Opportunity Zones Podcast https://opportunityzones.com/podcast/ en © 2018-2026 OpportunityZones.com Defer and eliminate capital gains tax with Opportunity Zone investments. https://megaphone.imgix.net/podcasts/890a730e-5032-11e9-9ac8-6bdd7850eda4/image/bac2f5949292f6750da886e7151e0034.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Opportunity Zones Podcast https://opportunityzones.com/podcast/ no episodic Defer and eliminate capital gains tax with Opportunity Zone investments. OpportunityZones.com Defer and eliminate capital gains tax with Opportunity Zone investments. Defer and eliminate capital gains tax with Opportunity Zone investments.

]]> OpportunityZones.com info@opportunityzones.com STR Condos as an Opportunity Zone Investment (Episode 381) https://opportunityzones.com/2026/04/heather-gustafson-josh-prywes-381/ Short-term rental condos inside an Opportunity Zone. In this episode, Jimmy Atkinson speaks with Heather Gustafson of CA South Development and Josh Prywes of Winstead about a structure that lets OZ investors own individual short-term rental condo units in Nashville, bypassing development risk entirely by purchasing pre-certificate of occupancy. They cover the original use qualification, how the flexible ownership model works inside a QOF, the Nashville STR market and why it attracts a different traveler than hotels, and what exit planning looks like at the ten-year mark. Show notes & summary: https://opportunityzones.com/2026/04/heather-gustafson-josh-prywes-381/ Thu, 23 Apr 2026 12:58:00 -0000 STR Condos as an Opportunity Zone Investment full 381 OpportunityZones.com With Heather Gustafson & Josh Prywes Short-term rental condos inside an Opportunity Zone. In this episode, Jimmy Atkinson speaks with Heather Gustafson of CA South Development and Josh Prywes of Winstead about a structure that lets OZ investors own individual short-term rental condo units in Nashville, bypassing development risk entirely by purchasing pre-certificate of occupancy. They cover the original use qualification, how the flexible ownership model works inside a QOF, the Nashville STR market and why it attracts a different traveler than hotels, and what exit planning looks like at the ten-year mark. Show notes & summary: https://opportunityzones.com/2026/04/heather-gustafson-josh-prywes-381/ Short-term rental condos inside an Opportunity Zone. In this episode, Jimmy Atkinson speaks with Heather Gustafson of CA South Development and Josh Prywes of Winstead about a structure that lets OZ investors own individual short-term rental condo units in Nashville, bypassing development risk entirely by purchasing pre-certificate of occupancy. They cover the original use qualification, how the flexible ownership model works inside a QOF, the Nashville STR market and why it attracts a different traveler than hotels, and what exit planning looks like at the ten-year mark. Show notes & summary: https://opportunityzones.com/2026/04/heather-gustafson-josh-prywes-381/


]]> 1777 no OZ Case Study: One Dallas Neighborhood, 1,000 Units (Episode 380) https://opportunityzones.com/2026/04/barrett-linburg-380/ Many OZ developers make a single bet — one deal, one census tract — and hope it works. Barrett Linburg is making a different bet — that concentrating nearly 1,000 units across dozens of deals in a single Dallas neighborhood would let his company control its own destiny and create a flywheel of investment that keeps compounding. Barrett, co-CEO of Savoy Companies, joins Jimmy on-site in Bishop Ridge to discuss the neighborhood concentration thesis, Savoy's vertically integrated platform, and how stacking OZ with CRA equity and the Texas Public Facility Corporation structure transforms project returns. Plus, managing the 2026 OZ inclusion event and what OZ 2.0 permanency means for the program's future. Show notes & summary: https://opportunityzones.com/2026/04/barrett-linburg-380/ Wed, 15 Apr 2026 11:00:00 -0000 OZ Case Study: One Dallas Neighborhood, 1,000 Units full 380 OpportunityZones.com With Barrett Linburg Many OZ developers make a single bet — one deal, one census tract — and hope it works. Barrett Linburg is making a different bet — that concentrating nearly 1,000 units across dozens of deals in a single Dallas neighborhood would let his company control its own destiny and create a flywheel of investment that keeps compounding. Barrett, co-CEO of Savoy Companies, joins Jimmy on-site in Bishop Ridge to discuss the neighborhood concentration thesis, Savoy's vertically integrated platform, and how stacking OZ with CRA equity and the Texas Public Facility Corporation structure transforms project returns. Plus, managing the 2026 OZ inclusion event and what OZ 2.0 permanency means for the program's future. Show notes & summary: https://opportunityzones.com/2026/04/barrett-linburg-380/ Many OZ developers make a single bet — one deal, one census tract — and hope it works. Barrett Linburg is making a different bet — that concentrating nearly 1,000 units across dozens of deals in a single Dallas neighborhood would let his company control its own destiny and create a flywheel of investment that keeps compounding. Barrett, co-CEO of Savoy Companies, joins Jimmy on-site in Bishop Ridge to discuss the neighborhood concentration thesis, Savoy's vertically integrated platform, and how stacking OZ with CRA equity and the Texas Public Facility Corporation structure transforms project returns. Plus, managing the 2026 OZ inclusion event and what OZ 2.0 permanency means for the program's future. Show notes & summary: https://opportunityzones.com/2026/04/barrett-linburg-380/

]]> 2539 no 5 New IRS Rules for OZ 2.0 Nominations (Episode 379) https://opportunityzones.com/2026/04/irs-releases-oz-2-0-nomination-guidance-5-things-you-need-to-know/ The IRS just released Rev. Proc. 2026-14, the first official guidance on how states will nominate census tracts for Opportunity Zone designation under OZ 2.0. The nomination window opens July 1, 2026, with the new zones going into effect on January 1, 2027. In this live episode of OZ Office Hours, Jimmy Atkinson breaks down the new guidance, including the five key things you need to know. Note: The IRS originally numbered this guidance as Revenue Procedure 2026-12 before renumbering it to Rev. Proc. 2026-14 after this episode was recorded. More info: https://opportunityzones.com/2026/04/irs-releases-oz-2-0-nomination-guidance-5-things-you-need-to-know/ Tue, 07 Apr 2026 19:08:00 -0000 5 New IRS Rules for OZ 2.0 Nominations full 379 OpportunityZones.com OZ Office Hours - April 2026 The IRS just released Rev. Proc. 2026-14, the first official guidance on how states will nominate census tracts for Opportunity Zone designation under OZ 2.0. The nomination window opens July 1, 2026, with the new zones going into effect on January 1, 2027. In this live episode of OZ Office Hours, Jimmy Atkinson breaks down the new guidance, including the five key things you need to know. Note: The IRS originally numbered this guidance as Revenue Procedure 2026-12 before renumbering it to Rev. Proc. 2026-14 after this episode was recorded. More info: https://opportunityzones.com/2026/04/irs-releases-oz-2-0-nomination-guidance-5-things-you-need-to-know/ The IRS just released Rev. Proc. 2026-14, the first official guidance on how states will nominate census tracts for Opportunity Zone designation under OZ 2.0. The nomination window opens July 1, 2026, with the new zones going into effect on January 1, 2027. In this live episode of OZ Office Hours, Jimmy Atkinson breaks down the new guidance, including the five key things you need to know. Note: The IRS originally numbered this guidance as Revenue Procedure 2026-12 before renumbering it to Rev. Proc. 2026-14 after this episode was recorded. More info: https://opportunityzones.com/2026/04/irs-releases-oz-2-0-nomination-guidance-5-things-you-need-to-know/

]]> 2407 no The 21st Century ROAD to Housing Act (OZNH Mar 2026) https://opportunityzones.com/2026/03/oznh-mar-2026/ The 21st Century ROAD to Housing Act has advanced in the Senate with 89 yes votes — and it explicitly touches Opportunity Zones. Jimmy Atkinson and Andy Hagans break down what's in the bill, what it means for OZ investors, and why its restrictions on institutional ownership of single family homes could have significant unintended consequences for the nation's housing supply. Plus, an update on the Wyoming Reserve, a live demo of the new free OZ tax benefits calculator at OpportunityZones.com, upcoming OZ Insiders events, and picks of the month. Show notes & summary: https://opportunityzones.com/2026/03/oznh-mar-2026/ Tue, 31 Mar 2026 14:36:00 -0000 The 21st Century ROAD to Housing Act full OpportunityZones.com OZ NewsHour - March 2026 The 21st Century ROAD to Housing Act has advanced in the Senate with 89 yes votes — and it explicitly touches Opportunity Zones. Jimmy Atkinson and Andy Hagans break down what's in the bill, what it means for OZ investors, and why its restrictions on institutional ownership of single family homes could have significant unintended consequences for the nation's housing supply. Plus, an update on the Wyoming Reserve, a live demo of the new free OZ tax benefits calculator at OpportunityZones.com, upcoming OZ Insiders events, and picks of the month. Show notes & summary: https://opportunityzones.com/2026/03/oznh-mar-2026/ The 21st Century ROAD to Housing Act has advanced in the Senate with 89 yes votes — and it explicitly touches Opportunity Zones. Jimmy Atkinson and Andy Hagans break down what's in the bill, what it means for OZ investors, and why its restrictions on institutional ownership of single family homes could have significant unintended consequences for the nation's housing supply. Plus, an update on the Wyoming Reserve, a live demo of the new free OZ tax benefits calculator at OpportunityZones.com, upcoming OZ Insiders events, and picks of the month. Show notes & summary: https://opportunityzones.com/2026/03/oznh-mar-2026/

]]> 2389 no Hidden OZ Tax Advantages Most Investors Are Missing (Episode 378) https://opportunityzones.com/2026/03/jonathan-mcguire-378/ Most Opportunity Zone investors treat the program as its own isolated thing, but OZ is really an overlay on the pre-existing tax code, and understanding that interaction is where the real edge is. Jonathan McGuire, CPA at Aldrich Advisors, joins the show to break down Section 280B demolitions, bonus depreciation and cost segregation, partial disposals, and why operating businesses have seen so little OZ investment. Plus, what to watch as OZ 2.0 zone designations begin to take shape. Show notes & summary: https://opportunityzones.com/2026/03/jonathan-mcguire-378/ Wed, 25 Mar 2026 11:00:00 -0000 Hidden OZ Tax Advantages Most Investors Are Missing full 378 OpportunityZones.com With Jonathan McGuire Most Opportunity Zone investors treat the program as its own isolated thing, but OZ is really an overlay on the pre-existing tax code, and understanding that interaction is where the real edge is. Jonathan McGuire, CPA at Aldrich Advisors, joins the show to break down Section 280B demolitions, bonus depreciation and cost segregation, partial disposals, and why operating businesses have seen so little OZ investment. Plus, what to watch as OZ 2.0 zone designations begin to take shape. Show notes & summary: https://opportunityzones.com/2026/03/jonathan-mcguire-378/ Most Opportunity Zone investors treat the program as its own isolated thing, but OZ is really an overlay on the pre-existing tax code, and understanding that interaction is where the real edge is. Jonathan McGuire, CPA at Aldrich Advisors, joins the show to break down Section 280B demolitions, bonus depreciation and cost segregation, partial disposals, and why operating businesses have seen so little OZ investment. Plus, what to watch as OZ 2.0 zone designations begin to take shape. Show notes & summary: https://opportunityzones.com/2026/03/jonathan-mcguire-378/

]]> 2622 no OZ 1.0 vs. OZ 2.0: Should You Invest Now or Wait? (Episode 377) https://opportunityzones.com/2026/03/ozpd-panel-377/ With Opportunity Zones now permanent and OZ 2.0 launching January 1, 2027, should you invest in a QOF now or wait? Recorded live at OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons of the Economic Innovation Group, Blake Christian of HCVT, and Jason Watkins of Novogradac & Company to break down the trade-offs between OZ 1.0 and OZ 2.0 — including valuation discounts, the 5-year deferral, basis step-ups, rural zone benefits, and the latest on the OZ 2.0 designation timeline. Show notes & summary: https://opportunityzones.com/2026/03/ozpd-panel-377/ Wed, 18 Mar 2026 11:00:00 -0000 OZ 1.0 vs. OZ 2.0: Should You Invest Now or Wait? full 377 OpportunityZones.com An OZ Pitch Day Panel With Opportunity Zones now permanent and OZ 2.0 launching January 1, 2027, should you invest in a QOF now or wait? Recorded live at OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons of the Economic Innovation Group, Blake Christian of HCVT, and Jason Watkins of Novogradac & Company to break down the trade-offs between OZ 1.0 and OZ 2.0 — including valuation discounts, the 5-year deferral, basis step-ups, rural zone benefits, and the latest on the OZ 2.0 designation timeline. Show notes & summary: https://opportunityzones.com/2026/03/ozpd-panel-377/ With Opportunity Zones now permanent and OZ 2.0 launching January 1, 2027, should you invest in a QOF now or wait? Recorded live at OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons of the Economic Innovation Group, Blake Christian of HCVT, and Jason Watkins of Novogradac & Company to break down the trade-offs between OZ 1.0 and OZ 2.0 — including valuation discounts, the 5-year deferral, basis step-ups, rural zone benefits, and the latest on the OZ 2.0 designation timeline. Show notes & summary: https://opportunityzones.com/2026/03/ozpd-panel-377/

]]> 2630 no Trump's Maritime Prosperity Zones (Episode 376) https://opportunityzones.com/2026/03/ozoh-376/ The Trump administration's Maritime Action Plan calls for 100 Maritime Prosperity Zones explicitly modeled after Opportunity Zones. And many of the most likely locations may already be OZ-designated. Jimmy Atkinson breaks down the plan, explains the potential for incentive stacking, and answers live listener questions. Show notes & summary: https://opportunityzones.com/2026/03/ozoh-376/ Mon, 02 Mar 2026 23:08:00 -0000 Trump's Maritime Prosperity Zones full 376 OpportunityZones.com OZ Office Hours - March 2026 The Trump administration's Maritime Action Plan calls for 100 Maritime Prosperity Zones explicitly modeled after Opportunity Zones. And many of the most likely locations may already be OZ-designated. Jimmy Atkinson breaks down the plan, explains the potential for incentive stacking, and answers live listener questions. Show notes & summary: https://opportunityzones.com/2026/03/ozoh-376/ The Trump administration's Maritime Action Plan calls for 100 Maritime Prosperity Zones explicitly modeled after Opportunity Zones. And many of the most likely locations may already be OZ-designated. Jimmy Atkinson breaks down the plan, explains the potential for incentive stacking, and answers live listener questions. Show notes & summary: https://opportunityzones.com/2026/03/ozoh-376/

]]> 2618 no OZ NewsHour For February 2026 https://opportunityzones.com/2026/02/oznh-feb-2026/⁠ A new AI tool built specifically for Opportunity Zones is here — and it may change how investors, fund managers, and advisors navigate the transition from OZ 1.0 to OZ 2.0. In this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans unveil OzBot, a purpose-built chatbot trained on the actual statute, regulations, and proprietary analysis behind the program — and they put it to the test live. Show notes & summary: ⁠https://opportunityzones.com/2026/02/oznh-feb-2026/ Mon, 23 Feb 2026 21:38:00 -0000 OZ NewsHour For February 2026 full OpportunityZones.com A new AI tool built specifically for Opportunity Zones is here — and it may change how investors, fund managers, and advisors navigate the transition from OZ 1.0 to OZ 2.0. In this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans unveil OzBot, a purpose-built chatbot trained on the actual statute, regulations, and proprietary analysis behind the program — and they put it to the test live. Show notes & summary: ⁠https://opportunityzones.com/2026/02/oznh-feb-2026/ A new AI tool built specifically for Opportunity Zones is here — and it may change how investors, fund managers, and advisors navigate the transition from OZ 1.0 to OZ 2.0. In this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans unveil OzBot, a purpose-built chatbot trained on the actual statute, regulations, and proprietary analysis behind the program — and they put it to the test live. Show notes & summary: ⁠https://opportunityzones.com/2026/02/oznh-feb-2026/

]]> 2967 no Rural Opportunity Zone Strategy & Incentive Stacking (Episode 375) https://opportunityzones.com/2026/02/coni-rathbone-375/ Rural Opportunity Zones could play a much bigger role in the next phase of the program than they did the first time around. In this episode, Coni Rathbone of VF Law joins Jimmy Atkinson to discuss the new rural incentives under OZ 2.0 (including the 30% basis step-up), and how incentive stacking, bonus depreciation, and smart tract advocacy can position developers and investors ahead of the 2027 designation round. Show notes & summary: https://opportunityzones.com/2026/02/coni-rathbone-375/ Wed, 18 Feb 2026 12:00:00 -0000 Rural Opportunity Zone Strategy & Incentive Stacking full 375 OpportunityZones.com With Coni Rathbone. Rural Opportunity Zones could play a much bigger role in the next phase of the program than they did the first time around. In this episode, Coni Rathbone of VF Law joins Jimmy Atkinson to discuss the new rural incentives under OZ 2.0 (including the 30% basis step-up), and how incentive stacking, bonus depreciation, and smart tract advocacy can position developers and investors ahead of the 2027 designation round. Show notes & summary: https://opportunityzones.com/2026/02/coni-rathbone-375/ Rural Opportunity Zones could play a much bigger role in the next phase of the program than they did the first time around. In this episode, Coni Rathbone of VF Law joins Jimmy Atkinson to discuss the new rural incentives under OZ 2.0 (including the 30% basis step-up), and how incentive stacking, bonus depreciation, and smart tract advocacy can position developers and investors ahead of the 2027 designation round. Show notes & summary: https://opportunityzones.com/2026/02/coni-rathbone-375/

]]> 2508 no How Treasury Should Determine OZ 2.0 Tract Eligibility (Episode 374) https://opportunityzones.com/2026/02/jason-watkins-374/ The census data that will likely inform Opportunity Zones 2.0 eligibility is now out. But how Treasury uses that data is still undecided. In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to discuss why a mechanical, spreadsheet-driven approach to census tract eligibility would be a mistake, how margins of error and unreliable income estimates complicate the analysis, and what a commonsense framework could look like as Treasury prepares to define the OZ 2.0 eligibility universe. Show notes & summary: https://opportunityzones.com/2026/02/jason-watkins-374/ Mon, 09 Feb 2026 11:00:00 -0000 How Treasury Should Determine OZ 2.0 Tract Eligibility full 374 OpportunityZones.com ACS data unreliable? The census data that will likely inform Opportunity Zones 2.0 eligibility is now out. But how Treasury uses that data is still undecided. In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to discuss why a mechanical, spreadsheet-driven approach to census tract eligibility would be a mistake, how margins of error and unreliable income estimates complicate the analysis, and what a commonsense framework could look like as Treasury prepares to define the OZ 2.0 eligibility universe. Show notes & summary: https://opportunityzones.com/2026/02/jason-watkins-374/ The census data that will likely inform Opportunity Zones 2.0 eligibility is now out. But how Treasury uses that data is still undecided. In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to discuss why a mechanical, spreadsheet-driven approach to census tract eligibility would be a mistake, how margins of error and unreliable income estimates complicate the analysis, and what a commonsense framework could look like as Treasury prepares to define the OZ 2.0 eligibility universe. Show notes & summary: https://opportunityzones.com/2026/02/jason-watkins-374/

]]> 2036 no New Census Data: Which Tracts Qualify For OZ 2.0? (Episode 373) https://opportunityzones.com/2026/02/ozoh-373/ The U.S. Census Bureau has released the 2020–2024 ACS data, which determines which census tracts are eligible for the next round of Opportunity Zone designations. See which tracts qualify for OZ 2.0 designation. Plus, listener questions answered LIVE. Show notes & summary: https://opportunityzones.com/2026/02/ozoh-373/ Tue, 03 Feb 2026 00:00:00 -0000 New Census Data: Which Tracts Qualify For OZ 2.0? full 373 OpportunityZones.com OZ Office Hours - February 2026 The U.S. Census Bureau has released the 2020–2024 ACS data, which determines which census tracts are eligible for the next round of Opportunity Zone designations. See which tracts qualify for OZ 2.0 designation. Plus, listener questions answered LIVE. Show notes & summary: https://opportunityzones.com/2026/02/ozoh-373/ The U.S. Census Bureau has released the 2020–2024 ACS data, which determines which census tracts are eligible for the next round of Opportunity Zone designations. See which tracts qualify for OZ 2.0 designation. Plus, listener questions answered LIVE. Show notes & summary: https://opportunityzones.com/2026/02/ozoh-373/

]]> 3290 no OZ 2.0 Tract Eligibility Data Coming Soon (OZNH Jan 2026) https://opportunityzones.com/2026/01/oznh-jan-2026/ New U.S. Census Bureau data that will determine OZ 2.0 eligibility is scheduled to be released on Thursday, January 29, 2026. But with a potential government shutdown looming, questions remain about whether Treasury’s official list of eligible census tracts could be delayed. On this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down what the data release means for OZ 2.0. Show notes & summary: ⁠https://opportunityzones.com/2026/01/oznh-jan-2026/ Wed, 28 Jan 2026 22:55:00 -0000 OZ 2.0 Tract Eligibility Data Coming Soon full OpportunityZones.com OZ NewsHour - January 2026 New U.S. Census Bureau data that will determine OZ 2.0 eligibility is scheduled to be released on Thursday, January 29, 2026. But with a potential government shutdown looming, questions remain about whether Treasury’s official list of eligible census tracts could be delayed. On this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down what the data release means for OZ 2.0. Show notes & summary: ⁠https://opportunityzones.com/2026/01/oznh-jan-2026/ New U.S. Census Bureau data that will determine OZ 2.0 eligibility is scheduled to be released on Thursday, January 29, 2026. But with a potential government shutdown looming, questions remain about whether Treasury’s official list of eligible census tracts could be delayed. On this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down what the data release means for OZ 2.0. Show notes & summary: ⁠https://opportunityzones.com/2026/01/oznh-jan-2026/

]]> 2518 no Transformational Opportunity Zone Real Estate (Episode 372) https://opportunityzones.com/2026/01/robert-carrillo-372/ Transformational Opportunity Zone real estate prioritizes durable community outcomes -- such as attainable housing and economic mobility -- while remaining grounded in investor alignment and long-term value creation. Robert Carrillo of LaunchPad Collective joins the show to examine a community-rooted Opportunity Zone development in San Bernardino, California. Here's how patient capital, place-based development, and integrated housing and workforce strategies can move OZ investing beyond transactional deals toward projects designed for lasting impact. More: https://opportunityzones.com/2026/01/robert-carrillo-372/ Thu, 22 Jan 2026 11:00:00 -0000 Transformational Opportunity Zone Real Estate full 372 OpportunityZones.com With Robert Carrillo Transformational Opportunity Zone real estate prioritizes durable community outcomes -- such as attainable housing and economic mobility -- while remaining grounded in investor alignment and long-term value creation. Robert Carrillo of LaunchPad Collective joins the show to examine a community-rooted Opportunity Zone development in San Bernardino, California. Here's how patient capital, place-based development, and integrated housing and workforce strategies can move OZ investing beyond transactional deals toward projects designed for lasting impact. More: https://opportunityzones.com/2026/01/robert-carrillo-372/ Transformational Opportunity Zone real estate prioritizes durable community outcomes -- such as attainable housing and economic mobility -- while remaining grounded in investor alignment and long-term value creation. Robert Carrillo of LaunchPad Collective joins the show to examine a community-rooted Opportunity Zone development in San Bernardino, California. Here's how patient capital, place-based development, and integrated housing and workforce strategies can move OZ investing beyond transactional deals toward projects designed for lasting impact. More: https://opportunityzones.com/2026/01/robert-carrillo-372/

]]> 1422 no What OZ Funds Should Do in 2026 to Prepare for OZ 2.0 (Episode 371) https://opportunityzones.com/2026/01/angela-hwang-371/ With OZ 2.0 set to take effect on January 1, 2027, here’s why Opportunity Zone fund sponsors should be using 2026 to prepare — not pause. Angela Hwang of RevGen Consulting joins Jimmy Atkinson of OpportunityZones.com to discuss marketing strategy, investor education, and why 2026 is not a “dead zone,” but a critical year for building visibility, trust, and momentum ahead of the next wave of capital. Show notes & summary: https://opportunityzones.com/2026/01/angela-hwang-371/ Wed, 14 Jan 2026 12:00:00 -0000 What OZ Funds Should Do in 2026 to Prepare for OZ 2.0 full 371 OpportunityZones.com Why 2026 is NOT a dead zone! With OZ 2.0 set to take effect on January 1, 2027, here’s why Opportunity Zone fund sponsors should be using 2026 to prepare — not pause. Angela Hwang of RevGen Consulting joins Jimmy Atkinson of OpportunityZones.com to discuss marketing strategy, investor education, and why 2026 is not a “dead zone,” but a critical year for building visibility, trust, and momentum ahead of the next wave of capital. Show notes & summary: https://opportunityzones.com/2026/01/angela-hwang-371/ With OZ 2.0 set to take effect on January 1, 2027, here’s why Opportunity Zone fund sponsors should be using 2026 to prepare — not pause. Angela Hwang of RevGen Consulting joins Jimmy Atkinson of OpportunityZones.com to discuss marketing strategy, investor education, and why 2026 is not a “dead zone,” but a critical year for building visibility, trust, and momentum ahead of the next wave of capital. Show notes & summary: https://opportunityzones.com/2026/01/angela-hwang-371/

]]> 974 no Why 2026 Is a Pivotal Year for Opportunity Zones (Episode 370) https://opportunityzones.com/2026/01/ozoh-370/ Here's why 2026 is a pivotal year for Opportunity Zones, as the program transitions from OZ 1.0 to the new OZ 2.0 framework. Jimmy breaks down which tax benefits still apply through the end of 2026, what changes under OZ 2.0, and why 2026 serves as a bridge year for investors and fund managers. Plus, key 2026 dates, the timing of new Opportunity Zone designations, the return of basis step-ups under OZ 2.0, enhanced rural incentives, and the overlap period when both OZ maps are in effect. Show notes & episode summary: https://opportunityzones.com/2026/01/ozoh-370/ Mon, 05 Jan 2026 22:27:00 -0000 2026: Why It’s a Pivotal Year for Opportunity Zones full 370 OpportunityZones.com OZ Office Hours - January 2026 Here's why 2026 is a pivotal year for Opportunity Zones, as the program transitions from OZ 1.0 to the new OZ 2.0 framework. Jimmy breaks down which tax benefits still apply through the end of 2026, what changes under OZ 2.0, and why 2026 serves as a bridge year for investors and fund managers. Plus, key 2026 dates, the timing of new Opportunity Zone designations, the return of basis step-ups under OZ 2.0, enhanced rural incentives, and the overlap period when both OZ maps are in effect. Show notes & episode summary: https://opportunityzones.com/2026/01/ozoh-370/ Here's why 2026 is a pivotal year for Opportunity Zones, as the program transitions from OZ 1.0 to the new OZ 2.0 framework. Jimmy breaks down which tax benefits still apply through the end of 2026, what changes under OZ 2.0, and why 2026 serves as a bridge year for investors and fund managers. Plus, key 2026 dates, the timing of new Opportunity Zone designations, the return of basis step-ups under OZ 2.0, enhanced rural incentives, and the overlap period when both OZ maps are in effect. Show notes & episode summary: https://opportunityzones.com/2026/01/ozoh-370/

]]> 3009 no LaunchPad's Mission-Driven OZ Project in San Bernardino (Episode 369) https://opportunityzones.com/2025/12/robert-carrillo-369/ What does a mission-driven Opportunity Zone project actually look like Robert Carrillo of LaunchPad Collective joins the show to discuss his mission-driven OZ project in San Bernardino focused on social impact, affordable housing, and local job creation. Rather than luxury development, the conversation centers on a community-first model with mixed-use design, small business incubator space, and housing residents can afford. Show notes & summary: https://opportunityzones.com/2025/12/robert-carrillo-369/ Tue, 30 Dec 2025 16:51:00 -0000 LaunchPad's Mission-Driven OZ Project in San Bernardino full 369 OpportunityZones.com With Robert Carrillo. What does a mission-driven Opportunity Zone project actually look like Robert Carrillo of LaunchPad Collective joins the show to discuss his mission-driven OZ project in San Bernardino focused on social impact, affordable housing, and local job creation. Rather than luxury development, the conversation centers on a community-first model with mixed-use design, small business incubator space, and housing residents can afford. Show notes & summary: https://opportunityzones.com/2025/12/robert-carrillo-369/ What does a mission-driven Opportunity Zone project actually look like Robert Carrillo of LaunchPad Collective joins the show to discuss his mission-driven OZ project in San Bernardino focused on social impact, affordable housing, and local job creation. Rather than luxury development, the conversation centers on a community-first model with mixed-use design, small business incubator space, and housing residents can afford. Show notes & summary: https://opportunityzones.com/2025/12/robert-carrillo-369/

]]> 486 no 2025 OZ Survey Results (OZNH Dec 2025) https://opportunityzones.com/2025/12/oznh-dec-2025/ New survey data indicates a likely surge in Opportunity Zone investing in 2027. What else is coming down the pike? Plus, the long-awaited 2025 OZ Holiday Gift Guide! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a thorough review of the Annual Opportunity Zones Survey Report for 2025. Show notes & episode summary: https://opportunityzones.com/2025/12/oznh-dec-2025/ Tue, 23 Dec 2025 18:15:00 -0000 2025 OZ Survey Results full OpportunityZones.com Plus, our OZ Holiday Gift Guide New survey data indicates a likely surge in Opportunity Zone investing in 2027. What else is coming down the pike? Plus, the long-awaited 2025 OZ Holiday Gift Guide! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a thorough review of the Annual Opportunity Zones Survey Report for 2025. Show notes & episode summary: https://opportunityzones.com/2025/12/oznh-dec-2025/ New survey data indicates a likely surge in Opportunity Zone investing in 2027. What else is coming down the pike? Plus, the long-awaited 2025 OZ Holiday Gift Guide! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a thorough review of the Annual Opportunity Zones Survey Report for 2025. Show notes & episode summary: https://opportunityzones.com/2025/12/oznh-dec-2025/

]]> 2349 no Novogradac 2025 Opportunity Zones Summit Recap & Key Takeaways (Episode 368) https://opportunityzones.com/2025/12/jason-watkins-368/ The largest Opportunity Zones conference in years just wrapped — and we’re bringing you the key takeaways straight from Las Vegas. Jimmy Atkinson sits down with Jason Watkins, chair of the Novogradac 2025 Opportunity Zones Summit, to break down the energy, announcements, and insights shaping the OZ industry as OZ 2.0 takes hold. Show notes & summary: https://opportunityzones.com/2025/12/jason-watkins-368/ Wed, 10 Dec 2025 14:45:00 -0000 Novogradac 2025 Opportunity Zones Summit Recap & Key Takeaways full 368 OpportunityZones.com Live from Las Vegas The largest Opportunity Zones conference in years just wrapped — and we’re bringing you the key takeaways straight from Las Vegas. Jimmy Atkinson sits down with Jason Watkins, chair of the Novogradac 2025 Opportunity Zones Summit, to break down the energy, announcements, and insights shaping the OZ industry as OZ 2.0 takes hold. Show notes & summary: https://opportunityzones.com/2025/12/jason-watkins-368/ The largest Opportunity Zones conference in years just wrapped — and we’re bringing you the key takeaways straight from Las Vegas. Jimmy Atkinson sits down with Jason Watkins, chair of the Novogradac 2025 Opportunity Zones Summit, to break down the energy, announcements, and insights shaping the OZ industry as OZ 2.0 takes hold. Show notes & summary: https://opportunityzones.com/2025/12/jason-watkins-368/

]]> 1034 no The Biggest OZ Conference In 6 Years! (Episode 367) https://opportunityzones.com/2025/12/ashley-tison-367/⁠ The Opportunity Zones industry just witnessed its biggest conference in six years — and the energy was unmistakable. Recorded on-site at the Novogradac 2025 Opportunity Zones Summit in Las Vegas, Jimmy Atkinson and Ashley Tison break down the program’s resurgence, the new data validating OZ impact, and why both OZ 1.0 and OZ 2.0 are driving a surge of investor activity heading into 2026 and beyond. Show notes & summary: https://opportunityzones.com/2025/12/ashley-tison-367/ Fri, 05 Dec 2025 14:47:00 -0000 The Biggest OZ Conference In 6 Years! full 367 OpportunityZones.com LIVE at Novogradac's 2025 OZ Summit The Opportunity Zones industry just witnessed its biggest conference in six years — and the energy was unmistakable. Recorded on-site at the Novogradac 2025 Opportunity Zones Summit in Las Vegas, Jimmy Atkinson and Ashley Tison break down the program’s resurgence, the new data validating OZ impact, and why both OZ 1.0 and OZ 2.0 are driving a surge of investor activity heading into 2026 and beyond. Show notes & summary: https://opportunityzones.com/2025/12/ashley-tison-367/ The Opportunity Zones industry just witnessed its biggest conference in six years — and the energy was unmistakable. Recorded on-site at the Novogradac 2025 Opportunity Zones Summit in Las Vegas, Jimmy Atkinson and Ashley Tison break down the program’s resurgence, the new data validating OZ impact, and why both OZ 1.0 and OZ 2.0 are driving a surge of investor activity heading into 2026 and beyond. Show notes & summary: https://opportunityzones.com/2025/12/ashley-tison-367/

]]> 840 no Opportunity Zone Office Hours - December 2025 (Episode 366) https://opportunityzones.com/2025/12/ozoh-366/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson answers live questions and shares the latest updates on OZ 2.0, and upcoming events for investors and developers. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/12/ozoh-366/ Tue, 02 Dec 2025 12:00:00 -0000 Opportunity Zone Office Hours - December 2025 full 366 OpportunityZones.com Your OZ questions answered LIVE. On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson answers live questions and shares the latest updates on OZ 2.0, and upcoming events for investors and developers. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/12/ozoh-366/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson answers live questions and shares the latest updates on OZ 2.0, and upcoming events for investors and developers. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/12/ozoh-366/

]]> 2455 no A Preview Of OZ 2.0 (Episode 365) https://opportunityzones.com/2025/11/ozpd-panel-365/ OZ 2.0 is officially on the horizon, and in this special live-recorded panel from OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons and Jason Watkins to break down what the next era of Opportunity Zones will look like. Together, they discuss new benefits, rural incentives, and how states and investors are already preparing for the January 2027 launch. Show notes & summary: https://opportunityzones.com/2025/11/ozpd-panel-365/ Tue, 25 Nov 2025 12:00:00 -0000 A Preview Of OZ 2.0 full 365 OpportunityZones.com An OZ Pitch Day Panel OZ 2.0 is officially on the horizon, and in this special live-recorded panel from OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons and Jason Watkins to break down what the next era of Opportunity Zones will look like. Together, they discuss new benefits, rural incentives, and how states and investors are already preparing for the January 2027 launch. Show notes & summary: https://opportunityzones.com/2025/11/ozpd-panel-365/ OZ 2.0 is officially on the horizon, and in this special live-recorded panel from OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons and Jason Watkins to break down what the next era of Opportunity Zones will look like. Together, they discuss new benefits, rural incentives, and how states and investors are already preparing for the January 2027 launch. Show notes & summary: https://opportunityzones.com/2025/11/ozpd-panel-365/

]]> 2074 no The Best OZ 2.0 Resources (OZNH Nov 2025) https://opportunityzones.com/2025/11/oznh-nov-2025/⁠ A new era of Opportunity Zone development is on the horizon. Plus, OZ Insiders is hosting a private networking dinner in Las Vegas next month, and you're invited! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including Andy's top five OZ 2.0 resources. Show notes & summary: ⁠https://opportunityzones.com/2025/11/oznh-nov-2025/ Fri, 21 Nov 2025 17:26:00 -0000 The Best OZ 2.0 Resources full OpportunityZones.com OZ NewsHour - November 2025 A new era of Opportunity Zone development is on the horizon. Plus, OZ Insiders is hosting a private networking dinner in Las Vegas next month, and you're invited! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including Andy's top five OZ 2.0 resources. Show notes & summary: ⁠https://opportunityzones.com/2025/11/oznh-nov-2025/ A new era of Opportunity Zone development is on the horizon. Plus, OZ Insiders is hosting a private networking dinner in Las Vegas next month, and you're invited! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including Andy's top five OZ 2.0 resources. Show notes & summary: ⁠https://opportunityzones.com/2025/11/oznh-nov-2025/

]]> 2899 no LIVE Preview of OZ Pitch Day Fall 2025 (Episode 364) https://opportunityzones.com/pitch-day/⁠ Jimmy Atkinson previews OZ Pitch Day Fall 2025, a LIVE online event for Opportunity Zone investors on November 13, 2025. Learn more and register: https://opportunityzones.com/pitch-day/ Wed, 05 Nov 2025 15:21:00 -0000 LIVE Preview of OZ Pitch Day Fall 2025 full OpportunityZones.com OZ Office Hours - November 2025 Jimmy Atkinson previews OZ Pitch Day Fall 2025, a LIVE online event for Opportunity Zone investors on November 13, 2025. Learn more and register: https://opportunityzones.com/pitch-day/ Jimmy Atkinson previews OZ Pitch Day Fall 2025, a LIVE online event for Opportunity Zone investors on November 13, 2025. Learn more and register: https://opportunityzones.com/pitch-day/

]]> 2407 no OZ Insiders Hits A Major Milestone (OZNH October 2025) https://opportunityzones.com/2025/10/oznh-oct-2025/ Fueled by the momentum of Opportunity Zones 2.0, the OZ industry is surging into the final months of 2025 with record participation, a new rural map, and a wave of upcoming events. Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a major milestone for OZ Insiders, the updated Opportunity Zone Map featuring new rural designations, and the fast-approaching Novogradac OZ Summit and OZ Pitch Day. Show notes & summary: https://opportunityzones.com/2025/10/oznh-oct-2025/ Wed, 29 Oct 2025 16:20:00 -0000 OZ Insiders Hits A Major Milestone full OpportunityZones.com OZ NewsHour - October 2025 Fueled by the momentum of Opportunity Zones 2.0, the OZ industry is surging into the final months of 2025 with record participation, a new rural map, and a wave of upcoming events. Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a major milestone for OZ Insiders, the updated Opportunity Zone Map featuring new rural designations, and the fast-approaching Novogradac OZ Summit and OZ Pitch Day. Show notes & summary: https://opportunityzones.com/2025/10/oznh-oct-2025/ Fueled by the momentum of Opportunity Zones 2.0, the OZ industry is surging into the final months of 2025 with record participation, a new rural map, and a wave of upcoming events. Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a major milestone for OZ Insiders, the updated Opportunity Zone Map featuring new rural designations, and the fast-approaching Novogradac OZ Summit and OZ Pitch Day. Show notes & summary: https://opportunityzones.com/2025/10/oznh-oct-2025/

]]> 2316 Novogradac’s 2025 OZ Summit: What’s Next for OZ 2.0 (Episode 363) https://opportunityzones.com/2025/10/novogradac-363/ The Opportunity Zone industry’s top professionals will gather in Las Vegas on December 3, 2025, for the Novogradac 2025 Opportunity Zones Summit, a one-day event at the Four Seasons dedicated to unpacking the next chapter of Opportunity Zones 2.0. Novogradac partners Jason Watkins and Kevin Wilson join the show to preview the summit, share the latest fundraising and compliance trends, and discuss what Treasury guidance may look like as the industry transitions from OZ 1.0 to OZ 2.0. Show notes: https://opportunityzones.com/2025/10/novogradac-363/ Wed, 22 Oct 2025 15:25:00 -0000 Novogradac’s 2025 OZ Summit: What’s Next for OZ 2.0 full 363 OpportunityZones.com With Jason Watkins & Kevin Wilson The Opportunity Zone industry’s top professionals will gather in Las Vegas on December 3, 2025, for the Novogradac 2025 Opportunity Zones Summit, a one-day event at the Four Seasons dedicated to unpacking the next chapter of Opportunity Zones 2.0. Novogradac partners Jason Watkins and Kevin Wilson join the show to preview the summit, share the latest fundraising and compliance trends, and discuss what Treasury guidance may look like as the industry transitions from OZ 1.0 to OZ 2.0. Show notes: https://opportunityzones.com/2025/10/novogradac-363/ The Opportunity Zone industry’s top professionals will gather in Las Vegas on December 3, 2025, for the Novogradac 2025 Opportunity Zones Summit, a one-day event at the Four Seasons dedicated to unpacking the next chapter of Opportunity Zones 2.0. Novogradac partners Jason Watkins and Kevin Wilson join the show to preview the summit, share the latest fundraising and compliance trends, and discuss what Treasury guidance may look like as the industry transitions from OZ 1.0 to OZ 2.0. Show notes: https://opportunityzones.com/2025/10/novogradac-363/

]]> 2151 no Structuring Preferred Equity in Opportunity Zones (Episode 362) https://opportunityzones.com/2025/10/ackman-ziff-362/ Many Opportunity Zone developments are stalling out... thin spreads, costly capital, and oversized equity requirements mean the math just doesn’t work like it used to. Enter preferred equity. Jordan Brustein & Andrew Rudy of Ackman-Ziff join the show to discuss how Opportunity Zone preferred equity is being used to rescue stalled ground-up development deals, de-lever overextended capital stacks, and unlock projects in today’s challenging market. Show notes & summary: https://opportunityzones.com/2025/10/ackman-ziff-362/ Wed, 15 Oct 2025 14:45:00 -0000 Structuring Preferred Equity in Opportunity Zones full 362 OpportunityZones.com With Jordan Brustein & Andrew Rudy Many Opportunity Zone developments are stalling out... thin spreads, costly capital, and oversized equity requirements mean the math just doesn’t work like it used to. Enter preferred equity. Jordan Brustein & Andrew Rudy of Ackman-Ziff join the show to discuss how Opportunity Zone preferred equity is being used to rescue stalled ground-up development deals, de-lever overextended capital stacks, and unlock projects in today’s challenging market. Show notes & summary: https://opportunityzones.com/2025/10/ackman-ziff-362/ Many Opportunity Zone developments are stalling out... thin spreads, costly capital, and oversized equity requirements mean the math just doesn’t work like it used to. Enter preferred equity. Jordan Brustein & Andrew Rudy of Ackman-Ziff join the show to discuss how Opportunity Zone preferred equity is being used to rescue stalled ground-up development deals, de-lever overextended capital stacks, and unlock projects in today’s challenging market. Show notes & summary: https://opportunityzones.com/2025/10/ackman-ziff-362/

]]> 2277 no The New Rural Opportunity Zone Map (Episode 361) https://opportunityzones.com/2025/10/ozoh-361/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses IRS Notice 2025-50, defining which Opportunity Zones qualify as rural. Effective July 4, 2025, rural OZs qualify for a reduced substantial improvement threshold. Plus, Jimmy answers live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/10/ozoh-361/ Tue, 07 Oct 2025 18:23:00 -0000 The New Rural Opportunity Zone Map full 361 OpportunityZones.com OZ Office Hours - October 2025 On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses IRS Notice 2025-50, defining which Opportunity Zones qualify as rural. Effective July 4, 2025, rural OZs qualify for a reduced substantial improvement threshold. Plus, Jimmy answers live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/10/ozoh-361/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses IRS Notice 2025-50, defining which Opportunity Zones qualify as rural. Effective July 4, 2025, rural OZs qualify for a reduced substantial improvement threshold. Plus, Jimmy answers live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/10/ozoh-361/

]]> 2336 no A Perfect Storm For Opportunity Zones? (OZNH Sep 2025) https://opportunityzones.com/2025/09/oznh-sep-2025/ With many major asset classes at or near all-time highs, is a perfect storm brewing for Opportunity Zone investing? Plus, a recap of recent Opportunity Zone events, and a preview of upcoming events. Show notes & summary: https://opportunityzones.com/2025/09/oznh-sep-2025/ Tue, 30 Sep 2025 16:14:00 -0000 A Perfect Storm For Opportunity Zones? full OpportunityZones.com OZ NewsHour - Sep 2025 With many major asset classes at or near all-time highs, is a perfect storm brewing for Opportunity Zone investing? Plus, a recap of recent Opportunity Zone events, and a preview of upcoming events. Show notes & summary: https://opportunityzones.com/2025/09/oznh-sep-2025/ With many major asset classes at or near all-time highs, is a perfect storm brewing for Opportunity Zone investing? Plus, a recap of recent Opportunity Zone events, and a preview of upcoming events. Show notes & summary: https://opportunityzones.com/2025/09/oznh-sep-2025/

]]> 2520 no Bonus Depreciation & Opportunity Zones 2.0 (Episode 360) https://opportunityzones.com/2025/09/coni-rathbone-360/ Opportunity Zones 2.0 has made the program permanent... and restored 100% bonus depreciation. Securities attorney Coni Rathbone of VF Law joins the show to explain how these changes impact Qualified Opportunity Funds, real estate developers, and operating businesses like manufacturing facilities. Plus, discussion of OZ permanence, structuring considerations, rural incentives, and why bonus depreciation makes OZ 2.0 even more attractive for High Net Worth investors. Show notes & summary: https://opportunityzones.com/2025/09/coni-rathbone-360/ Wed, 24 Sep 2025 15:57:00 -0000 Bonus Depreciation & Opportunity Zones 2.0 full 360 OpportunityZones.com With Coni Rathbone. Opportunity Zones 2.0 has made the program permanent... and restored 100% bonus depreciation. Securities attorney Coni Rathbone of VF Law joins the show to explain how these changes impact Qualified Opportunity Funds, real estate developers, and operating businesses like manufacturing facilities. Plus, discussion of OZ permanence, structuring considerations, rural incentives, and why bonus depreciation makes OZ 2.0 even more attractive for High Net Worth investors. Show notes & summary: https://opportunityzones.com/2025/09/coni-rathbone-360/ Opportunity Zones 2.0 has made the program permanent... and restored 100% bonus depreciation. Securities attorney Coni Rathbone of VF Law joins the show to explain how these changes impact Qualified Opportunity Funds, real estate developers, and operating businesses like manufacturing facilities. Plus, discussion of OZ permanence, structuring considerations, rural incentives, and why bonus depreciation makes OZ 2.0 even more attractive for High Net Worth investors. Show notes & summary: https://opportunityzones.com/2025/09/coni-rathbone-360/

]]> 2441 no Advanced Tax Mitigation Strategies: Roth Conversions & ROBS Explained (Episode 359) https://opportunityzones.com/2025/09/john-hyre-359/ Tax attorney John Hyre joins Jimmy Atkinson to discuss advanced tax mitigation strategies for high-net-worth investors. From Puerto Rico residency to self-directed IRAs, Trump Accounts, Roth conversions, and ROBS, John shares practical insights on how investors can minimize their tax burden while avoiding costly mistakes. In this episode, you’ll hear why John believes Roth conversions — when done correctly — are one of the most powerful planning tools available, and why he urges extreme caution with Rollover Business Startups (ROBS). He also explains the opportunity presented by the newly created Trump Accounts, the benefits of living and working in Puerto Rico, and the common compliance traps that can trip up investors. Show notes & summary: https://opportunityzones.com/2025/09/john-hyre-359/ Wed, 17 Sep 2025 11:00:00 -0000 Advanced Tax Mitigation Strategies: Roth Conversions & ROBS Explained full 359 OpportunityZones.com With John Hyre. Tax attorney John Hyre joins Jimmy Atkinson to discuss advanced tax mitigation strategies for high-net-worth investors. From Puerto Rico residency to self-directed IRAs, Trump Accounts, Roth conversions, and ROBS, John shares practical insights on how investors can minimize their tax burden while avoiding costly mistakes. In this episode, you’ll hear why John believes Roth conversions — when done correctly — are one of the most powerful planning tools available, and why he urges extreme caution with Rollover Business Startups (ROBS). He also explains the opportunity presented by the newly created Trump Accounts, the benefits of living and working in Puerto Rico, and the common compliance traps that can trip up investors. Show notes & summary: https://opportunityzones.com/2025/09/john-hyre-359/ Tax attorney John Hyre joins Jimmy Atkinson to discuss advanced tax mitigation strategies for high-net-worth investors. From Puerto Rico residency to self-directed IRAs, Trump Accounts, Roth conversions, and ROBS, John shares practical insights on how investors can minimize their tax burden while avoiding costly mistakes. In this episode, you’ll hear why John believes Roth conversions — when done correctly — are one of the most powerful planning tools available, and why he urges extreme caution with Rollover Business Startups (ROBS). He also explains the opportunity presented by the newly created Trump Accounts, the benefits of living and working in Puerto Rico, and the common compliance traps that can trip up investors. Show notes & summary: https://opportunityzones.com/2025/09/john-hyre-359/

