Meet Paul Hogenson

A direct conversation about your capital gain, your priorities and the questions that matter before your next investment decision.

Paul is your initial point of contact at QOZ Advisors. He reviews incoming inquiries from business owners, stock sellers and real estate sellers and helps organize the next conversation around your circumstances.

What to expect from our first conversation

• Discuss the type and timing of your sale, whether planned or completed.
• Separate estimated gain from the cash you need to keep available.
• Identify investment questions alongside matters to review with your CPA and attorney.
• Consider whether further opportunity zone investment review makes sense for your objectives.

Appointments are up to 45 minutes. Our general investment guideline is $100,000. Smaller amounts may be considered case by case. Each offering has its own minimum investment and eligibility requirements. Meeting an investment amount does not establish investor qualification or suitability.

Prepare without sharing sensitive documents

You can begin with estimates, a sale stage and your questions. Please do not send tax returns, account numbers or confidential transaction documents through the initial inquiry form.