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

The engagement is designed for the full ten-year exclusion period and exemplifies HMS's specialization in Opportunity Zone strategy.

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

The engagement illustrates the firm's combined specialization in Opportunity Zone strategy and manufactured housing operations, and reflects the depth required to manage both compliance and ground-level operations across a decade-long hold.

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

The engagement is representative of HMS's ability to deliver across the full lifecycle of a single asset — from sourcing and due diligence through long-term management — with continuous senior involvement at each phase.

A Florida Keys vacation rental for which HMS provides absentee-owner management and concierge services. The engagement spans property-level operations, on-the-ground vendor coordination, and the digital presence that supports the booking pipeline. It is also the foundation of our broader Florida Keys network, supporting additional engagements across the archipelago.

The relationship is representative of HMS's vacation and second-home practice — owners who live out of state and require a partner who can be present 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 concept lessons covering investing fundamentals, market simulators, and the gamified "Bull or Bear" learning experience — delivering a structured curriculum that translates institutional investing concepts for an undergraduate audience.

The engagement illustrates HMS's digital-services capability beyond property — applying the same operational rigor to custom software for educational and institutional clients.