]]> 2381 What Makes DC's Bridge District a Model OZ Project (Episode 358) https://opportunityzones.com/2025/09/altes-redbrick-358/ Washington DC's Bridge District is quickly emerging as one of the nation's most ambitious Opportunity Zone projects, transforming vacant land into a thriving new neighborhood. With thousands of multifamily units, new retail, and vital community amenities, the Bridge District is showing how OZ capital can deliver long-term, transformative impact in one of the most underserved parts of the nation’s capital. Jeff Tompkins of Altes Capital and Sohael Chowfla of Redbrick LMD join the show to discuss the outlook for Opportunity Zones 2.0, the unique supply-and-demand dynamics of Washington DC’s multifamily housing market, and how Redbrick is using OZ equity to deliver the Bridge District as a model for sustainable, community-driven development. Show notes & summary: https://opportunityzones.com/2025/09/altes-redbrick-358/ Wed, 10 Sep 2025 11:00:00 -0000 What Makes DC's Bridge District a Model OZ Project full 358 OpportunityZones.com From Altes Capital & Redbrick LMD. Washington DC's Bridge District is quickly emerging as one of the nation's most ambitious Opportunity Zone projects, transforming vacant land into a thriving new neighborhood. With thousands of multifamily units, new retail, and vital community amenities, the Bridge District is showing how OZ capital can deliver long-term, transformative impact in one of the most underserved parts of the nation’s capital. Jeff Tompkins of Altes Capital and Sohael Chowfla of Redbrick LMD join the show to discuss the outlook for Opportunity Zones 2.0, the unique supply-and-demand dynamics of Washington DC’s multifamily housing market, and how Redbrick is using OZ equity to deliver the Bridge District as a model for sustainable, community-driven development. Show notes & summary: https://opportunityzones.com/2025/09/altes-redbrick-358/ Washington DC's Bridge District is quickly emerging as one of the nation's most ambitious Opportunity Zone projects, transforming vacant land into a thriving new neighborhood. With thousands of multifamily units, new retail, and vital community amenities, the Bridge District is showing how OZ capital can deliver long-term, transformative impact in one of the most underserved parts of the nation’s capital. Jeff Tompkins of Altes Capital and Sohael Chowfla of Redbrick LMD join the show to discuss the outlook for Opportunity Zones 2.0, the unique supply-and-demand dynamics of Washington DC’s multifamily housing market, and how Redbrick is using OZ equity to deliver the Bridge District as a model for sustainable, community-driven development. Show notes & summary: https://opportunityzones.com/2025/09/altes-redbrick-358/

]]> 2578 no Top 10 Counties For Opportunity Zones 2.0 (Episode 357) https://opportunityzones.com/2025/09/ozoh-357/ Join Opportunity Zone Office Hours and get your own OZ questions answered live. Today's topics include: OZ Insiders updates (our upcoming dinner in Fort Worth and Masterclass on minimizing your 2026 OZ tax bill); a new 2027 OZ 2.0 eligibility map from Novogradac; the 10 counties with the most OZ-eligible tracts; plus your OZ questions answered live. Show notes & summary: https://opportunityzones.com/2025/09/ozoh-357/ Tue, 02 Sep 2025 22:08:00 -0000 Top 10 Counties For Opportunity Zones 2.0 full 357 OpportunityZones.com Plus, a new mapping tool. Join Opportunity Zone Office Hours and get your own OZ questions answered live. Today's topics include: OZ Insiders updates (our upcoming dinner in Fort Worth and Masterclass on minimizing your 2026 OZ tax bill); a new 2027 OZ 2.0 eligibility map from Novogradac; the 10 counties with the most OZ-eligible tracts; plus your OZ questions answered live. Show notes & summary: https://opportunityzones.com/2025/09/ozoh-357/ Join Opportunity Zone Office Hours and get your own OZ questions answered live. Today's topics include: OZ Insiders updates (our upcoming dinner in Fort Worth and Masterclass on minimizing your 2026 OZ tax bill); a new 2027 OZ 2.0 eligibility map from Novogradac; the 10 counties with the most OZ-eligible tracts; plus your OZ questions answered live. Show notes & summary: https://opportunityzones.com/2025/09/ozoh-357/

]]> 3213 no How OZ 2.0 Is Changing Capital Flows (Episode 356) https://opportunityzones.com/2025/08/peter-ciganik-356/ How is OZ 2.0 changing capital flows into Opportunity Zone funds? Peter Ciganik of GTIS Partners joins the show to discuss how permanence is boosting investor confidence, why institutions are returning, and GTIS’s strategy across multifamily and industrial projects. Show notes & summary: https://opportunityzones.com/2025/08/peter-ciganik-356/ Wed, 27 Aug 2025 11:00:00 -0000 How OZ 2.0 Is Changing Capital Flows full 358 OpportunityZones.com $850 million OZ Fund manager How is OZ 2.0 changing capital flows into Opportunity Zone funds? Peter Ciganik of GTIS Partners joins the show to discuss how permanence is boosting investor confidence, why institutions are returning, and GTIS’s strategy across multifamily and industrial projects. Show notes & summary: https://opportunityzones.com/2025/08/peter-ciganik-356/ How is OZ 2.0 changing capital flows into Opportunity Zone funds? Peter Ciganik of GTIS Partners joins the show to discuss how permanence is boosting investor confidence, why institutions are returning, and GTIS’s strategy across multifamily and industrial projects. Show notes & summary: https://opportunityzones.com/2025/08/peter-ciganik-356/

]]> 2521 no Which Opportunity Zones Are Active In 2027? (OZNH Aug 2025) https://opportunityzones.com/2025/08/oznh-aug-2025/ New Opportunity Zones will go into effect on January 1, 2027. But there will be a two-year overlap with existing OZ 1.0 zones. What options do OZ investors have beginning in 2027? Show notes & summary: ⁠https://opportunityzones.com/2025/08/oznh-aug-2025/ Mon, 18 Aug 2025 23:51:00 -0000 Which Opportunity Zones Are Active In 2027? full OpportunityZones.com OZ 2.0 Updates. New Opportunity Zones will go into effect on January 1, 2027. But there will be a two-year overlap with existing OZ 1.0 zones. What options do OZ investors have beginning in 2027? Show notes & summary: ⁠https://opportunityzones.com/2025/08/oznh-aug-2025/ New Opportunity Zones will go into effect on January 1, 2027. But there will be a two-year overlap with existing OZ 1.0 zones. What options do OZ investors have beginning in 2027? Show notes & summary: ⁠https://opportunityzones.com/2025/08/oznh-aug-2025/

]]> 2473 OZ 2.0 Effective Dates + Office Hours Q&A (Episode 355) https://opportunityzones.com/2025/08/ozoh-355/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses key dates related to OZ 2.0, plus answers live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/08/ozoh-355/ Mon, 04 Aug 2025 21:13:00 -0000 OZ 2.0 Effective Dates + Office Hours Q&A full 355 OpportunityZones.com OZ Office Hours - August 2025 On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses key dates related to OZ 2.0, plus answers live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/08/ozoh-355/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses key dates related to OZ 2.0, plus answers live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/08/ozoh-355/

]]> 2693 no How Fair Market Value Could Affect Your 2026 OZ Tax Bill (Episode 354) https://opportunityzones.com/2025/07/brad-molotsky-354/ When an investor defers a capital gain by rolling it into a Qualified Opportunity Fund (QOF), that deferred gain is ultimately recognized for tax purposes on December 31, 2026, unless triggered earlier by an inclusion event. Real estate attorney Brad Molotsky of Duane Morris joins the show to discuss how the fair market value of an Opportunity Zone investment on that deferral date affects the taxable gain, and what steps investors and fund managers should take to prepare. Show notes & summary: https://opportunityzones.com/2025/07/brad-molotsky-354/ Wed, 30 Jul 2025 11:00:00 -0000 How Fair Market Value Could Affect Your 2026 OZ Tax Bill full 354 OpportunityZones.com With Brad Molotsky When an investor defers a capital gain by rolling it into a Qualified Opportunity Fund (QOF), that deferred gain is ultimately recognized for tax purposes on December 31, 2026, unless triggered earlier by an inclusion event. Real estate attorney Brad Molotsky of Duane Morris joins the show to discuss how the fair market value of an Opportunity Zone investment on that deferral date affects the taxable gain, and what steps investors and fund managers should take to prepare. Show notes & summary: https://opportunityzones.com/2025/07/brad-molotsky-354/ When an investor defers a capital gain by rolling it into a Qualified Opportunity Fund (QOF), that deferred gain is ultimately recognized for tax purposes on December 31, 2026, unless triggered earlier by an inclusion event. Real estate attorney Brad Molotsky of Duane Morris joins the show to discuss how the fair market value of an Opportunity Zone investment on that deferral date affects the taxable gain, and what steps investors and fund managers should take to prepare. Show notes & summary: https://opportunityzones.com/2025/07/brad-molotsky-354/

]]> 2494 no Opportunity Zones 2.0 Explained: Ultimate Crash Course (Episode 353) https://opportunityzones.com/crashcourse/ Get the full breakdown of the biggest update to Opportunity Zones since 2017. OpportunityZones.com founder Jimmy Atkinson covers everything investors, developers, and communities need to know about the new OZ 2.0 rules signed into law by President Trump on July 4, 2025. Watch the video version of this episode and download our OZ 2.0 resources: https://opportunityzones.com/crashcourse/ Wed, 23 Jul 2025 11:00:00 -0000 Opportunity Zones 2.0 Explained: Ultimate Crash Course full 353 OpportunityZones.com OZ 2.0 is here! Get the full breakdown of the biggest update to Opportunity Zones since 2017. OpportunityZones.com founder Jimmy Atkinson covers everything investors, developers, and communities need to know about the new OZ 2.0 rules signed into law by President Trump on July 4, 2025. Watch the video version of this episode and download our OZ 2.0 resources: https://opportunityzones.com/crashcourse/ Get the full breakdown of the biggest update to Opportunity Zones since 2017. OpportunityZones.com founder Jimmy Atkinson covers everything investors, developers, and communities need to know about the new OZ 2.0 rules signed into law by President Trump on July 4, 2025. Watch the video version of this episode and download our OZ 2.0 resources: https://opportunityzones.com/crashcourse/

]]> 3186 no Executing A Location-Driven OZ Strategy, With Alicia Miller (Episode 352) https://opportunityzones.com/2025/07/alicia-miller-352/ How does a prime neighborhood drive an Opportunity Zone project’s success? Alicia Miller of Black Salmon joins the show to discuss her firm’s “location-first” strategy. Alicia shares details on Black Salmon’s new multifamily development in downtown St. Petersburg and a flagship retail project in Miami’s Design District, and explains how a single-asset holdco structure keeps investors on track for the 10-year tax-free exit. Show notes & summary: https://opportunityzones.com/2025/07/alicia-miller-352/ Wed, 09 Jul 2025 11:00:00 -0000 Executing A Location-Driven OZ Strategy, With Alicia Miller full 352 OpportunityZones.com Black Salmon's Florida OZs. How does a prime neighborhood drive an Opportunity Zone project’s success? Alicia Miller of Black Salmon joins the show to discuss her firm’s “location-first” strategy. Alicia shares details on Black Salmon’s new multifamily development in downtown St. Petersburg and a flagship retail project in Miami’s Design District, and explains how a single-asset holdco structure keeps investors on track for the 10-year tax-free exit. Show notes & summary: https://opportunityzones.com/2025/07/alicia-miller-352/ How does a prime neighborhood drive an Opportunity Zone project’s success? Alicia Miller of Black Salmon joins the show to discuss her firm’s “location-first” strategy. Alicia shares details on Black Salmon’s new multifamily development in downtown St. Petersburg and a flagship retail project in Miami’s Design District, and explains how a single-asset holdco structure keeps investors on track for the 10-year tax-free exit. Show notes & summary: https://opportunityzones.com/2025/07/alicia-miller-352/

]]> 2080 no Trump Signs Megabill: Opportunity Zones Made Permanent! (Episode 351) https://opportunityzones.com/2025/07/trump-megabill-351/ As President Trump signs the “One Big Beautiful Bill,” Opportunity Zones are made permanent. In this live episode, Jimmy Atkinson and Andy Hagans recap Congressional passage of H.R. 1 and the signing ceremony at the White House. Plus, a breakdown of exactly how OZ 2.0 reshapes the incentive for investors, developers, and communities. Show notes & episode summary: https://opportunityzones.com/2025/07/trump-megabill-351/ Fri, 04 Jul 2025 23:01:00 -0000 Trump Signs Megabill: Opportunity Zones Made Permanent! full 351 OpportunityZones.com OZ 2.0 officially enacted. As President Trump signs the “One Big Beautiful Bill,” Opportunity Zones are made permanent. In this live episode, Jimmy Atkinson and Andy Hagans recap Congressional passage of H.R. 1 and the signing ceremony at the White House. Plus, a breakdown of exactly how OZ 2.0 reshapes the incentive for investors, developers, and communities. Show notes & episode summary: https://opportunityzones.com/2025/07/trump-megabill-351/ As President Trump signs the “One Big Beautiful Bill,” Opportunity Zones are made permanent. In this live episode, Jimmy Atkinson and Andy Hagans recap Congressional passage of H.R. 1 and the signing ceremony at the White House. Plus, a breakdown of exactly how OZ 2.0 reshapes the incentive for investors, developers, and communities. Show notes & episode summary: https://opportunityzones.com/2025/07/trump-megabill-351/

]]> 1421 no Senate Passes Opportunity Zones 2.0 Legislation (Episode 350) https://opportunityzones.com/2025/07/senate-bill-passes-350/ The U.S. Senate passed H.R. 1, the One Big Beautiful Bill, which will make Opportunity Zones permanent. The bill now heads back to the House for final passage before going to President Trump for enactment. Show notes & summary: https://opportunityzones.com/2025/07/senate-bill-passes-350/ Tue, 01 Jul 2025 20:23:00 -0000 Senate Passes Opportunity Zones 2.0 Legislation full 350 OpportunityZones.com OZ policy will become permanent. The U.S. Senate passed H.R. 1, the One Big Beautiful Bill, which will make Opportunity Zones permanent. The bill now heads back to the House for final passage before going to President Trump for enactment. Show notes & summary: https://opportunityzones.com/2025/07/senate-bill-passes-350/ The U.S. Senate passed H.R. 1, the One Big Beautiful Bill, which will make Opportunity Zones permanent. The bill now heads back to the House for final passage before going to President Trump for enactment. Show notes & summary: https://opportunityzones.com/2025/07/senate-bill-passes-350/

]]> 3667 Will The Senate Make Opportunity Zones Permanent? (OZNH June 2025) https://opportunityzones.com/2025/06/oznh-jun-2025/ The U.S. Senate has released draft legislation that could make Opportunity Zones a permanent part of the tax code. In this special OZ NewsHour edition of the podcast, Jimmy Atkinson and Andy Hagans break down what’s in the Senate’s proposal, how it compares to the House version, and what it could mean for investors, fund managers, and the future of OZ policy. Show notes and summary: https://opportunityzones.com/2025/06/oznh-jun-2025/ Wed, 25 Jun 2025 11:00:00 -0000 Will The Senate Make Opportunity Zones Permanent? full OpportunityZones.com The latest on tax legislation. The U.S. Senate has released draft legislation that could make Opportunity Zones a permanent part of the tax code. In this special OZ NewsHour edition of the podcast, Jimmy Atkinson and Andy Hagans break down what’s in the Senate’s proposal, how it compares to the House version, and what it could mean for investors, fund managers, and the future of OZ policy. Show notes and summary: https://opportunityzones.com/2025/06/oznh-jun-2025/ The U.S. Senate has released draft legislation that could make Opportunity Zones a permanent part of the tax code. In this special OZ NewsHour edition of the podcast, Jimmy Atkinson and Andy Hagans break down what’s in the Senate’s proposal, how it compares to the House version, and what it could mean for investors, fund managers, and the future of OZ policy. Show notes and summary: https://opportunityzones.com/2025/06/oznh-jun-2025/

]]> 2491 no The 2025 Tax Cuts & Opportunity Zones 2.0 (Episode 349) https://opportunityzones.com/2025/06/ozpd-panel-349/ Capitol Hill is moving toward a permanent Opportunity Zones program, but the fine print matters. In this OZ Pitch Day panel, Jimmy Atkinson is joined by Blake Christian and Jim Lang to unpack the Senate’s draft OZ 2.0 bill. They explore the proposal’s major reforms, potential pitfalls, and what developers and investors need to know right now. Show notes & episode summary: https://opportunityzones.com/2025/06/ozpd-panel-349/ Mon, 23 Jun 2025 10:00:00 -0000 The 2025 Tax Cuts & Opportunity Zones 2.0 full 349 OpportunityZones.com The new Senate bill. Capitol Hill is moving toward a permanent Opportunity Zones program, but the fine print matters. In this OZ Pitch Day panel, Jimmy Atkinson is joined by Blake Christian and Jim Lang to unpack the Senate’s draft OZ 2.0 bill. They explore the proposal’s major reforms, potential pitfalls, and what developers and investors need to know right now. Show notes & episode summary: https://opportunityzones.com/2025/06/ozpd-panel-349/ Capitol Hill is moving toward a permanent Opportunity Zones program, but the fine print matters. In this OZ Pitch Day panel, Jimmy Atkinson is joined by Blake Christian and Jim Lang to unpack the Senate’s draft OZ 2.0 bill. They explore the proposal’s major reforms, potential pitfalls, and what developers and investors need to know right now. Show notes & episode summary: https://opportunityzones.com/2025/06/ozpd-panel-349/


]]> 2826 no How OZ Capital Revived a Vacant Landmark, With Joel Mazza & Bob Erlanger (Episode 348) https://opportunityzones.com/2025/06/joel-mazza-bob-erlanger-348/ Can Opportunity Zone capital bring a long-abandoned property back to life? Joel Mazza and Bob Erlanger of Erma Capital tell the incredible story of The GRAD Apartments in Mount Vernon, Ohio—a 1939 high school building that sat vacant for over 25 years, before being transformed into new apartments with Opportunity Zone capital. Show notes & transcript: https://opportunityzones.com/2025/06/joel-mazza-bob-erlanger-348/ Wed, 18 Jun 2025 11:00:00 -0000 How OZ Capital Revived a Vacant Landmark, With Joel Mazza & Bob Erlanger full 348 OpportunityZones.com An OZ school-to-apartment conversion. Can Opportunity Zone capital bring a long-abandoned property back to life? Joel Mazza and Bob Erlanger of Erma Capital tell the incredible story of The GRAD Apartments in Mount Vernon, Ohio—a 1939 high school building that sat vacant for over 25 years, before being transformed into new apartments with Opportunity Zone capital. Show notes & transcript: https://opportunityzones.com/2025/06/joel-mazza-bob-erlanger-348/ Can Opportunity Zone capital bring a long-abandoned property back to life? Joel Mazza and Bob Erlanger of Erma Capital tell the incredible story of The GRAD Apartments in Mount Vernon, Ohio—a 1939 high school building that sat vacant for over 25 years, before being transformed into new apartments with Opportunity Zone capital. Show notes & transcript: https://opportunityzones.com/2025/06/joel-mazza-bob-erlanger-348/



]]> 1755 no Fixing Opportunity Zones For Small Business Investment, With Jonathan Goldstein (Episode 347) https://opportunityzones.com/2025/06/jonathan-goldstein-347/ While the original policy intent behind Opportunity Zones was to catalyze more entrepreneurship and small business investment in disadvantaged communities all across the nation, most OZ capital has flowed into real estate. Jonathan Goldstein of Advantage Capital joins the show to discuss how a few targeted legislative fixes could finally make the OZ incentive work for operating businesses, especially in rural and underserved communities. Show notes & summary: https://opportunityzones.com/2025/06/jonathan-goldstein-347/ Thu, 12 Jun 2025 11:00:00 -0000 Fixing Opportunity Zones For Small Business Investment, With Jonathan Goldstein full 347 OpportunityZones.com How To Strengthen OZ 2.0. While the original policy intent behind Opportunity Zones was to catalyze more entrepreneurship and small business investment in disadvantaged communities all across the nation, most OZ capital has flowed into real estate. Jonathan Goldstein of Advantage Capital joins the show to discuss how a few targeted legislative fixes could finally make the OZ incentive work for operating businesses, especially in rural and underserved communities. Show notes & summary: https://opportunityzones.com/2025/06/jonathan-goldstein-347/ While the original policy intent behind Opportunity Zones was to catalyze more entrepreneurship and small business investment in disadvantaged communities all across the nation, most OZ capital has flowed into real estate. Jonathan Goldstein of Advantage Capital joins the show to discuss how a few targeted legislative fixes could finally make the OZ incentive work for operating businesses, especially in rural and underserved communities. Show notes & summary: https://opportunityzones.com/2025/06/jonathan-goldstein-347/

]]> 1864 no Live From The Opportunity Zone & Multifamily Investing Summit (Episode 346) https://opportunityzones.com/2025/06/capital-square-event-346/ The Opportunity Zones program is on the verge of major reform. In this live panel recording from Capital Square's Opportunity Zones & Multifamily Investing Summit, Jimmy Atkinson is joined by Shay Hawkins (Sen. Tim Scott's tax counsel), Emily Lavery (Fulcrum Public Affairs), Catherine Lyons (EIG), Louis Rogers (Capital Square), and Jay Parsons (rental housing economist) to unpack the future of OZs. Recorded in Richmond, VA on June 4, 2025. Show notes & episode summary: https://opportunityzones.com/2025/06/capital-square-event-346/ Mon, 09 Jun 2025 17:37:00 -0000 Live From The Opportunity Zone & Multifamily Investing Summit full 346 OpportunityZones.com Recorded in Richmond, VA - June 4, 2025. The Opportunity Zones program is on the verge of major reform. In this live panel recording from Capital Square's Opportunity Zones & Multifamily Investing Summit, Jimmy Atkinson is joined by Shay Hawkins (Sen. Tim Scott's tax counsel), Emily Lavery (Fulcrum Public Affairs), Catherine Lyons (EIG), Louis Rogers (Capital Square), and Jay Parsons (rental housing economist) to unpack the future of OZs. Recorded in Richmond, VA on June 4, 2025. Show notes & episode summary: https://opportunityzones.com/2025/06/capital-square-event-346/ The Opportunity Zones program is on the verge of major reform. In this live panel recording from Capital Square's Opportunity Zones & Multifamily Investing Summit, Jimmy Atkinson is joined by Shay Hawkins (Sen. Tim Scott's tax counsel), Emily Lavery (Fulcrum Public Affairs), Catherine Lyons (EIG), Louis Rogers (Capital Square), and Jay Parsons (rental housing economist) to unpack the future of OZs. Recorded in Richmond, VA on June 4, 2025. Show notes & episode summary: https://opportunityzones.com/2025/06/capital-square-event-346/

]]> 3523 no 5 Ideas To Improve Opportunity Zones 2.0 (Episode 345) https://opportunityzones.com/advocacy/ In this June 2025 edition of Opportunity Zones Office Hours, Jimmy Atkinson answers live questions and shares his 5 ideas for improving Opportunity Zones. Plus, how you can sign our OZ 2.0 advocacy letter to Congress. Mon, 02 Jun 2025 22:05:00 -0000 5 Ideas To Improve Opportunity Zones 2.0 full 345 OpportunityZones.com Plus, how to sign our letter. In this June 2025 edition of Opportunity Zones Office Hours, Jimmy Atkinson answers live questions and shares his 5 ideas for improving Opportunity Zones. Plus, how you can sign our OZ 2.0 advocacy letter to Congress. In this June 2025 edition of Opportunity Zones Office Hours, Jimmy Atkinson answers live questions and shares his 5 ideas for improving Opportunity Zones. Plus, how you can sign our OZ 2.0 advocacy letter to Congress.

]]> 1794 no OZ 2.0 Bill Heads To The Senate (OZNH May 2025) https://opportunityzones.com/2025/05/oznh-may-2025/ The House has passed their OZ 2.0 bill as part of budget reconciliation. The bill now heads to the Senate. How should the Senate address OZ 2.0 and what are the next steps for doing so? Show notes & summary: https://opportunityzones.com/2025/05/oznh-may-2025/ Tue, 27 May 2025 19:54:00 -0000 OZ 2.0 Bill Heads To The Senate full OpportunityZones.com Plus, several key OZ investing events on the horizon. The House has passed their OZ 2.0 bill as part of budget reconciliation. The bill now heads to the Senate. How should the Senate address OZ 2.0 and what are the next steps for doing so? Show notes & summary: https://opportunityzones.com/2025/05/oznh-may-2025/ The House has passed their OZ 2.0 bill as part of budget reconciliation. The bill now heads to the Senate. How should the Senate address OZ 2.0 and what are the next steps for doing so? Show notes & summary: https://opportunityzones.com/2025/05/oznh-may-2025/

]]> 2498 no 22% Fewer Opportunity Zones? House Bill's Impact On OZ 2.0 Are Opportunity Zones about to shrink nationwide? Join me for a live deep dive into my new analysis of how the new House bill would result in 22% fewer OZ designations. I'll walk through the latest data, the newly proposed eligibility rules, and what it all means for investors, communities, and the future of OZs. Featuring a state-by-state breakdown and my top policy recommendation. Read the full article: https://opportunityzones.com/2025/05/oz-house-bill-analysis/ Wed, 21 May 2025 21:29:00 -0000 full OpportunityZones.com Are Opportunity Zones about to shrink nationwide? Join me for a live deep dive into my new analysis of how the new House bill would result in 22% fewer OZ designations. I'll walk through the latest data, the newly proposed eligibility rules, and what it all means for investors, communities, and the future of OZs. Featuring a state-by-state breakdown and my top policy recommendation. Read the full article: https://opportunityzones.com/2025/05/oz-house-bill-analysis/ Are Opportunity Zones about to shrink nationwide? Join me for a live deep dive into my new analysis of how the new House bill would result in 22% fewer OZ designations. I'll walk through the latest data, the newly proposed eligibility rules, and what it all means for investors, communities, and the future of OZs. Featuring a state-by-state breakdown and my top policy recommendation. Read the full article: https://opportunityzones.com/2025/05/oz-house-bill-analysis/

]]> 2548 no Opportunity Zones 2.0 Legislation Advances: What's Inside? (Episode 343) Congress has officially unveiled its draft legislation for Opportunity Zones 2.0—what’s in it, and what’s missing? In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to break down the brand new OZ provisions released by the House Ways and Means Committee as part of a larger tax package. They discuss how the proposal would reshape Opportunity Zone designations, introduce rural incentives, and impact timelines for investors and developers. They also highlight key omissions—like interim gains relief and fund-of-funds eligibility—and raise concerns about a potential 2026 “capital freeze” unless major changes are made. Show notes & summary: https://opportunityzones.com/2025/05/oz-legislation-343/ Tue, 13 May 2025 21:59:00 -0000 Opportunity Zones 2.0 Legislation Advances: What's Inside? full 343 OpportunityZones.com Plus, what's missing? Congress has officially unveiled its draft legislation for Opportunity Zones 2.0—what’s in it, and what’s missing? In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to break down the brand new OZ provisions released by the House Ways and Means Committee as part of a larger tax package. They discuss how the proposal would reshape Opportunity Zone designations, introduce rural incentives, and impact timelines for investors and developers. They also highlight key omissions—like interim gains relief and fund-of-funds eligibility—and raise concerns about a potential 2026 “capital freeze” unless major changes are made. Show notes & summary: https://opportunityzones.com/2025/05/oz-legislation-343/ Congress has officially unveiled its draft legislation for Opportunity Zones 2.0—what’s in it, and what’s missing? In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to break down the brand new OZ provisions released by the House Ways and Means Committee as part of a larger tax package. They discuss how the proposal would reshape Opportunity Zone designations, introduce rural incentives, and impact timelines for investors and developers. They also highlight key omissions—like interim gains relief and fund-of-funds eligibility—and raise concerns about a potential 2026 “capital freeze” unless major changes are made. Show notes & summary: https://opportunityzones.com/2025/05/oz-legislation-343/

]]> 2933 no OZ Office Hours - May 2025 (Episode 342) https://opportunityzones.com/2025/05/ozoh-342/ Jimmy Atkinson hosts the May 2025 edition of Opportunity Zones Office Hours, diving into the latest updates on OZ legislation, reform ideas under discussion, and key timelines for potential extension or renewal of the program. He also answers live questions about fund structuring, working capital compliance, census tract remapping, and OZ investing strategies. Show notes & summary: https://opportunityzones.com/2025/05/ozoh-342/ Mon, 05 May 2025 21:15:00 -0000 OZ Office Hours - May 2025 full 342 OpportunityZones.com Your OZ questions answered LIVE. Jimmy Atkinson hosts the May 2025 edition of Opportunity Zones Office Hours, diving into the latest updates on OZ legislation, reform ideas under discussion, and key timelines for potential extension or renewal of the program. He also answers live questions about fund structuring, working capital compliance, census tract remapping, and OZ investing strategies. Show notes & summary: https://opportunityzones.com/2025/05/ozoh-342/ Jimmy Atkinson hosts the May 2025 edition of Opportunity Zones Office Hours, diving into the latest updates on OZ legislation, reform ideas under discussion, and key timelines for potential extension or renewal of the program. He also answers live questions about fund structuring, working capital compliance, census tract remapping, and OZ investing strategies. Show notes & summary: https://opportunityzones.com/2025/05/ozoh-342/

]]> 2465 no Budget Reconciliation Begins: A Green Light For New OZ Legislation (OZNH Apr 2025) https://opportunityzones.com/2025/04/oznh-apr-2025 OZ NewsHour episode for April 2025: Budget reconciliation is underway, and new Opportunity Zone legislation now officially has a green light to move forward. Plus, Novogradac has released new QOF survey data, and OZ Insiders is gearing up to host a networking dinner in Los Angeles. Show notes & summary: https://opportunityzones.com/2025/04/oznh-apr-2025/ Tue, 29 Apr 2025 20:32:00 -0000 Budget Reconciliation Begins: A Green Light For New OZ Legislation full OpportunityZones.com Plus, new QOF data from Novogradac. OZ NewsHour episode for April 2025: Budget reconciliation is underway, and new Opportunity Zone legislation now officially has a green light to move forward. Plus, Novogradac has released new QOF survey data, and OZ Insiders is gearing up to host a networking dinner in Los Angeles. Show notes & summary: https://opportunityzones.com/2025/04/oznh-apr-2025/ OZ NewsHour episode for April 2025: Budget reconciliation is underway, and new Opportunity Zone legislation now officially has a green light to move forward. Plus, Novogradac has released new QOF survey data, and OZ Insiders is gearing up to host a networking dinner in Los Angeles. Show notes & summary: https://opportunityzones.com/2025/04/oznh-apr-2025/

]]> 2813 The Opportunity Zone Deal Onshoring America's Most Critical Resources (Episode 341) https://opportunityzones.com/2025/04/gil-michel-garcia-341/ In the age of supply chain insecurity, one Opportunity Zone project is bringing cobalt processing—and critical jobs—back to U.S. soil. Gil Michel-Garcia of EVelution Energy joins the show to discuss how OZs are helping to power a major industrial comeback via a $322 million cobalt processing facility being developed in Arizona. Backed by OZ equity and driven by federal policy—including President Trump’s recent executive order on critical minerals—this project is onshoring a vital part of America's supply chain for electric vehicles, battery storage, and national defense. Show notes & episode summary: https://opportunityzones.com/2025/04/gil-michel-garcia-341/ Wed, 23 Apr 2025 11:00:00 -0000 The Opportunity Zone Deal Onshoring America's Most Critical Resources full 341 OpportunityZones.com With Gil Michel-Garcia. In the age of supply chain insecurity, one Opportunity Zone project is bringing cobalt processing—and critical jobs—back to U.S. soil. Gil Michel-Garcia of EVelution Energy joins the show to discuss how OZs are helping to power a major industrial comeback via a $322 million cobalt processing facility being developed in Arizona. Backed by OZ equity and driven by federal policy—including President Trump’s recent executive order on critical minerals—this project is onshoring a vital part of America's supply chain for electric vehicles, battery storage, and national defense. Show notes & episode summary: https://opportunityzones.com/2025/04/gil-michel-garcia-341/ In the age of supply chain insecurity, one Opportunity Zone project is bringing cobalt processing—and critical jobs—back to U.S. soil. Gil Michel-Garcia of EVelution Energy joins the show to discuss how OZs are helping to power a major industrial comeback via a $322 million cobalt processing facility being developed in Arizona. Backed by OZ equity and driven by federal policy—including President Trump’s recent executive order on critical minerals—this project is onshoring a vital part of America's supply chain for electric vehicles, battery storage, and national defense. Show notes & episode summary: https://opportunityzones.com/2025/04/gil-michel-garcia-341/

]]> 1464 no What We Learned At The OZ 2.0 Summit, With Jim Lang (Episode 340) https://opportunityzones.com/2025/04/jim-lang-340/ As Congress unlocks the path for major tax legislation, Opportunity Zone leaders gather in Park City, Utah to shape what comes next. Recorded live at the “Yellow Brick Road to QOZ 2.0” summit, Jimmy Atkinson is joined by Jim Lang of Greenberg Traurig to break down the biggest takeaways from the event. They discuss the policy priorities gaining traction for OZ 2.0, including a 10-year extension, rolling deferral, expanded eligibility, and strategies to bring banks and operating businesses into the ecosystem. Plus: insights on rural investment, national security industries, and how stakeholders can help influence upcoming legislation. Show notes & summary: https://opportunityzones.com/2025/04/jim-lang-340/ Thu, 17 Apr 2025 11:00:00 -0000 What We Learned At The OZ 2.0 Summit, With Jim Lang full 340 OpportunityZones.com Live From Park City, UT. As Congress unlocks the path for major tax legislation, Opportunity Zone leaders gather in Park City, Utah to shape what comes next. Recorded live at the “Yellow Brick Road to QOZ 2.0” summit, Jimmy Atkinson is joined by Jim Lang of Greenberg Traurig to break down the biggest takeaways from the event. They discuss the policy priorities gaining traction for OZ 2.0, including a 10-year extension, rolling deferral, expanded eligibility, and strategies to bring banks and operating businesses into the ecosystem. Plus: insights on rural investment, national security industries, and how stakeholders can help influence upcoming legislation. Show notes & summary: https://opportunityzones.com/2025/04/jim-lang-340/ As Congress unlocks the path for major tax legislation, Opportunity Zone leaders gather in Park City, Utah to shape what comes next. Recorded live at the “Yellow Brick Road to QOZ 2.0” summit, Jimmy Atkinson is joined by Jim Lang of Greenberg Traurig to break down the biggest takeaways from the event. They discuss the policy priorities gaining traction for OZ 2.0, including a 10-year extension, rolling deferral, expanded eligibility, and strategies to bring banks and operating businesses into the ecosystem. Plus: insights on rural investment, national security industries, and how stakeholders can help influence upcoming legislation. Show notes & summary: https://opportunityzones.com/2025/04/jim-lang-340/

]]> 905 no Inside OZ 2.0: Key Ideas In Play, With Jill Homan (Episode 339) https://opportunityzones.com/2025/04/jill-homan-339/ What would an Opportunity Zones 2.0 look like—and what do investors actually want? Jill Homan from the America First Policy Institute joins the show from the site of The Yellow Brick Road To QOZ 2.0 Event in Park City, UT, to discuss the results of a new investor survey and explore the leading proposals on the table for OZ legislation in 2025. Show notes & summary: https://opportunityzones.com/2025/04/jill-homan-339/ Tue, 15 Apr 2025 11:00:00 -0000 Inside OZ 2.0: Key Ideas In Play, With Jill Homan full 339 OpportunityZones.com The key policy proposals being considered. What would an Opportunity Zones 2.0 look like—and what do investors actually want? Jill Homan from the America First Policy Institute joins the show from the site of The Yellow Brick Road To QOZ 2.0 Event in Park City, UT, to discuss the results of a new investor survey and explore the leading proposals on the table for OZ legislation in 2025. Show notes & summary: https://opportunityzones.com/2025/04/jill-homan-339/ What would an Opportunity Zones 2.0 look like—and what do investors actually want? Jill Homan from the America First Policy Institute joins the show from the site of The Yellow Brick Road To QOZ 2.0 Event in Park City, UT, to discuss the results of a new investor survey and explore the leading proposals on the table for OZ legislation in 2025. Show notes & summary: https://opportunityzones.com/2025/04/jill-homan-339/

]]> 2153 no The Yellow Brick Road To OZ 2.0 (Episode 338) https://opportunityzones.com/2025/04/ozoh-338/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses the upcoming Yellow Brick Road To OZ 2.0 conference in Park City, plus how the Senate's recent budget vote may impact tax legislation and OZs in the coming weeks and months. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/04/ozoh-338/ Mon, 07 Apr 2025 21:58:00 -0000 The Yellow Brick Road To OZ 2.0 full 338 OpportunityZones.com Plus, the Senate's recent vote. On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses the upcoming Yellow Brick Road To OZ 2.0 conference in Park City, plus how the Senate's recent budget vote may impact tax legislation and OZs in the coming weeks and months. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/04/ozoh-338/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses the upcoming Yellow Brick Road To OZ 2.0 conference in Park City, plus how the Senate's recent budget vote may impact tax legislation and OZs in the coming weeks and months. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/04/ozoh-338/

]]> 2589 no Trump's Big Budget Win Lifts Opportunity Zone Outlook https://opportunityzones.com/2025/03/oznh-mar-2025/ Trump's recent budget win has sparked renewed enthusiasm for new Opportunity Zones legislation in 2025. Plus, OZ Pitch Day attracted a record audience, proving the program's growing popularity among investors. Show notes & summary: https://opportunityzones.com/2025/03/oznh-mar-2025/ Mon, 31 Mar 2025 20:58:00 -0000 Trump's Big Budget Win Lifts Opportunity Zone Outlook full OpportunityZones.com Plus, more legislative updates. Trump's recent budget win has sparked renewed enthusiasm for new Opportunity Zones legislation in 2025. Plus, OZ Pitch Day attracted a record audience, proving the program's growing popularity among investors. Show notes & summary: https://opportunityzones.com/2025/03/oznh-mar-2025/ Trump's recent budget win has sparked renewed enthusiasm for new Opportunity Zones legislation in 2025. Plus, OZ Pitch Day attracted a record audience, proving the program's growing popularity among investors. Show notes & summary: https://opportunityzones.com/2025/03/oznh-mar-2025/

]]> 3693 no Previewing The OZ Event In Park City & The Road To OZ 2.0, With Jim Lang (Episode 337) https://opportunityzones.com/2025/03/jim-lang-337/ A big Opportunity Zones event coming to Park City, UT next month is set to be the premier gathering for Opportunity Zone investors and other stakeholders ahead of much anticipated OZ 2.0 legislation. Jim Lang of Greenberg Traurig join the show to discuss what attendees can expect, how the OZ market has evolved since its inception, and why upcoming legislative changes will define the program’s future. Show notes & summary: https://opportunityzones.com/2025/03/jim-lang-337/ Fri, 28 Mar 2025 17:00:00 -0000 Previewing The OZ Event In Park City & The Road To OZ 2.0, With Jim Lang full 337 OpportunityZones.com April 9-12 in Park City, UT A big Opportunity Zones event coming to Park City, UT next month is set to be the premier gathering for Opportunity Zone investors and other stakeholders ahead of much anticipated OZ 2.0 legislation. Jim Lang of Greenberg Traurig join the show to discuss what attendees can expect, how the OZ market has evolved since its inception, and why upcoming legislative changes will define the program’s future. Show notes & summary: https://opportunityzones.com/2025/03/jim-lang-337/ A big Opportunity Zones event coming to Park City, UT next month is set to be the premier gathering for Opportunity Zone investors and other stakeholders ahead of much anticipated OZ 2.0 legislation. Jim Lang of Greenberg Traurig join the show to discuss what attendees can expect, how the OZ market has evolved since its inception, and why upcoming legislative changes will define the program’s future. Show notes & summary: https://opportunityzones.com/2025/03/jim-lang-337/

]]> 1969 The Future Of Multifamily Real Estate & Opportunity Zones (Episode 336) https://opportunityzones.com/2025/03/altes-336/ Multifamily real estate development has become the dominant strategy in Opportunity Zones, and with a nationwide housing shortage, the demand for new projects is stronger than ever. Jeff Tompkins and Joseph Julian of Altes Capital join the show to discuss their approach to OZ investing, the role of workforce housing, and why now may be the right time for investors to take advantage of Opportunity Zone incentives. Show notes & summary: https://opportunityzones.com/2025/03/altes-336/ Wed, 26 Mar 2025 11:00:00 -0000 The Future Of Multifamily Real Estate & Opportunity Zones full 336 OpportunityZones.com Plus, why workforce housing? Multifamily real estate development has become the dominant strategy in Opportunity Zones, and with a nationwide housing shortage, the demand for new projects is stronger than ever. Jeff Tompkins and Joseph Julian of Altes Capital join the show to discuss their approach to OZ investing, the role of workforce housing, and why now may be the right time for investors to take advantage of Opportunity Zone incentives. Show notes & summary: https://opportunityzones.com/2025/03/altes-336/ Multifamily real estate development has become the dominant strategy in Opportunity Zones, and with a nationwide housing shortage, the demand for new projects is stronger than ever. Jeff Tompkins and Joseph Julian of Altes Capital join the show to discuss their approach to OZ investing, the role of workforce housing, and why now may be the right time for investors to take advantage of Opportunity Zone incentives. Show notes & summary: https://opportunityzones.com/2025/03/altes-336/

]]> 1658 no The Future Of Opportunity Zone Deal Flow, With Todd Vitzthum (Episode 335) https://opportunityzones.com/2025/03/todd-vitzthum-335/ With hundreds of thousands of housing units developed and billions of dollars in capital raised, Opportunity Zones have become a major force in real estate. But how do investors find the best projects? Todd Vitzthum, president at ACARA, joins the show to discuss the evolution of Opportunity Zone investing, the role of development in OZ projects, and the launch of OZ Listings, a new marketplace designed to connect investors with high-quality OZ deals. Show notes & summary: https://opportunityzones.com/2025/03/todd-vitzthum-335/ Wed, 19 Mar 2025 11:00:00 -0000 The Future Of Opportunity Zone Deal Flow, With Todd Vitzthum full 335 OpportunityZones.com Introducing OZ Listings. With hundreds of thousands of housing units developed and billions of dollars in capital raised, Opportunity Zones have become a major force in real estate. But how do investors find the best projects? Todd Vitzthum, president at ACARA, joins the show to discuss the evolution of Opportunity Zone investing, the role of development in OZ projects, and the launch of OZ Listings, a new marketplace designed to connect investors with high-quality OZ deals. Show notes & summary: https://opportunityzones.com/2025/03/todd-vitzthum-335/ With hundreds of thousands of housing units developed and billions of dollars in capital raised, Opportunity Zones have become a major force in real estate. But how do investors find the best projects? Todd Vitzthum, president at ACARA, joins the show to discuss the evolution of Opportunity Zone investing, the role of development in OZ projects, and the launch of OZ Listings, a new marketplace designed to connect investors with high-quality OZ deals. Show notes & summary: https://opportunityzones.com/2025/03/todd-vitzthum-335/

]]> 2122 Trump's 2025 Plans For Opportunity Zones Legislation, An OZ Pitch Day Panel (Episode 334) https://opportunityzones.com/2025/03/ozpd-trump-legislation-334/ President Trump has big plans for Opportunity Zones legislation in 2025. Extending and renewing the OZ incentive is part of his broader tax cuts agenda for his second term in the White House. And with the House passing their 2025 budget resolution last month, the stage is set to accomplish just that. This panel discussion was recorded live at OZ Pitch Day on March 6, 2025, featuring Jimmy Atkinson of OpportunityZones.com, Emily Lavery of Fulcrum Public Affairs, and Peter Lawrence of Novogradac & Company. Show notes & summary: https://opportunityzones.com/2025/03/ozpd-trump-legislation-334/ Wed, 12 Mar 2025 11:00:00 -0000 Trump's 2025 Plans For Opportunity Zones Legislation (OZ Pitch Day Panel) full 334 OpportunityZones.com When will we get OZ legislation? President Trump has big plans for Opportunity Zones legislation in 2025. Extending and renewing the OZ incentive is part of his broader tax cuts agenda for his second term in the White House. And with the House passing their 2025 budget resolution last month, the stage is set to accomplish just that. This panel discussion was recorded live at OZ Pitch Day on March 6, 2025, featuring Jimmy Atkinson of OpportunityZones.com, Emily Lavery of Fulcrum Public Affairs, and Peter Lawrence of Novogradac & Company. Show notes & summary: https://opportunityzones.com/2025/03/ozpd-trump-legislation-334/ President Trump has big plans for Opportunity Zones legislation in 2025. Extending and renewing the OZ incentive is part of his broader tax cuts agenda for his second term in the White House. And with the House passing their 2025 budget resolution last month, the stage is set to accomplish just that. This panel discussion was recorded live at OZ Pitch Day on March 6, 2025, featuring Jimmy Atkinson of OpportunityZones.com, Emily Lavery of Fulcrum Public Affairs, and Peter Lawrence of Novogradac & Company. Show notes & summary: https://opportunityzones.com/2025/03/ozpd-trump-legislation-334/

]]> 3808 no House Passes Budget Bill: What's Next For OZs? (Episode 333) https://opportunityzones.com/2025/03/ozoh-333/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains what's next for Opportunity Zones legislation after the House passed their 2025 budget bill. Plus, Jimmy takes live OZ questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/03/ozoh-333/ Mon, 03 Mar 2025 21:55:00 -0000 House Passes Budget Bill: What's Next For OZs? full 333 OpportunityZones.com Opportunity Zones legislation updates. On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains what's next for Opportunity Zones legislation after the House passed their 2025 budget bill. Plus, Jimmy takes live OZ questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/03/ozoh-333/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains what's next for Opportunity Zones legislation after the House passed their 2025 budget bill. Plus, Jimmy takes live OZ questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/03/ozoh-333/

]]> 2492 no Trump Says Opportunity Zones Are #1 https://opportunityzones.com/2025/02/oznh-feb-2025/ President Donald J. Trump just said that Opportunity Zones are "probably the number one economic development project ever." Plus, two more OZ champions join the Administration, and Jimmy highlights the upcoming OZ Pitch Day agenda. Show notes & summary: https://opportunityzones.com/2025/02/oznh-feb-2025/ Mon, 24 Feb 2025 21:35:00 -0000 Trump Says Opportunity Zones Are #1 full OpportunityZones.com Plus, 2 more OZ champions join the Administration. President Donald J. Trump just said that Opportunity Zones are "probably the number one economic development project ever." Plus, two more OZ champions join the Administration, and Jimmy highlights the upcoming OZ Pitch Day agenda. Show notes & summary: https://opportunityzones.com/2025/02/oznh-feb-2025/ President Donald J. Trump just said that Opportunity Zones are "probably the number one economic development project ever." Plus, two more OZ champions join the Administration, and Jimmy highlights the upcoming OZ Pitch Day agenda. Show notes & summary: https://opportunityzones.com/2025/02/oznh-feb-2025/

]]> 2453 no Revitalizing Cities With Opportunity Zones - Jonathan Tower (Episode 332) https://opportunityzones.com/2025/02/jonathan-tower-332/ Opportunity Zones have driven over $150 billion in investment into underdeveloped areas, but their future depends on Congressional action. Jonathan Tower, founder and CEO of Arctaris Impact Investors, joins the show to discuss the next phase of Opportunity Zone policy, the role of public-private partnerships, and the investment strategies that can maximize both impact and returns. Show notes & episode summary: https://opportunityzones.com/2025/02/jonathan-tower-332/ Wed, 19 Feb 2025 12:00:00 -0000 Revitalizing Cities With Opportunity Zones - Jonathan Tower full 332 OpportunityZones.com Plus, Jonathan's ideas for improving OZs. Opportunity Zones have driven over $150 billion in investment into underdeveloped areas, but their future depends on Congressional action. Jonathan Tower, founder and CEO of Arctaris Impact Investors, joins the show to discuss the next phase of Opportunity Zone policy, the role of public-private partnerships, and the investment strategies that can maximize both impact and returns. Show notes & episode summary: https://opportunityzones.com/2025/02/jonathan-tower-332/ Opportunity Zones have driven over $150 billion in investment into underdeveloped areas, but their future depends on Congressional action. Jonathan Tower, founder and CEO of Arctaris Impact Investors, joins the show to discuss the next phase of Opportunity Zone policy, the role of public-private partnerships, and the investment strategies that can maximize both impact and returns. Show notes & episode summary: https://opportunityzones.com/2025/02/jonathan-tower-332/

]]> 2532 no Learn How To Start A Fund... My New Podcast! https://fundplaybook.com/ Follow my new "Fund Playbook" podcast, so you don't miss any new episodes. Just go to fundplaybook.com ... and click the Apple Podcasts or Spotify button. Or, search for "Fund Playbook" in your podcast app, and subscribe right now. Wed, 12 Feb 2025 12:00:00 -0000 Learn How To Start A Fund... My New Podcast! bonus OpportunityZones.com BRAND NEW: Fund Playbook. Follow my new "Fund Playbook" podcast, so you don't miss any new episodes. Just go to fundplaybook.com ... and click the Apple Podcasts or Spotify button. Or, search for "Fund Playbook" in your podcast app, and subscribe right now. Follow my new "Fund Playbook" podcast, so you don't miss any new episodes. Just go to fundplaybook.com ... and click the Apple Podcasts or Spotify button. Or, search for "Fund Playbook" in your podcast app, and subscribe right now.

