors

Map: Proposed Opportunity Zones across Texas

A few highlights include:

  • 600 Opportunity Zones are in market areas that already exceed the US median household income

  • Median household income growth in 2,600 OZs is forecast to outpace US growth over the next five years

  • Many of these census tracts over-index for high-income young adults by a factor of at least 3x (among a number of other segments and opportunities we can track)

To preview Opportunity Zone scores, you can take a look at the best and worst OZs on a couple of dimensions by visiting us at stratodem.com/opportunity-zones.