Financials & Returns
Conservative projections with compelling returns and tax advantages
Investment Summary
Capital Structure
Total Project Cost
$300,000,000
Equity (30%)
$90,000,000
Debt (70%)
$210,000,000
Return Metrics
Equity IRR
16-18%
Equity (30%)
$187.5M
Debt (70%)
6.5-7 years
$310
Average Daily Rate
80%
Stabilized Occupancy
$44.8M
Total Annual Revenue
$22.5M
Stabilized NOI (Year 3)
Opportunity Zone Benefits
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Significant Tax Advantages
This project is located in a federally designated Opportunity Zone, offering substantial tax benefits to qualified investors who hold their investment for specified periods.
2031
Capital gains tax deferral until December 31, 2031
10% Reduction
10% reduction on deferred capital gains after 5 years
100% Tax-Free
100% tax-free appreciation after holding 10 years
Estimated Tax Benefit: $14-17M to investors over the hold period