]]> 129 no How To Legally Raise Opportunity Zone Capital, With Andrew Doup (Episode 331) https://opportunityzones.com/2025/02/andrew-doup-331/ Raising capital for an Opportunity Zone project isn't easy. Plus, there are numerous legal complexities to consider if you want to avoid potential civil and criminal penalties. Andrew Doup, founder of SyndicationCounsel, joins the show to discuss how OZ project sponsors and investors can protect themselves legally by making appropriate SEC filings, disclosing material risks in PPMs, and more. Show notes & summary: https://opportunityzones.com/2025/02/andrew-doup-331/ Tue, 11 Feb 2025 18:13:00 -0000 How To Legally Raise Opportunity Zone Capital, With Andrew Doup full 331 OpportunityZones.com How to stay on the right side of the law. Raising capital for an Opportunity Zone project isn't easy. Plus, there are numerous legal complexities to consider if you want to avoid potential civil and criminal penalties. Andrew Doup, founder of SyndicationCounsel, joins the show to discuss how OZ project sponsors and investors can protect themselves legally by making appropriate SEC filings, disclosing material risks in PPMs, and more. Show notes & summary: https://opportunityzones.com/2025/02/andrew-doup-331/ Raising capital for an Opportunity Zone project isn't easy. Plus, there are numerous legal complexities to consider if you want to avoid potential civil and criminal penalties. Andrew Doup, founder of SyndicationCounsel, joins the show to discuss how OZ project sponsors and investors can protect themselves legally by making appropriate SEC filings, disclosing material risks in PPMs, and more. Show notes & summary: https://opportunityzones.com/2025/02/andrew-doup-331/

]]> 2032 no Trump Tariffs & Opportunity Zones // OZ Office Hours (Episode 330) https://opportunityzones.com/2025/02/ozoh-330/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains how Trump's tariffs on imported goods from Canada, Mexico, and China will impact Opportunity Zone investors. Plus, Jimmy takes live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & transcript: https://opportunityzones.com/2025/02/ozoh-330/ Mon, 03 Feb 2025 22:44:00 -0000 Trump Tariffs & Opportunity Zones full 330 OpportunityZones.com How will the tariffs impact OZ investors? On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains how Trump's tariffs on imported goods from Canada, Mexico, and China will impact Opportunity Zone investors. Plus, Jimmy takes live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & transcript: https://opportunityzones.com/2025/02/ozoh-330/ On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains how Trump's tariffs on imported goods from Canada, Mexico, and China will impact Opportunity Zone investors. Plus, Jimmy takes live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & transcript: https://opportunityzones.com/2025/02/ozoh-330/

]]> 3038 no OZNH Jan '25: Trump's First Week Back https://opportunityzones.com/2025/01/oznh-jan-2025/ As Trump's second Administration began last week, the OZ industry's lobbying effort kicked into high gear, with op-eds, articles, letters and more. Plus: Jimmy shows off his new studio (with a minor technical glitch), and Andy tips his cap to Melania's inauguration wardrobe. Show notes: https://opportunityzones.com/2025/01/oznh-jan-2025/ Mon, 27 Jan 2025 22:28:00 -0000 OZNH Jan '25: Trump's First Week Back full OpportunityZones.com OZ lobbying has kicked into high gear. As Trump's second Administration began last week, the OZ industry's lobbying effort kicked into high gear, with op-eds, articles, letters and more. Plus: Jimmy shows off his new studio (with a minor technical glitch), and Andy tips his cap to Melania's inauguration wardrobe. Show notes: https://opportunityzones.com/2025/01/oznh-jan-2025/ As Trump's second Administration began last week, the OZ industry's lobbying effort kicked into high gear, with op-eds, articles, letters and more. Plus: Jimmy shows off his new studio (with a minor technical glitch), and Andy tips his cap to Melania's inauguration wardrobe. Show notes: https://opportunityzones.com/2025/01/oznh-jan-2025/

]]> 2456 Impact Investing In Opportunity Zones, With Noelle St.Clair Lentz (Episode 329) https://opportunityzones.com/2025/01/noelle-lentz-329/ Opportunity Zones aren't just about tax benefits. They're about creating a better future, both for investors and communities. Noelle St.Clair Lentz, CEO at Allivate Impact Capital, joins the show to discuss how her firm is driving innovative investments that elevate communities and foster entrepreneurship. Show notes & transcript: https://opportunityzones.com/2025/01/noelle-lentz-329/ Fri, 17 Jan 2025 14:24:00 -0000 Impact Investing In Opportunity Zones, With Noelle St.Clair Lentz full 329 OpportunityZones.com Fostering entrepreneurship in OZs. Opportunity Zones aren't just about tax benefits. They're about creating a better future, both for investors and communities. Noelle St.Clair Lentz, CEO at Allivate Impact Capital, joins the show to discuss how her firm is driving innovative investments that elevate communities and foster entrepreneurship. Show notes & transcript: https://opportunityzones.com/2025/01/noelle-lentz-329/ Opportunity Zones aren't just about tax benefits. They're about creating a better future, both for investors and communities. Noelle St.Clair Lentz, CEO at Allivate Impact Capital, joins the show to discuss how her firm is driving innovative investments that elevate communities and foster entrepreneurship. Show notes & transcript: https://opportunityzones.com/2025/01/noelle-lentz-329/

]]> 1406 no Opportunity Zones In 2025 // OZ Office Hours (Episode 328) https://opportunityzones.com/2025/01/ozoh-328/ Here's why 2025 is a do-or-die year for Opportunity Zones. Plus, OpportunityZones.com founder Jimmy Atkinson takes live questions from the audience. Show notes: https://opportunityzones.com/2025/01/ozoh-328/ Tue, 07 Jan 2025 12:00:00 -0000 Opportunity Zones In 2025 full 328 OpportunityZones.com Why 2025 is a do-or-die year for OZs. Here's why 2025 is a do-or-die year for Opportunity Zones. Plus, OpportunityZones.com founder Jimmy Atkinson takes live questions from the audience. Show notes: https://opportunityzones.com/2025/01/ozoh-328/ Here's why 2025 is a do-or-die year for Opportunity Zones. Plus, OpportunityZones.com founder Jimmy Atkinson takes live questions from the audience. Show notes: https://opportunityzones.com/2025/01/ozoh-328/

]]> 2468 no Webinar: Will Trump Save Opportunity Zones In 2025? (Episode 327) https://opportunityzones.com/2024/12/legislation-webinar-327/ Opportunity Zones are in danger of ending. Will President Trump save them in 2025? In this webinar, Jimmy Atkinson details how Congress and President Trump will work together to both extend and renew the Opportunity Zone tax incentive in 2025… before it's too late, including eight new ideas that are being considered to improve the OZ legislation. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-webinar-327/ Mon, 23 Dec 2024 16:54:00 -0000 Webinar: Will Trump Save Opportunity Zones In 2025? full 327 OpportunityZones.com (Before it's too late.) Opportunity Zones are in danger of ending. Will President Trump save them in 2025? In this webinar, Jimmy Atkinson details how Congress and President Trump will work together to both extend and renew the Opportunity Zone tax incentive in 2025… before it's too late, including eight new ideas that are being considered to improve the OZ legislation. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-webinar-327/ Opportunity Zones are in danger of ending. Will President Trump save them in 2025? In this webinar, Jimmy Atkinson details how Congress and President Trump will work together to both extend and renew the Opportunity Zone tax incentive in 2025… before it's too late, including eight new ideas that are being considered to improve the OZ legislation. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-webinar-327/

]]> 3821 OZNH Dec '24: 2025 Opportunity Zones Preview & Holiday Gift Guide Trump makes several OZ-friendly picks. Plus, our annual holiday gift guide for that special OZ someone in your life. Fri, 20 Dec 2024 03:46:00 -0000 OZNH Dec '24: 2025 Opportunity Zones Preview & Holiday Gift Guide full OpportunityZones.com Trump makes several OZ-friendly picks. Trump makes several OZ-friendly picks. Plus, our annual holiday gift guide for that special OZ someone in your life. Trump makes several OZ-friendly picks. Plus, our annual holiday gift guide for that special OZ someone in your life.

]]> 2511 no Opportunity Zones & Tax Reform In 2025, An OZ Pitch Day Panel Discussion (Episode 326) https://opportunityzones.com/2024/12/legislation-panel-326/ The future of Opportunity Zones hangs in the balance. With Trump as President and a Republican Congress, will the tax policy be extended and renewed in 2025? This panel discussion was presented live at OZ Pitch Day on November 14, 2024, featuring Catherine Lyons of the Economic Innovation Group and Jill Homan of Javelin 19 Investments. Moderated by Jimmy Atkinson of OpportunityZones.com. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-panel-326/ Wed, 11 Dec 2024 12:00:00 -0000 Opportunity Zones & Tax Reform In 2025, An OZ Pitch Day Panel Discussion full 326 OpportunityZones.com Will OZs get extended and renewed? The future of Opportunity Zones hangs in the balance. With Trump as President and a Republican Congress, will the tax policy be extended and renewed in 2025? This panel discussion was presented live at OZ Pitch Day on November 14, 2024, featuring Catherine Lyons of the Economic Innovation Group and Jill Homan of Javelin 19 Investments. Moderated by Jimmy Atkinson of OpportunityZones.com. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-panel-326/ The future of Opportunity Zones hangs in the balance. With Trump as President and a Republican Congress, will the tax policy be extended and renewed in 2025? This panel discussion was presented live at OZ Pitch Day on November 14, 2024, featuring Catherine Lyons of the Economic Innovation Group and Jill Homan of Javelin 19 Investments. Moderated by Jimmy Atkinson of OpportunityZones.com. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-panel-326/

]]> 2250 no OZ Office Hours - Dec '24 (Episode 325) https://opportunityzones.com/2024/12/ozoh-325/ Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live. Mon, 02 Dec 2024 22:40:00 -0000 OZ Office Hours - Dec '24 full 325 OpportunityZones.com Your OZ questions answered LIVE. Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live. Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.

]]> 2566 Capital Square's 2,000 New OZ Housing Units, With Louis Rogers & Whit Huffman (Episode 324) https://opportunityzones.com/2024/11/louis-rogers-whit-huffman-324/ To date, Capital Square has nine different Opportunity Zone multifamily building projects in various states of development. When completed, these projects will have created roughly 2,000 new residential units in Opportunity Zones located in North Carolina, South Carolina, Tennessee, and Virginia. Capital Square's co-CEOs Louis Rogers and Whit Huffman join the show to discuss how their OZ fund management strategy has evolved over the years since their first OZ project launched in 2019. Show notes & transcript: https://opportunityzones.com/2024/11/louis-rogers-whit-huffman-324/ Mon, 25 Nov 2024 12:00:00 -0000 Capital Square's 2,000 New OZ Housing Units, With Louis Rogers & Whit Huffman full 324 OpportunityZones.com Inside Capital Square's OZ Strategy. To date, Capital Square has nine different Opportunity Zone multifamily building projects in various states of development. When completed, these projects will have created roughly 2,000 new residential units in Opportunity Zones located in North Carolina, South Carolina, Tennessee, and Virginia. Capital Square's co-CEOs Louis Rogers and Whit Huffman join the show to discuss how their OZ fund management strategy has evolved over the years since their first OZ project launched in 2019. Show notes & transcript: https://opportunityzones.com/2024/11/louis-rogers-whit-huffman-324/ To date, Capital Square has nine different Opportunity Zone multifamily building projects in various states of development. When completed, these projects will have created roughly 2,000 new residential units in Opportunity Zones located in North Carolina, South Carolina, Tennessee, and Virginia. Capital Square's co-CEOs Louis Rogers and Whit Huffman join the show to discuss how their OZ fund management strategy has evolved over the years since their first OZ project launched in 2019. Show notes & transcript: https://opportunityzones.com/2024/11/louis-rogers-whit-huffman-324/

]]> 2378 no OZNH Nov '24: Trump Won. What's Next For Opportunity Zones? https://opportunityzones.com/2024/11/oznh-nov-2024/ Donald Trump won a decisive victory in the Presidential election. Does that mean an OZ extension is a “lock”? Plus: Jimmy provides a recap of the 2024 Novogradac Opportunity Zones Summit, and the team at OpportunityZones.com has released a groundbreaking new survey. Show notes: https://opportunityzones.com/2024/11/oznh-nov-2024/ Wed, 20 Nov 2024 21:37:00 -0000 OZNH Nov '24: Trump Won. What's Next For Opportunity Zones? full OpportunityZones.com OZ extension in 2025? Donald Trump won a decisive victory in the Presidential election. Does that mean an OZ extension is a “lock”? Plus: Jimmy provides a recap of the 2024 Novogradac Opportunity Zones Summit, and the team at OpportunityZones.com has released a groundbreaking new survey. Show notes: https://opportunityzones.com/2024/11/oznh-nov-2024/ Donald Trump won a decisive victory in the Presidential election. Does that mean an OZ extension is a “lock”? Plus: Jimmy provides a recap of the 2024 Novogradac Opportunity Zones Summit, and the team at OpportunityZones.com has released a groundbreaking new survey. Show notes: https://opportunityzones.com/2024/11/oznh-nov-2024/

]]> 2146 no Election Analysis At The Novogradac 2024 OZ Summit, With Mike Novogradac (Episode 323) https://opportunityzones.com/2024/11/mike-novogradac-323/ Last week, Novogradac hosted their annual Opportunity Zones Summit, a convening of key OZ stakeholders and professionals. Mike Novogradac, managing partner at Novogradac & Company, joins the show from the conference site in Washington DC to discuss the optimistic outlook for the Opportunity Zones incentive following the recent election results, and the potential impact on future tax legislation and program extensions. Show notes & transcript: https://opportunityzones.com/2024/11/mike-novogradac-323/ Wed, 13 Nov 2024 12:00:00 -0000 Election Analysis At The Novogradac 2024 OZ Summit, With Mike Novogradac full 323 OpportunityZones.com What will happen with OZs in 2025? Last week, Novogradac hosted their annual Opportunity Zones Summit, a convening of key OZ stakeholders and professionals. Mike Novogradac, managing partner at Novogradac & Company, joins the show from the conference site in Washington DC to discuss the optimistic outlook for the Opportunity Zones incentive following the recent election results, and the potential impact on future tax legislation and program extensions. Show notes & transcript: https://opportunityzones.com/2024/11/mike-novogradac-323/ Last week, Novogradac hosted their annual Opportunity Zones Summit, a convening of key OZ stakeholders and professionals. Mike Novogradac, managing partner at Novogradac & Company, joins the show from the conference site in Washington DC to discuss the optimistic outlook for the Opportunity Zones incentive following the recent election results, and the potential impact on future tax legislation and program extensions. Show notes & transcript: https://opportunityzones.com/2024/11/mike-novogradac-323/

]]> 537 no How Trump Will Reshape Opportunity Zones, With Ashley Tison (Episode 322) https://opportunityzones.com/2024/11/ashley-tison-322/ Donald Trump has won a second Presidential term. And with control of the Senate and House, tax legislation in 2025 looks very likely to extend and possibly renew Opportunity Zones. Mr. Ashley Tison of OZPros joins the show from the site of the Novogradac 2024 OZ Summit in Washington DC to discuss the election outcome and timing of potentially sweeping Opportunity Zone reform in 2025. Show notes & transcript: https://opportunityzones.com/2024/11/ashley-tison-322/ Mon, 11 Nov 2024 16:37:00 -0000 How Trump Will Reshape Opportunity Zones, With Ashley Tison full 322 OpportunityZones.com OZ extension in 2025? Donald Trump has won a second Presidential term. And with control of the Senate and House, tax legislation in 2025 looks very likely to extend and possibly renew Opportunity Zones. Mr. Ashley Tison of OZPros joins the show from the site of the Novogradac 2024 OZ Summit in Washington DC to discuss the election outcome and timing of potentially sweeping Opportunity Zone reform in 2025. Show notes & transcript: https://opportunityzones.com/2024/11/ashley-tison-322/ Donald Trump has won a second Presidential term. And with control of the Senate and House, tax legislation in 2025 looks very likely to extend and possibly renew Opportunity Zones. Mr. Ashley Tison of OZPros joins the show from the site of the Novogradac 2024 OZ Summit in Washington DC to discuss the election outcome and timing of potentially sweeping Opportunity Zone reform in 2025. Show notes & transcript: https://opportunityzones.com/2024/11/ashley-tison-322/

]]> 1210 no A Sound Money OZ Investing Strategy, With Josh Phair (Episode 321) https://opportunityzones.com/2024/11/josh-phair-321/ Unlike more traditional Opportunity Zone Funds that focus on real estate, The Wyoming Reserve is centered around a secure vault operation that holds precious metals, specifically gold and silver, in an Opportunity Zone in Casper, Wyoming. In this sponsored fireside chat, Josh Phair, CEO of The Wyoming Reserve, discusses what makes The Wyoming Reserve truly unique among Opportunity Zone investments. Show notes & transcript: https://opportunityzones.com/2024/11/josh-phair-321/ Wed, 06 Nov 2024 12:00:00 -0000 A Sound Money OZ Investing Strategy, With Josh Phair full 321 OpportunityZones.com Featuring The Wyoming Reserve. Unlike more traditional Opportunity Zone Funds that focus on real estate, The Wyoming Reserve is centered around a secure vault operation that holds precious metals, specifically gold and silver, in an Opportunity Zone in Casper, Wyoming. In this sponsored fireside chat, Josh Phair, CEO of The Wyoming Reserve, discusses what makes The Wyoming Reserve truly unique among Opportunity Zone investments. Show notes & transcript: https://opportunityzones.com/2024/11/josh-phair-321/ Unlike more traditional Opportunity Zone Funds that focus on real estate, The Wyoming Reserve is centered around a secure vault operation that holds precious metals, specifically gold and silver, in an Opportunity Zone in Casper, Wyoming. In this sponsored fireside chat, Josh Phair, CEO of The Wyoming Reserve, discusses what makes The Wyoming Reserve truly unique among Opportunity Zone investments. Show notes & transcript: https://opportunityzones.com/2024/11/josh-phair-321/

]]> 2046 no OZ Office Hours - Nov '24 (Episode 320) https://www.youtube.com/c/OpportunityDb Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live. Mon, 04 Nov 2024 22:01:00 -0000 OZ Office Hours - Nov '24 full 320 OpportunityZones.com Your OZ questions answered LIVE. Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live. Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.

]]> 2833 no A Build-To-Rent Opportunity Zone Investment Strategy, With Pinnacle Partners (Episode 319) https://opportunityzones.com/2024/10/pinnacle-partners-319/ Build-for-rent properties are newly constructed homes that are purpose-built for renting, and they just may be the next big thing in residential real estate. Leo Backer, Jill Homan, and Mike Nolan join the show to discuss the launch of their new Build-to-Rent Opportunity Zone Fund in this investor webinar sponsored by Pinnacle Partners and Trilogy Investment Company. Show notes & transcript: https://opportunityzones.com/2024/10/pinnacle-partners-319/ Wed, 30 Oct 2024 11:00:00 -0000 A Build-To-Rent Opportunity Zone Investment Strategy, With Pinnacle Partners full 319 OpportunityZones.com Is BTR the next big thing in residential real estate? Build-for-rent properties are newly constructed homes that are purpose-built for renting, and they just may be the next big thing in residential real estate. Leo Backer, Jill Homan, and Mike Nolan join the show to discuss the launch of their new Build-to-Rent Opportunity Zone Fund in this investor webinar sponsored by Pinnacle Partners and Trilogy Investment Company. Show notes & transcript: https://opportunityzones.com/2024/10/pinnacle-partners-319/ Build-for-rent properties are newly constructed homes that are purpose-built for renting, and they just may be the next big thing in residential real estate. Leo Backer, Jill Homan, and Mike Nolan join the show to discuss the launch of their new Build-to-Rent Opportunity Zone Fund in this investor webinar sponsored by Pinnacle Partners and Trilogy Investment Company. Show notes & transcript: https://opportunityzones.com/2024/10/pinnacle-partners-319/

]]> 3891 no OZNH Oct '24: Election 2024 Special Episode https://opportunityzones.com/2024/10/oznh-oct-24/ It's the final episode of OZ NewsHour before the 2024 presidential election, and Jimmy and Andy are providing special coverage of this pivotal moment. Plus: Caliber announces a "first" in the OZ industry, and Pinnacle Partners capitalizes on growing interest in build-to-rent. Show notes: https://opportunityzones.com/2024/10/oznh-oct-24/ Tue, 29 Oct 2024 11:00:00 -0000 OZNH Oct '24: Election 2024 Special Episode full OpportunityZones.com How would Harris or Trump reshape Opportunity Zones? It's the final episode of OZ NewsHour before the 2024 presidential election, and Jimmy and Andy are providing special coverage of this pivotal moment. Plus: Caliber announces a "first" in the OZ industry, and Pinnacle Partners capitalizes on growing interest in build-to-rent. Show notes: https://opportunityzones.com/2024/10/oznh-oct-24/ It's the final episode of OZ NewsHour before the 2024 presidential election, and Jimmy and Andy are providing special coverage of this pivotal moment. Plus: Caliber announces a "first" in the OZ industry, and Pinnacle Partners capitalizes on growing interest in build-to-rent. Show notes: https://opportunityzones.com/2024/10/oznh-oct-24/

]]> 3587 no Inside Caliber's OZ Fund Merger Program, With Chris Loeffler (Episode 318) https://opportunityzones.com/2024/10/chris-loeffler-318/ Earlier this month, Caliber introduced a new merger program for self-directed Qualified Opportunity Funds (QOFs), allowing them to merge into its larger multi-asset QOFs. Chris Loeffler, co-founder and CEO of Caliber, joins the show to discuss some of the strategic benefits of the merger platform and how it fits into Caliber’s broader goals of economic growth within Opportunity Zones. Show notes & transcript: https://opportunityzones.com/2024/10/chris-loeffler-318/ Wed, 23 Oct 2024 11:00:00 -0000 Inside Caliber's OZ Fund Merger Program, With Chris Loeffler full 318 OpportunityZones.com Merging captive QOFs into institutional funds. Earlier this month, Caliber introduced a new merger program for self-directed Qualified Opportunity Funds (QOFs), allowing them to merge into its larger multi-asset QOFs. Chris Loeffler, co-founder and CEO of Caliber, joins the show to discuss some of the strategic benefits of the merger platform and how it fits into Caliber’s broader goals of economic growth within Opportunity Zones. Show notes & transcript: https://opportunityzones.com/2024/10/chris-loeffler-318/ Earlier this month, Caliber introduced a new merger program for self-directed Qualified Opportunity Funds (QOFs), allowing them to merge into its larger multi-asset QOFs. Chris Loeffler, co-founder and CEO of Caliber, joins the show to discuss some of the strategic benefits of the merger platform and how it fits into Caliber’s broader goals of economic growth within Opportunity Zones. Show notes & transcript: https://opportunityzones.com/2024/10/chris-loeffler-318/

]]> 2470 no How The Election Will Impact Opportunity Zones, With John Sciarretti & Jason Watkins (Episode 317) https://opportunityzones.com/2024/10/novogradac-317/ The future of Opportunity Zones may be at stake in next month's election. The outcome is likely to determine whether the program is extended, renewed, or left to phase out by 2026. John Sciarretti and Jason Watkins, partners at Novogradac, join the show to discuss how different election outcomes may impact tax legislation in 2025. Plus, they provide a preview of the upcoming Novogradac Opportunity Zones Summit, taking place in Washington DC next month. Show notes & transcript: https://opportunityzones.com/2024/10/novogradac-317/ Wed, 16 Oct 2024 11:00:00 -0000 How The Election Will Impact Opportunity Zones, With John Sciarretti & Jason Watkins full 317 OpportunityZones.com Plus, a preview of the OZ Summit in Washington DC. The future of Opportunity Zones may be at stake in next month's election. The outcome is likely to determine whether the program is extended, renewed, or left to phase out by 2026. John Sciarretti and Jason Watkins, partners at Novogradac, join the show to discuss how different election outcomes may impact tax legislation in 2025. Plus, they provide a preview of the upcoming Novogradac Opportunity Zones Summit, taking place in Washington DC next month. Show notes & transcript: https://opportunityzones.com/2024/10/novogradac-317/ The future of Opportunity Zones may be at stake in next month's election. The outcome is likely to determine whether the program is extended, renewed, or left to phase out by 2026. John Sciarretti and Jason Watkins, partners at Novogradac, join the show to discuss how different election outcomes may impact tax legislation in 2025. Plus, they provide a preview of the upcoming Novogradac Opportunity Zones Summit, taking place in Washington DC next month. Show notes & transcript: https://opportunityzones.com/2024/10/novogradac-317/

]]> 2944 no OZ Office Hours - Oct '24 (Episode 316) https://www.youtube.com/c/OpportunityDb Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live. Tue, 08 Oct 2024 11:00:00 -0000 OZ Office Hours - Oct '24 full 316 OpportunityZones.com Your OZ questions answered LIVE. Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live. Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.

]]> 3228 no OZNH Sep '24: Introducing The BRAND NEW OpportunityZones.com https://opportunityzones.com/2024/09/oznh-sep-2024/ OpportunityDb has rebranded as OpportunityZones.com. Plus: the Fed’s lower interest rates may spur renewed interest in OZ investing, Jimmy tours a precious metals vault in an Opportunity Zone, and the U.S. Navy turns to an OZ fund to expand their nuclear submarine building capacity. Show notes: https://opportunityzones.com/2024/09/oznh-sep-2024/ Tue, 01 Oct 2024 11:00:00 -0000 OZNH Sep '24: Introducing The BRAND NEW OpportunityZones.com full OpportunityZones.com OpportunityDb has rebranded as OpportunityZones.com OpportunityDb has rebranded as OpportunityZones.com. Plus: the Fed’s lower interest rates may spur renewed interest in OZ investing, Jimmy tours a precious metals vault in an Opportunity Zone, and the U.S. Navy turns to an OZ fund to expand their nuclear submarine building capacity. Show notes: https://opportunityzones.com/2024/09/oznh-sep-2024/ OpportunityDb has rebranded as OpportunityZones.com. Plus: the Fed’s lower interest rates may spur renewed interest in OZ investing, Jimmy tours a precious metals vault in an Opportunity Zone, and the U.S. Navy turns to an OZ fund to expand their nuclear submarine building capacity. Show notes: https://opportunityzones.com/2024/09/oznh-sep-2024/

]]> 2985 no Family Office Real Estate Insights, With DJ Van Keuren (Episode 315) https://opportunityzones.com/2024/09/dj-van-keuren-315/ Despite being ideally suited for Opportunity Zone investing, less than one-third of family offices have made an OZ investment. DJ Van Keuren, executive director at the Family Office Real Estate Institute, joins the show to discuss why many investors have been hesitant about OZ investing, real estate market cycles, when the U.S. might enter a major recession, and opportunities for distressed asset acquisitions. Show notes & transcript: https://opportunityzones.com/2024/09/dj-van-keuren-315/ Wed, 25 Sep 2024 11:00:00 -0000 Family Office Real Estate Insights, With DJ Van Keuren full 315 OpportunityZones.com Are family offices investing in Opportunity Zones? Despite being ideally suited for Opportunity Zone investing, less than one-third of family offices have made an OZ investment. DJ Van Keuren, executive director at the Family Office Real Estate Institute, joins the show to discuss why many investors have been hesitant about OZ investing, real estate market cycles, when the U.S. might enter a major recession, and opportunities for distressed asset acquisitions. Show notes & transcript: https://opportunityzones.com/2024/09/dj-van-keuren-315/ Despite being ideally suited for Opportunity Zone investing, less than one-third of family offices have made an OZ investment. DJ Van Keuren, executive director at the Family Office Real Estate Institute, joins the show to discuss why many investors have been hesitant about OZ investing, real estate market cycles, when the U.S. might enter a major recession, and opportunities for distressed asset acquisitions. Show notes & transcript: https://opportunityzones.com/2024/09/dj-van-keuren-315/

]]> 2129 no Live Q&A With Opportunity Zone Experts (Episode 314) https://opportunityzones.com/pitch-day/ Prominent Opportunity Zone attorneys Gerry Reihsen, Brett Siglin, and Ashley Tison answer your OZ questions. Recorded June 13th, 2024 during OZ Pitch Day. Registration is now open for our next OZ Pitch Day event on November 14th, 2024: https://opportunityzones.com/pitch-day/ Thu, 19 Sep 2024 13:36:00 -0000 Live Q&A With Opportunity Zone Experts full 314 OpportunityZones.com Live session from OZ Pitch Day Summer 2024. Prominent Opportunity Zone attorneys Gerry Reihsen, Brett Siglin, and Ashley Tison answer your OZ questions. Recorded June 13th, 2024 during OZ Pitch Day. Registration is now open for our next OZ Pitch Day event on November 14th, 2024: https://opportunityzones.com/pitch-day/ Prominent Opportunity Zone attorneys Gerry Reihsen, Brett Siglin, and Ashley Tison answer your OZ questions. Recorded June 13th, 2024 during OZ Pitch Day. Registration is now open for our next OZ Pitch Day event on November 14th, 2024: https://opportunityzones.com/pitch-day/

]]> 2207 no Developing Hotels In Opportunity Zones, With John Schellhase (Episode 313) https://opportunityzones.com/2024/09/john-schellhase-313/ Hotel development deals are benefiting from favorable supply-demand dynamics post-COVID. John Schellhase, assistant vice president of investments at Peachtree Group, joins the show to discuss Peachtree's approach to Opportunity Zone investments, their focus on developing hospitality assets, and the broader real estate market trends currently shaping investment opportunities. Show notes & transcript: https://opportunityzones.com/2024/09/john-schellhase-313/ Wed, 11 Sep 2024 10:00:00 -0000 Developing Hotels In Opportunity Zones, With John Schellhase full 313 OpportunityZones.com Hospitality's favorable supply-demand dynamics. Hotel development deals are benefiting from favorable supply-demand dynamics post-COVID. John Schellhase, assistant vice president of investments at Peachtree Group, joins the show to discuss Peachtree's approach to Opportunity Zone investments, their focus on developing hospitality assets, and the broader real estate market trends currently shaping investment opportunities. Show notes & transcript: https://opportunityzones.com/2024/09/john-schellhase-313/ Hotel development deals are benefiting from favorable supply-demand dynamics post-COVID. John Schellhase, assistant vice president of investments at Peachtree Group, joins the show to discuss Peachtree's approach to Opportunity Zone investments, their focus on developing hospitality assets, and the broader real estate market trends currently shaping investment opportunities. Show notes & transcript: https://opportunityzones.com/2024/09/john-schellhase-313/

]]> 1700 no The First-Ever Opportunity Zones Office Hours (Episode 312) https://www.youtube.com/@opportunitydb Join me on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live. Wed, 04 Sep 2024 11:00:00 -0000 The First-Ever Opportunity Zones Office Hours full 312 OpportunityZones.com Jimmy answers LIVE questions from the audience. Join me on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live. Join me on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.

]]> 2709 no OZNH Aug '24: Opportunity Zones Go Mainstream https://opportunityzones.com/2024/08/oznh-aug-2024/ The New York Times recently featured the Opportunity Zones program, and the paper's coverage was surprisingly balanced (headline notwithstanding). Plus: Novogradac announces that 185,000 homes have been built with QOFs, and Jimmy announces a brand new project at OpportunityDb. Show notes: https://opportunityzones.com/2024/08/oznh-aug-2024/ Mon, 26 Aug 2024 21:42:00 -0000 OZNH Aug '24: Opportunity Zones Go Mainstream full OpportunityZones.com OZs are back in The New York Times. The New York Times recently featured the Opportunity Zones program, and the paper's coverage was surprisingly balanced (headline notwithstanding). Plus: Novogradac announces that 185,000 homes have been built with QOFs, and Jimmy announces a brand new project at OpportunityDb. Show notes: https://opportunityzones.com/2024/08/oznh-aug-2024/ The New York Times recently featured the Opportunity Zones program, and the paper's coverage was surprisingly balanced (headline notwithstanding). Plus: Novogradac announces that 185,000 homes have been built with QOFs, and Jimmy announces a brand new project at OpportunityDb. Show notes: https://opportunityzones.com/2024/08/oznh-aug-2024/

]]> 3207 no Miami Opportunity Zone Investing, With Liam Krahe & David Cohen (Episode 311) https://opportunityzones.com/2024/08/liam-krahe-david-cohen-311/ Miami is experiencing steady and comparatively outsized growth, with strategically located Opportunity Zones offering new avenues for investment and development. Liam Krahe and David Cohen, co-founders of the South Florida QOZ Fund, join the show to discuss the challenges and opportunities of investing in Miami's rapidly evolving urban landscape. Show notes & transcript: https://opportunityzones.com/2024/08/liam-krahe-david-cohen-311/ Wed, 14 Aug 2024 10:00:00 -0000 Miami Opportunity Zone Investing, With Liam Krahe & David Cohen full 311 OpportunityZones.com Harnessing OZs for community growth. Miami is experiencing steady and comparatively outsized growth, with strategically located Opportunity Zones offering new avenues for investment and development. Liam Krahe and David Cohen, co-founders of the South Florida QOZ Fund, join the show to discuss the challenges and opportunities of investing in Miami's rapidly evolving urban landscape. Show notes & transcript: https://opportunityzones.com/2024/08/liam-krahe-david-cohen-311/ Miami is experiencing steady and comparatively outsized growth, with strategically located Opportunity Zones offering new avenues for investment and development. Liam Krahe and David Cohen, co-founders of the South Florida QOZ Fund, join the show to discuss the challenges and opportunities of investing in Miami's rapidly evolving urban landscape. Show notes & transcript: https://opportunityzones.com/2024/08/liam-krahe-david-cohen-311/

]]> 2979 no OZNH Jul '24: A Political Earthquake For Opportunity Zones? https://opportunityzones.com/2024/07/oznh-jul-2024/ Kamala Harris is the new Democratic nominee for President, but does she hate Opportunity Zones? Plus: Polymarket believes President Trump is still favored to win the election, and Capital Square prepares to open yet another OZ building. Show notes: https://opportunityzones.com/2024/07/oznh-jul-2024/ Tue, 30 Jul 2024 10:00:00 -0000 OZNH Jul '24: A Political Earthquake For Opportunity Zones? full OpportunityZones.com Big shakeups during campaign season. Kamala Harris is the new Democratic nominee for President, but does she hate Opportunity Zones? Plus: Polymarket believes President Trump is still favored to win the election, and Capital Square prepares to open yet another OZ building. Show notes: https://opportunityzones.com/2024/07/oznh-jul-2024/ Kamala Harris is the new Democratic nominee for President, but does she hate Opportunity Zones? Plus: Polymarket believes President Trump is still favored to win the election, and Capital Square prepares to open yet another OZ building. Show notes: https://opportunityzones.com/2024/07/oznh-jul-2024/

]]> 2657 no The Next Steps For Opportunity Zones, With Ja'Ron Smith (Episode 310) https://opportunityzones.com/2024/07/jaron-smith-310/ Can Opportunity Zones be re-tooled to help create additional social impact for years to come? Ja'Ron Smith, chief advocacy officer at the Opportunity Funds Association, joins the show to discuss efforts to reauthorize the Opportunity Zones legislation, grow the coalition, and implement new incentives to boost community development. Show notes & transcript: https://opportunityzones.com/2024/07/jaron-smith-310/ Wed, 24 Jul 2024 10:00:00 -0000 The Next Steps For Opportunity Zones, With Ja'Ron Smith full 310 OpportunityZones.com How OZs can create more impact. Can Opportunity Zones be re-tooled to help create additional social impact for years to come? Ja'Ron Smith, chief advocacy officer at the Opportunity Funds Association, joins the show to discuss efforts to reauthorize the Opportunity Zones legislation, grow the coalition, and implement new incentives to boost community development. Show notes & transcript: https://opportunityzones.com/2024/07/jaron-smith-310/ Can Opportunity Zones be re-tooled to help create additional social impact for years to come? Ja'Ron Smith, chief advocacy officer at the Opportunity Funds Association, joins the show to discuss efforts to reauthorize the Opportunity Zones legislation, grow the coalition, and implement new incentives to boost community development. Show notes & transcript: https://opportunityzones.com/2024/07/jaron-smith-310/

]]> 2199 no Why Invest In Opportunity Zones Now? (Episode 309) https://opportunitydb.com/2024/07/why-invest-ozs-now-309/ Opportunity Zone investing is down significantly over the past two years. Why might now still be a great time to invest in Qualified Opportunity Funds? Recorded live at OZ Pitch Day on June 13, 2024, featuring OZ Insiders members Andrew Doup of SyndicationCounsel, Jill Homan of Javelin 19 Investments, and Coni Rathbone of VF Law. Moderated by Jimmy Atkinson of OpportunityDb and OZ Insiders. Show notes & transcript: https://opportunitydb.com/2024/07/why-invest-ozs-now-309/ Wed, 10 Jul 2024 10:30:00 -0000 Why Invest In Opportunity Zones Now? full 309 OpportunityZones.com A live panel discussion from OZ Pitch Day. Opportunity Zone investing is down significantly over the past two years. Why might now still be a great time to invest in Qualified Opportunity Funds? Recorded live at OZ Pitch Day on June 13, 2024, featuring OZ Insiders members Andrew Doup of SyndicationCounsel, Jill Homan of Javelin 19 Investments, and Coni Rathbone of VF Law. Moderated by Jimmy Atkinson of OpportunityDb and OZ Insiders. Show notes & transcript: https://opportunitydb.com/2024/07/why-invest-ozs-now-309/ Opportunity Zone investing is down significantly over the past two years. Why might now still be a great time to invest in Qualified Opportunity Funds? Recorded live at OZ Pitch Day on June 13, 2024, featuring OZ Insiders members Andrew Doup of SyndicationCounsel, Jill Homan of Javelin 19 Investments, and Coni Rathbone of VF Law. Moderated by Jimmy Atkinson of OpportunityDb and OZ Insiders. Show notes & transcript: https://opportunitydb.com/2024/07/why-invest-ozs-now-309/

]]> 2426 no OZNH Jun '24: Will Opportunity Zones Make A Comeback? https://opportunityzones.com/2024/06/oznh-jun-2024/ According to Novogradac’s poll of experts, an OZ program extension would likely spur an avalanche of new investment activity. Plus: Inland’s Keith Lampi provides insights on the self storage sector, and Capital Square launches their ninth OZ project. Show notes: https://opportunityzones.com/2024/06/oznh-jun-2024/ Tue, 25 Jun 2024 10:00:00 -0000 OZNH Jun '24: Will Opportunity Zones Make A Comeback? full OpportunityZones.com An OZ program extension would likely spur an avalanche of new investment activity. According to Novogradac’s poll of experts, an OZ program extension would likely spur an avalanche of new investment activity. Plus: Inland’s Keith Lampi provides insights on the self storage sector, and Capital Square launches their ninth OZ project. Show notes: https://opportunityzones.com/2024/06/oznh-jun-2024/ According to Novogradac’s poll of experts, an OZ program extension would likely spur an avalanche of new investment activity. Plus: Inland’s Keith Lampi provides insights on the self storage sector, and Capital Square launches their ninth OZ project. Show notes: https://opportunityzones.com/2024/06/oznh-jun-2024/

]]> 2743 no The Rise Of Self-Storage Real Estate, With Russ Colvin (Episode 308) https://opportunityzones.com/2024/06/russ-colvin-308/ The self-storage industry is booming. Russ Colvin, CEO and president of YourSpace America, joins the show to share his insights on the unique advantages of self-storage development within Opportunity Zones, emphasizing the sector's resilience and potential for outsized returns. Show notes & transcript: https://opportunityzones.com/2024/06/russ-colvin-308/ Wed, 19 Jun 2024 10:00:00 -0000 The Rise Of Self-Storage Real Estate, With Russ Colvin full 308 OpportunityZones.com Self-storage has outperformed all other real estate sectors over the last 30 years. The self-storage industry is booming. Russ Colvin, CEO and president of YourSpace America, joins the show to share his insights on the unique advantages of self-storage development within Opportunity Zones, emphasizing the sector's resilience and potential for outsized returns. Show notes & transcript: https://opportunityzones.com/2024/06/russ-colvin-308/ The self-storage industry is booming. Russ Colvin, CEO and president of YourSpace America, joins the show to share his insights on the unique advantages of self-storage development within Opportunity Zones, emphasizing the sector's resilience and potential for outsized returns. Show notes & transcript: https://opportunityzones.com/2024/06/russ-colvin-308/

]]> 2243 no Stump The OZ Sherpa At OZ Pitch Day (Episode 307) https://opportunityzones.com/pitch-day/ Ashley Tison Fields Your OZ Questions LIVE at OZ Pitch Day Spring 2024. Recorded on March 7, 2024. Learn more about OZ Pitch Day: https://opportunityzones.com/pitch-day/ Wed, 12 Jun 2024 10:00:00 -0000 Stump The OZ Sherpa At OZ Pitch Day full 307 OpportunityZones.com OZ Sherpa Ashley Tison fields live Q&A. Ashley Tison Fields Your OZ Questions LIVE at OZ Pitch Day Spring 2024. Recorded on March 7, 2024. Learn more about OZ Pitch Day: https://opportunityzones.com/pitch-day/ Ashley Tison Fields Your OZ Questions LIVE at OZ Pitch Day Spring 2024. Recorded on March 7, 2024. Learn more about OZ Pitch Day: https://opportunityzones.com/pitch-day/

]]> 1853 no OZNH May '24: Congress Takes A Field Trip To OZs https://opportunityzones.com/2024/05/oznh-may-2024/ Congress' powerful Ways and Means Committee recently took a field trip to Erie, Pennsylvania to talk about Opportunity Zones. Plus: Jimmy recently availed himself of an OZ Open Bar, and the upcoming OZ Pitch Day agenda is shaping up to be a barn-burner. Show notes: https://opportunityzones.com/2024/05/oznh-may-2024/ Thu, 30 May 2024 20:34:00 -0000 OZNH May '24: Congress Takes A Field Trip To OZs full OpportunityZones.com OZ momentum building with House Ways & Means Congress' powerful Ways and Means Committee recently took a field trip to Erie, Pennsylvania to talk about Opportunity Zones. Plus: Jimmy recently availed himself of an OZ Open Bar, and the upcoming OZ Pitch Day agenda is shaping up to be a barn-burner. Show notes: https://opportunityzones.com/2024/05/oznh-may-2024/ Congress' powerful Ways and Means Committee recently took a field trip to Erie, Pennsylvania to talk about Opportunity Zones. Plus: Jimmy recently availed himself of an OZ Open Bar, and the upcoming OZ Pitch Day agenda is shaping up to be a barn-burner. Show notes: https://opportunityzones.com/2024/05/oznh-may-2024/

]]> 2907 no Opportunity Zone Limitations & Ideas For Improvement, With Matthew Rappaport (Episode 306) https://opportunityzones.com/2024/05/matthew-rappaport-306/ The Opportunity Zones concept as a place-based economic development policy is a great idea with broad bipartisan support, but some the execution leaves much to be desired. Matthew Rappaport, vice managing partner and co-chair of the tax group at Falcon Rappaport & Berkman, joins the show to discuss a wide range of Opportunity Zone issues, including its limitations, ideas for improvement, the IRS enforcement environment, and how politics are endangering the future of the policy. Show notes & transcript: https://opportunityzones.com/2024/05/matthew-rappaport-306/ Wed, 22 May 2024 10:00:00 -0000 Opportunity Zone Limitations & Ideas For Improvement, With Matthew Rappaport full 306 OpportunityZones.com Plus, the conformity mistake by coastal states. The Opportunity Zones concept as a place-based economic development policy is a great idea with broad bipartisan support, but some the execution leaves much to be desired. Matthew Rappaport, vice managing partner and co-chair of the tax group at Falcon Rappaport & Berkman, joins the show to discuss a wide range of Opportunity Zone issues, including its limitations, ideas for improvement, the IRS enforcement environment, and how politics are endangering the future of the policy. Show notes & transcript: https://opportunityzones.com/2024/05/matthew-rappaport-306/ The Opportunity Zones concept as a place-based economic development policy is a great idea with broad bipartisan support, but some the execution leaves much to be desired. Matthew Rappaport, vice managing partner and co-chair of the tax group at Falcon Rappaport & Berkman, joins the show to discuss a wide range of Opportunity Zone issues, including its limitations, ideas for improvement, the IRS enforcement environment, and how politics are endangering the future of the policy. Show notes & transcript: https://opportunityzones.com/2024/05/matthew-rappaport-306/

]]> 3194 no A Return To Real Estate Market Fundamentals, With Michael Tillman (Episode 305) https://opportunityzones.com/2024/05/michael-tillman-305/ The sudden turn from a longstanding zero-interest rate policy to our current environment of higher interest rates has paused capital markets and resulted in a slowdown in real estate investment volume. Michael Tillman, CEO and CIO of PTM Partners, joins the show to discuss why a return to fundamentals is key to any successful Opportunity Zone real estate investment strategy in today's market. Show notes & transcript: https://opportunityzones.com/2024/05/michael-tillman-305/ Wed, 15 May 2024 10:00:00 -0000 A Return To Real Estate Market Fundamentals, With Michael Tillman full 305 OpportunityZones.com Plus, why OZs are so great. The sudden turn from a longstanding zero-interest rate policy to our current environment of higher interest rates has paused capital markets and resulted in a slowdown in real estate investment volume. Michael Tillman, CEO and CIO of PTM Partners, joins the show to discuss why a return to fundamentals is key to any successful Opportunity Zone real estate investment strategy in today's market. Show notes & transcript: https://opportunityzones.com/2024/05/michael-tillman-305/ The sudden turn from a longstanding zero-interest rate policy to our current environment of higher interest rates has paused capital markets and resulted in a slowdown in real estate investment volume. Michael Tillman, CEO and CIO of PTM Partners, joins the show to discuss why a return to fundamentals is key to any successful Opportunity Zone real estate investment strategy in today's market. Show notes & transcript: https://opportunityzones.com/2024/05/michael-tillman-305/

]]> 2418 no 5 Tips For Raising Opportunity Zone Equity From Investors (Episode 304) https://opportunityzones.com/2024/05/304-oz-fundraising-tips/ Raising capital for Opportunity Zone projects can be a challenge, especially in today's macroeconomic environment of high interest rates and inflation. But, the OZ incentive itself along with the current equities bull market present a unique fundraising opportunity for OZ project sponsors. On today's episode, OpportunityDb founder Jimmy Atkinson presents his 5 tips for raising equity from Opportunity Zone investors. Show notes: https://opportunityzones.com/2024/05/304-oz-fundraising-tips/ Thu, 09 May 2024 18:08:00 -0000 5 Tips For Raising Opportunity Zone Equity From Investors full 304 OpportunityZones.com An Opportunity Zone webinar replay. Raising capital for Opportunity Zone projects can be a challenge, especially in today's macroeconomic environment of high interest rates and inflation. But, the OZ incentive itself along with the current equities bull market present a unique fundraising opportunity for OZ project sponsors. On today's episode, OpportunityDb founder Jimmy Atkinson presents his 5 tips for raising equity from Opportunity Zone investors. Show notes: https://opportunityzones.com/2024/05/304-oz-fundraising-tips/ Raising capital for Opportunity Zone projects can be a challenge, especially in today's macroeconomic environment of high interest rates and inflation. But, the OZ incentive itself along with the current equities bull market present a unique fundraising opportunity for OZ project sponsors. On today's episode, OpportunityDb founder Jimmy Atkinson presents his 5 tips for raising equity from Opportunity Zone investors. Show notes: https://opportunityzones.com/2024/05/304-oz-fundraising-tips/

]]> 3210 no OZNH Apr '24: The OZ Home Building Boom, & A Meetup In Chicago https://opportunityzones.com/2024/04/oznh-apr-2024/ Novogradac has announced a staggering number of homes that Qualified Opportunity Funds have helped to finance, detailed in a new report. Plus: Big OZ development news from Urban Catalyst in San Jose, and Driftwood Capital in Miami. Show notes: https://opportunityzones.com/2024/04/oznh-apr-2024/ Tue, 30 Apr 2024 13:39:00 -0000 OZNH Apr '24: The OZ Home Building Boom, & A Meetup In Chicago full OpportunityZones.com 175,000 Opportunity Zone homes! Novogradac has announced a staggering number of homes that Qualified Opportunity Funds have helped to finance, detailed in a new report. Plus: Big OZ development news from Urban Catalyst in San Jose, and Driftwood Capital in Miami. Show notes: https://opportunityzones.com/2024/04/oznh-apr-2024/ Novogradac has announced a staggering number of homes that Qualified Opportunity Funds have helped to finance, detailed in a new report. Plus: Big OZ development news from Urban Catalyst in San Jose, and Driftwood Capital in Miami. Show notes: https://opportunityzones.com/2024/04/oznh-apr-2024/

