Incentives & Funding Advisory

The Oliver Bennett Agency's finance services encompass comprehensive offerings designed to provide clients with expert financial guidance and solutions throughout their real estate transactions.

Our real estate and zoning specialists offer incentives and funding advisory services that help clients identify, secure, and maximize financial tools that drive project success. We specialize in navigating federal, state, and local incentive programs—including tax abatements, grants, opportunity zones, and infrastructure financing—tailoring strategies that align with each project’s specific goals. Our team conducts comprehensive incentive eligibility analyses, prepares application packages, and negotiates with public agencies to unlock funding opportunities that enhance project feasibility and return on investment. By integrating incentives, we help clients optimize capital stacks, lower development costs, and accelerate project timelines.

Core Services:

Financial Analysis: We provide in-depth financial analysis to help clients understand real estate investments' potential returns and risks. Our experts thoroughly evaluate properties, considering market trends, cash flow projections, and potential appreciation.
Investment Strategies: Whether clients seek short-term gains or long-term wealth accumulation, we develop personalized investment strategies tailored to their financial objectives. Our experts provide insights into portfolio diversification and property selection to optimize returns.
Financing Solutions: Besides mortgages, we offer information on alternative financing options such as private lending, seller financing, and creative financing. This offering ensures that clients have a range of choices to suit their specific financial circumstances.
Risk Management: We assess potential financial risks associated with real estate transactions and guide clients in making informed decisions to mitigate those risks.