A privately held Qualified Opportunity Zone fund deploying capital into designated zones. HMS provides lifecycle advisory and operational support — structuring the QOF and underlying QOZB, supporting property identification, and operating the compliance discipline required across the long hold.

Designed for the full ten-year exclusion period and exemplifies HMS Advisory's specialization in Opportunity Zone strategy.

A Virginia manufactured housing community held as a Qualified Opportunity Zone investment. HMS provides full management — tenant administration, rent operations, maintenance, and landlord-tenant compliance — alongside the discipline required to maintain QOZ program compliance across the long hold. HMS also delivers the community's digital infrastructure: public website, tenant portal, and administrative tooling.

Illustrates our combined specialization in Opportunity Zone strategy and manufactured housing operations.

A single-family residential rental in West Point, Virginia, on the Middle Peninsula. HMS represented the client through acquisition at auction, conducted underwriting and financial analysis, structured the holding entity, and now provides ongoing property management.

Representative of HMS Advisory's ability to deliver across the full lifecycle of a single asset — sourcing, due diligence, and long-term management.

A Florida Keys vacation rental for which HMS provides absentee-owner management and concierge. Spans property operations, on-the-ground vendor coordination, and the digital presence that supports the booking pipeline — and is the foundation of our broader Florida Keys network.

Representative of our vacation and second-home practice — owners who live out of state and require a partner on the ground without daily oversight.

An educational investing platform for the West Point Young Investors Society. HMS designed and built the application end-to-end — interactive lessons on investing fundamentals, market simulators, and the gamified “Bull or Bear” learning experience for an undergraduate audience.

Illustrates HMS Advisory's digital-services capability beyond property — the same operational rigor applied to custom software for educational and institutional clients.