]]> 2849 no Pre-TCO Double Net Leasing In Opportunity Zones, With Axel Adler (Episode 303) https://opportunityzones.com/2024/04/axel-adler-303/ Triple net leasing is a common commercial real estate investing strategy. Unfortunately, it doesn't qualify for the purposes of Opportunity Zone investing. But double net leasing does. And for some investors, it can offer a shortcut to OZ cash flow. Axel Adler, a commercial real estate broker at Centennial Advisers, joins the show to explain how newly constructed NNN lease properties located in Opportunity Zones can be acquired pre-CO and renegotiated as double net lease agreements to fully qualify as an OZ investment. Show notes & transcript: https://opportunityzones.com/2024/04/axel-adler-303/ Wed, 24 Apr 2024 10:00:00 -0000 Pre-TCO Double Net Leasing In Opportunity Zones, With Axel Adler full 303 OpportunityZones.com The shortcut to OZ cash flow. Triple net leasing is a common commercial real estate investing strategy. Unfortunately, it doesn't qualify for the purposes of Opportunity Zone investing. But double net leasing does. And for some investors, it can offer a shortcut to OZ cash flow. Axel Adler, a commercial real estate broker at Centennial Advisers, joins the show to explain how newly constructed NNN lease properties located in Opportunity Zones can be acquired pre-CO and renegotiated as double net lease agreements to fully qualify as an OZ investment. Show notes & transcript: https://opportunityzones.com/2024/04/axel-adler-303/ Triple net leasing is a common commercial real estate investing strategy. Unfortunately, it doesn't qualify for the purposes of Opportunity Zone investing. But double net leasing does. And for some investors, it can offer a shortcut to OZ cash flow. Axel Adler, a commercial real estate broker at Centennial Advisers, joins the show to explain how newly constructed NNN lease properties located in Opportunity Zones can be acquired pre-CO and renegotiated as double net lease agreements to fully qualify as an OZ investment. Show notes & transcript: https://opportunityzones.com/2024/04/axel-adler-303/

]]> 2571 no OZ Insiders Networking Dinner in Chicago https://ozinsiders.com/ OZ Insiders members are invited to a private members-only Opportunity Zones networking dinner in Chicago, IL on May 17, 2024. Learn more about OZ Insiders: https://ozinsiders.com/ Thu, 18 Apr 2024 10:00:00 -0000 OZ Insiders Networking Dinner in Chicago bonus OpportunityZones.com May 17, 2024. For OZ Insiders members only. OZ Insiders members are invited to a private members-only Opportunity Zones networking dinner in Chicago, IL on May 17, 2024. Learn more about OZ Insiders: https://ozinsiders.com/ OZ Insiders members are invited to a private members-only Opportunity Zones networking dinner in Chicago, IL on May 17, 2024. Learn more about OZ Insiders: https://ozinsiders.com/

]]> 106 no Navigating Market Uncertainty, With Bob Clippinger (Episode 302) https://opportunityzones.com/2024/04/bob-clippinger-302/ Navigating economic uncertainty requires a bold investor's eye for uncovering emerging opportunities before they hit the mainstream. Bob Clippinger, president of Clippinger Investment Properties, joins the show to discuss Opportunity Zone investing in the California Bay Area, and why he thinks now may be a great time to invest in real estate. Show notes & transcript: https://opportunityzones.com/2024/04/bob-clippinger-302/ Wed, 17 Apr 2024 10:00:00 -0000 Navigating Market Uncertainty, With Bob Clippinger full 302 OpportunityZones.com Is now a great time to invest? Navigating economic uncertainty requires a bold investor's eye for uncovering emerging opportunities before they hit the mainstream. Bob Clippinger, president of Clippinger Investment Properties, joins the show to discuss Opportunity Zone investing in the California Bay Area, and why he thinks now may be a great time to invest in real estate. Show notes & transcript: https://opportunityzones.com/2024/04/bob-clippinger-302/ Navigating economic uncertainty requires a bold investor's eye for uncovering emerging opportunities before they hit the mainstream. Bob Clippinger, president of Clippinger Investment Properties, joins the show to discuss Opportunity Zone investing in the California Bay Area, and why he thinks now may be a great time to invest in real estate. Show notes & transcript: https://opportunityzones.com/2024/04/bob-clippinger-302/

]]> 1926 no C-PACE Financing & Opportunity Zones, With Bert Belanger (Episode 301) https://opportunityzones.com/2024/04/bert-belanger-301/ In today's high interest rate environment, C-PACE financing can help lower a sophisticated real estate project's cost of capital. Bert Belanger, managing director at PACE Equity, joins the show to discuss Commercial Property Assessed Clean Energy financing, how it can fit into the capital stack for an Opportunity Zone project, and what types of improvements are eligible. Show notes & transcript: https://opportunityzones.com/2024/04/bert-belanger-301/ Wed, 10 Apr 2024 10:00:00 -0000 C-PACE Financing & Opportunity Zones, With Bert Belanger full 301 OpportunityZones.com All about Commercial Property Assessed Clean Energy. In today's high interest rate environment, C-PACE financing can help lower a sophisticated real estate project's cost of capital. Bert Belanger, managing director at PACE Equity, joins the show to discuss Commercial Property Assessed Clean Energy financing, how it can fit into the capital stack for an Opportunity Zone project, and what types of improvements are eligible. Show notes & transcript: https://opportunityzones.com/2024/04/bert-belanger-301/ In today's high interest rate environment, C-PACE financing can help lower a sophisticated real estate project's cost of capital. Bert Belanger, managing director at PACE Equity, joins the show to discuss Commercial Property Assessed Clean Energy financing, how it can fit into the capital stack for an Opportunity Zone project, and what types of improvements are eligible. Show notes & transcript: https://opportunityzones.com/2024/04/bert-belanger-301/

]]> 2928 no Evolving Multi-Asset OZ Fund Strategies, With Chris Loeffler (Episode 300) https://opportunityzones.com/2024/04/chris-loeffler-300/ In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of interest rate changes on real estate investments, the resurgence of hospitality, and evolving multi-asset OZ fund strategies. Show notes & transcript: https://opportunityzones.com/2024/04/chris-loeffler-300/ Wed, 03 Apr 2024 10:00:00 -0000 Evolving Multi-Asset OZ Fund Strategies, With Chris Loeffler full 300 OpportunityZones.com From development to distress. In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of interest rate changes on real estate investments, the resurgence of hospitality, and evolving multi-asset OZ fund strategies. Show notes & transcript: https://opportunityzones.com/2024/04/chris-loeffler-300/ In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of interest rate changes on real estate investments, the resurgence of hospitality, and evolving multi-asset OZ fund strategies. Show notes & transcript: https://opportunityzones.com/2024/04/chris-loeffler-300/

]]> 2569 no OZNH Mar '24: Announcing The Opportunity Zones Blueprint https://opportunityzones.com/2024/03/oznh-mar-2024/ OpportunityDb founder Jimmy Atkinson has announced his new premium, flagship workshop for Opportunity Zone investors... and it's a barn-burner. Plus: Hollywood takes a trip to "OZ, Oklahoma", and the OZ program passes its first "check-up." Show notes: https://opportunityzones.com/2024/03/oznh-mar-2024/ Tue, 26 Mar 2024 11:00:00 -0000 OZNH Mar '24: Announcing The Opportunity Zones Blueprint full OpportunityZones.com New flagship workshop for OZ investors. OpportunityDb founder Jimmy Atkinson has announced his new premium, flagship workshop for Opportunity Zone investors... and it's a barn-burner. Plus: Hollywood takes a trip to "OZ, Oklahoma", and the OZ program passes its first "check-up." Show notes: https://opportunityzones.com/2024/03/oznh-mar-2024/ OpportunityDb founder Jimmy Atkinson has announced his new premium, flagship workshop for Opportunity Zone investors... and it's a barn-burner. Plus: Hollywood takes a trip to "OZ, Oklahoma", and the OZ program passes its first "check-up." Show notes: https://opportunityzones.com/2024/03/oznh-mar-2024/

]]> 3021 no How To Diligence Opportunity Zone Funds & Deals, An OZ Pitch Day Panel (Episode 299) https://opportunityzones.com/2024/03/oz-panel-299/ The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal. Recorded live at OZ Pitch Day on March 7, 2024, featuring panelists Jill Homan of Javelin 19 Investments, Michael O'Mara of Ozone Capital, and Gerry Reihsen of Reihsen & Associates. Moderated by Jimmy Atkinson of OpportunityDb and OZ Insiders. Show notes: https://opportunityzones.com/2024/03/oz-panel-299/ Wed, 20 Mar 2024 11:00:00 -0000 How To Diligence Opportunity Zone Funds & Deals, An OZ Pitch Day Panel full 299 OpportunityZones.com The most important considerations for OZ investors. The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal. Recorded live at OZ Pitch Day on March 7, 2024, featuring panelists Jill Homan of Javelin 19 Investments, Michael O'Mara of Ozone Capital, and Gerry Reihsen of Reihsen & Associates. Moderated by Jimmy Atkinson of OpportunityDb and OZ Insiders. Show notes: https://opportunityzones.com/2024/03/oz-panel-299/ The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal. Recorded live at OZ Pitch Day on March 7, 2024, featuring panelists Jill Homan of Javelin 19 Investments, Michael O'Mara of Ozone Capital, and Gerry Reihsen of Reihsen & Associates. Moderated by Jimmy Atkinson of OpportunityDb and OZ Insiders. Show notes: https://opportunityzones.com/2024/03/oz-panel-299/

]]> 1841 no Ecosystem Investing In Opportunity Zones, With Kelly Winget & Rachel Vass (Episode 298) https://opportunityzones.com/2024/03/epic-oz-298/ While traditional investment strategies often focus on individual assets, "ecosystem investing," or "correlated asset investing" considers the coordination of assets in a way that spurs growth of the entire community, which can lead to reduced risk and increased upside for investors. Kelly Ann Winget and Rachel Vass of EPIC Economies join the show to discuss how their Opportunity Zone fund aims to produce strong financial returns with positive community outcomes. Show notes & transcript: https://opportunityzones.com/2024/03/epic-oz-298/ Thu, 14 Mar 2024 14:55:00 -0000 Ecosystem Investing In Opportunity Zones, With Kelly Winget & Rachel Vass full 298 OpportunityZones.com The benefits of correlated asset investing. While traditional investment strategies often focus on individual assets, "ecosystem investing," or "correlated asset investing" considers the coordination of assets in a way that spurs growth of the entire community, which can lead to reduced risk and increased upside for investors. Kelly Ann Winget and Rachel Vass of EPIC Economies join the show to discuss how their Opportunity Zone fund aims to produce strong financial returns with positive community outcomes. Show notes & transcript: https://opportunityzones.com/2024/03/epic-oz-298/ While traditional investment strategies often focus on individual assets, "ecosystem investing," or "correlated asset investing" considers the coordination of assets in a way that spurs growth of the entire community, which can lead to reduced risk and increased upside for investors. Kelly Ann Winget and Rachel Vass of EPIC Economies join the show to discuss how their Opportunity Zone fund aims to produce strong financial returns with positive community outcomes. Show notes & transcript: https://opportunityzones.com/2024/03/epic-oz-298/

]]> 2708 no The Truth About Opportunity Zones Legislation (Episode 297) https://opportunityzones.com/2024/03/oz-legislation-297/ Jimmy Atkinson of OZ Insiders brings you the latest on Opportunity Zone reform and extension legislation. Find out: what’s inside the OZ extension legislation, updates on the bill’s progress, and Jimmy's real timeline for when it could be enacted. Show notes: https://opportunityzones.com/2024/03/oz-legislation-297/ Wed, 06 Mar 2024 12:00:00 -0000 The Truth About Opportunity Zones Legislation full 297 OpportunityZones.com When will OZs get extended? Jimmy Atkinson of OZ Insiders brings you the latest on Opportunity Zone reform and extension legislation. Find out: what’s inside the OZ extension legislation, updates on the bill’s progress, and Jimmy's real timeline for when it could be enacted. Show notes: https://opportunityzones.com/2024/03/oz-legislation-297/ Jimmy Atkinson of OZ Insiders brings you the latest on Opportunity Zone reform and extension legislation. Find out: what’s inside the OZ extension legislation, updates on the bill’s progress, and Jimmy's real timeline for when it could be enacted. Show notes: https://opportunityzones.com/2024/03/oz-legislation-297/

]]> 4329 no OZNH Feb '24: OZ Pitch Day Is Almost Here! https://opportunityzones.com/2024/02/oznh-feb-2024/ The OpportunityDb team prepares for the first OZ Pitch Day of 2024, and it's going to be one for the record books. Plus: Jimmy's breaks down the recent data from Novogradac, with emphasis on two "headline" numbers. Show notes: https://opportunityzones.com/2024/02/oznh-feb-2024/ Tue, 27 Feb 2024 12:00:00 -0000 OZNH Feb '24: OZ Pitch Day Is Almost Here! full OpportunityZones.com Plus, two "headline" numbers from Novogradac. The OpportunityDb team prepares for the first OZ Pitch Day of 2024, and it's going to be one for the record books. Plus: Jimmy's breaks down the recent data from Novogradac, with emphasis on two "headline" numbers. Show notes: https://opportunityzones.com/2024/02/oznh-feb-2024/ The OpportunityDb team prepares for the first OZ Pitch Day of 2024, and it's going to be one for the record books. Plus: Jimmy's breaks down the recent data from Novogradac, with emphasis on two "headline" numbers. Show notes: https://opportunityzones.com/2024/02/oznh-feb-2024/

]]> 3030 no The Fort Knox Of Opportunity Zones | Josh Phair (Episode 296) https://opportunityzones.com/2024/02/josh-phair-296/ In times of uncertainty, gold is often considered a safe-haven asset. But is it possible to gain exposure to gold within an Opportunity Zone investment? Josh Phair, CEO of The Wyoming Reserve Opportunity Zone Fund Corporation, joins the show to discuss his innovative approach to combining the advantages of Opportunity Zones with actively managed investments in precious metals. Show notes & transcript: https://opportunityzones.com/2024/02/josh-phair-296/ Wed, 21 Feb 2024 12:00:00 -0000 The Fort Knox Of Opportunity Zones | Josh Phair full 296 OpportunityZones.com A tax-advantaged precious metals vaulting business. In times of uncertainty, gold is often considered a safe-haven asset. But is it possible to gain exposure to gold within an Opportunity Zone investment? Josh Phair, CEO of The Wyoming Reserve Opportunity Zone Fund Corporation, joins the show to discuss his innovative approach to combining the advantages of Opportunity Zones with actively managed investments in precious metals. Show notes & transcript: https://opportunityzones.com/2024/02/josh-phair-296/ In times of uncertainty, gold is often considered a safe-haven asset. But is it possible to gain exposure to gold within an Opportunity Zone investment? Josh Phair, CEO of The Wyoming Reserve Opportunity Zone Fund Corporation, joins the show to discuss his innovative approach to combining the advantages of Opportunity Zones with actively managed investments in precious metals. Show notes & transcript: https://opportunityzones.com/2024/02/josh-phair-296/

]]> 2983 no How To Offer A Qualified Opportunity Fund To Investors (Episode 295) https://opportunityzones.com/2024/02/qof-offering-295/ When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson details the implications of offering an investment security, and the five critical things that every sponsor needs before offering a Qualified Opportunity Fund. Show notes & transcript: https://opportunityzones.com/2024/02/qof-offering-295/ ... Sponsored by OZ Insiders. Learn more: https://ozinsiders.com/ Wed, 07 Feb 2024 12:00:00 -0000 How To Offer A Qualified Opportunity Fund To Investors full 295 OpportunityZones.com Legal and practical Opportunity Zone deal fundraising considerations. When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson details the implications of offering an investment security, and the five critical things that every sponsor needs before offering a Qualified Opportunity Fund. Show notes & transcript: https://opportunityzones.com/2024/02/qof-offering-295/ ... Sponsored by OZ Insiders. Learn more: https://ozinsiders.com/ When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson details the implications of offering an investment security, and the five critical things that every sponsor needs before offering a Qualified Opportunity Fund. Show notes & transcript: https://opportunityzones.com/2024/02/qof-offering-295/ ... Sponsored by OZ Insiders. Learn more: https://ozinsiders.com/

]]> 3821 no Wealth Made Simple | Michael Johnston (Episode 294) https://wealthchannel.com/academy/ In order to beat 90 percent of investors, meet your investment goals, and enjoy a worry-free retirement, you need to understand just a few basic concepts. Michael Johnston, president of WealthChannel, joins the show to discuss the 7 things that every investor needs to know, and the launch of WealthChannel Academy. Learn more: https://wealthchannel.com/academy/ Mon, 05 Feb 2024 12:00:00 -0000 Wealth Made Simple | Michael Johnston full 294 OpportunityZones.com The 7 things every investor should know. In order to beat 90 percent of investors, meet your investment goals, and enjoy a worry-free retirement, you need to understand just a few basic concepts. Michael Johnston, president of WealthChannel, joins the show to discuss the 7 things that every investor needs to know, and the launch of WealthChannel Academy. Learn more: https://wealthchannel.com/academy/ In order to beat 90 percent of investors, meet your investment goals, and enjoy a worry-free retirement, you need to understand just a few basic concepts.

Michael Johnston, president of WealthChannel, joins the show to discuss the 7 things that every investor needs to know, and the launch of WealthChannel Academy.

Learn more: https://wealthchannel.com/academy/

]]> 1571 no OZNH Jan '24: Congress Has Work To Do https://opportunityzones.com/2024/01/oznh-jan-2024/ Coni Rathbone pens an incisive op-ed that advocates for OZ reform legislation, but she reaches a somewhat pessimistic conclusion. Plus: Andy plays a wild game of "what if," if Sen. Tim Scott were to be elected Vice President (and what that would mean for the Opportunity Zones program). Show notes: https://opportunityzones.com/2024/01/oznh-jan-2024/ Tue, 30 Jan 2024 12:00:00 -0000 OZNH Jan '24: Congress Has Work To Do full OpportunityZones.com What if Tim Scott gets VP? Coni Rathbone pens an incisive op-ed that advocates for OZ reform legislation, but she reaches a somewhat pessimistic conclusion. Plus: Andy plays a wild game of "what if," if Sen. Tim Scott were to be elected Vice President (and what that would mean for the Opportunity Zones program). Show notes: https://opportunityzones.com/2024/01/oznh-jan-2024/ Coni Rathbone pens an incisive op-ed that advocates for OZ reform legislation, but she reaches a somewhat pessimistic conclusion.

Plus: Andy plays a wild game of "what if," if Sen. Tim Scott were to be elected Vice President (and what that would mean for the Opportunity Zones program).

Show notes: https://opportunityzones.com/2024/01/oznh-jan-2024/

]]> 2694 no QOZB Venture Capital Investing | Jack Januszewski (Episode 293) https://opportunityzones.com/2024/01/jack-januszewski-293/ Opportunity Zones aren't just for real estate. The OZ tax incentive can be leveraged to drive investment into early-stage companies that are structured as Qualified Opportunity Zone Businesses (QOZBs). Jack Januszewski, vice president at Spring Mountain Capital, joins the show to discuss the intersection of venture capital, Opportunity Zones, and community impact. Show notes & transcript: https://opportunityzones.com/2024/01/jack-januszewski-293/ Wed, 24 Jan 2024 12:00:00 -0000 QOZB Venture Capital Investing | Jack Januszewski full 293 OpportunityZones.com Opportunity Zones For Early-Stage VC Opportunity Zones aren't just for real estate. The OZ tax incentive can be leveraged to drive investment into early-stage companies that are structured as Qualified Opportunity Zone Businesses (QOZBs). Jack Januszewski, vice president at Spring Mountain Capital, joins the show to discuss the intersection of venture capital, Opportunity Zones, and community impact. Show notes & transcript: https://opportunityzones.com/2024/01/jack-januszewski-293/ Opportunity Zones aren't just for real estate. The OZ tax incentive can be leveraged to drive investment into early-stage companies that are structured as Qualified Opportunity Zone Businesses (QOZBs). Jack Januszewski, vice president at Spring Mountain Capital, joins the show to discuss the intersection of venture capital, Opportunity Zones, and community impact. Show notes & transcript: https://opportunityzones.com/2024/01/jack-januszewski-293/

]]> 2952 no Opportunity Zones In 2024 (Episode 292) https://opportunityzones.com/2024/01/2024-opportunity-zones-292/ Opportunity Zones have greatly exceeded initial expectations as we enter Year 6 of the tax incentive program. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for the Opportunity Zone industry in 2024. Show notes & transcript: https://opportunityzones.com/2024/01/2024-opportunity-zones-292/ Wed, 17 Jan 2024 12:00:00 -0000 Opportunity Zones In 2024 full 292 OpportunityZones.com The state of the OZ industry and marketplace in 2024. Opportunity Zones have greatly exceeded initial expectations as we enter Year 6 of the tax incentive program. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for the Opportunity Zone industry in 2024. Show notes & transcript: https://opportunityzones.com/2024/01/2024-opportunity-zones-292/ Opportunity Zones have greatly exceeded initial expectations as we enter Year 6 of the tax incentive program.

To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for the Opportunity Zone industry in 2024.

Show notes & transcript: https://opportunityzones.com/2024/01/2024-opportunity-zones-292/

]]> 3498 no Navigating The Opportunity Zones Industry (Episode 291) https://opportunityzones.com/2024/01/ashley-tison-chris-cooley-291/ It's Year 6 of Opportunity Zones. The marketplace has matured a lot over the years. Industry best practices are still being formed, but more or less have reached a point of stability. Ashley Tison of OZPros and Chris Cooley of OZworks Group join Jimmy Atkinson of OZ Insiders on this LIVE edition of The Opportunity Zones Podcast to discuss three membership groups that serve the Opportunity Zones industry. Show notes: https://opportunityzones.com/2024/01/ashley-tison-chris-cooley-291/ Wed, 10 Jan 2024 12:00:00 -0000 Navigating The Opportunity Zones Industry full 291 OpportunityZones.com OZ industry trends and what to expect in 2024. It's Year 6 of Opportunity Zones. The marketplace has matured a lot over the years. Industry best practices are still being formed, but more or less have reached a point of stability. Ashley Tison of OZPros and Chris Cooley of OZworks Group join Jimmy Atkinson of OZ Insiders on this LIVE edition of The Opportunity Zones Podcast to discuss three membership groups that serve the Opportunity Zones industry. Show notes: https://opportunityzones.com/2024/01/ashley-tison-chris-cooley-291/ It's Year 6 of Opportunity Zones. The marketplace has matured a lot over the years. Industry best practices are still being formed, but more or less have reached a point of stability.

Ashley Tison of OZPros and Chris Cooley of OZworks Group join Jimmy Atkinson of OZ Insiders on this LIVE edition of The Opportunity Zones Podcast to discuss three membership groups that serve the Opportunity Zones industry.

Show notes: https://opportunityzones.com/2024/01/ashley-tison-chris-cooley-291/

]]> 3171 no OZ NewsHour 1/24: GTIS Goes Big With Industrial https://opportunityzones.com/2024/01/oz-newshour-0124/ GTIS Partners has announced a joint venture with Collett Industrial, and it's a big one. Plus: Rep. Mike Kelly sings the praises of the OZ program, and Jimmy brings in the new year with a tip of his party cap. Show notes: https://opportunityzones.com/2024/01/oz-newshour-0124/ Wed, 03 Jan 2024 12:00:00 -0000 OZ NewsHour 1/24: GTIS Goes Big With Industrial full OpportunityZones.com Plus, Rep. Mike Kelly sings OZ's praises. GTIS Partners has announced a joint venture with Collett Industrial, and it's a big one. Plus: Rep. Mike Kelly sings the praises of the OZ program, and Jimmy brings in the new year with a tip of his party cap. Show notes: https://opportunityzones.com/2024/01/oz-newshour-0124/ GTIS Partners has announced a joint venture with Collett Industrial, and it's a big one.

Plus: Rep. Mike Kelly sings the praises of the OZ program, and Jimmy brings in the new year with a tip of his party cap.

Show notes: https://opportunityzones.com/2024/01/oz-newshour-0124/

]]> 2724 no Generating Tax Alpha With Opportunity Zones & More, With Clint Edgington (Episode 290) https://opportunityzones.com/2023/12/clint-edgington-290/ Investors cannot always rely on market valuations increasing. Especially with uncertain market conditions and asset values potentially pulling back in the near-term, it may behoove investors to return to basics, and find other ways to generate alpha. Clint Edgington, founder of Nest Opportunity Fund, joins the show to discuss how to keep costs low and generate tax alpha with Opportunity Zones, Roth IRA conversions, and other tax-efficient investments. Show notes & transcript: https://opportunityzones.com/2023/12/clint-edgington-290/ Wed, 20 Dec 2023 14:18:00 -0000 Generating Tax Alpha With Opportunity Zones & More, With Clint Edgington full 290 OpportunityZones.com The best ways to generate tax alpha. Investors cannot always rely on market valuations increasing. Especially with uncertain market conditions and asset values potentially pulling back in the near-term, it may behoove investors to return to basics, and find other ways to generate alpha. Clint Edgington, founder of Nest Opportunity Fund, joins the show to discuss how to keep costs low and generate tax alpha with Opportunity Zones, Roth IRA conversions, and other tax-efficient investments. Show notes & transcript: https://opportunityzones.com/2023/12/clint-edgington-290/ Investors cannot always rely on market valuations increasing. Especially with uncertain market conditions and asset values potentially pulling back in the near-term, it may behoove investors to return to basics, and find other ways to generate alpha.

Clint Edgington, founder of Nest Opportunity Fund, joins the show to discuss how to keep costs low and generate tax alpha with Opportunity Zones, Roth IRA conversions, and other tax-efficient investments.

Show notes & transcript: https://opportunityzones.com/2023/12/clint-edgington-290/

]]> 1695 no Ground-Up Opportunity Zone Hotel Investing Strategy, With Michael Ealy (Episode 289) https://opportunityzones.com/2023/12/mike-ealy-289/ Acquiring distressed hotel properties during the peak of the pandemic has proved profitable for value-add investors. The next opportunity may lie in ground-up hotel development deals. Michael Ealy, CEO of Nassau Investments, joins the show to explain how he used real estate investments to go "From Broke to Millions," and why he's now spearheading a new ground-up hotel project in an Opportunity Zone in Sarasota, FL. Show notes & transcript: https://opportunityzones.com/2023/12/mike-ealy-289/ Wed, 13 Dec 2023 12:00:00 -0000 Ground-Up Opportunity Zone Hotel Investing Strategy, With Michael Ealy full 289 OpportunityZones.com New "SOTA" OZ projects in Sarasota, FL. Acquiring distressed hotel properties during the peak of the pandemic has proved profitable for value-add investors. The next opportunity may lie in ground-up hotel development deals. Michael Ealy, CEO of Nassau Investments, joins the show to explain how he used real estate investments to go "From Broke to Millions," and why he's now spearheading a new ground-up hotel project in an Opportunity Zone in Sarasota, FL. Show notes & transcript: https://opportunityzones.com/2023/12/mike-ealy-289/ Acquiring distressed hotel properties during the peak of the pandemic has proved profitable for value-add investors. The next opportunity may lie in ground-up hotel development deals.

Michael Ealy, CEO of Nassau Investments, joins the show to explain how he used real estate investments to go "From Broke to Millions," and why he's now spearheading a new ground-up hotel project in an Opportunity Zone in Sarasota, FL.

Show notes & transcript: https://opportunityzones.com/2023/12/mike-ealy-289/

]]> 2228 no OZ NewsHour 12/23: Caliber's Pickleball Play, & The OZ Holiday Gift Guide https://opportunityzones.com/2023/12/oz-newshour-1223/ Jimmy and Andy go LIVE with their 2023 OZ Gift Guide… for that “special Opportunity Zone someone” in your life! Plus: Caliber promotes a premier pickleball project, and Revitate celebrates breaking ground in Albuquerque. Show notes: https://opportunityzones.com/2023/12/oz-newshour-1223/ Tue, 05 Dec 2023 13:35:00 -0000 OZ NewsHour 12/23: Caliber's Pickleball Play, & The OZ Holiday Gift Guide full OpportunityZones.com Our 2023 OZ Gift Guide! Jimmy and Andy go LIVE with their 2023 OZ Gift Guide… for that “special Opportunity Zone someone” in your life! Plus: Caliber promotes a premier pickleball project, and Revitate celebrates breaking ground in Albuquerque. Show notes: https://opportunityzones.com/2023/12/oz-newshour-1223/ Jimmy and Andy go LIVE with their 2023 OZ Gift Guide… for that “special Opportunity Zone someone” in your life!

Plus: Caliber promotes a premier pickleball project, and Revitate celebrates breaking ground in Albuquerque.

Show notes: https://opportunityzones.com/2023/12/oz-newshour-1223/

]]> 3510 no OZ Insiders Launch Party (Episode 288) https://ozinsiders.com/ OZ Insiders is the first mastermind group of its kind... a private, closed-door community of Opportunity Zone professionals and investors, all focused on getting to the next level with their OZ strategy. Today's episode is a recording of a live webinar on November 28, 2023 to officially launch OZ Insiders. Get Started Today: ⁠https://ozinsiders.com/ Wed, 29 Nov 2023 12:00:00 -0000 OZ Insiders Launch Party full 288 OpportunityZones.com Our new OZ mastermind group. OZ Insiders is the first mastermind group of its kind... a private, closed-door community of Opportunity Zone professionals and investors, all focused on getting to the next level with their OZ strategy. Today's episode is a recording of a live webinar on November 28, 2023 to officially launch OZ Insiders. Get Started Today: ⁠https://ozinsiders.com/ OZ Insiders is the first mastermind group of its kind... a private, closed-door community of Opportunity Zone professionals and investors, all focused on getting to the next level with their OZ strategy.

Today's episode is a recording of a live webinar on November 28, 2023 to officially launch OZ Insiders.

Get Started Today: ⁠https://ozinsiders.com/

]]> 3406 no Opportunity Zone Investors Roundtable, An OZ Pitch Day Panel (Episode 287) https://opportunityzones.com/2023/11/roundtable-287/ A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios. Featuring Jack Cust, Seth Rosenberg, and Remy Szykier. Recorded live at OZ Pitch Day on November 9, 2023. Show notes & transcript: https://opportunityzones.com/2023/11/roundtable-287/ Thu, 16 Nov 2023 12:00:00 -0000 Opportunity Zone Investors Roundtable, An OZ Pitch Day Panel full 287 OpportunityZones.com Roundtable discussion with four HNW OZ investors. A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios. Featuring Jack Cust, Seth Rosenberg, and Remy Szykier. Recorded live at OZ Pitch Day on November 9, 2023. Show notes & transcript: https://opportunityzones.com/2023/11/roundtable-287/ A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios.

Featuring Jack Cust, Seth Rosenberg, and Remy Szykier. Recorded live at OZ Pitch Day on November 9, 2023.

Show notes & transcript: https://opportunityzones.com/2023/11/roundtable-287/

]]> 2304 Novogradac 2023 OZ Summit Recap, On-Site With Ashley Tison (Episode 286) https://opportunityzones.com/2023/11/novogradac-summit-286/ On November 1, 2023, 150 of the top Opportunity Zone professionals and investors gathered in Washington DC for the Novogradac 2023 Fall Opportunity Zones Summit. Ashley Tison of OZPros joined Jimmy Atkinson live on-site to recap the event, and discuss some key takeaways on 2023/2024 OZ legislative timing and likelihood, as well as other OZ trends. Show notes & transcript: https://opportunityzones.com/2023/11/novogradac-summit-286/ Wed, 08 Nov 2023 12:00:00 -0000 Novogradac 2023 OZ Summit Recap, On-Site With Ashley Tison full 286 OpportunityZones.com Live on-site in Washington, DC. On November 1, 2023, 150 of the top Opportunity Zone professionals and investors gathered in Washington DC for the Novogradac 2023 Fall Opportunity Zones Summit. Ashley Tison of OZPros joined Jimmy Atkinson live on-site to recap the event, and discuss some key takeaways on 2023/2024 OZ legislative timing and likelihood, as well as other OZ trends. Show notes & transcript: https://opportunityzones.com/2023/11/novogradac-summit-286/ On November 1, 2023, 150 of the top Opportunity Zone professionals and investors gathered in Washington DC for the Novogradac 2023 Fall Opportunity Zones Summit.

Ashley Tison of OZPros joined Jimmy Atkinson live on-site to recap the event, and discuss some key takeaways on 2023/2024 OZ legislative timing and likelihood, as well as other OZ trends.

Show notes & transcript: https://opportunityzones.com/2023/11/novogradac-summit-286/

]]> 719 no OZ NewsHour 11/23: Legislative Updates & More https://opportunityzones.com/2023/11/oz-newshour-1123/ OZ NewsHour covers the key stories happening right now in the world of Opportunity Zones. Hosts Andy Hagans & Jimmy Atkinson discuss the powerful trends that investors, fund managers, real estate developers, and industry professionals need to know. Show notes: https://opportunityzones.com/2023/11/oz-newshour-1123/ Tue, 07 Nov 2023 03:29:00 -0000 OZ NewsHour 11/23: Legislative Updates & More full OpportunityZones.com The very first episode of OZ NewsHour. OZ NewsHour covers the key stories happening right now in the world of Opportunity Zones. Hosts Andy Hagans & Jimmy Atkinson discuss the powerful trends that investors, fund managers, real estate developers, and industry professionals need to know. Show notes: https://opportunityzones.com/2023/11/oz-newshour-1123/ OZ NewsHour covers the key stories happening right now in the world of Opportunity Zones. Hosts Andy Hagans & Jimmy Atkinson discuss the powerful trends that investors, fund managers, real estate developers, and industry professionals need to know. Show notes: https://opportunityzones.com/2023/11/oz-newshour-1123/

]]> 3400 no The Big OZ Pitch Day Preview Episode (Episode 285) https://ozpitchday.com/ OZ Pitch Day is OpportunityDb's biggest Opportunity Zone investing event of the year. Register at OZPitchDay.com and learn how you can grow your wealth with Opportunity Zones. Wed, 01 Nov 2023 11:00:00 -0000 The Big OZ Pitch Day Preview Episode full 285 OpportunityZones.com Our biggest OZ investing event of the year. OZ Pitch Day is OpportunityDb's biggest Opportunity Zone investing event of the year. Register at OZPitchDay.com and learn how you can grow your wealth with Opportunity Zones. OZ Pitch Day is OpportunityDb's biggest Opportunity Zone investing event of the year. Register at OZPitchDay.com and learn how you can grow your wealth with Opportunity Zones.

]]> 666 no A Mission-Driven Rural OZ Project, With Brian England & Tess Young (Episode 284) https://opportunityzones.com/2023/10/monte-dei-284/ Monte Dei Globe is a rural Opportunity Zone development project that will be a luxury, sustainable retirement mountain top village where a portion of the profits are tithed to build co-located free housing for retired religious clergy. Brian England and Tess Young of Monte Dei Globe join the show to discuss the unique opportunity in Globe, AZ, and how their project will deliver much needed housing to the community, while also helping their investors leave a lasting legacy. Show notes & transcript: https://opportunityzones.com/2023/10/monte-dei-284/ Wed, 25 Oct 2023 15:35:00 -0000 A Mission-Driven Rural OZ Project, With Brian England & Tess Young full 284 OpportunityZones.com Providing free housing for retired religious clergy. Monte Dei Globe is a rural Opportunity Zone development project that will be a luxury, sustainable retirement mountain top village where a portion of the profits are tithed to build co-located free housing for retired religious clergy. Brian England and Tess Young of Monte Dei Globe join the show to discuss the unique opportunity in Globe, AZ, and how their project will deliver much needed housing to the community, while also helping their investors leave a lasting legacy. Show notes & transcript: https://opportunityzones.com/2023/10/monte-dei-284/ Monte Dei Globe is a rural Opportunity Zone development project that will be a luxury, sustainable retirement mountain top village where a portion of the profits are tithed to build co-located free housing for retired religious clergy.

Brian England and Tess Young of Monte Dei Globe join the show to discuss the unique opportunity in Globe, AZ, and how their project will deliver much needed housing to the community, while also helping their investors leave a lasting legacy.

Show notes & transcript: https://opportunityzones.com/2023/10/monte-dei-284/

]]> 1567 no LIVE Episode: Emerging OZ Trends And Live Q&A, With Ashley Tison (Episode 283) https://opportunityzones.com/2023/10/ashley-tison-283/ With year-end approaching and new legislation introduced last month, there's a lot of momentum in the Opportunity Zones industry. Ashley Tison at OZPros joins the first ever LIVE edition of The Opportunity Zones Podcast with Jimmy Atkinson to discuss the latest industry trends, plus answer technical questions from the live audience. Show notes & transcript: https://opportunityzones.com/2023/10/ashley-tison-283/ Wed, 18 Oct 2023 11:00:00 -0000 LIVE Episode: Emerging OZ Trends And Live Q&A, With Ashley Tison full 283 OpportunityZones.com Our first ever LIVE episode! With year-end approaching and new legislation introduced last month, there's a lot of momentum in the Opportunity Zones industry. Ashley Tison at OZPros joins the first ever LIVE edition of The Opportunity Zones Podcast with Jimmy Atkinson to discuss the latest industry trends, plus answer technical questions from the live audience. Show notes & transcript: https://opportunityzones.com/2023/10/ashley-tison-283/ With year-end approaching and new legislation introduced last month, there's a lot of momentum in the Opportunity Zones industry.

Ashley Tison at OZPros joins the first ever LIVE edition of The Opportunity Zones Podcast with Jimmy Atkinson to discuss the latest industry trends, plus answer technical questions from the live audience.

Show notes & transcript: https://opportunityzones.com/2023/10/ashley-tison-283/

]]> 4661 no Finding Value In Times Of Stress, With Taylor Trautloff (Episode 282) https://opportunityzones.com/2023/10/taylor-trautloff-282/ Rising interest rates, negative investor sentiment, and persistent inflation are taking a toll on real estate investments. Taylor Trautloff at StarPoint Properties joins the show to discuss where investors can find value in these uncertain times, and previews some forthcoming StarPoint Properties Opportunity Zone deals. Show notes & transcript: ⁠https://opportunityzones.com/2023/10/taylor-trautloff-282/ Wed, 11 Oct 2023 11:00:00 -0000 Finding Value In Times Of Stress, With Taylor Trautloff full 282 OpportunityZones.com Where can real estate investors find value these days? Rising interest rates, negative investor sentiment, and persistent inflation are taking a toll on real estate investments. Taylor Trautloff at StarPoint Properties joins the show to discuss where investors can find value in these uncertain times, and previews some forthcoming StarPoint Properties Opportunity Zone deals. Show notes & transcript: ⁠https://opportunityzones.com/2023/10/taylor-trautloff-282/ Rising interest rates, negative investor sentiment, and persistent inflation are taking a toll on real estate investments.

Taylor Trautloff at StarPoint Properties joins the show to discuss where investors can find value in these uncertain times, and previews some forthcoming StarPoint Properties Opportunity Zone deals.

Show notes & transcript: ⁠https://opportunityzones.com/2023/10/taylor-trautloff-282/

]]> 1711 no New Opportunity Zone Legislation & Novogradac's Upcoming OZ Summit, With Brent Parker & Jason Watkins (Episode 281) https://opportunityzones.com/2023/10/brent-parker-jason-watkins-281/ On September 27, new Opportunity Zone legislation was introduced into the House of Representatives. H.R. 5761 would extend and improve the tax incentive. If enacted before year-end, this legislation could have a huge impact for Opportunity Zone investors. Plus, Novogradac is hosting their annual Opportunity Zones Summit on November 1, in Washington DC. Brent Parker and Jason Watkins of Novogradac join the show to preview the upcoming OZ Summit, and discuss the potential changes that the new legislation would have on OZs. Show notes & transcript: https://opportunityzones.com/2023/10/brent-parker-jason-watkins-281/ Wed, 04 Oct 2023 11:00:00 -0000 New Opportunity Zone Legislation & Novogradac's Upcoming OZ Summit, With Brent Parker & Jason Watkins full 281 OpportunityZones.com 2023 OZ Summit in Washington DC on Nov 1st. On September 27, new Opportunity Zone legislation was introduced into the House of Representatives. H.R. 5761 would extend and improve the tax incentive. If enacted before year-end, this legislation could have a huge impact for Opportunity Zone investors. Plus, Novogradac is hosting their annual Opportunity Zones Summit on November 1, in Washington DC. Brent Parker and Jason Watkins of Novogradac join the show to preview the upcoming OZ Summit, and discuss the potential changes that the new legislation would have on OZs. Show notes & transcript: https://opportunityzones.com/2023/10/brent-parker-jason-watkins-281/ On September 27, new Opportunity Zone legislation was introduced into the House of Representatives. H.R. 5761 would extend and improve the tax incentive. If enacted before year-end, this legislation could have a huge impact for Opportunity Zone investors.

Plus, Novogradac is hosting their annual Opportunity Zones Summit on November 1, in Washington DC. Brent Parker and Jason Watkins of Novogradac join the show to preview the upcoming OZ Summit, and discuss the potential changes that the new legislation would have on OZs.

Show notes & transcript: https://opportunityzones.com/2023/10/brent-parker-jason-watkins-281/

]]> 2511 no Build-To-Rent Strategies In Opportunity Zones, With Leo Backer & Jason Joseph (Episode 280) https://opportunityzones.com/2023/09/leo-backer-jason-joseph-280/ Given the existing macroeconomic landscape, the build-to-rent residential asset class is poised for growth. Leo Backer of Pinnacle Partners and Jason Joseph of Trilogy Investment Company join the show to discuss positive trends in BTR, and why it fits so well within an Opportunity Zone dynamic. Show notes & transcript: https://opportunityzones.com/2023/09/leo-backer-jason-joseph-280/ Wed, 27 Sep 2023 11:00:00 -0000 Build-To-Rent Strategies In Opportunity Zones, With Leo Backer & Jason Joseph full 280 OpportunityZones.com Why BTR may be poised for growth. Given the existing macroeconomic landscape, the build-to-rent residential asset class is poised for growth. Leo Backer of Pinnacle Partners and Jason Joseph of Trilogy Investment Company join the show to discuss positive trends in BTR, and why it fits so well within an Opportunity Zone dynamic. Show notes & transcript: https://opportunityzones.com/2023/09/leo-backer-jason-joseph-280/ Given the existing macroeconomic landscape, the build-to-rent residential asset class is poised for growth.

Leo Backer of Pinnacle Partners and Jason Joseph of Trilogy Investment Company join the show to discuss positive trends in BTR, and why it fits so well within an Opportunity Zone dynamic.

Show notes & transcript: https://opportunityzones.com/2023/09/leo-backer-jason-joseph-280/

]]> 2131 no Opportunity Zone Tax Implications For CPAs, With Kirk Walton (Episode 279) https://opportunityzones.com/2023/09/kirk-walton-279/ The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Opportunity Zone investment strategy over other tax deferral techniques? And how do they compare? Gain a complete understanding of Opportunity Zones and Qualified Opportunity Fund investing in today's episode, which is a recording of a live webinar conducted in August 2023, co-hosted by Jimmy Atkinson of OpportunityDb and Kirk Walton of GPWM Funds. Show notes & transcripts: https://opportunityzones.com/2023/09/kirk-walton-279/ Wed, 13 Sep 2023 11:00:00 -0000 Opportunity Zone Tax Implications For CPAs, With Kirk Walton full 279 OpportunityZones.com Gain a complete understanding of OZs and QOFs. The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Opportunity Zone investment strategy over other tax deferral techniques? And how do they compare? Gain a complete understanding of Opportunity Zones and Qualified Opportunity Fund investing in today's episode, which is a recording of a live webinar conducted in August 2023, co-hosted by Jimmy Atkinson of OpportunityDb and Kirk Walton of GPWM Funds. Show notes & transcripts: https://opportunityzones.com/2023/09/kirk-walton-279/ The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Opportunity Zone investment strategy over other tax deferral techniques? And how do they compare?

Gain a complete understanding of Opportunity Zones and Qualified Opportunity Fund investing in today's episode, which is a recording of a live webinar conducted in August 2023, co-hosted by Jimmy Atkinson of OpportunityDb and Kirk Walton of GPWM Funds.

Show notes & transcripts: https://opportunityzones.com/2023/09/kirk-walton-279/

]]> 3861 Industrial Sector Growth In Opportunity Zones, An OZ Pitch Day Panel (Episode 278) https://opportunityzones.com/2023/08/industrial-panel-278/ In 2022, the industrial real estate sector was one of the top-performing sectors, with e-commerce growth, supply chain diversification, and new inventory management strategies being key growth drivers. The Opportunity Zone tax incentive further boosts its attractiveness to investors. Today’s episode is a recording of a live segment from OZ Pitch Day on July 20, 2023, wherein panelists Peter Ciganik, Brian Duren, and Jim Lang discussed all things Opportunity Zones and industrial real estate. Show notes & transcript: https://opportunityzones.com/2023/08/industrial-panel-278/ Thu, 24 Aug 2023 15:31:00 -0000 Industrial Sector Growth In Opportunity Zones, An OZ Pitch Day Panel full 278 OpportunityZones.com Are we in a golden age for industrial real estate? In 2022, the industrial real estate sector was one of the top-performing sectors, with e-commerce growth, supply chain diversification, and new inventory management strategies being key growth drivers. The Opportunity Zone tax incentive further boosts its attractiveness to investors. Today’s episode is a recording of a live segment from OZ Pitch Day on July 20, 2023, wherein panelists Peter Ciganik, Brian Duren, and Jim Lang discussed all things Opportunity Zones and industrial real estate. Show notes & transcript: https://opportunityzones.com/2023/08/industrial-panel-278/ In 2022, the industrial real estate sector was one of the top-performing sectors, with e-commerce growth, supply chain diversification, and new inventory management strategies being key growth drivers. The Opportunity Zone tax incentive further boosts its attractiveness to investors.

Today’s episode is a recording of a live segment from OZ Pitch Day on July 20, 2023, wherein panelists Peter Ciganik, Brian Duren, and Jim Lang discussed all things Opportunity Zones and industrial real estate.

Show notes & transcript: https://opportunityzones.com/2023/08/industrial-panel-278/

]]> 2049 no Single-Tenant Net Lease Funds, With Hannah Kirby (Episode 277) https://opportunityzones.com/2023/08/hannah-kirby-277/ Single-tenant net lease private equity real estate funds have many advantages. Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant net lease funds. Show notes & transcript: https://opportunityzones.com/2023/08/hannah-kirby-277/ Thu, 17 Aug 2023 18:02:00 -0000 Single-Tenant Net Lease Funds, With Hannah Kirby full 277 OpportunityZones.com How individual investors can participate in single-tenant net lease funds. Single-tenant net lease private equity real estate funds have many advantages. Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant net lease funds. Show notes & transcript: https://opportunityzones.com/2023/08/hannah-kirby-277/ Single-tenant net lease private equity real estate funds have many advantages.

Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant net lease funds.

Show notes & transcript: https://opportunityzones.com/2023/08/hannah-kirby-277/

]]> 2006 no Opportunity Zone Interim Gains, Saving Failed 1031s, & Reform Legislation, With Ashley Tison (Episode 276) https://opportunityzones.com/2023/08/ashley-tison-276/ The OZ Sherpa himself, Mr. Ashley Tison returned for another edition of "Ask The OZ Expert" at OZ Pitch Day on July 20, 2023. Today's episode is a recording of that live segment, wherein Ashley addressed several questions from the audience. Show notes & transcript: https://opportunityzones.com/2023/08/ashley-tison-276/ Wed, 09 Aug 2023 18:00:00 -0000 Opportunity Zone Interim Gains, Saving Failed 1031s, & Reform Legislation, With Ashley Tison full 276 OpportunityZones.com From the "Ask The OZ Expert" session. The OZ Sherpa himself, Mr. Ashley Tison returned for another edition of "Ask The OZ Expert" at OZ Pitch Day on July 20, 2023. Today's episode is a recording of that live segment, wherein Ashley addressed several questions from the audience. Show notes & transcript: https://opportunityzones.com/2023/08/ashley-tison-276/ The OZ Sherpa himself, Mr. Ashley Tison returned for another edition of "Ask The OZ Expert" at OZ Pitch Day on July 20, 2023.

Today's episode is a recording of that live segment, wherein Ashley addressed several questions from the audience.

Show notes & transcript: https://opportunityzones.com/2023/08/ashley-tison-276/

]]> 2140 no The Rising Demand For Class B Industrial Real Estate, With Chris Powers (Episode 275) https://opportunityzones.com/2023/08/chris-powers-275/ The demand for last-mile industrial space located in population centers is growing rapidly. Chris Powers, founder of real estate private equity firm Fort Capital, joins the show to discuss his success as a real estate entrepreneur and why he is bullish on infill Class B industrial real estate. Show notes & transcript: https://opportunityzones.com/2023/08/chris-powers-275/ Wed, 02 Aug 2023 11:00:00 -0000 The Rising Demand For Class B Industrial Real Estate, With Chris Powers full 275 OpportunityZones.com The bull case for last-mile industrial. The demand for last-mile industrial space located in population centers is growing rapidly. Chris Powers, founder of real estate private equity firm Fort Capital, joins the show to discuss his success as a real estate entrepreneur and why he is bullish on infill Class B industrial real estate. Show notes & transcript: https://opportunityzones.com/2023/08/chris-powers-275/ The demand for last-mile industrial space located in population centers is growing rapidly.

Chris Powers, founder of real estate private equity firm Fort Capital, joins the show to discuss his success as a real estate entrepreneur and why he is bullish on infill Class B industrial real estate.

Show notes & transcript: https://opportunityzones.com/2023/08/chris-powers-275/

]]> 2766 no The Future Of Pre-Manufactured Buildings, With John Wolfington (Episode 274) https://opportunityzones.com/2023/07/john-wolfington-274/ The use of pre-manufactured building materials is growing rapidly on real estate development sites. John Wolfington at Exceler Building Solutions joins the show to discuss how his firm has has raised $5 million through an Opportunity Zone Fund, and why he's bullish on the future of pre-manufactured buildings. Show notes & transcript: https://opportunityzones.com/2023/07/john-wolfington-274/ Wed, 26 Jul 2023 17:34:00 -0000 The Future Of Pre-Manufactured Buildings, With John Wolfington full 274 OpportunityZones.com The rapid growth of pre-manufactured buildings. The use of pre-manufactured building materials is growing rapidly on real estate development sites. John Wolfington at Exceler Building Solutions joins the show to discuss how his firm has has raised $5 million through an Opportunity Zone Fund, and why he's bullish on the future of pre-manufactured buildings. Show notes & transcript: https://opportunityzones.com/2023/07/john-wolfington-274/ The use of pre-manufactured building materials is growing rapidly on real estate development sites.

John Wolfington at Exceler Building Solutions joins the show to discuss how his firm has has raised $5 million through an Opportunity Zone Fund, and why he's bullish on the future of pre-manufactured buildings.

Show notes & transcript: https://opportunityzones.com/2023/07/john-wolfington-274/

]]> 1846 no Historic Revitalization In Cleveland's Opportunity Zones, With Kevin Wojton (Episode 273) https://opportunityzones.com/2023/07/kevin-wojton-273/ The vast majority of Opportunity Zone projects are ground-up development deals. But in Cleveland, there are numerous opportunities to renovate underutilized historic buildings. Kevin Wojton, managing member at IOTA Development Group, joins the show to discuss how he is acquiring historic buildings in Cleveland's Opportunity Zones for pennies on the dollar, and giving them new life. Show notes & transcript: https://opportunityzones.com/2023/07/kevin-wojton-273/ Wed, 19 Jul 2023 11:00:00 -0000 Historic Revitalization In Cleveland's Opportunity Zones, With Kevin Wojton full 273 OpportunityZones.com Giving historic buildings new life in Cleveland. The vast majority of Opportunity Zone projects are ground-up development deals. But in Cleveland, there are numerous opportunities to renovate underutilized historic buildings. Kevin Wojton, managing member at IOTA Development Group, joins the show to discuss how he is acquiring historic buildings in Cleveland's Opportunity Zones for pennies on the dollar, and giving them new life. Show notes & transcript: https://opportunityzones.com/2023/07/kevin-wojton-273/ The vast majority of Opportunity Zone projects are ground-up development deals. But in Cleveland, there are numerous opportunities to renovate underutilized historic buildings.

Kevin Wojton, managing member at IOTA Development Group, joins the show to discuss how he is acquiring historic buildings in Cleveland's Opportunity Zones for pennies on the dollar, and giving them new life.

Show notes & transcript: https://opportunityzones.com/2023/07/kevin-wojton-273/

]]> 1916 no 3 Reasons Why Investors Attend OZ Pitch Day (Episode 272) https://ozpitchday.com/ Learn more about Opportunity Zone investments at OZ Pitch Day. Visit OZPitchDay.com to register today. Wed, 12 Jul 2023 11:00:00 -0000 3 Reasons Why Investors Attend OZ Pitch Day full 272 OpportunityZones.com Learn more about Opportunity Zone investments at OZ Pitch Day. Visit OZPitchDay.com to register today. Learn more about Opportunity Zone investments at OZ Pitch Day. Visit OZPitchDay.com to register today. Learn more about Opportunity Zone investments at OZ Pitch Day. Visit OZPitchDay.com to register today.

]]> 585 no An Introduction To PACE Financing, With Alexandra Cooley (Episode 271) https://opportunityzones.com/2023/07/alexandra-cooley-271/ PACE financing is becoming a more important part of the capital stack as traditional lenders pull back in today's high interest rate environment. Alexandra Cooley, CIO of Nuveen Green Capital, joins the show to discuss commercial Property Assessed Clean Energy (C-PACE) financing, what it is, who's eligible to receive it, and how the loans can be securitized. Show notes & transcript: https://opportunityzones.com/2023/07/alexandra-cooley-271/ Thu, 06 Jul 2023 13:35:00 -0000 An Introduction To PACE Financing, With Alexandra Cooley full 271 OpportunityZones.com PACE financing is becoming a more important part of the capital stack. PACE financing is becoming a more important part of the capital stack as traditional lenders pull back in today's high interest rate environment. Alexandra Cooley, CIO of Nuveen Green Capital, joins the show to discuss commercial Property Assessed Clean Energy (C-PACE) financing, what it is, who's eligible to receive it, and how the loans can be securitized. Show notes & transcript: https://opportunityzones.com/2023/07/alexandra-cooley-271/ PACE financing is becoming a more important part of the capital stack as traditional lenders pull back in today's high interest rate environment.

Alexandra Cooley, CIO of Nuveen Green Capital, joins the show to discuss commercial Property Assessed Clean Energy (C-PACE) financing, what it is, who's eligible to receive it, and how the loans can be securitized.

Show notes & transcript: https://opportunityzones.com/2023/07/alexandra-cooley-271/

]]> 2355 no Origin Investments' $585 Million Of Opportunity Zone Equity, With Michael Episcope (Episode 270) https://opportunityzones.com/2023/06/michael-episcope-270/ Origin Investments was one of the early adopters of Opportunity Zones in 2018. They have since raised $585 million across their first two Opportunity Zone funds. And now they are gearing up to launch OZ Fund III. Michael Episcope, principal co-founder at Origin investments, joins the show to discuss Origin's story, where investors can find value right now, and whether Opportunity Zones are still good deals, given current macroeconomic conditions. Show notes & transcript: https://opportunityzones.com/2023/06/michael-episcope-270/ Thu, 29 Jun 2023 20:48:00 -0000 Origin Investments' $585 Million Of Opportunity Zone Equity, With Michael Episcope full 270 OpportunityZones.com Plus, where investors can find value right now. Origin Investments was one of the early adopters of Opportunity Zones in 2018. They have since raised $585 million across their first two Opportunity Zone funds. And now they are gearing up to launch OZ Fund III. Michael Episcope, principal co-founder at Origin investments, joins the show to discuss Origin's story, where investors can find value right now, and whether Opportunity Zones are still good deals, given current macroeconomic conditions. Show notes & transcript: https://opportunityzones.com/2023/06/michael-episcope-270/ Origin Investments was one of the early adopters of Opportunity Zones in 2018. They have since raised $585 million across their first two Opportunity Zone funds. And now they are gearing up to launch OZ Fund III.

Michael Episcope, principal co-founder at Origin investments, joins the show to discuss Origin's story, where investors can find value right now, and whether Opportunity Zones are still good deals, given current macroeconomic conditions.

Show notes & transcript: https://opportunityzones.com/2023/06/michael-episcope-270/

]]> 2857 no Venture Real Estate In Opportunity Zones, With Kelly Ann Winget & Rachel Vass (Episode 269) https://opportunityzones.com/2023/06/epic-oz-fund-269/ Combining safer asset-backed real estate with high-multiple venture investments in untapped markets may be an optimal Opportunity Zone strategy for investors seeking risk diversification. Kelly Ann Winget of Alternative Wealth Partners and Rachel Vass of Syzygy Cities have teamed up to form the EPIC OZ Fund. They join the show to discuss how their fund is unique, and the importance of aligning incentives within public-private partnerships when developing venture real estate. Show notes & transcript: https://opportunityzones.com/2023/06/epic-oz-fund-269/ Wed, 21 Jun 2023 11:00:00 -0000 Venture Real Estate In Opportunity Zones, With Kelly Ann Winget & Rachel Vass full 269 OpportunityZones.com Plus, why now is a great time for public-private partnerships. Combining safer asset-backed real estate with high-multiple venture investments in untapped markets may be an optimal Opportunity Zone strategy for investors seeking risk diversification. Kelly Ann Winget of Alternative Wealth Partners and Rachel Vass of Syzygy Cities have teamed up to form the EPIC OZ Fund. They join the show to discuss how their fund is unique, and the importance of aligning incentives within public-private partnerships when developing venture real estate. Show notes & transcript: https://opportunityzones.com/2023/06/epic-oz-fund-269/ Combining safer asset-backed real estate with high-multiple venture investments in untapped markets may be an optimal Opportunity Zone strategy for investors seeking risk diversification.

Kelly Ann Winget of Alternative Wealth Partners and Rachel Vass of Syzygy Cities have teamed up to form the EPIC OZ Fund. They join the show to discuss how their fund is unique, and the importance of aligning incentives within public-private partnerships when developing venture real estate.

Show notes & transcript: https://opportunityzones.com/2023/06/epic-oz-fund-269/

]]> 2943 no Lessons Learned From $200 Million In Opportunity Zone Equity Invested, With Ross Baird (Episode 268) https://opportunityzones.com/2023/06/ross-baird-268/ Capital markets have been volatile as of late. All forms of investment have been impacted, and Opportunity Zones are no exception. Ross Baird, founder of Blueprint Local, joins the show to discuss that impact, plus, some of the biggest lessons that he has learned after investing $200 million of OZ equity over the past four years. Show notes & transcript: https://opportunityzones.com/2023/06/ross-baird-268/ Wed, 14 Jun 2023 17:00:00 -0000 Lessons Learned From $200 Million In Opportunity Zone Equity Invested, With Ross Baird full 268 OpportunityZones.com Plus, how have volatile capital markets impacted OZs lately? Capital markets have been volatile as of late. All forms of investment have been impacted, and Opportunity Zones are no exception. Ross Baird, founder of Blueprint Local, joins the show to discuss that impact, plus, some of the biggest lessons that he has learned after investing $200 million of OZ equity over the past four years. Show notes & transcript: https://opportunityzones.com/2023/06/ross-baird-268/ Capital markets have been volatile as of late. All forms of investment have been impacted, and Opportunity Zones are no exception.

Ross Baird, founder of Blueprint Local, joins the show to discuss that impact, plus, some of the biggest lessons that he has learned after investing $200 million of OZ equity over the past four years.

Show notes & transcript: https://opportunityzones.com/2023/06/ross-baird-268/

]]> 3222 no Investment Management Tips For Passive LP investors, With Litan Yahav (Episode 267) https://opportunityzones.com/2023/06/litan-yahav-267/ Limited partners (LPs) in private investment funds face many unique challenges when it comes to administration, portfolio management, and cash flow planning. Litan Yahav, founder and CEO of Vyzer, joins the show to discuss these challenges that High Net Worth investors face as LPs in multiple private placement offerings, and how his product can help address their investment management needs. Show notes & transcript: https://opportunityzones.com/2023/06/litan-yahav-267/ Wed, 07 Jun 2023 15:31:00 -0000 Investment Management Tips For Passive LP investors, With Litan Yahav full 267 OpportunityZones.com Administration, portfolio management, and cash flow planning. Limited partners (LPs) in private investment funds face many unique challenges when it comes to administration, portfolio management, and cash flow planning. Litan Yahav, founder and CEO of Vyzer, joins the show to discuss these challenges that High Net Worth investors face as LPs in multiple private placement offerings, and how his product can help address their investment management needs. Show notes & transcript: https://opportunityzones.com/2023/06/litan-yahav-267/ Limited partners (LPs) in private investment funds face many unique challenges when it comes to administration, portfolio management, and cash flow planning.

Litan Yahav, founder and CEO of Vyzer, joins the show to discuss these challenges that High Net Worth investors face as LPs in multiple private placement offerings, and how his product can help address their investment management needs.

Show notes & transcript: https://opportunityzones.com/2023/06/litan-yahav-267/

]]> 2497 no Investment Property Wealth Management, With Drew Reynolds (Episode 266) https://opportunityzones.com/2023/06/drew-reynolds-266/ Traditional wealth management is very experienced at managing an investor's portfolio of assets at a traditional brokerage account of stocks and bonds. But there's a gap when it comes to portfolio management of real estate properties, and when to utilize 1031s and Opportunity Zones. Drew Reynolds, CIO at Realized, joins the show to discuss how a portfolio of investment properties can be managed with the same level of sophistication as traditional investments. Show notes: https://opportunityzones.com/2023/06/drew-reynolds-266/ Thu, 01 Jun 2023 18:08:00 -0000 Investment Property Wealth Management, With Drew Reynolds full 266 OpportunityZones.com How can a portfolio of investment properties can be managed with the same level of sophistication as traditional investments? Traditional wealth management is very experienced at managing an investor's portfolio of assets at a traditional brokerage account of stocks and bonds. But there's a gap when it comes to portfolio management of real estate properties, and when to utilize 1031s and Opportunity Zones. Drew Reynolds, CIO at Realized, joins the show to discuss how a portfolio of investment properties can be managed with the same level of sophistication as traditional investments. Show notes: https://opportunityzones.com/2023/06/drew-reynolds-266/ Traditional wealth management is very experienced at managing an investor's portfolio of assets at a traditional brokerage account of stocks and bonds. But there's a gap when it comes to portfolio management of real estate properties, and when to utilize 1031s and Opportunity Zones.

Drew Reynolds, CIO at Realized, joins the show to discuss how a portfolio of investment properties can be managed with the same level of sophistication as traditional investments.

Show notes: https://opportunityzones.com/2023/06/drew-reynolds-266/

]]> 2303 no Growing Wealth With The Investor Mindset, With Steven Pesavento (Episode 265) https://opportunityzones.com/2023/05/steven-pesavento-265/ The key to investing success starts with having the right mindset. Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with "The Investor Mindset" can help High Net Worth investors generate more wealth. Show notes: https://opportunityzones.com/2023/05/steven-pesavento-265/ Tue, 30 May 2023 15:13:00 -0000 Growing Wealth With The Investor Mindset, With Steven Pesavento full 265 OpportunityZones.com The key to investing success starts with having the right mindset. The key to investing success starts with having the right mindset. Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with "The Investor Mindset" can help High Net Worth investors generate more wealth. Show notes: https://opportunityzones.com/2023/05/steven-pesavento-265/ The key to investing success starts with having the right mindset.

Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with "The Investor Mindset" can help High Net Worth investors generate more wealth.

Show notes: https://opportunityzones.com/2023/05/steven-pesavento-265/

]]> 2506 no De-Risking Real Estate Projects With Tax Credits, With Cullan Maumus (Episode 264) https://opportunityzones.com/2023/05/cullan-maumus-264/⁠ The nation’s housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk. Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs (in addition to Opportunity Zones) can de-risk historic building conversion projects. Show notes: ⁠https://opportunityzones.com/2023/05/cullan-maumus-264/⁠ Fri, 26 May 2023 15:00:00 -0000 De-Risking Real Estate Projects With Tax Credits, With Cullan Maumus full 264 OpportunityZones.com The nation’s housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk. The nation’s housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk. Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs (in addition to Opportunity Zones) can de-risk historic building conversion projects. Show notes: ⁠https://opportunityzones.com/2023/05/cullan-maumus-264/⁠ The nation’s housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk.

Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs (in addition to Opportunity Zones) can de-risk historic building conversion projects.

Show notes: ⁠https://opportunityzones.com/2023/05/cullan-maumus-264/⁠

]]> 1874 no OZ Investment Strategies For Uncertain Times, With Ray Mazzie (Episode 263) https://opportunityzones.com/2023/05/ray-mazzie-263/ Ray Mazzie, managing partner at Southern Waters Capital, joins the show to discuss the current market cycle, his outlook on suburban, secondary, and tertiary markets, and the opportunity that they may present in these uncertain economic times. Show notes: https://opportunityzones.com/2023/05/ray-mazzie-263/ Tue, 23 May 2023 15:23:00 -0000 OZ Investment Strategies For Uncertain Times, With Ray Mazzie full 263 OpportunityZones.com What OZ opportunities are available in the current market cycle? Ray Mazzie, managing partner at Southern Waters Capital, joins the show to discuss the current market cycle, his outlook on suburban, secondary, and tertiary markets, and the opportunity that they may present in these uncertain economic times. Show notes: https://opportunityzones.com/2023/05/ray-mazzie-263/ Ray Mazzie, managing partner at Southern Waters Capital, joins the show to discuss the current market cycle, his outlook on suburban, secondary, and tertiary markets, and the opportunity that they may present in these uncertain economic times.

Show notes: https://opportunityzones.com/2023/05/ray-mazzie-263/

]]> 2504 no The 3 Essential Habits Of High Net Worth Investors, With Andy Hagans (Episode 262) https://opportunityzones.com/2023/05/essential-habits-262/ Replay of a live webinar presented by WealthChannel co-founders Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be essential for High Net Worth investors. Plus, we give a sneak preview of our upcoming event in Fort Worth, TX -- WealthChannel Summit coming on June 16, 2023. Show notes: https://opportunityzones.com/2023/05/essential-habits-262/ Thu, 18 May 2023 16:30:00 -0000 The 3 Essential Habits Of High Net Worth Investors, With Andy Hagans full 262 OpportunityZones.com What hard-earned experience has taught us about investing. Replay of a live webinar presented by WealthChannel co-founders Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be essential for High Net Worth investors. Plus, we give a sneak preview of our upcoming event in Fort Worth, TX -- WealthChannel Summit coming on June 16, 2023. Show notes: https://opportunityzones.com/2023/05/essential-habits-262/ Replay of a live webinar presented by WealthChannel co-founders Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be essential for High Net Worth investors.

Plus, we give a sneak preview of our upcoming event in Fort Worth, TX -- WealthChannel Summit coming on June 16, 2023.

Show notes: https://opportunityzones.com/2023/05/essential-habits-262/

]]> 2490 no Automated Opportunity Zone Compliance, With Landon Johnson (Episode 261) https://opportunityzones.com/2023/05/landon-johnson-261/ Opportunity Zone investing is simple, until it's not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers, real estate operators, and investors. Landon Johnson, chief marketing officer at CapZone Analytics, joins the show to discuss best practices for Opportunity Zone compliance, and his firm's automated solution. Show notes: https://opportunityzones.com/2023/05/landon-johnson-261/ Tue, 16 May 2023 13:22:00 -0000 Automated Opportunity Zone Compliance, With Landon Johnson full 261 OpportunityZones.com Opportunity Zone investing is simple, until it's not. While the overall program is simple enough to comprehend, the devil is in the details. Opportunity Zone investing is simple, until it's not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers, real estate operators, and investors. Landon Johnson, chief marketing officer at CapZone Analytics, joins the show to discuss best practices for Opportunity Zone compliance, and his firm's automated solution. Show notes: https://opportunityzones.com/2023/05/landon-johnson-261/ Opportunity Zone investing is simple, until it's not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers, real estate operators, and investors.

Landon Johnson, chief marketing officer at CapZone Analytics, joins the show to discuss best practices for Opportunity Zone compliance, and his firm's automated solution.

Show notes: https://opportunityzones.com/2023/05/landon-johnson-261/

]]> 2884 no Cold Storage Real Estate, With Chad DeBolt (Episode 260) https://opportunityzones.com/2023/05/chad-debolt-260/ With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector? Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state of the cold storage real estate market, and opportunities for investors to consider. Show notes: https://opportunityzones.com/2023/05/chad-debolt-260/ Thu, 11 May 2023 12:00:00 -0000 Cold Storage Real Estate, With Chad DeBolt full 260 OpportunityZones.com With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector? With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector? Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state of the cold storage real estate market, and opportunities for investors to consider. Show notes: https://opportunityzones.com/2023/05/chad-debolt-260/ With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector?

Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state of the cold storage real estate market, and opportunities for investors to consider.

Show notes: https://opportunityzones.com/2023/05/chad-debolt-260/

]]> 2699 no Building Homeownership With Opportunity Zones, With Chris Knoppe (Episode 259) https://opportunityzones.com/2023/05/chris-knoppe-259/ Can Opportunity Zones help build home ownership opportunities in certain locations around the country? Chris Knoppe, president at CBUS OZ Funds, joins the show to discuss how a combination of renovation and new construction can rebuild neighborhoods and create a path to homeownership. Show notes: https://opportunityzones.com/2023/05/chris-knoppe-259/ Tue, 09 May 2023 13:00:00 -0000 Building Homeownership With Opportunity Zones, With Chris Knoppe full 259 OpportunityZones.com Can Opportunity Zones help build home ownership opportunities in certain locations around the country? Can Opportunity Zones help build home ownership opportunities in certain locations around the country? Chris Knoppe, president at CBUS OZ Funds, joins the show to discuss how a combination of renovation and new construction can rebuild neighborhoods and create a path to homeownership. Show notes: https://opportunityzones.com/2023/05/chris-knoppe-259/ Can Opportunity Zones help build home ownership opportunities in certain locations around the country?

Chris Knoppe, president at CBUS OZ Funds, joins the show to discuss how a combination of renovation and new construction can rebuild neighborhoods and create a path to homeownership.

Show notes: https://opportunityzones.com/2023/05/chris-knoppe-259/

]]> 2196 no Catalyzing Social Impact With Opportunity Zones, An OZ Pitch Day Panel (Episode 258) https://opportunityzones.com/2023/03/social-impact/ How effective has the Opportunity Zone program been at driving private investment into low income communities? What potential improvements could make the program even more effective? Catherine Lyons, Director of Policy and Coalitions at the Economic Innovation Group, Rachel Reilly, founder at Aces & Archers, and Chris Cooley, CEO of OZworks Group, join the show to discuss how OZs are catalyzing social impact and what the future may hold for the program. Show notes: https://opportunityzones.com/2023/03/social-impact/ Tue, 02 May 2023 14:00:00 -0000 Catalyzing Social Impact With Opportunity Zones, An OZ Pitch Day Panel full 258 OpportunityZones.com How effective has the Opportunity Zone program been at driving private investment into low income communities? Panel replay from OZ Pitch Day Spring 2023 How effective has the Opportunity Zone program been at driving private investment into low income communities? What potential improvements could make the program even more effective? Catherine Lyons, Director of Policy and Coalitions at the Economic Innovation Group, Rachel Reilly, founder at Aces & Archers, and Chris Cooley, CEO of OZworks Group, join the show to discuss how OZs are catalyzing social impact and what the future may hold for the program. Show notes: https://opportunityzones.com/2023/03/social-impact/ How effective has the Opportunity Zone program been at driving private investment into low income communities? What potential improvements could make the program even more effective?

Catherine Lyons, Director of Policy and Coalitions at the Economic Innovation Group, Rachel Reilly, founder at Aces & Archers, and Chris Cooley, CEO of OZworks Group, join the show to discuss how OZs are catalyzing social impact and what the future may hold for the program.

Show notes: https://opportunityzones.com/2023/03/social-impact/

]]> 2159 no Tax Planning With Opportunity Zones, With John Berlet (Episode 257) https://opportunityzones.com/2023/04/john-berlet-257/ The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors. John Berlet, president of Coastal Bend OZ Fund, joins the show to discuss how he came to learn about Opportunity Zones after selling his business, and why he believes OZs should be used by more investors and advisors for tax planning and retirement planning. Show notes: https://opportunityzones.com/2023/04/john-berlet-257/ Thu, 27 Apr 2023 14:24:00 -0000 Tax Planning With Opportunity Zones, With John Berlet full 257 OpportunityZones.com The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors. The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors. John Berlet, president of Coastal Bend OZ Fund, joins the show to discuss how he came to learn about Opportunity Zones after selling his business, and why he believes OZs should be used by more investors and advisors for tax planning and retirement planning. Show notes: https://opportunityzones.com/2023/04/john-berlet-257/ The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors.

John Berlet, president of Coastal Bend OZ Fund, joins the show to discuss how he came to learn about Opportunity Zones after selling his business, and why he believes OZs should be used by more investors and advisors for tax planning and retirement planning.

Show notes: https://opportunityzones.com/2023/04/john-berlet-257/

]]> 2305 no The Forthcoming Distressed Debt Opportunity For Investors, With Nathan Whigham (Episode 256) https://opportunityzones.com/2023/04/nathan-whigham-256/ The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months. Nathan Whigham, founder and president of EN Capital, joins the show to discuss the overall impact of the banking crisis on capital markets, and why he believes it could be a huge opportunity for some investors. Show notes: https://opportunityzones.com/2023/04/nathan-whigham-256/ Tue, 25 Apr 2023 14:00:00 -0000 The Forthcoming Distressed Debt Opportunity For Investors, With Nathan Whigham full 256 OpportunityZones.com The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months. The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months. Nathan Whigham, founder and president of EN Capital, joins the show to discuss the overall impact of the banking crisis on capital markets, and why he believes it could be a huge opportunity for some investors. Show notes: https://opportunityzones.com/2023/04/nathan-whigham-256/ The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months.

Nathan Whigham, founder and president of EN Capital, joins the show to discuss the overall impact of the banking crisis on capital markets, and why he believes it could be a huge opportunity for some investors.

Show notes: https://opportunityzones.com/2023/04/nathan-whigham-256/

]]> 2226 no Live OZ Pitch Day Q&A, With Ashley Tison (Episode 255) https://opportunityzones.com/2023/04/ashley-tison-255/ On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of "Ask The OZ Expert." We peppered him with live Q&A from our audience of High Net Worth investors, and he didn't skip a beat. Today's podcast episode is a replay of this segment wherein Ashley covers a wide range of topics, including multiple tax incentive stacking, the impact of the banking crisis on OZs, insurance risks of OZ developers, and much more. Show notes: https://opportunityzones.com/2023/04/ashley-tison-255/ Thu, 20 Apr 2023 14:00:00 -0000 Live OZ Pitch Day Q&A, With Ashley Tison full 255 OpportunityZones.com On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of "Ask The OZ Expert." We peppered him with live Q&A from our audience of High Net Worth investors, and he didn't skip a beat. On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of "Ask The OZ Expert." We peppered him with live Q&A from our audience of High Net Worth investors, and he didn't skip a beat. Today's podcast episode is a replay of this segment wherein Ashley covers a wide range of topics, including multiple tax incentive stacking, the impact of the banking crisis on OZs, insurance risks of OZ developers, and much more. Show notes: https://opportunityzones.com/2023/04/ashley-tison-255/ On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of "Ask The OZ Expert." We peppered him with live Q&A from our audience of High Net Worth investors, and he didn't skip a beat.

Today's podcast episode is a replay of this segment wherein Ashley covers a wide range of topics, including multiple tax incentive stacking, the impact of the banking crisis on OZs, insurance risks of OZ developers, and much more.

Show notes: https://opportunityzones.com/2023/04/ashley-tison-255/

]]> 1317 no The 2023 Opportunity Zone Impact Survey, With Reid Thomas (Episode 254) https://opportunityzones.com/2023/04/reid-thomas-254/ Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters. Reid Thomas, managing director and chief revenue officer at JTC Americas, joins the show to discuss a new report from JTC and OpportunityDb that offers the results of our 2023 impact investing survey. Show notes: https://opportunityzones.com/2023/04/reid-thomas-254/ Tue, 18 Apr 2023 12:00:00 -0000 The 2023 Opportunity Zone Impact Survey, With Reid Thomas full 254 OpportunityZones.com Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters. Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters. Reid Thomas, managing director and chief revenue officer at JTC Americas, joins the show to discuss a new report from JTC and OpportunityDb that offers the results of our 2023 impact investing survey. Show notes: https://opportunityzones.com/2023/04/reid-thomas-254/ Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters.

Reid Thomas, managing director and chief revenue officer at JTC Americas, joins the show to discuss a new report from JTC and OpportunityDb that offers the results of our 2023 impact investing survey.

Show notes: https://opportunityzones.com/2023/04/reid-thomas-254/

]]> 1661 no Why We Started WealthChannel, With Andy Hagans (Episode 253) https://opportunityzones.com/2023/04/andy-hagans-253/ WealthChannel has grown into a large, engaged community of High Net Worth investors, but where did it all begin? WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame). Show notes: https://opportunityzones.com/2023/04/andy-hagans-253/ Tue, 11 Apr 2023 13:00:00 -0000 Why We Started WealthChannel, With Andy Hagans full 253 OpportunityZones.com WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame). WealthChannel has grown into a large, engaged community of High Net Worth investors, but where did it all begin? WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame). Show notes: https://opportunityzones.com/2023/04/andy-hagans-253/ WealthChannel has grown into a large, engaged community of High Net Worth investors, but where did it all begin?

WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame).

Show notes: https://opportunityzones.com/2023/04/andy-hagans-253/

]]> 2468 no Opportunity Zone Traps For The Unwary, With Gordon Goldie & Valerie Grunduski (Episode 252) https://opportunityzones.com/2023/04/plante-moran-252/ Opportunity Zones have been around for about 5 years, but it's still a relatively new tax policy. A lot of investors, fund managers, and even advisors are still getting up to speed on how to operate within the statutory and regulatory requirements. Gordon Goldie and Valerie Grunduski from Plante Moran join the show to discuss 20+ traps that Opportunity Zone investors can fall into without the right guidance. Show notes: https://opportunityzones.com/2023/04/plante-moran-252/ Tue, 04 Apr 2023 19:55:00 -0000 Opportunity Zone Traps For The Unwary, With Gordon Goldie & Valerie Grunduski full 252 OpportunityZones.com Gordon Goldie and Valerie Grunduski from Plante Moran join the show to discuss 20+ traps that Opportunity Zone investors can fall into without the right guidance. Opportunity Zones have been around for about 5 years, but it's still a relatively new tax policy. A lot of investors, fund managers, and even advisors are still getting up to speed on how to operate within the statutory and regulatory requirements. Gordon Goldie and Valerie Grunduski from Plante Moran join the show to discuss 20+ traps that Opportunity Zone investors can fall into without the right guidance. Show notes: https://opportunityzones.com/2023/04/plante-moran-252/ Opportunity Zones have been around for about 5 years, but it's still a relatively new tax policy. A lot of investors, fund managers, and even advisors are still getting up to speed on how to operate within the statutory and regulatory requirements.

Gordon Goldie and Valerie Grunduski from Plante Moran join the show to discuss 20+ traps that Opportunity Zone investors can fall into without the right guidance.

Show notes: https://opportunityzones.com/2023/04/plante-moran-252/

]]> 3308 no Wealth Development Strategies With Opportunity Zones, An OZ Pitch Day Panel (Episode 251) https://opportunityzones.com/2023/03/wealth-development-strategies/ How are High Net Worth investors using Opportunity Zones to build generational wealth? What opportunities are investors overlooking when it comes to this program? Brad Molotsky at Duane Morris, Gerry Reihsen at Reihsen & Associates, and Kirk Walton at GPWM Funds, participated in a live OZ Pitch Day panel on March 23rd to discuss some best practices to develop wealth with Opportunity Zones. Show notes: https://opportunityzones.com/2023/03/wealth-development-strategies/ Tue, 28 Mar 2023 14:15:00 -0000 Wealth Development Strategies With Opportunity Zones, An OZ Pitch Day Panel full 251 OpportunityZones.com How are High Net Worth investors using Opportunity Zones to build generational wealth? How are High Net Worth investors using Opportunity Zones to build generational wealth? What opportunities are investors overlooking when it comes to this program? Brad Molotsky at Duane Morris, Gerry Reihsen at Reihsen & Associates, and Kirk Walton at GPWM Funds, participated in a live OZ Pitch Day panel on March 23rd to discuss some best practices to develop wealth with Opportunity Zones. Show notes: https://opportunityzones.com/2023/03/wealth-development-strategies/ How are High Net Worth investors using Opportunity Zones to build generational wealth? What opportunities are investors overlooking when it comes to this program?

Brad Molotsky at Duane Morris, Gerry Reihsen at Reihsen & Associates, and Kirk Walton at GPWM Funds, participated in a live OZ Pitch Day panel on March 23rd to discuss some best practices to develop wealth with Opportunity Zones.

Show notes: https://opportunityzones.com/2023/03/wealth-development-strategies/

]]> 1991 no Opportunity Zone Investing Made Simple With OZ Pitch Day (Episode 250) https://opportunityzones.com/2023/03/jimmy-atkinson-250/ I've been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I've traveled the country attending and speaking to investors and OZ professionals at countless in-person events. And I've come to a few conclusions about OZ investing over the course of my journey. But two points really stand out. Show notes: https://opportunityzones.com/2023/03/jimmy-atkinson-250/ Wed, 22 Mar 2023 04:05:00 -0000 Opportunity Zone Investing Made Simple With OZ Pitch Day full 250 OpportunityZones.com OZ investing can be challenging. That's why I started OZ Pitch Day. I've been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I've traveled the country attending and speaking to investors and OZ professionals at countless in-person events. And I've come to a few conclusions about OZ investing over the course of my journey. But two points really stand out. Show notes: https://opportunityzones.com/2023/03/jimmy-atkinson-250/ I've been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I've traveled the country attending and speaking to investors and OZ professionals at countless in-person events.

And I've come to a few conclusions about OZ investing over the course of my journey. But two points really stand out.

Show notes: https://opportunityzones.com/2023/03/jimmy-atkinson-250/

]]> 357 The Rise Of Industrial Real Estate In Opportunity Zones, With Peter Ciganik (Episode 249) https://opportunityzones.com/2023/03/peter-ciganik-249/ Logistics-based industrial real estate has been a strong sector in recent years, with the growth of e-commerce continuing to fuel its rise. Will industrial continue to outperform in 2023? Peter Ciganik, senior managing director at GTIS Partners, joins the show to discuss the bull case for the industrial sector and how Opportunity Zones may be utilized to help accelerate its growth. Show notes: https://opportunityzones.com/2023/03/peter-ciganik-249/ Tue, 14 Mar 2023 21:02:00 -0000 The Rise Of Industrial Real Estate In Opportunity Zones, With Peter Ciganik full 249 OpportunityZones.com Logistics-based industrial real estate has been a strong sector in recent years, with the growth of e-commerce continuing to fuel its rise. Will industrial continue to outperform in 2023? Logistics-based industrial real estate has been a strong sector in recent years, with the growth of e-commerce continuing to fuel its rise. Will industrial continue to outperform in 2023? Peter Ciganik, senior managing director at GTIS Partners, joins the show to discuss the bull case for the industrial sector and how Opportunity Zones may be utilized to help accelerate its growth. Show notes: https://opportunityzones.com/2023/03/peter-ciganik-249/ Logistics-based industrial real estate has been a strong sector in recent years, with the growth of e-commerce continuing to fuel its rise. Will industrial continue to outperform in 2023?

Peter Ciganik, senior managing director at GTIS Partners, joins the show to discuss the bull case for the industrial sector and how Opportunity Zones may be utilized to help accelerate its growth.

Show notes: https://opportunityzones.com/2023/03/peter-ciganik-249/

]]> 2367 no Inside Inland's OZ And DST Success, With Keith Lampi (Episode 248) https://opportunityzones.com/2023/02/keith-lampi-248/ Inland Private Capital has over $12 billion in assets under management, across over 300 private placements, and they are the nation's largest sponsor of Delaware Statutory Trusts. Keith Lampi, CEO of Inland Private Capital Corporation, joins the show to discuss how Inland helped create the modern-day DST, and how they leveraged their success with that structure to expand into Opportunity Zone offerings. Show notes: https://opportunityzones.com/2023/02/keith-lampi-248/ Tue, 28 Feb 2023 15:00:00 -0000 Inside Inland's OZ And DST Success, With Keith Lampi full 248 OpportunityZones.com Inland Private Capital has over $12 billion in assets under management, across over 300 private placements, and they are the nation's largest sponsor of Delaware Statutory Trusts. Inland Private Capital has over $12 billion in assets under management, across over 300 private placements, and they are the nation's largest sponsor of Delaware Statutory Trusts. Keith Lampi, CEO of Inland Private Capital Corporation, joins the show to discuss how Inland helped create the modern-day DST, and how they leveraged their success with that structure to expand into Opportunity Zone offerings. Show notes: https://opportunityzones.com/2023/02/keith-lampi-248/ Inland Private Capital has over $12 billion in assets under management, across over 300 private placements, and they are the nation's largest sponsor of Delaware Statutory Trusts.

Keith Lampi, CEO of Inland Private Capital Corporation, joins the show to discuss how Inland helped create the modern-day DST, and how they leveraged their success with that structure to expand into Opportunity Zone offerings.

Show notes: https://opportunityzones.com/2023/02/keith-lampi-248/

]]> 2471 no Manufactured Housing & The Affordability Crisis, With Daniel Landy (Episode 247) https://opportunityzones.com/2023/02/daniel-landy-247/ Fannie Mae estimates that the nation is facing an affordable housing shortage of close to 4 million units. Can manufactured housing help solve this societal problem? Daniel Landy, executive vice president at UMH Properties, joins the show to discuss the role of manufactured housing in the private equity real estate marketplace and how the Opportunity Zones policy is catalyzing more of this product in some of the areas that need housing the most. Show notes: https://opportunityzones.com/2023/02/daniel-landy-247/ Mon, 13 Feb 2023 22:13:00 -0000 Manufactured Housing & The Affordability Crisis, With Daniel Landy full 247 OpportunityZones.com Fannie Mae estimates that the nation is facing an affordable housing shortage of close to 4 million units. Can manufactured housing help solve this societal problem? Fannie Mae estimates that the nation is facing an affordable housing shortage of close to 4 million units. Can manufactured housing help solve this societal problem? Daniel Landy, executive vice president at UMH Properties, joins the show to discuss the role of manufactured housing in the private equity real estate marketplace and how the Opportunity Zones policy is catalyzing more of this product in some of the areas that need housing the most. Show notes: https://opportunityzones.com/2023/02/daniel-landy-247/ Fannie Mae estimates that the nation is facing an affordable housing shortage of close to 4 million units. Can manufactured housing help solve this societal problem?

Daniel Landy, executive vice president at UMH Properties, joins the show to discuss the role of manufactured housing in the private equity real estate marketplace and how the Opportunity Zones policy is catalyzing more of this product in some of the areas that need housing the most.

Show notes: https://opportunityzones.com/2023/02/daniel-landy-247/

]]> 2532 no OZ Reform Legislation 2023 Update, With John Sciarretti & Peter Lawrence (Episode 246) https://opportunityzones.com/2023/02/novogradac-246/ Opportunity Zone reform legislation introduced in April 2022 failed to pass before the end of last year. But extending and improving the tax policy remains a priority for the industry and key supporters in Congress. John Sciarretti, head of the Novogradac Opportunity Zones Working Group, and Peter Lawrence, director of public policy and government relations at Novogradac, join the show to discuss the status of the "Opportunity Zones Improvement, Transparency, and Extension Act," including when and how it may be re-introduced and eventually passed by Congress. Show notes: https://opportunityzones.com/2023/02/novogradac-246/ Wed, 08 Feb 2023 15:15:00 -0000 OZ Reform Legislation 2023 Update, With John Sciarretti & Peter Lawrence full 246 OpportunityZones.com Opportunity Zone reform legislation introduced in April 2022 failed to pass before the end of last year. But extending and improving the tax policy remains a priority for the industry and key supporters in Congress. Opportunity Zone reform legislation introduced in April 2022 failed to pass before the end of last year. But extending and improving the tax policy remains a priority for the industry and key supporters in Congress. John Sciarretti, head of the Novogradac Opportunity Zones Working Group, and Peter Lawrence, director of public policy and government relations at Novogradac, join the show to discuss the status of the "Opportunity Zones Improvement, Transparency, and Extension Act," including when and how it may be re-introduced and eventually passed by Congress. Show notes: https://opportunityzones.com/2023/02/novogradac-246/ Opportunity Zone reform legislation introduced in April 2022 failed to pass before the end of last year. But extending and improving the tax policy remains a priority for the industry and key supporters in Congress.

John Sciarretti, head of the Novogradac Opportunity Zones Working Group, and Peter Lawrence, director of public policy and government relations at Novogradac, join the show to discuss the status of the "Opportunity Zones Improvement, Transparency, and Extension Act," including when and how it may be re-introduced and eventually passed by Congress.

Show notes: https://opportunityzones.com/2023/02/novogradac-246/

]]> 2820 no The Great Opportunity For Real Estate Investors, With Mike Hardy (Episode 245) https://opportunityzones.com/2023/01/mike-hardy-245/ This current point in time may offer a great opportunity for real estate investors, despite (or perhaps partly due to) negative investor and consumer sentiment. Mike Hardy, principal and co-founder at Cyrus Capital Management, joins the show to discuss his macroeconomic view of the residential real estate market, and how his Opportunity Zone fund may be poised to take advantage of a generational opportunity. Show notes: https://opportunityzones.com/2023/01/mike-hardy-245/ Tue, 31 Jan 2023 23:01:00 -0000 The Great Opportunity For Real Estate Investors, With Mike Hardy full 245 OpportunityZones.com This current point in time may offer a great opportunity for real estate investors, despite (or perhaps partly due to) negative investor and consumer sentiment. This current point in time may offer a great opportunity for real estate investors, despite (or perhaps partly due to) negative investor and consumer sentiment. Mike Hardy, principal and co-founder at Cyrus Capital Management, joins the show to discuss his macroeconomic view of the residential real estate market, and how his Opportunity Zone fund may be poised to take advantage of a generational opportunity. Show notes: https://opportunityzones.com/2023/01/mike-hardy-245/ This current point in time may offer a great opportunity for real estate investors, despite (or perhaps partly due to) negative investor and consumer sentiment.

Mike Hardy, principal and co-founder at Cyrus Capital Management, joins the show to discuss his macroeconomic view of the residential real estate market, and how his Opportunity Zone fund may be poised to take advantage of a generational opportunity.

Show notes: https://opportunityzones.com/2023/01/mike-hardy-245/

]]> 2287 no Inside Capital Square's Record Setting Year, With James Brunger (Episode 244) https://opportunityzones.com/2023/01/james-brunger-244/ Last year's economic turbulence posed a challenge to investors as well as real estate fund sponsors raising equity. But amidst the economic headwinds, there have been a few success stories. James Brunger, chief sales officer at Capital Square, joins the show to discuss how his team was able to set new records by raising over $1 billion in equity in 2022. Show notes: https://opportunityzones.com/2023/01/james-brunger-244/ Wed, 25 Jan 2023 15:15:00 -0000 Inside Capital Square's Record Setting Year, With James Brunger full 244 OpportunityZones.com Last year's economic turbulence posed a challenge to investors as well as real estate fund sponsors raising equity. But amidst the economic headwinds, there have been a few success stories. Last year's economic turbulence posed a challenge to investors as well as real estate fund sponsors raising equity. But amidst the economic headwinds, there have been a few success stories. James Brunger, chief sales officer at Capital Square, joins the show to discuss how his team was able to set new records by raising over $1 billion in equity in 2022. Show notes: https://opportunityzones.com/2023/01/james-brunger-244/ Last year's economic turbulence posed a challenge to investors as well as real estate fund sponsors raising equity. But amidst the economic headwinds, there have been a few success stories.

James Brunger, chief sales officer at Capital Square, joins the show to discuss how his team was able to set new records by raising over $1 billion in equity in 2022.

Show notes: https://opportunityzones.com/2023/01/james-brunger-244/

]]> 3101 no The OZ Opportunity For RIAs And Other Financial Advisors, With Barrett Linburg (Episode 243) https://opportunityzones.com/2023/01/barrett-linburg-243/ RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals. Barrett Linburg, founder of Savoy Equity Partners, joins the show to discuss the opportunity for OZ developers and fund sponsors to tap into the RIA market, as well as the opportunity for RIAs to bolster their clients' portfolios with Qualified Opportunity Fund holdings. Show notes & transcript: https://opportunityzones.com/2023/01/barrett-linburg-243/ Wed, 18 Jan 2023 15:53:00 -0000 The OZ Opportunity For RIAs And Other Financial Advisors, With Barrett Linburg full 243 OpportunityZones.com RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals. RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals. Barrett Linburg, founder of Savoy Equity Partners, joins the show to discuss the opportunity for OZ developers and fund sponsors to tap into the RIA market, as well as the opportunity for RIAs to bolster their clients' portfolios with Qualified Opportunity Fund holdings. Show notes & transcript: https://opportunityzones.com/2023/01/barrett-linburg-243/ RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals.

Barrett Linburg, founder of Savoy Equity Partners, joins the show to discuss the opportunity for OZ developers and fund sponsors to tap into the RIA market, as well as the opportunity for RIAs to bolster their clients' portfolios with Qualified Opportunity Fund holdings.

Show notes & transcript: https://opportunityzones.com/2023/01/barrett-linburg-243/

]]> 2311 no Ask The OZ Expert, With Ashley Tison (Episode 242) https://opportunityzones.com/2022/11/ashley-tison-242/ In this segment from OZ Pitch Day Fall 2022, Ashley Tison from OZ Pros takes live questions from Opportunity Zone investors on a wide range of topics. Show notes: https://opportunityzones.com/2022/11/ashley-tison-242/ Wed, 11 Jan 2023 21:10:00 -0000 Ask The OZ Expert, With Ashley Tison full 242 OpportunityZones.com Your OZ questions get answered live. In this segment from OZ Pitch Day Fall 2022, Ashley Tison from OZ Pros takes live questions from Opportunity Zone investors on a wide range of topics. Show notes: https://opportunityzones.com/2022/11/ashley-tison-242/ In this segment from OZ Pitch Day Fall 2022, Ashley Tison from OZ Pros takes live questions from Opportunity Zone investors on a wide range of topics.

Show notes: https://opportunityzones.com/2022/11/ashley-tison-242/

]]> 1330 no Opportunity Zones In 2023 (Episode 241) https://opportunityzones.com/2023/01/2023-opportunity-zones-241/ In many ways, Opportunity Zones have exceeded initial expectations, roughly four-and-a-half years into the place-based tax policy. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for OZs in 2023. Show notes: https://opportunityzones.com/2023/01/2023-opportunity-zones-241/ Wed, 04 Jan 2023 16:26:00 -0000 Opportunity Zones In 2023 full 241 OpportunityZones.com To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for OZs in 2023. In many ways, Opportunity Zones have exceeded initial expectations, roughly four-and-a-half years into the place-based tax policy. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for OZs in 2023. Show notes: https://opportunityzones.com/2023/01/2023-opportunity-zones-241/ In many ways, Opportunity Zones have exceeded initial expectations, roughly four-and-a-half years into the place-based tax policy.

To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for OZs in 2023.

Show notes: https://opportunityzones.com/2023/01/2023-opportunity-zones-241/

]]> 649 no Multi-Family Office Opportunity Zone Investing, With Zane Beadles (Episode 240) https://opportunitydb.com/2022/12/zane-beadles-240/ How do multi-family offices invest in Opportunity Zones? And as we head to year end, where might OZs head in the future? Zane Beadles, vice president at Mercatus Partners, joins the show to discuss how their private real estate investment company works with multi-family office investors to invest in institutional quality Opportunity Zone developments. Show notes: https://opportunitydb.com/2022/12/zane-beadles-240/ Wed, 28 Dec 2022 19:34:18 -0000 Multi-Family Office Opportunity Zone Investing, With Zane Beadles full 240 OpportunityZones.com How do multi-family offices invest in Opportunity Zones? And as we head to year end, where might OZs head in the future? Zane Beadles, vice president at Mercatus Partners, joins the show to discuss how their private real estate investment company works with multi-family office investors to invest in institutional quality Opportunity Zone developments. Show notes: https://opportunitydb.com/2022/12/zane-beadles-240/ How do multi-family offices invest in Opportunity Zones? And as we head to year end, where might OZs head in the future?

Zane Beadles, vice president at Mercatus Partners, joins the show to discuss how their private real estate investment company works with multi-family office investors to invest in institutional quality Opportunity Zone developments.

Show notes: https://opportunitydb.com/2022/12/zane-beadles-240/

]]> 2201 no Rural Community Impact In Opportunity Zones, With Jennifer Whitney (Episode 239) https://opportunitydb.com/2022/12/jennifer-whitney-239/ The vast majority of Opportunity Zone developments are urban. But there are also rural areas taking advantage of the Opportunity Zone tax incentive to raise equity for community projects. Jennifer Whitney, founder of River Queen Holdings, joins the show to discuss one such rural Main Street project that she is working to develop in the gateway community of Bishop, CA. Show notes: https://opportunitydb.com/2022/12/jennifer-whitney-239/ Fri, 23 Dec 2022 13:55:48 -0000 Rural Community Impact In Opportunity Zones, With Jennifer Whitney full 239 OpportunityZones.com An example of a rural Main Street OZ project. The vast majority of Opportunity Zone developments are urban. But there are also rural areas taking advantage of the Opportunity Zone tax incentive to raise equity for community projects. Jennifer Whitney, founder of River Queen Holdings, joins the show to discuss one such rural Main Street project that she is working to develop in the gateway community of Bishop, CA. Show notes: https://opportunitydb.com/2022/12/jennifer-whitney-239/ The vast majority of Opportunity Zone developments are urban. But there are also rural areas taking advantage of the Opportunity Zone tax incentive to raise equity for community projects.

Jennifer Whitney, founder of River Queen Holdings, joins the show to discuss one such rural Main Street project that she is working to develop in the gateway community of Bishop, CA.

Show notes: https://opportunitydb.com/2022/12/jennifer-whitney-239/

]]> 1412 no Regenerative Agriculture And Opportunity Zones, With Kevin Maher (Episode 238) https://opportunitydb.com/2022/12/kevin-maher-238/ Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact. Kevin Maher, founder of CrannMor Advisors, joins the show to discuss how his group is utilizing Opportunity Zones to raise equity for their regenerative farming operations in upstate New York. Show notes: https://opportunitydb.com/2022/12/kevin-maher-238/ Tue, 20 Dec 2022 22:00:00 -0000 Regenerative Agriculture And Opportunity Zones, With Kevin Maher full 238 OpportunityZones.com Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact. Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact. Kevin Maher, founder of CrannMor Advisors, joins the show to discuss how his group is utilizing Opportunity Zones to raise equity for their regenerative farming operations in upstate New York. Show notes: https://opportunitydb.com/2022/12/kevin-maher-238/ Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact.

Kevin Maher, founder of CrannMor Advisors, joins the show to discuss how his group is utilizing Opportunity Zones to raise equity for their regenerative farming operations in upstate New York.

Show notes: https://opportunitydb.com/2022/12/kevin-maher-238/

]]> 1536 no Economic Uncertainty And Opportunity Zones, With Noah Weiss (Episode 237) https://opportunitydb.com/2022/12/noah-weiss-237/ This year has been a turbulent one for investors. But does economic turmoil and fear in the market create a unique opportunity for investors and fund sponsors? Noah Weiss, managing director and COO at Atlas Real Estate Partners, joins the show to discuss why now may be a perfect time to strike on new deals in high quality Opportunity Zone locations. Show notes: https://opportunitydb.com/2022/12/noah-weiss-237/ Thu, 15 Dec 2022 22:54:39 -0000 Economic Uncertainty And Opportunity Zones, With Noah Weiss full 237 OpportunityZones.com Why now may be a perfect time to strike on new deals in high quality Opportunity Zone locations. This year has been a turbulent one for investors. But does economic turmoil and fear in the market create a unique opportunity for investors and fund sponsors? Noah Weiss, managing director and COO at Atlas Real Estate Partners, joins the show to discuss why now may be a perfect time to strike on new deals in high quality Opportunity Zone locations. Show notes: https://opportunitydb.com/2022/12/noah-weiss-237/ This year has been a turbulent one for investors. But does economic turmoil and fear in the market create a unique opportunity for investors and fund sponsors?

Noah Weiss, managing director and COO at Atlas Real Estate Partners, joins the show to discuss why now may be a perfect time to strike on new deals in high quality Opportunity Zone locations.

Show notes: https://opportunitydb.com/2022/12/noah-weiss-237/

]]> 1553 no Why December Is A Great Month For OZ Investing, With Erik Hayden (Episode 236) https://opportunitydb.com/2022/12/erik-hayden-236/ The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same? Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide a year-end status update on Urban Catalyst and give his thoughts on why December is traditionally the most popular month of the year for investing in Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/12/erik-hayden-236/ Tue, 13 Dec 2022 21:57:17 -0000 Why December Is A Great Month For OZ Investing, With Erik Hayden full 236 OpportunityZones.com The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same? The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same? Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide a year-end status update on Urban Catalyst and give his thoughts on why December is traditionally the most popular month of the year for investing in Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/12/erik-hayden-236/ The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same?

Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide a year-end status update on Urban Catalyst and give his thoughts on why December is traditionally the most popular month of the year for investing in Qualified Opportunity Funds.

Show notes: https://opportunitydb.com/2022/12/erik-hayden-236/

]]> 2428 no The Recession's Impact On The OZ Marketplace, With Brett Siglin (Episode 235) https://opportunitydb.com/2022/12/brett-siglin-235/ The economic recession of this year has had impacts across the broad financial markets, including real estate transactions, impacting Opportunity Zone investors. Brett Siglin, partner at Jennings Strouss, joins the show to discuss the impact of the recession on the Opportunity Zones marketplace, and what he expects for 2023. Show notes: https://opportunitydb.com/2022/12/brett-siglin-235/ Thu, 08 Dec 2022 22:00:00 -0000 The Recession's Impact On The OZ Marketplace, With Brett Siglin full 235 OpportunityZones.com Brett Siglin, partner at Jennings Strouss, joins the show to discuss the impact of the recession on the Opportunity Zones marketplace, and what he expects for 2023. The economic recession of this year has had impacts across the broad financial markets, including real estate transactions, impacting Opportunity Zone investors. Brett Siglin, partner at Jennings Strouss, joins the show to discuss the impact of the recession on the Opportunity Zones marketplace, and what he expects for 2023. Show notes: https://opportunitydb.com/2022/12/brett-siglin-235/ The economic recession of this year has had impacts across the broad financial markets, including real estate transactions, impacting Opportunity Zone investors.

Brett Siglin, partner at Jennings Strouss, joins the show to discuss the impact of the recession on the Opportunity Zones marketplace, and what he expects for 2023.

Show notes: https://opportunitydb.com/2022/12/brett-siglin-235/

]]> 2576 no Applying Renewable Energy Tax Credits To Opportunity Zones, With Marc Schultz (Episode 234) https://opportunitydb.com/2022/12/marc-schultz-234/ The Inflation Reduction Act of 2022 restored and enhanced more than two dozen clean energy tax credits. But how can these tax credits be applied to Opportunity Zone projects? Marc Schultz, partner at Snell & Wilmer, joins the show to provide a visual presentation on how the Inflation Reduction Act may interact with certain OZ projects, particularly those that participate in renewable energy initiatives. Show notes: https://opportunitydb.com/2022/12/marc-schultz-234/ Tue, 06 Dec 2022 22:03:00 -0000 Applying Renewable Energy Tax Credits To Opportunity Zones, With Marc Schultz full 234 OpportunityZones.com How Inflation Reduction Act credits can be applied to Opportunity Zone deals. The Inflation Reduction Act of 2022 restored and enhanced more than two dozen clean energy tax credits. But how can these tax credits be applied to Opportunity Zone projects? Marc Schultz, partner at Snell & Wilmer, joins the show to provide a visual presentation on how the Inflation Reduction Act may interact with certain OZ projects, particularly those that participate in renewable energy initiatives. Show notes: https://opportunitydb.com/2022/12/marc-schultz-234/ The Inflation Reduction Act of 2022 restored and enhanced more than two dozen clean energy tax credits. But how can these tax credits be applied to Opportunity Zone projects?

Marc Schultz, partner at Snell & Wilmer, joins the show to provide a visual presentation on how the Inflation Reduction Act may interact with certain OZ projects, particularly those that participate in renewable energy initiatives.

Show notes: https://opportunitydb.com/2022/12/marc-schultz-234/

]]> 3442 no Opportunity Zone Panel From GTIS Investor Day 2022, With Peter Ciganik (Episode 233) https://opportunitydb.com/2022/12/gtis-investor-day-233/ In October, GTIS Partners hosted their GTIS Investor Day at their headquarters in New York City, which included market insights panels, followed by an Opportunity Zone project tour in New Jersey. Today's podcast episode a recording of that event's Opportunity Zones panel, featuring Jimmy Atkinson from OpportunityDb, Peter Ciganik from GTIS Partners, Joseph Scalio from KPMG, and Kunal Shah from iCapital. Show notes: https://opportunitydb.com/2022/12/gtis-investor-day-233/ Thu, 01 Dec 2022 22:00:00 -0000 Opportunity Zone Panel From GTIS Investor Day 2022, With Peter Ciganik full 233 OpportunityZones.com In October, GTIS Partners hosted their GTIS Investor Day at their headquarters in New York City, which included market insights panels, followed by an Opportunity Zone project tour in New Jersey. In October, GTIS Partners hosted their GTIS Investor Day at their headquarters in New York City, which included market insights panels, followed by an Opportunity Zone project tour in New Jersey. Today's podcast episode a recording of that event's Opportunity Zones panel, featuring Jimmy Atkinson from OpportunityDb, Peter Ciganik from GTIS Partners, Joseph Scalio from KPMG, and Kunal Shah from iCapital. Show notes: https://opportunitydb.com/2022/12/gtis-investor-day-233/ In October, GTIS Partners hosted their GTIS Investor Day at their headquarters in New York City, which included market insights panels, followed by an Opportunity Zone project tour in New Jersey.

Today's podcast episode a recording of that event's Opportunity Zones panel, featuring Jimmy Atkinson from OpportunityDb, Peter Ciganik from GTIS Partners, Joseph Scalio from KPMG, and Kunal Shah from iCapital.

Show notes: https://opportunitydb.com/2022/12/gtis-investor-day-233/

]]> 3313 no Opportunity Zones For Wealth And Tax Strategy, With Brian Duren (Episode 232) https://opportunitydb.com/2022/11/brian-duren-232/ Opportunity Zones can be a powerful tool in wealth creation and wealth preservation. The tax benefit has the ability to compound, which not only preserves but creates wealth. Brian Duren, signing director at CliftonLarsonAllen (CLA), joins the show to discuss the Opportunity Zone lifecycle, and the role that the unique tax benefits of OZ investing can play in wealth planning. Show notes: https://opportunitydb.com/2022/11/brian-duren-232/ Tue, 29 Nov 2022 22:00:00 -0000 Opportunity Zones For Wealth And Tax Strategy, With Brian Duren full 232 OpportunityZones.com Opportunity Zones can be a powerful tool in wealth creation and wealth preservation. The tax benefit has the ability to compound, which not only preserves but creates wealth. Opportunity Zones can be a powerful tool in wealth creation and wealth preservation. The tax benefit has the ability to compound, which not only preserves but creates wealth. Brian Duren, signing director at CliftonLarsonAllen (CLA), joins the show to discuss the Opportunity Zone lifecycle, and the role that the unique tax benefits of OZ investing can play in wealth planning. Show notes: https://opportunitydb.com/2022/11/brian-duren-232/ Opportunity Zones can be a powerful tool in wealth creation and wealth preservation. The tax benefit has the ability to compound, which not only preserves but creates wealth.

Brian Duren, signing director at CliftonLarsonAllen (CLA), joins the show to discuss the Opportunity Zone lifecycle, and the role that the unique tax benefits of OZ investing can play in wealth planning.

Show notes: https://opportunitydb.com/2022/11/brian-duren-232/

]]> 2322 no How To Due Diligence OZ Funds, An OZ Pitch Day Panel (Episode 231) https://opportunitydb.com/2022/11/due-diligence-231/ In this panel from OZ Pitch Day Fall 2022, Kirk Walton and Gordon Goldie review strategies for performing due diligence on OZ funds.   Show notes: https://opportunitydb.com/2022/11/due-diligence-231/ Tue, 22 Nov 2022 17:47:00 -0000 How To Due Diligence OZ Funds, An OZ Pitch Day Panel full 231 OpportunityZones.com Kirk Walton and Gordon Goldie review strategies for performing due diligence on OZ funds. In this panel from OZ Pitch Day Fall 2022, Kirk Walton and Gordon Goldie review strategies for performing due diligence on OZ funds.   Show notes: https://opportunitydb.com/2022/11/due-diligence-231/ In this panel from OZ Pitch Day Fall 2022, Kirk Walton and Gordon Goldie review strategies for performing due diligence on OZ funds.  

Show notes: https://opportunitydb.com/2022/11/due-diligence-231/

]]> 1580 no Opportunity Zone Investing Trends For 2023, An OZ Pitch Day Panel (Episode 230) https://opportunitydb.com/2022/11/investing-trends-230/ In this panel from OZ Pitch Day Fall 2022, Paul Saint-Pierre and John Sciarretti discuss current trends in the OZ marketplace and what this means for OZ investors.   Show notes: https://opportunitydb.com/2022/11/investing-trends-230/ Thu, 17 Nov 2022 22:00:00 -0000 Opportunity Zone Investing Trends For 2023, An OZ Pitch Day Panel full 230 OpportunityZones.com Paul Saint-Pierre and John Sciarretti discuss current trends in the OZ marketplace and what this means for OZ investors. In this panel from OZ Pitch Day Fall 2022, Paul Saint-Pierre and John Sciarretti discuss current trends in the OZ marketplace and what this means for OZ investors.   Show notes: https://opportunitydb.com/2022/11/investing-trends-230/ In this panel from OZ Pitch Day Fall 2022, Paul Saint-Pierre and John Sciarretti discuss current trends in the OZ marketplace and what this means for OZ investors.  

Show notes: https://opportunitydb.com/2022/11/investing-trends-230/

]]> 1514 no OZ Pitch Day Keynote Address By Shay Hawkins (Episode 229) https://opportunitydb.com/2022/11/shay-hawkins-229/ In this keynote address from OZ Pitch Day Fall 2022, Shay Hawkins takes a look back at the first few years of the Opportunity Zone program and predicts what may lie ahead.  Show notes: https://opportunitydb.com/2022/11/shay-hawkins-229/ Tue, 15 Nov 2022 21:48:00 -0000 OZ Pitch Day Keynote Address By Shay Hawkins full 229 OpportunityZones.com hay Hawkins takes a look back at the first few years of the Opportunity Zone program in this keynote address from OZ Pitch Day Fall 2022. In this keynote address from OZ Pitch Day Fall 2022, Shay Hawkins takes a look back at the first few years of the Opportunity Zone program and predicts what may lie ahead.  Show notes: https://opportunitydb.com/2022/11/shay-hawkins-229/ In this keynote address from OZ Pitch Day Fall 2022, Shay Hawkins takes a look back at the first few years of the Opportunity Zone program and predicts what may lie ahead. 

Show notes: https://opportunitydb.com/2022/11/shay-hawkins-229/

]]> 1079 no Midterm Election Outcome & Opportunity Zones, An OZ Pitch Day Panel (Episode 228) https://opportunitydb.com/2022/11/midterm-election-228/ In the wake of the midterm elections, how might the balance of power in the next session of Congress affect Opportunity Zones in 2023 and beyond? Also, potential legislative changes that could form a new "Version 2.0" of Opportunity Zones, and what the OZ industry can do to help its own cause. Alex Bhathal, managing partner at Revitate, and Brett Siglin, partner at Jennings Strouss Law Firm, join the show to discuss the impact of the 2022 midterm elections and the future of OZ tax policy.. Show notes: https://opportunitydb.com/2022/11/midterm-election-228/ Fri, 11 Nov 2022 16:41:00 -0000 Midterm Election Outcome & Opportunity Zones, An OZ Pitch Day Panel full 228 OpportunityZones.com In the wake of the midterm elections, how might the balance of power in the next session of Congress affect Opportunity Zones in 2023 and beyond? In the wake of the midterm elections, how might the balance of power in the next session of Congress affect Opportunity Zones in 2023 and beyond? Also, potential legislative changes that could form a new "Version 2.0" of Opportunity Zones, and what the OZ industry can do to help its own cause. Alex Bhathal, managing partner at Revitate, and Brett Siglin, partner at Jennings Strouss Law Firm, join the show to discuss the impact of the 2022 midterm elections and the future of OZ tax policy.. Show notes: https://opportunitydb.com/2022/11/midterm-election-228/ In the wake of the midterm elections, how might the balance of power in the next session of Congress affect Opportunity Zones in 2023 and beyond? Also, potential legislative changes that could form a new "Version 2.0" of Opportunity Zones, and what the OZ industry can do to help its own cause.

Alex Bhathal, managing partner at Revitate, and Brett Siglin, partner at Jennings Strouss Law Firm, join the show to discuss the impact of the 2022 midterm elections and the future of OZ tax policy..

Show notes: https://opportunitydb.com/2022/11/midterm-election-228/

]]> 1796 no OZ Investing For Community Impact, With Allivate Impact Capital (Episode 227) https://opportunitydb.com/2022/11/allivate-impact-capital-227/ How can the Opportunity Zone incentive catalyze community impact-oriented investing? Allivate Impact Capital's co-founders, Noelle St.Clair Lentz and Doug Schaeffer, join the show to discuss how investing for impact can catalyze positive community outcomes, and lead to lucrative financial returns for investors. Show notes: https://opportunitydb.com/2022/11/allivate-impact-capital-227/ Tue, 08 Nov 2022 22:00:00 -0000 OZ Investing For Community Impact, With Allivate Impact Capital full 227 OpportunityZones.com How can the Opportunity Zone incentive catalyze community impact-oriented investing? How can the Opportunity Zone incentive catalyze community impact-oriented investing? Allivate Impact Capital's co-founders, Noelle St.Clair Lentz and Doug Schaeffer, join the show to discuss how investing for impact can catalyze positive community outcomes, and lead to lucrative financial returns for investors. Show notes: https://opportunitydb.com/2022/11/allivate-impact-capital-227/ How can the Opportunity Zone incentive catalyze community impact-oriented investing?

Allivate Impact Capital's co-founders, Noelle St.Clair Lentz and Doug Schaeffer, join the show to discuss how investing for impact can catalyze positive community outcomes, and lead to lucrative financial returns for investors.

Show notes: https://opportunitydb.com/2022/11/allivate-impact-capital-227/

]]> 2165 no How To Attend OZ Pitch Day On Nov. 9th - OZPitchDay.com Register now at OZPitchDay.com. (Plus, get your free bonus guides!) OZ Pitch Day is the biggest online Opportunity Zones event of the year. It's a free, one-day, live event that takes place via Zoom -- Wednesday, November 9th. Mon, 07 Nov 2022 18:00:00 -0000 How To Attend OZ Pitch Day On Nov. 9th - OZPitchDay.com bonus OpportunityZones.com Visit OZPitchDay.com to register today for the biggest online Opportunity Zones event of the year. Register now at OZPitchDay.com. (Plus, get your free bonus guides!) OZ Pitch Day is the biggest online Opportunity Zones event of the year. It's a free, one-day, live event that takes place via Zoom -- Wednesday, November 9th. Register now at OZPitchDay.com.

(Plus, get your free bonus guides!)

OZ Pitch Day is the biggest online Opportunity Zones event of the year. It's a free, one-day, live event that takes place via Zoom -- Wednesday, November 9th.

]]> 160 no Opportunity Zone Success After Four Years, With Stephanie Copeland (Episode 226) https://opportunitydb.com/2022/11/stephanie-copeland-226/ Four years into the launch of the first Qualified Opportunity Funds, how have expectations of the tax policy changed? And what types of success have some early adopters had so far? Stephanie Copeland, managing partner at Four Points Funding, joins the show to provide an update on her team's efforts to develop in Opportunity Zone communities in Colorado over the past four years. Show notes: https://opportunitydb.com/2022/11/stephanie-copeland-226/ Thu, 03 Nov 2022 21:00:00 -0000 Opportunity Zone Success After Four Years, With Stephanie Copeland full 226 OpportunityZones.com Four years into the launch of the first Qualified Opportunity Funds, how have expectations of the tax policy changed? Four years into the launch of the first Qualified Opportunity Funds, how have expectations of the tax policy changed? And what types of success have some early adopters had so far? Stephanie Copeland, managing partner at Four Points Funding, joins the show to provide an update on her team's efforts to develop in Opportunity Zone communities in Colorado over the past four years. Show notes: https://opportunitydb.com/2022/11/stephanie-copeland-226/ Four years into the launch of the first Qualified Opportunity Funds, how have expectations of the tax policy changed? And what types of success have some early adopters had so far?

Stephanie Copeland, managing partner at Four Points Funding, joins the show to provide an update on her team's efforts to develop in Opportunity Zone communities in Colorado over the past four years.

Show notes: https://opportunitydb.com/2022/11/stephanie-copeland-226/

]]> 2021 no Leveraging OZs For Urban Revitalization, With Sherri Franklin & Delores Brown (Episode 225) https://opportunitydb.com/2022/11/sherri-franklin-delores-brown-225/ The Opportunity Zones tax policy can be utilized as a tool to help revitalize urban neighborhoods. But getting the local communities involved can often be a challenge. Sherri Franklin, founder and CEO of Urban Design Center, and Delores Brown, CEO of Community Economic Development Corporation, join the show to discuss how they are working with investors and local residents to catalyze revitalization of urban communities in Los Angeles and Long Beach. Show notes: https://opportunitydb.com/2022/11/sherri-franklin-delores-brown-225/ Wed, 02 Nov 2022 17:13:04 -0000 Leveraging OZs For Urban Revitalization, With Sherri Franklin & Delores Brown full 225 OpportunityZones.com Why local community engagement is key to successful urban revitalization in Opportunity Zones. The Opportunity Zones tax policy can be utilized as a tool to help revitalize urban neighborhoods. But getting the local communities involved can often be a challenge. Sherri Franklin, founder and CEO of Urban Design Center, and Delores Brown, CEO of Community Economic Development Corporation, join the show to discuss how they are working with investors and local residents to catalyze revitalization of urban communities in Los Angeles and Long Beach. Show notes: https://opportunitydb.com/2022/11/sherri-franklin-delores-brown-225/ The Opportunity Zones tax policy can be utilized as a tool to help revitalize urban neighborhoods. But getting the local communities involved can often be a challenge.

Sherri Franklin, founder and CEO of Urban Design Center, and Delores Brown, CEO of Community Economic Development Corporation, join the show to discuss how they are working with investors and local residents to catalyze revitalization of urban communities in Los Angeles and Long Beach.

Show notes: https://opportunitydb.com/2022/11/sherri-franklin-delores-brown-225/

]]> 2898 no What The Opportunity Zones Industry Needs Now, With Blake Christian (Episode 224) https://opportunitydb.com/2022/10/blake-christian-224/ Opportunity Zones have raised over $100 billion of capital. But what good is it doing? Blake Christian, CPA and tax partner at HCVT, joins the show to discuss the importance of advocacy on behalf of the Opportunity Zones policy. Show notes: https://opportunitydb.com/2022/10/blake-christian-224/ Tue, 25 Oct 2022 21:00:00 -0000 What The Opportunity Zones Industry Needs Now, With Blake Christian full 224 OpportunityZones.com Opportunity Zones have raised over $100 billion of capital. But what good is it doing? Opportunity Zones have raised over $100 billion of capital. But what good is it doing? Blake Christian, CPA and tax partner at HCVT, joins the show to discuss the importance of advocacy on behalf of the Opportunity Zones policy. Show notes: https://opportunitydb.com/2022/10/blake-christian-224/ Opportunity Zones have raised over $100 billion of capital. But what good is it doing?

Blake Christian, CPA and tax partner at HCVT, joins the show to discuss the importance of advocacy on behalf of the Opportunity Zones policy.

Show notes: https://opportunitydb.com/2022/10/blake-christian-224/


]]> 737 no OZ Job Creation Success Story: MIT Modular, With Roi Maufas (Episode 223) https://opportunitydb.com/2022/10/roi-maufas-223/ Four years into the Opportunity Zone program, success stories are abundant. Today's podcast episode is the first in a series of episodes that will highlight stories of true impact that the OZ program has helped to create. Roi Maufas, co-founder and lead designer at MIT Modular, joins the show to share the job creation success story of MIT Modular, a builder of affordable, sustainable housing. Show notes: https://opportunitydb.com/2022/10/roi-maufas-223/ Tue, 18 Oct 2022 21:00:00 -0000 OZ Job Creation Success Story: MIT Modular, With Roi Maufas full 223 OpportunityZones.com The impact that OZs have had on job creation for MIT Modular in Provo, UT. Four years into the Opportunity Zone program, success stories are abundant. Today's podcast episode is the first in a series of episodes that will highlight stories of true impact that the OZ program has helped to create. Roi Maufas, co-founder and lead designer at MIT Modular, joins the show to share the job creation success story of MIT Modular, a builder of affordable, sustainable housing. Show notes: https://opportunitydb.com/2022/10/roi-maufas-223/ Four years into the Opportunity Zone program, success stories are abundant. Today's podcast episode is the first in a series of episodes that will highlight stories of true impact that the OZ program has helped to create.

Roi Maufas, co-founder and lead designer at MIT Modular, joins the show to share the job creation success story of MIT Modular, a builder of affordable, sustainable housing.

Show notes: https://opportunitydb.com/2022/10/roi-maufas-223/

]]> 1120 no OZ Expo Phoenix 2022 Recap, With Ashley Tison (Episode 222) https://opportunitydb.com/2022/10/ashley-tison-222/ Ashley Tison and I have been to nearly every Opportunity Zone Expo since the group began organizing conferences in early 2019. While the early Expos were focused on navigating the new legislation and regulations, this most recent Expo in Phoenix earlier this month served to highlight the need for the more mature industry -- now four years into the program -- to tell more Opportunity Zone success stories, in the hopes that the policy eventually gets reformed and extended. On today's episode, OZ Pros founder Ashley Tison joins to discuss this topic and recap some of the other big themes at the OZ Expo. Show notes: https://opportunitydb.com/2022/10/ashley-tison-222/ Tue, 11 Oct 2022 21:00:00 -0000 OZ Expo Phoenix 2022 Recap, With Ashley Tison full 222 OpportunityZones.com On today's episode, OZ Pros founder Ashley Tison joins to discuss the reform and extension of Opportunity Zone legislation in addition to recapping some of the other big themes at the OZ Expo. Ashley Tison and I have been to nearly every Opportunity Zone Expo since the group began organizing conferences in early 2019. While the early Expos were focused on navigating the new legislation and regulations, this most recent Expo in Phoenix earlier this month served to highlight the need for the more mature industry -- now four years into the program -- to tell more Opportunity Zone success stories, in the hopes that the policy eventually gets reformed and extended. On today's episode, OZ Pros founder Ashley Tison joins to discuss this topic and recap some of the other big themes at the OZ Expo. Show notes: https://opportunitydb.com/2022/10/ashley-tison-222/ Ashley Tison and I have been to nearly every Opportunity Zone Expo since the group began organizing conferences in early 2019. While the early Expos were focused on navigating the new legislation and regulations, this most recent Expo in Phoenix earlier this month served to highlight the need for the more mature industry -- now four years into the program -- to tell more Opportunity Zone success stories, in the hopes that the policy eventually gets reformed and extended.

On today's episode, OZ Pros founder Ashley Tison joins to discuss this topic and recap some of the other big themes at the OZ Expo.

Show notes: https://opportunitydb.com/2022/10/ashley-tison-222/

]]> 997 no Revitalizing Mobile Home Communities In Opportunity Zones, With Sam Hales (Episode 221) https://opportunitydb.com/2022/10/sam-hales-221/ Opportunity Zones are helping drive capital into the revitalization of mobile home park communities in some of the country's poorest areas. Sam Hales, founder and CEO of Saratoga Group, joins the show to discuss how he has used Opportunity Zones over the past few years to revitalize poorly run mobile home communities, and why MHCs can be a good inflation-resistant asset class for investors. Show notes: https://opportunitydb.com/2022/10/sam-hales-221/ Tue, 04 Oct 2022 21:28:42 -0000 Revitalizing Mobile Home Communities In Opportunity Zones, With Sam Hales full 221 OpportunityZones.com Opportunity Zones are helping drive capital into the revitalization of mobile home park communities in some of the country's poorest areas. Opportunity Zones are helping drive capital into the revitalization of mobile home park communities in some of the country's poorest areas. Sam Hales, founder and CEO of Saratoga Group, joins the show to discuss how he has used Opportunity Zones over the past few years to revitalize poorly run mobile home communities, and why MHCs can be a good inflation-resistant asset class for investors. Show notes: https://opportunitydb.com/2022/10/sam-hales-221/ Opportunity Zones are helping drive capital into the revitalization of mobile home park communities in some of the country's poorest areas.

Sam Hales, founder and CEO of Saratoga Group, joins the show to discuss how he has used Opportunity Zones over the past few years to revitalize poorly run mobile home communities, and why MHCs can be a good inflation-resistant asset class for investors.

Show notes: https://opportunitydb.com/2022/10/sam-hales-221/


]]> 2574 no The Impact Of Rising Interest Rates On Opportunity Zones, With James Brunger (Episode 220) https://opportunitydb.com/2022/09/james-brunger-220/ The stock market is down, inflation is at 40-year highs, and interest rates are on the rise. How are rising debt costs impacting the operations of Qualified Opportunity Fund operators? James Brunger, chief sales officer at Capital Square, joins the show to discuss Capital Square’s DST and Opportunity Zone programs, and how recent moves by the Fed are impacting where investors can still find value. Show notes and transcript: https://opportunitydb.com/2022/09/james-brunger-220/ Wed, 28 Sep 2022 19:53:05 -0000 The Impact Of Rising Interest Rates On Opportunity Zones, With James Brunger full 220 OpportunityZones.com How are rising debt costs impacting the operations of Qualified Opportunity Fund operators? The stock market is down, inflation is at 40-year highs, and interest rates are on the rise. How are rising debt costs impacting the operations of Qualified Opportunity Fund operators? James Brunger, chief sales officer at Capital Square, joins the show to discuss Capital Square’s DST and Opportunity Zone programs, and how recent moves by the Fed are impacting where investors can still find value. Show notes and transcript: https://opportunitydb.com/2022/09/james-brunger-220/ The stock market is down, inflation is at 40-year highs, and interest rates are on the rise. How are rising debt costs impacting the operations of Qualified Opportunity Fund operators?

James Brunger, chief sales officer at Capital Square, joins the show to discuss Capital Square’s DST and Opportunity Zone programs, and how recent moves by the Fed are impacting where investors can still find value.

Show notes and transcript: https://opportunitydb.com/2022/09/james-brunger-220/

]]> 2097 no 7 Opportunity Zone Investing Insights (Episode 219) https://opportunitydb.com/2022/09/7-insights-219/ The true potential of the Opportunity Zone program has largely been left unlocked. On today's episode, seven OZ insights that every investor should know. Today's episode is a re-post of an earlier episode of The Alternative Investment Podcast. Show notes: https://opportunitydb.com/2022/09/7-insights-219/ Tue, 20 Sep 2022 21:00:00 -0000 7 Opportunity Zone Investing Insights full 219 OpportunityZones.com All investors should be aware of these 7 OZ "secrets." The true potential of the Opportunity Zone program has largely been left unlocked. On today's episode, seven OZ insights that every investor should know. Today's episode is a re-post of an earlier episode of The Alternative Investment Podcast. Show notes: https://opportunitydb.com/2022/09/7-insights-219/ The true potential of the Opportunity Zone program has largely been left unlocked. On today's episode, seven OZ insights that every investor should know.

Today's episode is a re-post of an earlier episode of The Alternative Investment Podcast.

Show notes: https://opportunitydb.com/2022/09/7-insights-219/

]]> 2751 no Top 25 Cities With The Most Opportunity Zones (Episode 218) https://opportunitydb.com/2022/09/cities-218/ Which cities have the largest number of Opportunity Zones? The top three cities -- New York, Los Angeles, and Chicago -- are to be expected. But numbers 4 through 10 may be somewhat surprising. On today's episode, we review the top 25 cities with the highest amount of Opportunity Zones, and take a deep dive into the top 10 cities, walking through geographic maps and income data. Show notes: https://opportunitydb.com/2022/09/cities-218/ Tue, 13 Sep 2022 21:24:48 -0000 Top 25 Cities With The Most Opportunity Zones full 218 OpportunityZones.com Which cities have the largest number of Opportunity Zones? The top cities are to be expected, but there are some surprises moving down the list. Which cities have the largest number of Opportunity Zones? The top three cities -- New York, Los Angeles, and Chicago -- are to be expected. But numbers 4 through 10 may be somewhat surprising. On today's episode, we review the top 25 cities with the highest amount of Opportunity Zones, and take a deep dive into the top 10 cities, walking through geographic maps and income data. Show notes: https://opportunitydb.com/2022/09/cities-218/ Which cities have the largest number of Opportunity Zones? The top three cities -- New York, Los Angeles, and Chicago -- are to be expected. But numbers 4 through 10 may be somewhat surprising.

On today's episode, we review the top 25 cities with the highest amount of Opportunity Zones, and take a deep dive into the top 10 cities, walking through geographic maps and income data.

Show notes: https://opportunitydb.com/2022/09/cities-218/

]]> 2815 no The IRS Opportunity Zone Ticking Time Bomb, With Kirk Walton (Episode 217) https://opportunitydb.com/2022/09/kirk-walton-217/ Is there a ticking time bomb that may disqualify more than $1.3 billion of funds raised by Qualified Opportunity Funds? Kirk Walton, co-founder and managing partner of GPWM Funds, joins the show to discuss potential solutions to QOF filing errors and his approach to Opportunity Zone investing. Show notes: https://opportunitydb.com/2022/09/kirk-walton-217/ Tue, 06 Sep 2022 22:35:06 -0000 The IRS Opportunity Zone Ticking Time Bomb, With Kirk Walton full 217 OpportunityZones.com Is there a ticking time bomb that may disqualify more than $1.3 billion of funds raised by Qualified Opportunity Funds? Is there a ticking time bomb that may disqualify more than $1.3 billion of funds raised by Qualified Opportunity Funds? Kirk Walton, co-founder and managing partner of GPWM Funds, joins the show to discuss potential solutions to QOF filing errors and his approach to Opportunity Zone investing. Show notes: https://opportunitydb.com/2022/09/kirk-walton-217/ Is there a ticking time bomb that may disqualify more than $1.3 billion of funds raised by Qualified Opportunity Funds?

Kirk Walton, co-founder and managing partner of GPWM Funds, joins the show to discuss potential solutions to QOF filing errors and his approach to Opportunity Zone investing.

Show notes: https://opportunitydb.com/2022/09/kirk-walton-217/


]]> 3310 no Cost Segregation For Qualified Opportunity Funds, With Valerie Grunduski & Jeremy Sompels (Episode 216) https://opportunitydb.com/2022/08/plante-moran-216/ Cost segregation to achieve accelerated depreciation and can greatly improve after-tax returns for real estate investors. But it can be a an even more powerful tool for Opportunity Zone deals. Valerie Grunduski, partner and real estate tax specialist at Plante Moran, and Jeremy Sompels, principal and cost segregation senior manager at Plante Moran, join the show to discuss how the effect of cost segregation is particularly powerful for investors in Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/08/plante-moran-216/ Tue, 30 Aug 2022 22:24:34 -0000 Cost Segregation For Qualified Opportunity Funds, With Valerie Grunduski & Jeremy Sompels full 216 OpportunityZones.com Cost segregation to achieve accelerated depreciation and can greatly improve after-tax returns for real estate investors. But it can be a an even more powerful tool for Opportunity Zone deals. Cost segregation to achieve accelerated depreciation and can greatly improve after-tax returns for real estate investors. But it can be a an even more powerful tool for Opportunity Zone deals. Valerie Grunduski, partner and real estate tax specialist at Plante Moran, and Jeremy Sompels, principal and cost segregation senior manager at Plante Moran, join the show to discuss how the effect of cost segregation is particularly powerful for investors in Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/08/plante-moran-216/ Cost segregation to achieve accelerated depreciation and can greatly improve after-tax returns for real estate investors. But it can be a an even more powerful tool for Opportunity Zone deals.

Valerie Grunduski, partner and real estate tax specialist at Plante Moran, and Jeremy Sompels, principal and cost segregation senior manager at Plante Moran, join the show to discuss how the effect of cost segregation is particularly powerful for investors in Qualified Opportunity Funds.

Show notes: https://opportunitydb.com/2022/08/plante-moran-216/

]]> 1721 no Passive Real Estate Investments In OZ Funds, With John Rubino (Episode 215) https://opportunitydb.com/2022/08/john-rubino-215/ Passive real estate investing can bring cash flow and appreciation to investors who don't necessarily want to be actively hands-on. John Rubino, founder and COO of JID Investments, joins the show to discuss how High Net Worth investors should think about passive real estate investing with Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/08/john-rubino-215/ Tue, 23 Aug 2022 22:21:13 -0000 Passive Real Estate Investments In OZ Funds, With John Rubino full 215 OpportunityZones.com Passive real estate investing can bring cash flow and appreciation to investors who don't necessarily want to be actively hands-on. Passive real estate investing can bring cash flow and appreciation to investors who don't necessarily want to be actively hands-on. John Rubino, founder and COO of JID Investments, joins the show to discuss how High Net Worth investors should think about passive real estate investing with Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/08/john-rubino-215/ Passive real estate investing can bring cash flow and appreciation to investors who don't necessarily want to be actively hands-on.

John Rubino, founder and COO of JID Investments, joins the show to discuss how High Net Worth investors should think about passive real estate investing with Qualified Opportunity Funds.

Show notes: https://opportunitydb.com/2022/08/john-rubino-215/

]]> 1903 no Finding Value in Puerto Rico's Opportunity Zones, With Ari Kresch (Episode 214) https://opportunitydb.com/2022/08/ari-kresh-214/ The inefficient real estate marketplace in Puerto Rico can create compelling opportunities for investors seeking value. Local tax incentives layered in with Opportunity Zone benefits can drive highly attractive return projections. But investing on the island does not come without risk. Ari Kresch, strategic advisor for Island Paradise QOF, joins the show to discuss how he finds value in Puerto Rican real estate, the vast majority of which is located within an Opportunity Zone. Show notes: https://opportunitydb.com/2022/08/ari-kresh-214/ Thu, 18 Aug 2022 21:00:00 -0000 Finding Value in Puerto Rico's Opportunity Zones, With Ari Kresch full 214 OpportunityZones.com Local tax incentives in Puerto Rico layered in with Opportunity Zone benefits can drive highly attractive return projections. The inefficient real estate marketplace in Puerto Rico can create compelling opportunities for investors seeking value. Local tax incentives layered in with Opportunity Zone benefits can drive highly attractive return projections. But investing on the island does not come without risk. Ari Kresch, strategic advisor for Island Paradise QOF, joins the show to discuss how he finds value in Puerto Rican real estate, the vast majority of which is located within an Opportunity Zone. Show notes: https://opportunitydb.com/2022/08/ari-kresh-214/ The inefficient real estate marketplace in Puerto Rico can create compelling opportunities for investors seeking value. Local tax incentives layered in with Opportunity Zone benefits can drive highly attractive return projections. But investing on the island does not come without risk.

Ari Kresch, strategic advisor for Island Paradise QOF, joins the show to discuss how he finds value in Puerto Rican real estate, the vast majority of which is located within an Opportunity Zone.

Show notes: https://opportunitydb.com/2022/08/ari-kresh-214/


]]> 1911 no Ask The OZ Expert, With Ashley Tison (Episode 213) https://opportunitydb.com/2022/08/ashley-tison-213/ Ashley Tison of OZ Pros joined OZ Pitch Day last month to field live questions from our attendees. Over the past three years, Ashley has helped form well over 1,000 Opportunity Zone entities. On today's show, Ashley answers questions about rental properties, trusts, raw land, grants, and more. Show notes: https://opportunitydb.com/2022/08/ashley-tison-213/ Tue, 16 Aug 2022 20:51:59 -0000 Ask The OZ Expert, With Ashley Tison full 213 OpportunityZones.com Ashley Tison of OZ Pros joined OZ Pitch Day last month to field live questions from our attendees. Ashley Tison of OZ Pros joined OZ Pitch Day last month to field live questions from our attendees. Over the past three years, Ashley has helped form well over 1,000 Opportunity Zone entities. On today's show, Ashley answers questions about rental properties, trusts, raw land, grants, and more. Show notes: https://opportunitydb.com/2022/08/ashley-tison-213/ Ashley Tison of OZ Pros joined OZ Pitch Day last month to field live questions from our attendees. Over the past three years, Ashley has helped form well over 1,000 Opportunity Zone entities. On today's show, Ashley answers questions about rental properties, trusts, raw land, grants, and more.

Show notes: https://opportunitydb.com/2022/08/ashley-tison-213/

]]> 1557 no OZ Reform Legislation: What Investors Need To Know, An OZ Pitch Day Panel (Episode 212) https://opportunitydb.com/2022/08/oz-reform-legislation-212/ In April, members of Congress in the House and Senate introduced bipartisan Opportunity Zone legislation that would extend and improve the four-year-old tax policy. In this panel from OZ Pitch Day Summer 2022, Blake Christian, partner at HCVT, and Reid Thomas, executive vice president at JTC Americas, discuss the new legislation and how it may impact investors and the OZ marketplace if enacted. Show notes: https://opportunitydb.com/2022/08/oz-reform-legislation-212/ Thu, 11 Aug 2022 21:00:00 -0000 OZ Reform Legislation: What Investors Need To Know, An OZ Pitch Day Panel full 212 OpportunityZones.com In April, members of Congress in the House and Senate introduced bipartisan Opportunity Zone legislation that would extend and improve the four-year-old tax policy. In April, members of Congress in the House and Senate introduced bipartisan Opportunity Zone legislation that would extend and improve the four-year-old tax policy. In this panel from OZ Pitch Day Summer 2022, Blake Christian, partner at HCVT, and Reid Thomas, executive vice president at JTC Americas, discuss the new legislation and how it may impact investors and the OZ marketplace if enacted. Show notes: https://opportunitydb.com/2022/08/oz-reform-legislation-212/ In April, members of Congress in the House and Senate introduced bipartisan Opportunity Zone legislation that would extend and improve the four-year-old tax policy.

In this panel from OZ Pitch Day Summer 2022, Blake Christian, partner at HCVT, and Reid Thomas, executive vice president at JTC Americas, discuss the new legislation and how it may impact investors and the OZ marketplace if enacted.

Show notes: https://opportunitydb.com/2022/08/oz-reform-legislation-212/

]]> 1356 no OZs vs. 1031s, DSTs, And Other Tax Mitigation Strategies, An OZ Pitch Day Panel (Episode 211) https://opportunitydb.com/2022/08/tax-mitigation-panel-211/ Investing in Opportunity Zones can be an effective tax mitigation strategy for High Net Worth investors. But when are OZs the right investment structure to use when considering taxation and overall portfolio construction strategy? In this panel from OZ Pitch Day Summer 2022, Louis Reynolds, CEO of Synergistic Exchange Solutions, and Nick Rosenthal, managing director at Griffin Capital, discuss how Opportunity Zones compare to other tax mitigation strategies, including Section 1031 exchanges, Delaware statutory trusts (DSTs), and Section 721 UPREITs. Show notes: https://opportunitydb.com/2022/08/tax-mitigation-panel-211/ Tue, 09 Aug 2022 21:01:26 -0000 OZs vs. 1031s, DSTs, And Other Tax Mitigation Strategies, An OZ Pitch Day Panel full 211 OpportunityZones.com When are OZs the right investment structure to use when considering taxation and overall portfolio construction strategy? Investing in Opportunity Zones can be an effective tax mitigation strategy for High Net Worth investors. But when are OZs the right investment structure to use when considering taxation and overall portfolio construction strategy? In this panel from OZ Pitch Day Summer 2022, Louis Reynolds, CEO of Synergistic Exchange Solutions, and Nick Rosenthal, managing director at Griffin Capital, discuss how Opportunity Zones compare to other tax mitigation strategies, including Section 1031 exchanges, Delaware statutory trusts (DSTs), and Section 721 UPREITs. Show notes: https://opportunitydb.com/2022/08/tax-mitigation-panel-211/ Investing in Opportunity Zones can be an effective tax mitigation strategy for High Net Worth investors. But when are OZs the right investment structure to use when considering taxation and overall portfolio construction strategy?

In this panel from OZ Pitch Day Summer 2022, Louis Reynolds, CEO of Synergistic Exchange Solutions, and Nick Rosenthal, managing director at Griffin Capital, discuss how Opportunity Zones compare to other tax mitigation strategies, including Section 1031 exchanges, Delaware statutory trusts (DSTs), and Section 721 UPREITs.

Show notes: https://opportunitydb.com/2022/08/tax-mitigation-panel-211/

]]> 1452 no Using Leverage In Opportunity Zone Deals, With Louis Dubin (Episode 210) https://opportunitydb.com/2022/08/louis-dubin-210/ Debt is commonly used to amplify returns on real estate investments, and Opportunity Zone deals are no exception. But what is the proper amount of debt to appropriately leverage any given investment, and why might that target change for an OZ deal? Louis Dubin, principal and managing partner at Redbrick LMD, joins the show to discuss how he determines the optimal amount of debt to use in Opportunity Zone deals. Show notes: https://opportunitydb.com/2022/08/louis-dubin-210/ Thu, 04 Aug 2022 21:00:00 -0000 Using Leverage In Opportunity Zone Deals, With Louis Dubin full 210 OpportunityZones.com What is the proper amount of debt to appropriately leverage any given investment, and why might that target change for an OZ deal? Debt is commonly used to amplify returns on real estate investments, and Opportunity Zone deals are no exception. But what is the proper amount of debt to appropriately leverage any given investment, and why might that target change for an OZ deal? Louis Dubin, principal and managing partner at Redbrick LMD, joins the show to discuss how he determines the optimal amount of debt to use in Opportunity Zone deals. Show notes: https://opportunitydb.com/2022/08/louis-dubin-210/ Debt is commonly used to amplify returns on real estate investments, and Opportunity Zone deals are no exception. But what is the proper amount of debt to appropriately leverage any given investment, and why might that target change for an OZ deal?

Louis Dubin, principal and managing partner at Redbrick LMD, joins the show to discuss how he determines the optimal amount of debt to use in Opportunity Zone deals.

Show notes: https://opportunitydb.com/2022/08/louis-dubin-210/


]]> 2810 no Inflation And Opportunity Zones, With Chris Loeffler (Episode 209) https://opportunitydb.com/2022/08/chris-loeffler-209/ Inflation recently hit a four-decade high of 9.1%. The stock market is down double digits year to date. The U.S. economy is likely in a recession. What do investors need to know right now about Opportunity Zones and macroeconomic turbulence? Chris Loeffler, CEO and co-founder of Caliber, joins the show to discuss how investors should consider these issues, and whether there may be opportunities to take advantage of. Show notes: https://opportunitydb.com/2022/08/chris-loeffler-209/ Tue, 02 Aug 2022 21:00:00 -0000 Inflation And Opportunity Zones, With Chris Loeffler full 209 OpportunityZones.com What do investors need to know right now about Opportunity Zones and macroeconomic turbulence? Inflation recently hit a four-decade high of 9.1%. The stock market is down double digits year to date. The U.S. economy is likely in a recession. What do investors need to know right now about Opportunity Zones and macroeconomic turbulence? Chris Loeffler, CEO and co-founder of Caliber, joins the show to discuss how investors should consider these issues, and whether there may be opportunities to take advantage of. Show notes: https://opportunitydb.com/2022/08/chris-loeffler-209/ Inflation recently hit a four-decade high of 9.1%. The stock market is down double digits year to date. The U.S. economy is likely in a recession. What do investors need to know right now about Opportunity Zones and macroeconomic turbulence?

Chris Loeffler, CEO and co-founder of Caliber, joins the show to discuss how investors should consider these issues, and whether there may be opportunities to take advantage of.

Show notes: https://opportunitydb.com/2022/08/chris-loeffler-209/


]]> 3006 no Detroit Opportunity Zone Investment Strategy, With Jed Howbert (Episode 208) https://opportunitydb.com/2022/07/jed-howbert-208/ While other major U.S. cities experienced a resurgence in the 1980s and 1990s, Detroit got left behind for several years. But now, the ongoing resurgence of Detroit may be creating a compelling investment opportunity for Opportunity Zone investors. Jed Howbert, partner at Greatwater Opportunity Capital, joins the show to discuss Detroit's bankruptcy and ensuing economic transformation, and the opportunity for real estate investors to capitalize. Show notes: https://opportunitydb.com/2022/07/jed-howbert-208/ Tue, 26 Jul 2022 21:00:00 -0000 Detroit Opportunity Zone Investment Strategy, With Jed Howbert full 208 OpportunityZones.com The ongoing resurgence of Detroit may be creating a compelling investment opportunity for Opportunity Zone investors. While other major U.S. cities experienced a resurgence in the 1980s and 1990s, Detroit got left behind for several years. But now, the ongoing resurgence of Detroit may be creating a compelling investment opportunity for Opportunity Zone investors. Jed Howbert, partner at Greatwater Opportunity Capital, joins the show to discuss Detroit's bankruptcy and ensuing economic transformation, and the opportunity for real estate investors to capitalize. Show notes: https://opportunitydb.com/2022/07/jed-howbert-208/ While other major U.S. cities experienced a resurgence in the 1980s and 1990s, Detroit got left behind for several years. But now, the ongoing resurgence of Detroit may be creating a compelling investment opportunity for Opportunity Zone investors.

Jed Howbert, partner at Greatwater Opportunity Capital, joins the show to discuss Detroit's bankruptcy and ensuing economic transformation, and the opportunity for real estate investors to capitalize.

Show notes: https://opportunitydb.com/2022/07/jed-howbert-208/


]]> 2150 no OZ Investing In An Economic Downturn, With Erik Hayden (Episode 207) https://opportunitydb.com/2022/07/erik-hayden-207/ The stock market is down more than 20% year to date. Interest rates are on the rise to tackle the highest inflation rate in 40 years, but this may inevitably lead to a recession. How are Opportunity Zones potentially being impacted by these turbulent macroeconomic conditions? Erik Hayden, founder and CEO of Urban Catalyst, joins the show to discuss inflation, the market downturn, cap rate compression, and rising interest rates, and what effect these trends are having on Opportunity Zone fundraising and capital deployment. Show notes: https://opportunitydb.com/2022/07/erik-hayden-207/ Tue, 19 Jul 2022 21:00:00 -0000 OZ Investing In An Economic Downturn, With Erik Hayden full 207 OpportunityZones.com How are Opportunity Zones potentially being impacted by turbulent macroeconomic conditions? The stock market is down more than 20% year to date. Interest rates are on the rise to tackle the highest inflation rate in 40 years, but this may inevitably lead to a recession. How are Opportunity Zones potentially being impacted by these turbulent macroeconomic conditions? Erik Hayden, founder and CEO of Urban Catalyst, joins the show to discuss inflation, the market downturn, cap rate compression, and rising interest rates, and what effect these trends are having on Opportunity Zone fundraising and capital deployment. Show notes: https://opportunitydb.com/2022/07/erik-hayden-207/ The stock market is down more than 20% year to date. Interest rates are on the rise to tackle the highest inflation rate in 40 years, but this may inevitably lead to a recession. How are Opportunity Zones potentially being impacted by these turbulent macroeconomic conditions?

Erik Hayden, founder and CEO of Urban Catalyst, joins the show to discuss inflation, the market downturn, cap rate compression, and rising interest rates, and what effect these trends are having on Opportunity Zone fundraising and capital deployment.

Show notes: https://opportunitydb.com/2022/07/erik-hayden-207/

]]> 2362 no Case Study: 1031 To OZ Investment, With Lawrence Jatsek (Episode 206) https://opportunitydb.com/2022/07/lawrence-jatsek-206/ The Section 1031 exchange has been around for over 100 years. Much like Opportunity Zones, chaining together a series of 1031 exchanges can offer an incredible tax incentive for real estate investors. But when might an OZ investment be a better option? Lawrence Jatsek, managing partner at CRE Development Capital, joins the show to discuss how Opportunity Zones compare to 1031 exchanges, and when to make use of one or the other as a real estate investor. Show notes: https://opportunitydb.com/2022/07/lawrence-jatsek-206/ Tue, 12 Jul 2022 21:00:00 -0000 Case Study: 1031 To OZ Investment, With Lawrence Jatsek full 206 OpportunityZones.com 1031 exchanges can offer an incredible tax incentive for real estate investors, but when might an OZ investment be a better option? The Section 1031 exchange has been around for over 100 years. Much like Opportunity Zones, chaining together a series of 1031 exchanges can offer an incredible tax incentive for real estate investors. But when might an OZ investment be a better option? Lawrence Jatsek, managing partner at CRE Development Capital, joins the show to discuss how Opportunity Zones compare to 1031 exchanges, and when to make use of one or the other as a real estate investor. Show notes: https://opportunitydb.com/2022/07/lawrence-jatsek-206/ The Section 1031 exchange has been around for over 100 years. Much like Opportunity Zones, chaining together a series of 1031 exchanges can offer an incredible tax incentive for real estate investors. But when might an OZ investment be a better option?

Lawrence Jatsek, managing partner at CRE Development Capital, joins the show to discuss how Opportunity Zones compare to 1031 exchanges, and when to make use of one or the other as a real estate investor.

Show notes: https://opportunitydb.com/2022/07/lawrence-jatsek-206/

]]> 1000 no Opportunity Zones And Housing Affordability, With Brad Padden (Episode 205) https://opportunitydb.com/2022/07/brad-padden-205/ A housing affordability crisis currently plagues our nation. Can Opportunity Zones be utilized to effect real change that would bring more high density housing stock online? Brad Padden, founder and CEO of Housing Diversity Corporation, joins the show to discuss how Opportunity Zones can help fulfill housing abundance and job creation in economically distressed communities. Show notes: https://opportunitydb.com/2022/07/brad-padden-205/ Thu, 07 Jul 2022 21:00:00 -0000 Opportunity Zones And Housing Affordability, With Brad Padden full 205 OpportunityZones.com A housing affordability crisis currently plagues our nation. Can Opportunity Zones be utilized to effect real change that would bring more high density housing stock online? A housing affordability crisis currently plagues our nation. Can Opportunity Zones be utilized to effect real change that would bring more high density housing stock online? Brad Padden, founder and CEO of Housing Diversity Corporation, joins the show to discuss how Opportunity Zones can help fulfill housing abundance and job creation in economically distressed communities. Show notes: https://opportunitydb.com/2022/07/brad-padden-205/ A housing affordability crisis currently plagues our nation. Can Opportunity Zones be utilized to effect real change that would bring more high density housing stock online?

Brad Padden, founder and CEO of Housing Diversity Corporation, joins the show to discuss how Opportunity Zones can help fulfill housing abundance and job creation in economically distressed communities.

Show notes: https://opportunitydb.com/2022/07/brad-padden-205/


]]> 1273 no Opportunity Zones For Family Offices, With Alex Bhathal (Episode 204) https://opportunitydb.com/2022/07/alex-bhathal-204/ Ultra High Net Worth investors and family offices are ideally suited for real estate investments in Opportunity Zones. The long holding period and strategic differences between OZs and other tax-advantaged investments can be complimentary in a large investment portfolio. Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss the evolution of Opportunity Zones and how family offices have come to better understand the incentive. Show notes: https://opportunitydb.com/2022/07/alex-bhathal-204/ Tue, 05 Jul 2022 21:00:00 -0000 Opportunity Zones For Family Offices, With Alex Bhathal full 204 OpportunityZones.com Ultra High Net Worth investors and family offices are ideally suited for real estate investments in Opportunity Zones. Ultra High Net Worth investors and family offices are ideally suited for real estate investments in Opportunity Zones. The long holding period and strategic differences between OZs and other tax-advantaged investments can be complimentary in a large investment portfolio. Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss the evolution of Opportunity Zones and how family offices have come to better understand the incentive. Show notes: https://opportunitydb.com/2022/07/alex-bhathal-204/ Ultra High Net Worth investors and family offices are ideally suited for real estate investments in Opportunity Zones. The long holding period and strategic differences between OZs and other tax-advantaged investments can be complimentary in a large investment portfolio.

Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss the evolution of Opportunity Zones and how family offices have come to better understand the incentive.

Show notes: https://opportunitydb.com/2022/07/alex-bhathal-204/

]]> 989 no Developing Oregon's Opportunity Zones, With Vanessa Sturgeon (Episode 203) https://opportunitydb.com/2022/06/vanessa-sturgeon-203/ Oregon has been scrutinized for some of the state's Opportunity Zone selections, particularly those in downtown Portland. Vanessa Sturgeon, founder of Sturgeon Development Partners, joins the show to discuss how the Opportunity Zone nominating process unfolded in Oregon, why it was so controversial, and where her firm is developing in the state. Show notes: https://opportunitydb.com/2022/06/vanessa-sturgeon-203/ Thu, 30 Jun 2022 21:00:00 -0000 Developing Oregon's Opportunity Zones, With Vanessa Sturgeon full 203 OpportunityZones.com Vanessa Sturgeon, founder of Sturgeon Development Partners, joins the show to discuss how the Opportunity Zone nominating process unfolded in Oregon. Oregon has been scrutinized for some of the state's Opportunity Zone selections, particularly those in downtown Portland. Vanessa Sturgeon, founder of Sturgeon Development Partners, joins the show to discuss how the Opportunity Zone nominating process unfolded in Oregon, why it was so controversial, and where her firm is developing in the state. Show notes: https://opportunitydb.com/2022/06/vanessa-sturgeon-203/ Oregon has been scrutinized for some of the state's Opportunity Zone selections, particularly those in downtown Portland.

Vanessa Sturgeon, founder of Sturgeon Development Partners, joins the show to discuss how the Opportunity Zone nominating process unfolded in Oregon, why it was so controversial, and where her firm is developing in the state.

Show notes: https://opportunitydb.com/2022/06/vanessa-sturgeon-203/


]]> 1309 no DSTs And OZs For Advisors, With Louis Reynolds (Episode 202) https://opportunitydb.com/2022/06/louis-reynolds-202/ When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. But when is each of these options appropriate? And how can advisors place their clients into the appropriate tax mitigating investment products? Louis Reynolds, CEO of Synergistic Exchange Solutions, joins the show to discuss real estate as an asset class, and when Opportunity Zones or other tax mitigation strategies are right for High Net Worth investors. Show notes: https://opportunitydb.com/2022/06/louis-reynolds-202/ Tue, 28 Jun 2022 21:00:00 -0000 DSTs And OZs For Advisors, With Louis Reynolds full 202 OpportunityZones.com When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. But when is each of these options appropriate? And how can advisors place their clients into the appropriate tax mitigating investment products? Louis Reynolds, CEO of Synergistic Exchange Solutions, joins the show to discuss real estate as an asset class, and when Opportunity Zones or other tax mitigation strategies are right for High Net Worth investors. Show notes: https://opportunitydb.com/2022/06/louis-reynolds-202/ When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. But when is each of these options appropriate? And how can advisors place their clients into the appropriate tax mitigating investment products?

Louis Reynolds, CEO of Synergistic Exchange Solutions, joins the show to discuss real estate as an asset class, and when Opportunity Zones or other tax mitigation strategies are right for High Net Worth investors.

Show notes: https://opportunitydb.com/2022/06/louis-reynolds-202/

]]> 2191 no How Securities Laws Impact Qualified Opportunity Funds, With Coni Rathbone (Episode 201) https://opportunitydb.com/2022/06/coni-rathbone-201/ Real estate securities laws that apply to Qualified Opportunity Funds can have a huge (and often times ignored) impact on OZ developers and project sponsors. Coni Rathbone, real estate and securities attorney at Dunn Carney, joins the show to discuss what real estate developers and fund operators need to be aware of before raising Opportunity Zone capital from investors. Show notes: https://opportunitydb.com/2022/06/coni-rathbone-201/ Thu, 23 Jun 2022 21:04:00 -0000 How Securities Laws Impact Qualified Opportunity Funds, With Coni Rathbone full 201 OpportunityZones.com Real estate securities laws that apply to Qualified Opportunity Funds can have a huge impact on OZ developers and project sponsors. Real estate securities laws that apply to Qualified Opportunity Funds can have a huge (and often times ignored) impact on OZ developers and project sponsors. Coni Rathbone, real estate and securities attorney at Dunn Carney, joins the show to discuss what real estate developers and fund operators need to be aware of before raising Opportunity Zone capital from investors. Show notes: https://opportunitydb.com/2022/06/coni-rathbone-201/ Real estate securities laws that apply to Qualified Opportunity Funds can have a huge (and often times ignored) impact on OZ developers and project sponsors.

Coni Rathbone, real estate and securities attorney at Dunn Carney, joins the show to discuss what real estate developers and fund operators need to be aware of before raising Opportunity Zone capital from investors.

Show notes: https://opportunitydb.com/2022/06/coni-rathbone-201/

]]> 2249 no Community Activation In Opportunity Zones, With Chris Cooley (Episode 200) https://opportunitydb.com/2022/06/chris-cooley-200/ Community activation may be the key to long-term success of Opportunity Zones. Chris Cooley, CEO of OZworks Group, joins episode #200 of the Opportunity Zones Podcast to discuss OZ advocacy, why community-led OZ projects are crucial to the long-term success of the initiative, and updates on the progress of OZworks Group's online community. Show notes: https://opportunitydb.com/2022/06/chris-cooley-200/ Tue, 21 Jun 2022 22:04:48 -0000 Community Activation In Opportunity Zones, With Chris Cooley full 200 OpportunityZones.com Community activation may be the key to long-term success of Opportunity Zones. Community activation may be the key to long-term success of Opportunity Zones. Chris Cooley, CEO of OZworks Group, joins episode #200 of the Opportunity Zones Podcast to discuss OZ advocacy, why community-led OZ projects are crucial to the long-term success of the initiative, and updates on the progress of OZworks Group's online community. Show notes: https://opportunitydb.com/2022/06/chris-cooley-200/ Community activation may be the key to long-term success of Opportunity Zones.

Chris Cooley, CEO of OZworks Group, joins episode #200 of the Opportunity Zones Podcast to discuss OZ advocacy, why community-led OZ projects are crucial to the long-term success of the initiative, and updates on the progress of OZworks Group's online community.

Show notes: https://opportunitydb.com/2022/06/chris-cooley-200/


]]> 1819 no 7 Common Mistakes Made By OZ Investors, With Andrew Gradman (Episode 199) https://opportunitydb.com/2022/06/andrew-gradman-199/ It's incredibly easy for Qualified Opportunity Fund managers and limited partners who invest in such funds to get tripped up by many of the novel complexities that arise from the statute and regulations dictating Opportunity Zone investing. Andrew Gradman, a tax attorney who specializes in Opportunity Zone transactions, joins the show to discuss his recent article for California Tax Lawyer, titled "QOZ Planning When Penalties Are A Certainty." Show notes: https://opportunitydb.com/2022/06/andrew-gradman-199/ Tue, 14 Jun 2022 21:25:32 -0000 7 Common Mistakes Made By OZ Investors, With Andrew Gradman full 199 OpportunityZones.com Andrew Gradman, a tax attorney who specializes in Opportunity Zone transactions, joins to discuss his recent article for California Tax Lawyer. It's incredibly easy for Qualified Opportunity Fund managers and limited partners who invest in such funds to get tripped up by many of the novel complexities that arise from the statute and regulations dictating Opportunity Zone investing. Andrew Gradman, a tax attorney who specializes in Opportunity Zone transactions, joins the show to discuss his recent article for California Tax Lawyer, titled "QOZ Planning When Penalties Are A Certainty." Show notes: https://opportunitydb.com/2022/06/andrew-gradman-199/ It's incredibly easy for Qualified Opportunity Fund managers and limited partners who invest in such funds to get tripped up by many of the novel complexities that arise from the statute and regulations dictating Opportunity Zone investing.

Andrew Gradman, a tax attorney who specializes in Opportunity Zone transactions, joins the show to discuss his recent article for California Tax Lawyer, titled "QOZ Planning When Penalties Are A Certainty."

Show notes: https://opportunitydb.com/2022/06/andrew-gradman-199/


]]> 2171 no 4 Multifamily Real Estate Trends For 2022, With Scott Hawksworth (Episode 198) https://opportunitydb.com/2022/06/scott-hawksworth-198/ Multifamily is the most popular asset class for Opportunity Zone investors. According to the latest Qualified Opportunity Fund survey data from Novogradac, approximately 80% of all QOFs have exposure to residential real estate. Scott Hawksworth, co-founder of MultifamilyInvestor.com, joins the show to discuss multifamily real estate investing trends that are unfolding in 2022, how current macroeconomic conditions are affecting investors, and how Opportunity Zone investors are reacting to the asset class. Transcript and show notes: https://opportunitydb.com/2022/06/scott-hawksworth-198/ Tue, 07 Jun 2022 21:42:44 -0000 4 Multifamily Real Estate Trends For 2022, With Scott Hawksworth full 198 OpportunityZones.com Multifamily is the most popular asset class for Opportunity Zone investors. Multifamily is the most popular asset class for Opportunity Zone investors. According to the latest Qualified Opportunity Fund survey data from Novogradac, approximately 80% of all QOFs have exposure to residential real estate. Scott Hawksworth, co-founder of MultifamilyInvestor.com, joins the show to discuss multifamily real estate investing trends that are unfolding in 2022, how current macroeconomic conditions are affecting investors, and how Opportunity Zone investors are reacting to the asset class. Transcript and show notes: https://opportunitydb.com/2022/06/scott-hawksworth-198/ Multifamily is the most popular asset class for Opportunity Zone investors. According to the latest Qualified Opportunity Fund survey data from Novogradac, approximately 80% of all QOFs have exposure to residential real estate.

Scott Hawksworth, co-founder of MultifamilyInvestor.com, joins the show to discuss multifamily real estate investing trends that are unfolding in 2022, how current macroeconomic conditions are affecting investors, and how Opportunity Zone investors are reacting to the asset class.

Transcript and show notes: https://opportunitydb.com/2022/06/scott-hawksworth-198/


]]> 1223 no Financial Repression And Opportunity Zones, With Andy Hagans (Episode 197) https://opportunitydb.com/2022/06/andy-hagans-197/ With stocks and bonds trending downward as of late, record amounts of money are pouring into alternative investments, including Qualified Opportunity Funds. Andy Hagans, co-founder of AltsDb, joins the show to discuss where Opportunity Zones fit into the broader alternative investments asset class and how financial repression is creating an opportunity for OZ investors. Transcript and show notes: https://opportunitydb.com/2022/06/andy-hagans-197/ Wed, 01 Jun 2022 17:26:00 -0000 Financial Repression And Opportunity Zones, With Andy Hagans full 197 OpportunityZones.com Record amounts of money are pouring into alternative investments, including Qualified Opportunity Funds. With stocks and bonds trending downward as of late, record amounts of money are pouring into alternative investments, including Qualified Opportunity Funds. Andy Hagans, co-founder of AltsDb, joins the show to discuss where Opportunity Zones fit into the broader alternative investments asset class and how financial repression is creating an opportunity for OZ investors. Transcript and show notes: https://opportunitydb.com/2022/06/andy-hagans-197/ With stocks and bonds trending downward as of late, record amounts of money are pouring into alternative investments, including Qualified Opportunity Funds.

Andy Hagans, co-founder of AltsDb, joins the show to discuss where Opportunity Zones fit into the broader alternative investments asset class and how financial repression is creating an opportunity for OZ investors.

Transcript and show notes: https://opportunitydb.com/2022/06/andy-hagans-197/

]]> 2411 Live From The Novogradac 2022 Spring OZ Conference, With Ashley Tison (Episode 196) https://opportunitydb.com/2022/05/ashley-tison-196/ Opportunity Zone reform legislation, social impact, and fundraising trends were hot topics at last month's Novogradac OZ Conference in Long Beach, California. Ashley Tison, co-founder of OZ Pros, joins the show live on-site to discuss where the Opportunity Zone program currently stands and what the future holds for OZ investments. Transcript and show notes: https://opportunitydb.com/2022/05/ashley-tison-196/ Wed, 25 May 2022 10:00:00 -0000 Live From The Novogradac 2022 Spring OZ Conference, With Ashley Tison full 196 OpportunityZones.com Where the Opportunity Zone program currently stands and what the future holds for OZ investments. Opportunity Zone reform legislation, social impact, and fundraising trends were hot topics at last month's Novogradac OZ Conference in Long Beach, California. Ashley Tison, co-founder of OZ Pros, joins the show live on-site to discuss where the Opportunity Zone program currently stands and what the future holds for OZ investments. Transcript and show notes: https://opportunitydb.com/2022/05/ashley-tison-196/ Opportunity Zone reform legislation, social impact, and fundraising trends were hot topics at last month's Novogradac OZ Conference in Long Beach, California.

Ashley Tison, co-founder of OZ Pros, joins the show live on-site to discuss where the Opportunity Zone program currently stands and what the future holds for OZ investments.

Transcript and show notes: https://opportunitydb.com/2022/05/ashley-tison-196/

]]> 1116 no OZ Investing Tips, From The Experts (Episode 195) https://opportunitydb.com/2022/05/oz-investing-tips-195/ In today’s “man-on-the-street” style episode, Jimmy Atkinson conducts five rapid-fire live interviews at the ADISA 2022 Spring Conference, featuring OZ investing insights from Erik Hayden (Urban Catalyst), James Brunger (Capital Square), Jamie Nahon (Eagle OZ), Matt Iak (U.S. Energy Development Corporation), and Rob Johnson (Realized). ADISA’s Spring Conference is designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments with several educational sessions offered, many of which qualify for Continuing Education credit. Transcript and show notes at OpportunityDb.com Wed, 18 May 2022 10:00:00 -0000 OZ Investing Tips, From The Experts full 195 OpportunityZones.com What does the future hold for the tax-incentivized Opportunity Zone investments? In today’s “man-on-the-street” style episode, Jimmy Atkinson conducts five rapid-fire live interviews at the ADISA 2022 Spring Conference, featuring OZ investing insights from Erik Hayden (Urban Catalyst), James Brunger (Capital Square), Jamie Nahon (Eagle OZ), Matt Iak (U.S. Energy Development Corporation), and Rob Johnson (Realized). ADISA’s Spring Conference is designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments with several educational sessions offered, many of which qualify for Continuing Education credit. Transcript and show notes at OpportunityDb.com In today’s “man-on-the-street” style episode, Jimmy Atkinson conducts five rapid-fire live interviews at the ADISA 2022 Spring Conference, featuring OZ investing insights from Erik Hayden (Urban Catalyst), James Brunger (Capital Square), Jamie Nahon (Eagle OZ), Matt Iak (U.S. Energy Development Corporation), and Rob Johnson (Realized).

ADISA’s Spring Conference is designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments with several educational sessions offered, many of which qualify for Continuing Education credit.

Transcript and show notes at OpportunityDb.com

]]> 1203 no Asset Classes For OZ Investing, With Kira Golden (Episode 194) https://opportunitydb.com/2022/05/kira-golden-193/ Investing across different asset classes provides not only diversification benefits but alternative sources of growth and revenue. Opportunity zones can offer strong investment returns with an added social impact component in the United States and in Puerto Rico. Kira Golden is the CEO of Direct Source Wealth, a real estate development company out of Denver that does direct deals and serves as a platform for new and experienced investors. By the time she was 18, Kira had holdings in both the real estate and stock market.  Transcript and show notes at OpportunityDb.com. Wed, 11 May 2022 10:00:00 -0000 Asset Classes For OZ Investing, With Kira Golden full 194 OpportunityZones.com What are the different asset classes for OZ investing in the US and in Puerto Rico? Investing across different asset classes provides not only diversification benefits but alternative sources of growth and revenue. Opportunity zones can offer strong investment returns with an added social impact component in the United States and in Puerto Rico. Kira Golden is the CEO of Direct Source Wealth, a real estate development company out of Denver that does direct deals and serves as a platform for new and experienced investors. By the time she was 18, Kira had holdings in both the real estate and stock market.  Transcript and show notes at OpportunityDb.com. Investing across different asset classes provides not only diversification benefits but alternative sources of growth and revenue. Opportunity zones can offer strong investment returns with an added social impact component in the United States and in Puerto Rico.

Kira Golden is the CEO of Direct Source Wealth, a real estate development company out of Denver that does direct deals and serves as a platform for new and experienced investors. By the time she was 18, Kira had holdings in both the real estate and stock market. 

Transcript and show notes at OpportunityDb.com.

]]> 987 no How to Advocate for Opportunity Zone Improvements (Episode 193) https://opportunitydb.com/2022/05/opportunity-zone-advocacy-193/ Learn how you can voice your support for the Opportunity Zones Improvement, Transparency, and Extension Act (H.R.7467 / S.4065). The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Chris Cooley, Catherine Lyons, and Rachel Reilly.  Transcript and show notes at OpportunityDb.com. Wed, 04 May 2022 10:00:00 -0000 How to Advocate For Opportunity Zone Improvements full 193 OpportunityZones.com How you can voice your support for the Opportunity Zones Improvement, Transparency, and Extension Act? Learn how you can voice your support for the Opportunity Zones Improvement, Transparency, and Extension Act (H.R.7467 / S.4065). The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Chris Cooley, Catherine Lyons, and Rachel Reilly.  Transcript and show notes at OpportunityDb.com. Learn how you can voice your support for the Opportunity Zones Improvement, Transparency, and Extension Act (H.R.7467 / S.4065).

The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Chris Cooley, Catherine Lyons, and Rachel Reilly. 

Transcript and show notes at OpportunityDb.com.

]]> 4808 no Boutique Hotels In Opportunity Zones, With David Kessler (Episode 192) https://opportunitydb.com/2022/04/david-kessler-192/ The hospitality industry has been one of the most watched trends in recent years, with boutique hotels at the forefront of the ever-evolving hospitality business. Smaller, less commercial hotels offer the safety and personalized service travelers seek in a post-pandemic world. Coupled with an Opportunity Zone incentive, investors are taking notice - and the result is as exciting as it is unique. David Kessler, founder and CEO of Sandstone Partners, shares his experiences in the boutique hotel industry, specific to projects in OZ communities. David has over 19 years of real estate investment and development experience. Sandstone Partners targets underperforming mixed-use, hospitality, and multifamily properties executing business plans ranging from value-add to ground-up development. Transcript and show notes at OpportunityDb.com. Wed, 27 Apr 2022 10:00:00 -0000 Boutique Hotels In Opportunity Zones, With David Kessler full 192 OpportunityZones.com How can investors develop boutique hotels in qualified opportunity zones? The hospitality industry has been one of the most watched trends in recent years, with boutique hotels at the forefront of the ever-evolving hospitality business. Smaller, less commercial hotels offer the safety and personalized service travelers seek in a post-pandemic world. Coupled with an Opportunity Zone incentive, investors are taking notice - and the result is as exciting as it is unique. David Kessler, founder and CEO of Sandstone Partners, shares his experiences in the boutique hotel industry, specific to projects in OZ communities. David has over 19 years of real estate investment and development experience. Sandstone Partners targets underperforming mixed-use, hospitality, and multifamily properties executing business plans ranging from value-add to ground-up development. Transcript and show notes at OpportunityDb.com. The hospitality industry has been one of the most watched trends in recent years, with boutique hotels at the forefront of the ever-evolving hospitality business. Smaller, less commercial hotels offer the safety and personalized service travelers seek in a post-pandemic world. Coupled with an Opportunity Zone incentive, investors are taking notice - and the result is as exciting as it is unique.

David Kessler, founder and CEO of Sandstone Partners, shares his experiences in the boutique hotel industry, specific to projects in OZ communities. David has over 19 years of real estate investment and development experience. Sandstone Partners targets underperforming mixed-use, hospitality, and multifamily properties executing business plans ranging from value-add to ground-up development.

Transcript and show notes at OpportunityDb.com.

]]> 1482 no The OZ Reform Bill, With Shay Hawkins (Episode 191) https://opportunitydb.com/2022/04/shay-hawkins-191/ Bipartisan and bicameral legislation was recently introduced that would improve Opportunity Zones and push back the tax incentive’s deferral date by two years, from 2026 to 2028. The extension will allow OZ investors to continue attracting capital for a program that both supports the local tax base and boosts job growth in these communities.  Senator Tim Scott's former tax adviser, Shay Hawkins is founder and CEO of the Opportunity Funds Association (OFA) -- a Washington, DC-based advocacy, education, and communications group for the Qualified Opportunity Fund industry.  Transcript and show notes at OpportunityDb.com. Mon, 25 Apr 2022 10:00:00 -0000 The OZ Reform Bill, With Shay Hawkins full 191 OpportunityZones.com What does the future hold for the tax-incentivized Opportunity Zone investments? Bipartisan and bicameral legislation was recently introduced that would improve Opportunity Zones and push back the tax incentive’s deferral date by two years, from 2026 to 2028. The extension will allow OZ investors to continue attracting capital for a program that both supports the local tax base and boosts job growth in these communities.  Senator Tim Scott's former tax adviser, Shay Hawkins is founder and CEO of the Opportunity Funds Association (OFA) -- a Washington, DC-based advocacy, education, and communications group for the Qualified Opportunity Fund industry.  Transcript and show notes at OpportunityDb.com. Bipartisan and bicameral legislation was recently introduced that would improve Opportunity Zones and push back the tax incentive’s deferral date by two years, from 2026 to 2028. The extension will allow OZ investors to continue attracting capital for a program that both supports the local tax base and boosts job growth in these communities. 

Senator Tim Scott's former tax adviser, Shay Hawkins is founder and CEO of the Opportunity Funds Association (OFA) -- a Washington, DC-based advocacy, education, and communications group for the Qualified Opportunity Fund industry. 

Transcript and show notes at OpportunityDb.com.

]]> 1604 no Orchard Farming In Opportunity Zones, With Josh Guggenheim (Episode 190) https://opportunitydb.com/2022/04/josh-guggenheim-190/ When combined with the opportunity zone incentive, can orchard farming be a compelling asset class for investors? What are the risks and benefits? Farming offers unique features compared to traditional real estate, but it's imperative to understanding these variables before diving in. Listen in to learn more from our guest Josh Guggenheim, the Director of Acquisitions at Gold Leaf Farming, a hybrid farming company and investment firm located in San Francisco, California. Wed, 20 Apr 2022 10:00:00 -0000 Orchard Farming In Opportunity Zones, With Josh Guggenheim full 190 OpportunityZones.com How can orchard farming capitalize on the Opportunity Zones program? When combined with the opportunity zone incentive, can orchard farming be a compelling asset class for investors? What are the risks and benefits? Farming offers unique features compared to traditional real estate, but it's imperative to understanding these variables before diving in. Listen in to learn more from our guest Josh Guggenheim, the Director of Acquisitions at Gold Leaf Farming, a hybrid farming company and investment firm located in San Francisco, California. When combined with the opportunity zone incentive, can orchard farming be a compelling asset class for investors? What are the risks and benefits? Farming offers unique features compared to traditional real estate, but it's imperative to understanding these variables before diving in. Listen in to learn more from our guest Josh Guggenheim, the Director of Acquisitions at Gold Leaf Farming, a hybrid farming company and investment firm located in San Francisco, California.

]]> 1200 no OZ Strategies For High Net Worth Investors, An OZ Pitch Day Panel (Episode 189) https://opportunitydb.com/2022/04/oz-strategies-189/ In this panel from OZ Pitch Day Spring 2022, a trio of experts discuss the various strategies that investors can use to optimize the tax efficiency of their portfolios. This episode is the audio version of an OZ Pitch Day Spring 2022 panel titled, “Opportunity Zone Strategies for High Net Worth Investors.” The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Jay Frank, Rob Johnson, and Scott Hawksworth. Recorded live on March 29, 2022.  Transcript and show notes at OpportunityDb.com. Wed, 13 Apr 2022 10:00:00 -0000 OZ Strategies For High Net Worth Investors, An OZ Pitch Day Panel full 189 OpportunityZones.com What are the various strategies that investors can use to optimize the tax efficiency of their portfolios? In this panel from OZ Pitch Day Spring 2022, a trio of experts discuss the various strategies that investors can use to optimize the tax efficiency of their portfolios. This episode is the audio version of an OZ Pitch Day Spring 2022 panel titled, “Opportunity Zone Strategies for High Net Worth Investors.” The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Jay Frank, Rob Johnson, and Scott Hawksworth. Recorded live on March 29, 2022.  Transcript and show notes at OpportunityDb.com. In this panel from OZ Pitch Day Spring 2022, a trio of experts discuss the various strategies that investors can use to optimize the tax efficiency of their portfolios.

This episode is the audio version of an OZ Pitch Day Spring 2022 panel titled, “Opportunity Zone Strategies for High Net Worth Investors.” The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Jay Frank, Rob Johnson, and Scott Hawksworth. Recorded live on March 29, 2022. 

Transcript and show notes at OpportunityDb.com.

]]> 1105 no 1031s, 721s, And Opportunity Zones, With Jay Frank (Episode 188) https://opportunitydb.com/2022/04/jay-frank-188/ What are the differences between Opportunity Zones and 1031 Exchanges? And why might one be a good choice for your own investments? Listen as we discuss this topic and more with Jay Frank, the President of Cantor Fitzgerald Capital and Chief Operating Officer of Cantor Fitzgerald Investment Management. Cantor Fitzgerald is a global financial services and real estate investment management firm. Jay is involved in overseeing the day-to-day operations of the business, providing direction and implementing strategic initiatives.  Transcript and show notes at OpportunityDb.com. Wed, 06 Apr 2022 10:00:00 -0000 1031s, 721s, And Opportunity Zones, With Jay Frank full 188 OpportunityZones.com What are the differences between Opportunity Zones and 1031 Exchanges? What are the differences between Opportunity Zones and 1031 Exchanges? And why might one be a good choice for your own investments? Listen as we discuss this topic and more with Jay Frank, the President of Cantor Fitzgerald Capital and Chief Operating Officer of Cantor Fitzgerald Investment Management. Cantor Fitzgerald is a global financial services and real estate investment management firm. Jay is involved in overseeing the day-to-day operations of the business, providing direction and implementing strategic initiatives.  Transcript and show notes at OpportunityDb.com. What are the differences between Opportunity Zones and 1031 Exchanges? And why might one be a good choice for your own investments?

Listen as we discuss this topic and more with Jay Frank, the President of Cantor Fitzgerald Capital and Chief Operating Officer of Cantor Fitzgerald Investment Management. Cantor Fitzgerald is a global financial services and real estate investment management firm. Jay is involved in overseeing the day-to-day operations of the business, providing direction and implementing strategic initiatives. 

Transcript and show notes at OpportunityDb.com.

]]> 2545 no Previewing The Novogradac Spring OZ Conference, With Brent Parker (Episode 187) https://opportunitydb.com/2022/03/brent-parker-187/ Find out how you can invest in distressed areas around the country while connecting with some of the brightest professionals in the opportunity zones (OZ) arena during this two-day conference sponsored by Novogradac, a national professional services organization that consists of affiliates and divisions in certified public accounting, valuation, and consulting.  Transcript and show notes at OpportunityDb.com. Wed, 30 Mar 2022 10:00:00 -0000 Previewing The Novogradac Spring OZ Conference, With Brent Parker full 187 OpportunityZones.com What key topics will be discussed at Novogradac's Spring OZ Conference? Find out how you can invest in distressed areas around the country while connecting with some of the brightest professionals in the opportunity zones (OZ) arena during this two-day conference sponsored by Novogradac, a national professional services organization that consists of affiliates and divisions in certified public accounting, valuation, and consulting.  Transcript and show notes at OpportunityDb.com. Find out how you can invest in distressed areas around the country while connecting with some of the brightest professionals in the opportunity zones (OZ) arena during this two-day conference sponsored by Novogradac, a national professional services organization that consists of affiliates and divisions in certified public accounting, valuation, and consulting. 

Transcript and show notes at OpportunityDb.com.

]]> 1284 no Silicon Valley Opportunity Zone Update, With Erik Hayden (Episode 186) https://opportunitydb.com/2022/03/erik-hayden-186/ Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide updates on Silicon Valley Opportunity Zones and what funds are currently proving attractive investment opportunities. Urban Catalyst is the largest developer of Opportunity Zone real estate in Silicon Valley. Transcript and show notes at OpportunityDb.com. Wed, 23 Mar 2022 10:00:00 -0000 Silicon Valley Opportunity Zone Update, With Erik Hayden full 186 OpportunityZones.com What OZ funds are currently proving attractive investment opportunities in Silicon Valley? Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide updates on Silicon Valley Opportunity Zones and what funds are currently proving attractive investment opportunities. Urban Catalyst is the largest developer of Opportunity Zone real estate in Silicon Valley. Transcript and show notes at OpportunityDb.com. Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide updates on Silicon Valley Opportunity Zones and what funds are currently proving attractive investment opportunities. Urban Catalyst is the largest developer of Opportunity Zone real estate in Silicon Valley.

Transcript and show notes at OpportunityDb.com.

]]> 1365 no A Vertically Integrated OZ Fund, With Chris Loeffler (Episode 185) https://opportunitydb.com/2022/03/chris-loeffler-185/ What does it mean to be vertically integrated in the opportunity zones investment process? And how might vertical integration increase profits and shareholder returns? Chris Loeffler is the CEO of Caliber and serves as Chairman of the Company’s Board of Directors. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. Transcript and show notes at OpportunityDb.com. Mon, 14 Mar 2022 10:00:00 -0000 A Vertically Integrated OZ Fund, With Chris Loeffler full 185 OpportunityZones.com What does it mean to be vertically integrated in the opportunity zones investment process? What does it mean to be vertically integrated in the opportunity zones investment process? And how might vertical integration increase profits and shareholder returns? Chris Loeffler is the CEO of Caliber and serves as Chairman of the Company’s Board of Directors. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. Transcript and show notes at OpportunityDb.com. What does it mean to be vertically integrated in the opportunity zones investment process? And how might vertical integration increase profits and shareholder returns?

Chris Loeffler is the CEO of Caliber and serves as Chairman of the Company’s Board of Directors. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation.

Transcript and show notes at OpportunityDb.com.

]]> 1869 no The Investor Advocacy Approach To Opportunity Zones, With Greg Genovese (Episode 184) https://opportunitydb.com/2022/03/greg-genovese-184/ Since its inception, opportunity funds have captured the attention of investors, asset managers, policymakers, community leaders, and financial institutions, with no sign of the trend abating. In fact, interest has been staggering due to the tax benefits, ranging from tax-free appreciation to capital gains deferral. But approach and fit are key components to scale and sustain an OZ investment strategy. And selecting the right fund and fund manager is critical to long-term success. Greg Genovese, CEO of USG Realty Capital and Investors Choice OZ Fund, shares his view on investor advocacy and how to ensure alignment among stakeholders within OZ. Transcript and show notes at OpportunityDb.com. Wed, 09 Mar 2022 11:00:00 -0000 The Investor Advocacy Approach To Opportunity Zones, With Greg Genovese full 184 OpportunityZones.com What is an investor advocacy and wealth management approach to opportunity zone investing? Since its inception, opportunity funds have captured the attention of investors, asset managers, policymakers, community leaders, and financial institutions, with no sign of the trend abating. In fact, interest has been staggering due to the tax benefits, ranging from tax-free appreciation to capital gains deferral. But approach and fit are key components to scale and sustain an OZ investment strategy. And selecting the right fund and fund manager is critical to long-term success. Greg Genovese, CEO of USG Realty Capital and Investors Choice OZ Fund, shares his view on investor advocacy and how to ensure alignment among stakeholders within OZ. Transcript and show notes at OpportunityDb.com. Since its inception, opportunity funds have captured the attention of investors, asset managers, policymakers, community leaders, and financial institutions, with no sign of the trend abating. In fact, interest has been staggering due to the tax benefits, ranging from tax-free appreciation to capital gains deferral.

But approach and fit are key components to scale and sustain an OZ investment strategy. And selecting the right fund and fund manager is critical to long-term success. Greg Genovese, CEO of USG Realty Capital and Investors Choice OZ Fund, shares his view on investor advocacy and how to ensure alignment among stakeholders within OZ.

Transcript and show notes at OpportunityDb.com.

]]> 1474 no Opportunity Zone Investing Misconceptions, With Michael Episcope (Episode 183) https://opportunitydb.com/2022/02/michael-episcope-183/ Misconceptions often cause investors to opt out of potentially profitable and viable investment opportunities. The Federal Opportunity Zone tax incentive program has had its fair share of uncertainties due to miseducation and confusion around alternative investments. But with the right fund manager and scheme in place, investors can feel good about helping underserved communities while experiencing significant tax breaks. Michael Episcope unpacks opportunity zone investing misconceptions and explores the potential benefits of adding alternative assets to a portfolio. Michael is co-founder and principal of Origin Investments, a private equity real estate firm founded in 2007. Transcript and show notes at OpportunityDb.com. Wed, 02 Mar 2022 11:00:00 -0000 Opportunity Zone Investing Misconceptions, With Michael Episcope full 183 OpportunityZones.com What are common misconceptions about opportunity zone investing? Misconceptions often cause investors to opt out of potentially profitable and viable investment opportunities. The Federal Opportunity Zone tax incentive program has had its fair share of uncertainties due to miseducation and confusion around alternative investments. But with the right fund manager and scheme in place, investors can feel good about helping underserved communities while experiencing significant tax breaks. Michael Episcope unpacks opportunity zone investing misconceptions and explores the potential benefits of adding alternative assets to a portfolio. Michael is co-founder and principal of Origin Investments, a private equity real estate firm founded in 2007. Transcript and show notes at OpportunityDb.com. Misconceptions often cause investors to opt out of potentially profitable and viable investment opportunities. The Federal Opportunity Zone tax incentive program has had its fair share of uncertainties due to miseducation and confusion around alternative investments. But with the right fund manager and scheme in place, investors can feel good about helping underserved communities while experiencing significant tax breaks.

Michael Episcope unpacks opportunity zone investing misconceptions and explores the potential benefits of adding alternative assets to a portfolio. Michael is co-founder and principal of Origin Investments, a private equity real estate firm founded in 2007.

Transcript and show notes at OpportunityDb.com.

]]> 1207 no How To Fill Out IRS Form 8996 For OZ Funds, With Ashley Tison (Episode 182) https://opportunitydb.com/2022/02/ashley-tison-182/ Taxpayers can defer taxes by reinvesting capital gains from an asset sale into a QOF. To do so, IRS Form 8996 must be filed by all taxpayers holding a QOF investment. Guidance on how to fill out this form will eliminate inconsistencies prior to submission. Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes at OpportunityDb.com. Fri, 25 Feb 2022 11:00:00 -0000 How To Fill Out IRS Form 8996 For OZ Funds, With Ashley Tison full 182 OpportunityZones.com How to fill out IRS Form 8996 for opportunity zone funds? Taxpayers can defer taxes by reinvesting capital gains from an asset sale into a QOF. To do so, IRS Form 8996 must be filed by all taxpayers holding a QOF investment. Guidance on how to fill out this form will eliminate inconsistencies prior to submission. Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes at OpportunityDb.com. Taxpayers can defer taxes by reinvesting capital gains from an asset sale into a QOF. To do so, IRS Form 8996 must be filed by all taxpayers holding a QOF investment. Guidance on how to fill out this form will eliminate inconsistencies prior to submission.

Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm.

Transcript and show notes at OpportunityDb.com.

]]> 1611 no How To Fill Out IRS Form 8997 For OZ Investors, With Ashley Tison (Episode 181) https://opportunitydb.com/2022/02/ashley-tison-181/ Under the opportunity zones (OZ) incentive, taxpayers can defer taxes by reinvesting capital gains from an asset sale into a qualified opportunity fund. To do so, IRS Form 8997 must be filed by all taxpayers holding a QOF investment. Guidance on how to fill out this form will eliminate confusion and inconsistencies prior to submission. Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes at OpportunityDb.com. Wed, 23 Feb 2022 11:00:00 -0000 How To Fill Out IRS Form 8997 For OZ Investors, With Ashley Tison full 181 OpportunityZones.com Under the opportunity zones (OZ) incentive, taxpayers can defer taxes by reinvesting capital gains from an asset sale into a qualified opportunity fund. To do so, IRS Form 8997 must be filed by all taxpayers holding a QOF investment. Guidance on how to fill out this form will eliminate confusion and inconsistencies prior to submission. Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes at OpportunityDb.com. Under the opportunity zones (OZ) incentive, taxpayers can defer taxes by reinvesting capital gains from an asset sale into a qualified opportunity fund. To do so, IRS Form 8997 must be filed by all taxpayers holding a QOF investment. Guidance on how to fill out this form will eliminate confusion and inconsistencies prior to submission.

Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm.

Transcript and show notes at OpportunityDb.com.

]]> 1078 no OZ Strategies For UHNWs & Family Offices, With Bob Hutchins (Episode 180) https://opportunitydb.com/2022/02/bob-hutchins-180/ How can the Ultra High Net Worths and family offices use Opportunity Zones as a strategy for social impact investing with great and tax savings? Bob Hutchins is the Managing Director of the Ellavoz Shared Values Opportunity Fund and President & CEO of Ellavoz Impact Capital. The company sponsors and manages the Ellavoz Shared Values Opportunity Fund and the Ellavoz Impact Angel Network. Transcript and show notes at OpportunityDb.com. Wed, 16 Feb 2022 11:00:00 -0000 OZ Strategies For UHNWs & Family Offices, With Bob Hutchins full 180 OpportunityZones.com How can the Ultra High Net Worths and family offices use Opportunity Zones as a strategy for social impact investing with tax savings? How can the Ultra High Net Worths and family offices use Opportunity Zones as a strategy for social impact investing with great and tax savings? Bob Hutchins is the Managing Director of the Ellavoz Shared Values Opportunity Fund and President & CEO of Ellavoz Impact Capital. The company sponsors and manages the Ellavoz Shared Values Opportunity Fund and the Ellavoz Impact Angel Network. Transcript and show notes at OpportunityDb.com. How can the Ultra High Net Worths and family offices use Opportunity Zones as a strategy for social impact investing with great and tax savings?

Bob Hutchins is the Managing Director of the Ellavoz Shared Values Opportunity Fund and President & CEO of Ellavoz Impact Capital. The company sponsors and manages the Ellavoz Shared Values Opportunity Fund and the Ellavoz Impact Angel Network.

Transcript and show notes at OpportunityDb.com.

]]> 1424 no A Multi-Strategy Opportunity Zone Approach, With Chad Debolt (Episode 179) https://opportunitydb.com/2022/02/chad-debolt-179/ A diversified investment portfolio has the ability to weather volatility and improve profitability. Coupled with alternative investment opportunities (namely real estate acquisition), diversified portfolios can maximize investor chances of achieving their financial objectives. But to achieve true diversification, it's important to first understand the challenges and complexities of these real estate opportunities. Chad Debolt, Managing Director and Principal at Saxum Real Estate is an experienced investment professional with broad financial expertise from over a decade of experience in both the private equity real estate and fixed income trading markets. Transcript and show notes at OpportunityDb.com. Wed, 09 Feb 2022 11:00:00 -0000 A Multi-Strategy Opportunity Zone Approach, With Chad Debolt full 179 OpportunityZones.com How can a diversified investment portfolio weather volatility and improve profitability? A diversified investment portfolio has the ability to weather volatility and improve profitability. Coupled with alternative investment opportunities (namely real estate acquisition), diversified portfolios can maximize investor chances of achieving their financial objectives. But to achieve true diversification, it's important to first understand the challenges and complexities of these real estate opportunities. Chad Debolt, Managing Director and Principal at Saxum Real Estate is an experienced investment professional with broad financial expertise from over a decade of experience in both the private equity real estate and fixed income trading markets. Transcript and show notes at OpportunityDb.com. A diversified investment portfolio has the ability to weather volatility and improve profitability. Coupled with alternative investment opportunities (namely real estate acquisition), diversified portfolios can maximize investor chances of achieving their financial objectives. But to achieve true diversification, it's important to first understand the challenges and complexities of these real estate opportunities.

Chad Debolt, Managing Director and Principal at Saxum Real Estate is an experienced investment professional with broad financial expertise from over a decade of experience in both the private equity real estate and fixed income trading markets.

Transcript and show notes at OpportunityDb.com.

]]> 1486 no Profitable Veterans Housing In Opportunity Zone, With Kim Kuhle (Episode 178) https://opportunitydb.com/2022/01/kim-kuhle-178/ Opportunity Zones provide many benefits, including federal capital gains tax advantages for investments made in these areas. Socially conscious investors are also turning their attention to opportunity zones, as QOFs offer local communities housing and supportive services for residents. Kim Kuhle is the CEO of the Veterans Victory Opportunity Fund (VVOF), a private-equity real estate Qualified Opportunity Fund (QOF) designed as a vehicle for investors with capital gains equity. Transcript and show notes at OpportunityDb.com. Wed, 02 Feb 2022 11:00:00 -0000 Profitable Veterans Housing In Opportunity Zone, With Kim Kuhle full 178 OpportunityZones.com What tax advantages do opportunity zones provide and what are the social and economic benefits for communities and investors? Opportunity Zones provide many benefits, including federal capital gains tax advantages for investments made in these areas. Socially conscious investors are also turning their attention to opportunity zones, as QOFs offer local communities housing and supportive services for residents. Kim Kuhle is the CEO of the Veterans Victory Opportunity Fund (VVOF), a private-equity real estate Qualified Opportunity Fund (QOF) designed as a vehicle for investors with capital gains equity. Transcript and show notes at OpportunityDb.com. Opportunity Zones provide many benefits, including federal capital gains tax advantages for investments made in these areas. Socially conscious investors are also turning their attention to opportunity zones, as QOFs offer local communities housing and supportive services for residents.

Kim Kuhle is the CEO of the Veterans Victory Opportunity Fund (VVOF), a private-equity real estate Qualified Opportunity Fund (QOF) designed as a vehicle for investors with capital gains equity.

Transcript and show notes at OpportunityDb.com.

]]> 1401 no 2022 Outlook For Multifamily OZ Investing, With Scott Hawksworth (Episode 177) https://opportunitydb.com/2022/01/scott-hawksworth-177/ There are many Qualified Opportunity Funds that encompass multifamily real estate and are well worth any investor’s consideration. Investing in multifamily property offers a wide variety of advantages for investors, such as leverage, cash flow, equity growth, and, tax savings are all financial features of a sound multifamily real estate investment. Scott Hawksworth is a co-founder of MultifamilyInvestor.com and an entrepreneur based in Chicago. MultifamilyInvestor.com covers trends and opportunities in multifamily real estate investing and helps High Net Worth investors, family offices, RIAs & financial advisors, and industry service providers navigate the ins and outs of the multifamily landscape. Transcript and show notes at OpportunityDb.com. . Wed, 26 Jan 2022 11:00:00 -0000 2022 Outlook For Multifamily OZ Investing, With Scott Hawksworth full 177 OpportunityZones.com What is the forecast for multifamily investing in 2022? There are many Qualified Opportunity Funds that encompass multifamily real estate and are well worth any investor’s consideration. Investing in multifamily property offers a wide variety of advantages for investors, such as leverage, cash flow, equity growth, and, tax savings are all financial features of a sound multifamily real estate investment. Scott Hawksworth is a co-founder of MultifamilyInvestor.com and an entrepreneur based in Chicago. MultifamilyInvestor.com covers trends and opportunities in multifamily real estate investing and helps High Net Worth investors, family offices, RIAs & financial advisors, and industry service providers navigate the ins and outs of the multifamily landscape. Transcript and show notes at OpportunityDb.com. . There are many Qualified Opportunity Funds that encompass multifamily real estate and are well worth any investor’s consideration. Investing in multifamily property offers a wide variety of advantages for investors, such as leverage, cash flow, equity growth, and, tax savings are all financial features of a sound multifamily real estate investment.

Scott Hawksworth is a co-founder of MultifamilyInvestor.com and an entrepreneur based in Chicago. MultifamilyInvestor.com covers trends and opportunities in multifamily real estate investing and helps High Net Worth investors, family offices, RIAs & financial advisors, and industry service providers navigate the ins and outs of the multifamily landscape.

Transcript and show notes at OpportunityDb.com.


.

]]> 1231 no Creating Value With ADUs In Opportunity Zones, With Adam Stone (Episode 175) https://opportunitydb.com/2022/01/adam-stone-175/ ADUs (accessory dwelling units) have become more more prevalent in recent years. Also referred to as mother-in-law suites, multigenerational units, and in-law units, ADUs offer both environmental and financial benefits for investors and tenants alike. Paired with a Qualified Opportunity Zone project, the advantages of ADUs are even greater. Adam Stone is a licensed Real Estate Broker and member of the California Bar. He has expertise in various aspects of both residential and commercial real estate including acquisition, management, entitlements, litigation, joint ventures, municipal codes, and San Diego zoning and ordinances. Transcript and show notes at OpportunityDb.com. Mon, 17 Jan 2022 11:00:00 -0000 Creating Value With ADUs In Opportunity Zones, With Adam Stone full 175 OpportunityZones.com What are ADUs (accessory dwelling units) and why have they become more more prevalent in recent years? ADUs (accessory dwelling units) have become more more prevalent in recent years. Also referred to as mother-in-law suites, multigenerational units, and in-law units, ADUs offer both environmental and financial benefits for investors and tenants alike. Paired with a Qualified Opportunity Zone project, the advantages of ADUs are even greater. Adam Stone is a licensed Real Estate Broker and member of the California Bar. He has expertise in various aspects of both residential and commercial real estate including acquisition, management, entitlements, litigation, joint ventures, municipal codes, and San Diego zoning and ordinances. Transcript and show notes at OpportunityDb.com. ADUs (accessory dwelling units) have become more more prevalent in recent years. Also referred to as mother-in-law suites, multigenerational units, and in-law units, ADUs offer both environmental and financial benefits for investors and tenants alike. Paired with a Qualified Opportunity Zone project, the advantages of ADUs are even greater.

Adam Stone is a licensed Real Estate Broker and member of the California Bar. He has expertise in various aspects of both residential and commercial real estate including acquisition, management, entitlements, litigation, joint ventures, municipal codes, and San Diego zoning and ordinances.

Transcript and show notes at OpportunityDb.com.

]]> 1324 no Opportunity Zone Impact Investing Survey, With Reid Thomas (Episode 175) https://opportunitydb.com/2022/01/reid-thomas-175/ Impact investing is an investment strategy that strives to generate social or environmental benefits in addition to financial gains. It also spans diverse range of assets, including bonds, public equity, and private equity, such as opportunity zones and New Market Tax Credits. But how does impact investing work, and how might one select a specific fund to invest in? Reid Thomas is Chief Revenue Officer and Managing Director of JTC Americas, the North American division of JTC Group, where he is responsible for overseeing the day-to-day operations of the Specialty Financial Administration business unit. Transcript and show notes at OpportunityDb.com. Wed, 12 Jan 2022 11:00:00 -0000 Opportunity Zone Impact Investing Survey, With Reid Thomas full 175 OpportunityZones.com How does impact investing work, and how might one select a specific fund to invest in? Impact investing is an investment strategy that strives to generate social or environmental benefits in addition to financial gains. It also spans diverse range of assets, including bonds, public equity, and private equity, such as opportunity zones and New Market Tax Credits. But how does impact investing work, and how might one select a specific fund to invest in? Reid Thomas is Chief Revenue Officer and Managing Director of JTC Americas, the North American division of JTC Group, where he is responsible for overseeing the day-to-day operations of the Specialty Financial Administration business unit. Transcript and show notes at OpportunityDb.com. Impact investing is an investment strategy that strives to generate social or environmental benefits in addition to financial gains. It also spans diverse range of assets, including bonds, public equity, and private equity, such as opportunity zones and New Market Tax Credits. But how does impact investing work, and how might one select a specific fund to invest in?

Reid Thomas is Chief Revenue Officer and Managing Director of JTC Americas, the North American division of JTC Group, where he is responsible for overseeing the day-to-day operations of the Specialty Financial Administration business unit.

Transcript and show notes at OpportunityDb.com.

]]> 1059 no Successful Opportunity Zone Investing Strategies (Episode 174) https://opportunitydb.com/2022/01/oz-strategies-174/ Opportunity Zone investments come with inherent potential risk, but they also offer several key advantages. Before diving in, it's important to understand investment strategies specific to OZ assets and projects. This episode is the audio version of a live opportunity zones panel at the AnySizeDealsWeek Festival of Real Estate Innovation in Las Vegas, Nevada with a focus on successful opportunity zones investment strategies. The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Ashley Tison, Bo Kemp, Peter Ciganik, and Jill Homan.  Transcript and show notes at OpportunityDb.com. Wed, 05 Jan 2022 11:00:00 -0000 Successful Opportunity Zone Investing Strategies full 174 OpportunityZones.com Before diving into opportunity zones investing, it's important to understand investment strategies specific to OZ assets and projects. Opportunity Zone investments come with inherent potential risk, but they also offer several key advantages. Before diving in, it's important to understand investment strategies specific to OZ assets and projects. This episode is the audio version of a live opportunity zones panel at the AnySizeDealsWeek Festival of Real Estate Innovation in Las Vegas, Nevada with a focus on successful opportunity zones investment strategies. The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Ashley Tison, Bo Kemp, Peter Ciganik, and Jill Homan.  Transcript and show notes at OpportunityDb.com. Opportunity Zone investments come with inherent potential risk, but they also offer several key advantages. Before diving in, it's important to understand investment strategies specific to OZ assets and projects.

This episode is the audio version of a live opportunity zones panel at the AnySizeDealsWeek Festival of Real Estate Innovation in Las Vegas, Nevada with a focus on successful opportunity zones investment strategies. The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Ashley Tison, Bo Kemp, Peter Ciganik, and Jill Homan. 

Transcript and show notes at OpportunityDb.com.

]]> 2651 no Round Trip OZ Investments, With Jeff Feinstein (Episode 173) https://opportunitydb.com/2021/12/pinnacle-partners-173/ What happens to opportunity zone capital if the qualified opportunity zones fund sells? And how does reinvestment of those proceeds from that sale occur before the end of a 10-year holding period? Transcript and show notes at OpportunityDb.com. Wed, 29 Dec 2021 11:00:00 -0000 Round Trip OZ Investments, With Jeff Feinstein full 173 OpportunityZones.com What happens to opportunity zone capital if the qualified opportunity zones fund sells? And how does reinvestment of those proceeds from that sale occur before the end of a 10-year holding period? What happens to opportunity zone capital if the qualified opportunity zones fund sells? And how does reinvestment of those proceeds from that sale occur before the end of a 10-year holding period? Transcript and show notes at OpportunityDb.com. What happens to opportunity zone capital if the qualified opportunity zones fund sells? And how does reinvestment of those proceeds from that sale occur before the end of a 10-year holding period?

Transcript and show notes at OpportunityDb.com.

]]> 1523 no How to Evaluate Opportunity Zone Deals, An OZ Pitch Day Panel (Episode 172) https://opportunitydb.com/2021/12/oz-deals-172/ What are the investment due diligence considerations when evaluating Opportunity Zone business and real estate deals? This episode is the audio version of an OZ Pitch Day panel titled, “How to Evaluate Opportunity Zone Deals.” The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Greg Genovese, Gordon Goldie, and Jill Homan. Recorded live on November 3, 2021. Transcript and show notes at OpportunityDb.com. Wed, 22 Dec 2021 11:00:00 -0000 How to Evaluate Opportunity Zone Deals, An OZ Pitch Day Panel full 172 OpportunityZones.com What are the investment due diligence considerations when evaluating Opportunity Zone business and real estate deals? What are the investment due diligence considerations when evaluating Opportunity Zone business and real estate deals? This episode is the audio version of an OZ Pitch Day panel titled, “How to Evaluate Opportunity Zone Deals.” The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Greg Genovese, Gordon Goldie, and Jill Homan. Recorded live on November 3, 2021. Transcript and show notes at OpportunityDb.com. What are the investment due diligence considerations when evaluating Opportunity Zone business and real estate deals?

This episode is the audio version of an OZ Pitch Day panel titled, “How to Evaluate Opportunity Zone Deals.” The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Greg Genovese, Gordon Goldie, and Jill Homan. Recorded live on November 3, 2021.

Transcript and show notes at OpportunityDb.com.

]]> 2135 no Bitcoin, Opportunity Zones, and Jobs, With Tom Frazier (Episode 171) https://opportunitydb.com/2021/12/tom-frazier-171/ Why are cryptocurrency investors turning to opportunity zones for tax relief and social and economic good? Opportunity zone offer investors unprecedented tax incentives; combined with Bitcoin, investors can expect significant returns with a positive social impact. Tom Frazier is the CEO of Redivider Blockchain, an investment fund that brings together Opportunity Zones to create jobs, immersion and geothermal cooled edge data centers, and Bitcoin mining to help propel the future of humanity. Transcript and show notes at OpportunityDb.com. Wed, 15 Dec 2021 11:00:00 -0000 Bitcoin, Opportunity Zones, and Jobs, With Tom Frazier full 171 OpportunityZones.com Why are cryptocurrency investors turning to opportunity zones for tax relief and social and economic good? Why are cryptocurrency investors turning to opportunity zones for tax relief and social and economic good? Opportunity zone offer investors unprecedented tax incentives; combined with Bitcoin, investors can expect significant returns with a positive social impact. Tom Frazier is the CEO of Redivider Blockchain, an investment fund that brings together Opportunity Zones to create jobs, immersion and geothermal cooled edge data centers, and Bitcoin mining to help propel the future of humanity. Transcript and show notes at OpportunityDb.com. Why are cryptocurrency investors turning to opportunity zones for tax relief and social and economic good? Opportunity zone offer investors unprecedented tax incentives; combined with Bitcoin, investors can expect significant returns with a positive social impact.

Tom Frazier is the CEO of Redivider Blockchain, an investment fund that brings together Opportunity Zones to create jobs, immersion and geothermal cooled edge data centers, and Bitcoin mining to help propel the future of humanity.

Transcript and show notes at OpportunityDb.com.

]]> 2011 no Farmland Opportunity Zone Investing, With Paul Pittman & John Heneghan (Episode 170) https://opportunitydb.com/2021/12/promised-land-170/ When combined with the opportunity zone incentive, farmland can be a compelling asset class for investors. Farmland offers unique features compared to traditional real estate and often outperforms other investments during recessionary environments. But what makes agriculture a low-risk, high-return asset and how can investors capitalize on these opportunities? Paul Pittman is the Chairman and CEO of Farmland Partners Incorporated, and John Heneghan is the founder and manager of the Promised Land Opportunity Zone Fund.  Transcript and show notes at OpportunityDb.com. Wed, 08 Dec 2021 11:00:00 -0000 Farmland Opportunity Zone Investing, With Paul Pittman & John Heneghan full 170 OpportunityZones.com When combined with the opportunity zone incentive, farmland can be a compelling asset class for investors. When combined with the opportunity zone incentive, farmland can be a compelling asset class for investors. Farmland offers unique features compared to traditional real estate and often outperforms other investments during recessionary environments. But what makes agriculture a low-risk, high-return asset and how can investors capitalize on these opportunities? Paul Pittman is the Chairman and CEO of Farmland Partners Incorporated, and John Heneghan is the founder and manager of the Promised Land Opportunity Zone Fund.  Transcript and show notes at OpportunityDb.com. When combined with the opportunity zone incentive, farmland can be a compelling asset class for investors. Farmland offers unique features compared to traditional real estate and often outperforms other investments during recessionary environments. But what makes agriculture a low-risk, high-return asset and how can investors capitalize on these opportunities?

Paul Pittman is the Chairman and CEO of Farmland Partners Incorporated, and John Heneghan is the founder and manager of the Promised Land Opportunity Zone Fund. 

Transcript and show notes at OpportunityDb.com.

]]> 1496 no OZ Multifamily In The Southeast, With James Brunger & Whit Huffman (Episode 169) https://opportunitydb.com/2021/11/capital-square-169/ Opportunity zones can benefit multifamily investors in a range of ways. Multifamily investments offer several tax benefits, income appreciation, and are a hedge against inflation. Coupled with OZ funds, multifamily housing offers several more compelling advantages. In particular, the Southeast is an area with substantial growth potential for OZ fund investors in this particular real estate niche. James Brunger serves as executive vice president, national sales of Capital Square 1031, a national real estate investment and management company. Whitson Huffman oversees investment activity at Capital Square, which includes leadership of the firm’s real estate investments related to its Delaware statutory trust/Section 1031 exchanges, qualified opportunity zone funds and other private placement investment offerings.  Transcript and show notes at OpportunityDb.com. Mon, 29 Nov 2021 22:19:21 -0000 OZ Multifamily In The Southeast, With James Brunger & Whit Huffman full 169 OpportunityZones.com Opportunity zones can benefit multifamily investors in a range of ways. Multifamily investments offer several tax benefits, income appreciation, and are a hedge against inflation. Opportunity zones can benefit multifamily investors in a range of ways. Multifamily investments offer several tax benefits, income appreciation, and are a hedge against inflation. Coupled with OZ funds, multifamily housing offers several more compelling advantages. In particular, the Southeast is an area with substantial growth potential for OZ fund investors in this particular real estate niche. James Brunger serves as executive vice president, national sales of Capital Square 1031, a national real estate investment and management company. Whitson Huffman oversees investment activity at Capital Square, which includes leadership of the firm’s real estate investments related to its Delaware statutory trust/Section 1031 exchanges, qualified opportunity zone funds and other private placement investment offerings.  Transcript and show notes at OpportunityDb.com. Opportunity zones can benefit multifamily investors in a range of ways. Multifamily investments offer several tax benefits, income appreciation, and are a hedge against inflation. Coupled with OZ funds, multifamily housing offers several more compelling advantages. In particular, the Southeast is an area with substantial growth potential for OZ fund investors in this particular real estate niche.

James Brunger serves as executive vice president, national sales of Capital Square 1031, a national real estate investment and management company. Whitson Huffman oversees investment activity at Capital Square, which includes leadership of the firm’s real estate investments related to its Delaware statutory trust/Section 1031 exchanges, qualified opportunity zone funds and other private placement investment offerings. 

Transcript and show notes at OpportunityDb.com.

]]> 1749 no The Future of Opportunity Zones, With Shay Hawkins (Episode 168) https://opportunitydb.com/2021/11/shay-hawkins-168/ What does the future holds for the tax-incentivized Opportunity Zone investments? Will there be a reasonable expansion of the OZ policy in the coming years? While future legislation for OZs remains open to debate, this bipartisan investment program offers distinct financial benefits with social and economic impacts. Shay Hawkins is the co-founder of the Opportunity Funds Association, an organization that enables Opportunity Fund managers and investors to participate in public policy, share best practices, and communicate the industry’s contributions to distressed rural and urban communities across the country.  Transcript and show notes at OpportunityDb.com. Wed, 24 Nov 2021 11:00:00 -0000 The Future of Opportunity Zones, With Shay Hawkins full 168 OpportunityZones.com What does the future holds for the tax-incentivized Opportunity Zone investments? What does the future holds for the tax-incentivized Opportunity Zone investments? Will there be a reasonable expansion of the OZ policy in the coming years? While future legislation for OZs remains open to debate, this bipartisan investment program offers distinct financial benefits with social and economic impacts. Shay Hawkins is the co-founder of the Opportunity Funds Association, an organization that enables Opportunity Fund managers and investors to participate in public policy, share best practices, and communicate the industry’s contributions to distressed rural and urban communities across the country.  Transcript and show notes at OpportunityDb.com. What does the future holds for the tax-incentivized Opportunity Zone investments? Will there be a reasonable expansion of the OZ policy in the coming years? While future legislation for OZs remains open to debate, this bipartisan investment program offers distinct financial benefits with social and economic impacts.

Shay Hawkins is the co-founder of the Opportunity Funds Association, an organization that enables Opportunity Fund managers and investors to participate in public policy, share best practices, and communicate the industry’s contributions to distressed rural and urban communities across the country. 

Transcript and show notes at OpportunityDb.com.

]]> 1961 no OZs: The Quintessential Hedge, With Ashley Tison (Episode 167) https://opportunitydb.com/2021/11/ashley-tison-167/ When it comes to managing capital gains tax, are Opportunity Zones the solution? Are these funds, in fact, the quintessential hedge in an uncertain and rapidly-changing economy? As awareness increases, investors and advisors look to QOZ funds (and their deadlines) as a primary vehicle for their gains. Ashley Tison is founder and president of OZPros, a national leader in helping people with capital gains harness the generational wealth creation opportunity of Opportunity Zones.  Transcript and show notes at OpportunityDb.com. Wed, 17 Nov 2021 11:00:00 -0000 OZs: The Quintessential Hedge, With Ashley Tison full 167 OpportunityZones.com When it comes to managing capital gains tax, are Opportunity Zones the solution? When it comes to managing capital gains tax, are Opportunity Zones the solution? Are these funds, in fact, the quintessential hedge in an uncertain and rapidly-changing economy? As awareness increases, investors and advisors look to QOZ funds (and their deadlines) as a primary vehicle for their gains. Ashley Tison is founder and president of OZPros, a national leader in helping people with capital gains harness the generational wealth creation opportunity of Opportunity Zones.  Transcript and show notes at OpportunityDb.com. When it comes to managing capital gains tax, are Opportunity Zones the solution? Are these funds, in fact, the quintessential hedge in an uncertain and rapidly-changing economy? As awareness increases, investors and advisors look to QOZ funds (and their deadlines) as a primary vehicle for their gains.

Ashley Tison is founder and president of OZPros, a national leader in helping people with capital gains harness the generational wealth creation opportunity of Opportunity Zones. 

Transcript and show notes at OpportunityDb.com.

]]> 1719 no The State Of The Opportunity Zone Marketplace, An OZ Pitch Day Panel (Episode #166) https://opportunitydb.com/2021/11/oz-marketplace-166/ How has the Opportunity Zone marketplace evolved since 2018 and what changes may be forthcoming? This episode is the audio version of an OZ Pitch Day panel titled, "The State of the Opportunity Zone Marketplace." The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Emily Lavery, Catherine Lyons, and Reid Thomas. Recorded live on November 3, 2021. Mon, 15 Nov 2021 17:31:51 -0000 The State Of The Opportunity Zone Marketplace, An OZ Pitch Day Panel full 166 OpportunityZones.com How has the Opportunity Zone marketplace evolved since 2018 and what changes may be forthcoming? How has the Opportunity Zone marketplace evolved since 2018 and what changes may be forthcoming? This episode is the audio version of an OZ Pitch Day panel titled, "The State of the Opportunity Zone Marketplace." The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Emily Lavery, Catherine Lyons, and Reid Thomas. Recorded live on November 3, 2021. How has the Opportunity Zone marketplace evolved since 2018 and what changes may be forthcoming?

This episode is the audio version of an OZ Pitch Day panel titled, "The State of the Opportunity Zone Marketplace." The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Emily Lavery, Catherine Lyons, and Reid Thomas. Recorded live on November 3, 2021.

]]> 1930 no Alternative Investment Trends, With Andy Hagans (Episode 165) https://opportunitydb.com/2021/11/andy-hagans-165/ What are the current trends in alternative investments and how can investors take advantage of the growth to come? Transcript and show notes at OpportunityDb.com. Wed, 10 Nov 2021 11:00:00 -0000 Alternative Investment Trends, With Andy Hagans full 165 OpportunityZones.com What are the current trends in alternative investments and how can investors take advantage of the growth to come? What are the current trends in alternative investments and how can investors take advantage of the growth to come? Transcript and show notes at OpportunityDb.com. What are the current trends in alternative investments and how can investors take advantage of the growth to come?

Transcript and show notes at OpportunityDb.com.

]]> 1046 no The Evolution Of Opportunity Zone Neighborhoods, With Chris Knoppe (Episode #164) https://opportunitydb.com/2021/11/chris-knoppe-164/ How can investors execute long-term investments in low-income urban and rural communities via qualified Opportunity Zones funds?  Chris Knoppe owns and operates CBUS OZ Funds with his brothers, Sean and Brian. The fund specializes in urban redevelopment in Columbus, Ohio with a long-term focus on delivering value to investors by providing affordable and attainable housing solutions throughout the urban core of Columbus. Show notes and transcript at OpportunityDb.com Wed, 03 Nov 2021 10:00:00 -0000 The Evolution Of Opportunity Zone Neighborhoods, With Chris Knoppe full 164 OpportunityZones.com How can investors execute long-term investments in low-income urban and rural communities via qualified Opportunity Zones funds? How can investors execute long-term investments in low-income urban and rural communities via qualified Opportunity Zones funds?  Chris Knoppe owns and operates CBUS OZ Funds with his brothers, Sean and Brian. The fund specializes in urban redevelopment in Columbus, Ohio with a long-term focus on delivering value to investors by providing affordable and attainable housing solutions throughout the urban core of Columbus. Show notes and transcript at OpportunityDb.com How can investors execute long-term investments in low-income urban and rural communities via qualified Opportunity Zones funds? 

Chris Knoppe owns and operates CBUS OZ Funds with his brothers, Sean and Brian. The fund specializes in urban redevelopment in Columbus, Ohio with a long-term focus on delivering value to investors by providing affordable and attainable housing solutions throughout the urban core of Columbus.

Show notes and transcript at OpportunityDb.com

]]> 1383 no OZ Pitch Day Fall 2021 Preview (Episode #163) https://opportunitydb.com/2021/11/oz-pitch-day-163/ Time is running out on the December 31, 2021 Opportunity Zone deadline. If you’re an investor with capital gains, how can you find a suitable Opportunity Zone investment before the end of this year? On today’s episode, you’ll learn more about the OpportunityDb OZ Pitch Day Fall 2021 Online Event. OZ Pitch Day will take place on Wednesday, November 3 and Thursday, November 4. The event will feature educational content and pitches from over a dozen different Qualified Opportunity Funds. Learn more at OZPitchDay.com Mon, 01 Nov 2021 14:19:39 -0000 OZ Pitch Day Fall 2021 Preview full 163 OpportunityZones.com OZ Pitch Day - November 3-4. Register Today at OZPitchDay.com. Time is running out on the December 31, 2021 Opportunity Zone deadline. If you’re an investor with capital gains, how can you find a suitable Opportunity Zone investment before the end of this year? On today’s episode, you’ll learn more about the OpportunityDb OZ Pitch Day Fall 2021 Online Event. OZ Pitch Day will take place on Wednesday, November 3 and Thursday, November 4. The event will feature educational content and pitches from over a dozen different Qualified Opportunity Funds. Learn more at OZPitchDay.com Time is running out on the December 31, 2021 Opportunity Zone deadline.

If you’re an investor with capital gains, how can you find a suitable Opportunity Zone investment before the end of this year? On today’s episode, you’ll learn more about the OpportunityDb OZ Pitch Day Fall 2021 Online Event.

OZ Pitch Day will take place on Wednesday, November 3 and Thursday, November 4. The event will feature educational content and pitches from over a dozen different Qualified Opportunity Funds.

Learn more at OZPitchDay.com

]]> 838 no The Resiliency Of Multifamily Real Estate, With Neil Sherlock (Episode #162) https://opportunitydb.com/2021/10/neil-sherlock-162/ Multifamily investment opportunities can have various structures, risks, and return profiles. But what makes this what makes this investment option compelling and potentially actionable? And how can Opportunity Zones play a role in that? Neil Sherlock is the Vice President Capital Markets at Starpoint Properties, LLC, a private real estate firm with over 25 years of delivering market-leading returns throughout the United States.  Transcript and show notes at OpportunityDb.com Wed, 27 Oct 2021 13:55:43 -0000 The Resiliency Of Multifamily Real Estate, With Neil Sherlock full 162 OpportunityZones.com How can multifamily properties diversify investment portfolios with significant long-term growth opportunities. Multifamily investment opportunities can have various structures, risks, and return profiles. But what makes this what makes this investment option compelling and potentially actionable? And how can Opportunity Zones play a role in that? Neil Sherlock is the Vice President Capital Markets at Starpoint Properties, LLC, a private real estate firm with over 25 years of delivering market-leading returns throughout the United States.  Transcript and show notes at OpportunityDb.com Multifamily investment opportunities can have various structures, risks, and return profiles. But what makes this what makes this investment option compelling and potentially actionable? And how can Opportunity Zones play a role in that?

Neil Sherlock is the Vice President Capital Markets at Starpoint Properties, LLC, a private real estate firm with over 25 years of delivering market-leading returns throughout the United States. 

Transcript and show notes at OpportunityDb.com

]]> 1250 no The First Publicly Traded Opportunity Zone Fund, With Brandon Lacoff (#161) https://opportunitydb.com/2021/10/brandon-lacoff-161/ How will the first publicly traded Opportunity Zone fund impact the industry? Show notes and transcript at OpportunityDb.com Wed, 20 Oct 2021 09:00:00 -0000 The First Publicly Traded Opportunity Zone Fund, With Brandon Lacoff full 156 OpportunityZones.com How will the first publicly traded Opportunity Zone fund impact the industry? Show notes and transcript at OpportunityDb.com How will the first publicly traded Opportunity Zone fund impact the industry?

Show notes and transcript at OpportunityDb.com

]]> 1282 no OZ Investing In Tertiary Markets, With Hannah Kirby (#160) https://opportunitydb.com/2021/10/hannah-kirby-160/ Are tertiary markets in the Southeast U.S. a prime opportunity for real estate investors? Transcript and show notes at OpportunityDb.com Wed, 13 Oct 2021 09:00:00 -0000 OZ Investing In Tertiary Markets, With Hannah Kirby full 160 OpportunityZones.com Are tertiary markets in the Southeast U.S. a prime opportunity for real estate investors? Transcript and show notes at OpportunityDb.com Are tertiary markets in the Southeast U.S. a prime opportunity for real estate investors?

Transcript and show notes at OpportunityDb.com

]]> 1421 no OZ's Shortcomings And Ideas For Improvement, With David Wessel (#159) https://opportunitydb.com/2021/10/david-wessel-159/ A new book that offers a critical view of opportunity zones just hit bookshelves. What are some of the biggest shortcomings of the tax policy, and how can it be improved? David Wessel is a senior fellow in Economic Studies at Brookings and director of the Hutchins Center on Fiscal and Monetary Policy, the mission of which is to improve the quality of fiscal and monetary policies and public understanding of them. He joined Brookings in December 2013 after 30 years on the staff of The Wall Street Journal. Show notes and transcript at OpportunityDb.com Wed, 06 Oct 2021 09:00:00 -0000 OZ's Shortcomings And Ideas For Improvement, With David Wessel full 157 OpportunityZones.com What are some of the biggest shortcomings of the OZ tax policy, and how can it be improved? A new book that offers a critical view of opportunity zones just hit bookshelves. What are some of the biggest shortcomings of the tax policy, and how can it be improved? David Wessel is a senior fellow in Economic Studies at Brookings and director of the Hutchins Center on Fiscal and Monetary Policy, the mission of which is to improve the quality of fiscal and monetary policies and public understanding of them. He joined Brookings in December 2013 after 30 years on the staff of The Wall Street Journal. Show notes and transcript at OpportunityDb.com A new book that offers a critical view of opportunity zones just hit bookshelves. What are some of the biggest shortcomings of the tax policy, and how can it be improved?

David Wessel is a senior fellow in Economic Studies at Brookings and director of the Hutchins Center on Fiscal and Monetary Policy, the mission of which is to improve the quality of fiscal and monetary policies and public understanding of them. He joined Brookings in December 2013 after 30 years on the staff of The Wall Street Journal.

Show notes and transcript at OpportunityDb.com

]]> 2511 no Future Opportunity Zone Reform, With Mike Novogradac And John Sciarretti (#158) https://opportunitydb.com/2021/09/novogradac-158/ What tax policy changes may unfold soon, and how might Opportunity Zones be reformed later this year or in 2022? Transcript and show notes at OpportunityDb.com. Wed, 29 Sep 2021 09:00:00 -0000 Future Opportunity Zone Reform, With Mike Novogradac And John Sciarretti full 158 OpportunityZones.com What tax policy changes may unfold soon, and how might Opportunity Zones be reformed later this year or in 2022? What tax policy changes may unfold soon, and how might Opportunity Zones be reformed later this year or in 2022? Transcript and show notes at OpportunityDb.com. What tax policy changes may unfold soon, and how might Opportunity Zones be reformed later this year or in 2022?

Transcript and show notes at OpportunityDb.com.

]]> 2099 no Sun Belt OZs vs. Midwest OZs, With Lawrence Jatsek (#157) https://opportunitydb.com/2021/09/lawrence-jatsek-157/ What are some of the key similarities and differences between Sun Belt Opportunity Zone deals and Midwest Opportunity Zone deals? Transcript and show notes at OpportunityDb.com Wed, 22 Sep 2021 09:00:00 -0000 Sun Belt OZs vs. Midwest OZs, With Lawrence Jatsek full 155 OpportunityZones.com What are some of the key similarities and differences between Sun Belt Opportunity Zone deals and Midwest Opportunity Zone deals? What are some of the key similarities and differences between Sun Belt Opportunity Zone deals and Midwest Opportunity Zone deals? Transcript and show notes at OpportunityDb.com What are some of the key similarities and differences between Sun Belt Opportunity Zone deals and Midwest Opportunity Zone deals?

Transcript and show notes at OpportunityDb.com

]]> 1564 no Coalition Building In Opportunity Zones, With Bob Richardson (#156) https://opportunitydb.com/2021/09/bob-richardson-156/(opens%20in%20a%20new%20tab) What are some of the biggest lessons learned from the first three years of the Opportunity Zones program? Transcript and show notes at OpportunityDb.com Wed, 15 Sep 2021 09:00:00 -0000 Coalition Building In Opportunity Zones, With Bob Richardson full 155 OpportunityZones.com What are some of the biggest lessons learned from the first three years of the Opportunity Zones program? What are some of the biggest lessons learned from the first three years of the Opportunity Zones program? Transcript and show notes at OpportunityDb.com What are some of the biggest lessons learned from the first three years of the Opportunity Zones program?

Transcript and show notes at OpportunityDb.com

]]> 2121 no Environmentally Sustainable Workforce Housing in OZs, With Majesty Gayle (#155) https://opportunitydb.com/2021/09/majesty-gayle-155/ How can Opportunity Zone be leveraged to create more affordable housing that has a commitment to sustainability? Transcript and show notes at OpportunityDb.com Wed, 08 Sep 2021 09:00:00 -0000 Environmentally Sustainable Workforce Housing in OZs, With Majesty Gayle full 155 OpportunityZones.com How can Opportunity Zone be leveraged to create more affordable housing that has a commitment to sustainability? How can Opportunity Zone be leveraged to create more affordable housing that has a commitment to sustainability? Transcript and show notes at OpportunityDb.com How can Opportunity Zone be leveraged to create more affordable housing that has a commitment to sustainability?

Transcript and show notes at OpportunityDb.com

]]> 1279 no Turbocharging OZ Returns with Historic Tax Credits, with John Blatchford (#154) https://opportunitydb.com/2021/08/john-blatchford-153/ Can opportunity zones be leveraged for historic renovation projects? How does the combination of historic tax credits and the opportunity zone incentive improve investment returns? John Blatchford is Owner and Founder of Kunst, a real estate company that buys and renovates vacant historic buildings in Cincinnati, Ohio. Transcript and show notes at OpportunityDb.com Wed, 01 Sep 2021 09:00:00 -0000 Turbocharging OZ Returns with Historic Tax Credits, with John Blatchford full 154 OpportunityZones.com Can historic tax credits boost returns for OZ investors? Can opportunity zones be leveraged for historic renovation projects? How does the combination of historic tax credits and the opportunity zone incentive improve investment returns? John Blatchford is Owner and Founder of Kunst, a real estate company that buys and renovates vacant historic buildings in Cincinnati, Ohio. Transcript and show notes at OpportunityDb.com Can opportunity zones be leveraged for historic renovation projects? How does the combination of historic tax credits and the opportunity zone incentive improve investment returns?

John Blatchford is Owner and Founder of Kunst, a real estate company that buys and renovates vacant historic buildings in Cincinnati, Ohio.

Transcript and show notes at OpportunityDb.com

]]> 1345 no The OZ Fund With A $1,000 Minimum Investment, With Don Harmer (#153) https://opportunitydb.com/2021/09/don-harmer-154/ How can non-accredited investors with smaller capital gains participate in Opportunity Zone investing? Transcript and show notes at OpportunityDb.com Wed, 25 Aug 2021 09:00:00 -0000 The OZ Fund With A $1,000 Minimum Investment, With Don Harmer full 153 OpportunityZones.com Combining OZ incentives with QSBS and Reg A+ frameworks. How can non-accredited investors with smaller capital gains participate in Opportunity Zone investing? Transcript and show notes at OpportunityDb.com How can non-accredited investors with smaller capital gains participate in Opportunity Zone investing?

Transcript and show notes at OpportunityDb.com

]]> 1587 no Real Estate Technology And Opportunity Zones, With Steve Nson (#152) https://opportunitydb.com/2021/08/steve-nson-152/ How does real estate innovation intersect with Opportunity Zones? How can Opportunity Zones catalyze business development and business investment in low income communities? Transcript and show notes at OpportunityDb.com Wed, 18 Aug 2021 10:00:00 -0000 Real Estate Technology And Opportunity Zones, With Steve Nson full 152 OpportunityZones.com Are operating businesses primed to take advantage of Opportunity Zone tax incentives? How does real estate innovation intersect with Opportunity Zones? How can Opportunity Zones catalyze business development and business investment in low income communities? Transcript and show notes at OpportunityDb.com How does real estate innovation intersect with Opportunity Zones? How can Opportunity Zones catalyze business development and business investment in low income communities?

Transcript and show notes at OpportunityDb.com

]]> 2175 no Profitable Exits of OZ Business Deals, with Hall Labs (#151) https://opportunitydb.com/2021/08/hall-labs-151/ Dave Kunz is managing partner and general manager of Hall Labs. Will Walker is a private equity veteran and advisor to Hall Labs. Transcript and show notes at OpportunityDb.com Wed, 11 Aug 2021 07:15:00 -0000 Profitable Exits of OZ Business Deals, with Hall Labs full 151 OpportunityZones.com How can Opportunity Zone investments in operating businesses potentially lead to profitable exits? Dave Kunz is managing partner and general manager of Hall Labs. Will Walker is a private equity veteran and advisor to Hall Labs. Transcript and show notes at OpportunityDb.com Dave Kunz is managing partner and general manager of Hall Labs. Will Walker is a private equity veteran and advisor to Hall Labs.

Transcript and show notes at OpportunityDb.com

]]> 1708 no Tax Policy Changes & Opportunity Zones, an OZ Pitch Day Panel (Episode #150) https://opportunitydb.com/2021/08/oz-pitch-day-panel-150/ What changes to tax policy are likely coming under the Biden administration? If enacted, how will these changes impact the appeal of Opportunity Zone funds and the returns available to investors? Several Opportunity Zone experts provided their insights on a live panel recorded on July 27, 2021 during OZ Pitch Day, titled "Tax Policy Changes & Opportunity Zones." Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Shay Hawkins of the Opportunity Funds Association, Kunal Merchant of CalOZ, and John Sciarretti of Novogradac. Show notes and transcript at OpportunityDb.com Wed, 04 Aug 2021 07:15:00 -0000 Tax Policy Changes & Opportunity Zones, an OZ Pitch Day Panel full 150 OpportunityZones.com How will impending tax policy changes impact Opportunity Zone investors? What changes to tax policy are likely coming under the Biden administration? If enacted, how will these changes impact the appeal of Opportunity Zone funds and the returns available to investors? Several Opportunity Zone experts provided their insights on a live panel recorded on July 27, 2021 during OZ Pitch Day, titled "Tax Policy Changes & Opportunity Zones." Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Shay Hawkins of the Opportunity Funds Association, Kunal Merchant of CalOZ, and John Sciarretti of Novogradac. Show notes and transcript at OpportunityDb.com What changes to tax policy are likely coming under the Biden administration? If enacted, how will these changes impact the appeal of Opportunity Zone funds and the returns available to investors? Several Opportunity Zone experts provided their insights on a live panel recorded on July 27, 2021 during OZ Pitch Day, titled "Tax Policy Changes & Opportunity Zones."

Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Shay Hawkins of the Opportunity Funds Association, Kunal Merchant of CalOZ, and John Sciarretti of Novogradac.

Show notes and transcript at OpportunityDb.com

]]> 2729 no OZ Exit Plans and Structural Risks, with Peter Ciganik (#149) https://opportunitydb.com/2021/07/peter-ciganik-149/ What are the advantages of a Qualified Opportunity Fund that is structured as a REIT instead of a partnership? How does the level of diversification in a fund impact its risk/return profile? Peter Ciganik is Managing Director at GTIS Partners, a global real estate investment firm based in New York. Transcript and show notes at OpportunityDb.com Wed, 28 Jul 2021 07:15:00 -0000 OZ Exit Plans and Structural Risks, with Peter Ciganik full 149 OpportunityZones.com What structural regulatory risks should investors be aware of when investing in opportunity zones? What are the advantages of a Qualified Opportunity Fund that is structured as a REIT instead of a partnership? How does the level of diversification in a fund impact its risk/return profile? Peter Ciganik is Managing Director at GTIS Partners, a global real estate investment firm based in New York. Transcript and show notes at OpportunityDb.com What are the advantages of a Qualified Opportunity Fund that is structured as a REIT instead of a partnership? How does the level of diversification in a fund impact its risk/return profile?

Peter Ciganik is Managing Director at GTIS Partners, a global real estate investment firm based in New York.

Transcript and show notes at OpportunityDb.com

]]> 1658 no OZ Investing in the New Economy, with Greg Genovese (#148) https://opportunitydb.com/2021/07/greg-genovese-148/ Do record stock market levels, the high inflation environment, and the new economy pose an opportunity for Opportunity Zone investors? Are there silver linings in rising prices? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI. Transcript and show notes at OpportunityDb.com Wed, 21 Jul 2021 07:15:00 -0000 OZ Investing in the New Economy, with Greg Genovese full 148 OpportunityZones.com Is now an opportune time to invest in Opportunity Zones? Do record stock market levels, the high inflation environment, and the new economy pose an opportunity for Opportunity Zone investors? Are there silver linings in rising prices? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI. Transcript and show notes at OpportunityDb.com Do record stock market levels, the high inflation environment, and the new economy pose an opportunity for Opportunity Zone investors? Are there silver linings in rising prices?

Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI.

Transcript and show notes at OpportunityDb.com

]]> 2458 no Opportunity Zones and the Return to Cities, with Riaz Taplin (Episode #147) https://opportunitydb.com/2021/07/riaz-taplin-147/ Are there misperceptions in the market? Do investors overreact to sentiment? And is there an opportunity for level-headed contrarian view Opportunity Zone investors? Riaz Taplin is principal and founder of Riaz Capital, an Oakland, California based real estate management firm focused on developing workforce housing in California's urban Opportunity Zones. Transcript and show notes at OpportunityDb.com Wed, 14 Jul 2021 07:15:00 -0000 Opportunity Zones and the Return to Cities, with Riaz Taplin full 147 OpportunityZones.com Does the trend of returning to cities present an opportunity for OZ investors? Are there misperceptions in the market? Do investors overreact to sentiment? And is there an opportunity for level-headed contrarian view Opportunity Zone investors? Riaz Taplin is principal and founder of Riaz Capital, an Oakland, California based real estate management firm focused on developing workforce housing in California's urban Opportunity Zones. Transcript and show notes at OpportunityDb.com Are there misperceptions in the market? Do investors overreact to sentiment? And is there an opportunity for level-headed contrarian view Opportunity Zone investors?

Riaz Taplin is principal and founder of Riaz Capital, an Oakland, California based real estate management firm focused on developing workforce housing in California's urban Opportunity Zones.

Transcript and show notes at OpportunityDb.com

]]> 1752 no Early Stage Venture Investing in Opportunity Zones, with Leonard Mills (Episode #146) https://opportunitydb.com/2021/07/leonard-mills-146/ How much success have some Opportunity Zone investors had in deploying capital into early stage venture companies? Leonard Mills is CEO of Verte OZ, an Opportunity Zone fund that invests in high-growth disruptive businesses. Transcript and show notes on OpportunityDb.com Wed, 07 Jul 2021 07:15:00 -0000 Early Stage Venture Investing in Opportunity Zones, with Leonard Mills full 146 OpportunityZones.com How much success have some Opportunity Zone investors had in deploying capital into early stage venture companies? How much success have some Opportunity Zone investors had in deploying capital into early stage venture companies? Leonard Mills is CEO of Verte OZ, an Opportunity Zone fund that invests in high-growth disruptive businesses. Transcript and show notes on OpportunityDb.com How much success have some Opportunity Zone investors had in deploying capital into early stage venture companies?

Leonard Mills is CEO of Verte OZ, an Opportunity Zone fund that invests in high-growth disruptive businesses.

Transcript and show notes on OpportunityDb.com

]]> 1520 no The Upcoming Inflection Point for Opportunity Zones, with Nick Parrish (Episode #145) https://opportunitydb.com/2021/06/nick-parrish-145/ With impending tax policy changes and upcoming investing deadlines, is the Opportunity Zones marketplace nearing a critical inflection point? Nick Parrish is managing director and head of business development at Cresset Partners. Transcript and show notes on OpportunityDb.com Wed, 30 Jun 2021 13:35:27 -0000 The Upcoming Inflection Point for Opportunity Zones, with Nick Parrish full 145 OpportunityZones.com With impending tax policy changes and upcoming investing deadlines, is the Opportunity Zones marketplace nearing a critical inflection point? With impending tax policy changes and upcoming investing deadlines, is the Opportunity Zones marketplace nearing a critical inflection point? Nick Parrish is managing director and head of business development at Cresset Partners. Transcript and show notes on OpportunityDb.com With impending tax policy changes and upcoming investing deadlines, is the Opportunity Zones marketplace nearing a critical inflection point?

Nick Parrish is managing director and head of business development at Cresset Partners.

Transcript and show notes on OpportunityDb.com

]]> 1922 no Opportunity Zone Marketplace Roundtable, an ADISA Conference Panel (Episode #144) https://opportunitydb.com/2021/06/adisa-panel-144/ Are Opportunity Zones being underutilized? And what's in store for the Opportunity Zone marketplace as we come out of the pandemic and head into the second half of 2021? This episode is the audio recording of a live panel from the ADISA 2021 Spring Conference. Erik Hayden (Urban Catalyst), Matt Iak (U.S. Energy Development Corporation), and Greg Genovese (USG Realty Capital) were the expert panelists. The panel was moderated by Jimmy Atkinson (OpportunityDb). Transcript and show notes at OpportunityDb.com Wed, 23 Jun 2021 07:15:00 -0000 Opportunity Zone Marketplace Roundtable, an ADISA Conference Panel full 144 OpportunityZones.com Are Opportunity Zones being underutilized? Are Opportunity Zones being underutilized? And what's in store for the Opportunity Zone marketplace as we come out of the pandemic and head into the second half of 2021? This episode is the audio recording of a live panel from the ADISA 2021 Spring Conference. Erik Hayden (Urban Catalyst), Matt Iak (U.S. Energy Development Corporation), and Greg Genovese (USG Realty Capital) were the expert panelists. The panel was moderated by Jimmy Atkinson (OpportunityDb). Transcript and show notes at OpportunityDb.com Are Opportunity Zones being underutilized? And what's in store for the Opportunity Zone marketplace as we come out of the pandemic and head into the second half of 2021?

This episode is the audio recording of a live panel from the ADISA 2021 Spring Conference. Erik Hayden (Urban Catalyst), Matt Iak (U.S. Energy Development Corporation), and Greg Genovese (USG Realty Capital) were the expert panelists. The panel was moderated by Jimmy Atkinson (OpportunityDb).

Transcript and show notes at OpportunityDb.com

]]> 2905 no Using OZs for a More Resilient Puerto Rico, with Jose Torres (Episode #143) https://opportunitydb.com/2021/06/jose-torres-143/ Puerto Rico is in dire need of redevelopment. How can Opportunity Zones and other tax incentives help to create a more resilient Puerto Rico? Jose Torres is managing partner and founder of Monllor Capital Partners and the Puerto Rico Opportunity Zone (PROZ) Fund. Transcript and show notes at OpportunityDb.com Wed, 16 Jun 2021 07:15:00 -0000 Using OZs for a More Resilient Puerto Rico, with Jose Torres full 143 OpportunityZones.com How can OZs and other tax incentives help to create a more resilient Puerto Rico? Puerto Rico is in dire need of redevelopment. How can Opportunity Zones and other tax incentives help to create a more resilient Puerto Rico? Jose Torres is managing partner and founder of Monllor Capital Partners and the Puerto Rico Opportunity Zone (PROZ) Fund. Transcript and show notes at OpportunityDb.com Puerto Rico is in dire need of redevelopment. How can Opportunity Zones and other tax incentives help to create a more resilient Puerto Rico?

Jose Torres is managing partner and founder of Monllor Capital Partners and the Puerto Rico Opportunity Zone (PROZ) Fund.

Transcript and show notes at OpportunityDb.com

]]> 1693 no Opportunity Zone Investing on the Las Vegas Strip, with Bill Shopoff (Episode #142) https://opportunitydb.com/2021/06/bill-shopoff-142/ Why might an investor consider an Opportunity Zone hotel investment on the Las Vegas Strip? Bill Shopoff is president and CEO of Shopoff Realty Investments, a national, multi-disciplinary real estate investment firm founded in 1992. Transcript and show notes at OpportunityDb.com Wed, 09 Jun 2021 13:53:57 -0000 Opportunity Zone Investing on the Las Vegas Strip, with Bill Shopoff full 142 OpportunityZones.com Why might an investor consider an Opportunity Zone hotel investment on the Las Vegas Strip? Why might an investor consider an Opportunity Zone hotel investment on the Las Vegas Strip? Bill Shopoff is president and CEO of Shopoff Realty Investments, a national, multi-disciplinary real estate investment firm founded in 1992. Transcript and show notes at OpportunityDb.com Why might an investor consider an Opportunity Zone hotel investment on the Las Vegas Strip?

Bill Shopoff is president and CEO of Shopoff Realty Investments, a national, multi-disciplinary real estate investment firm founded in 1992.

Transcript and show notes at OpportunityDb.com

]]> 1122 no The Prototypical Opportunity Zone Investor, with Erik Hayden (Episode #141) https://opportunitydb.com/2021/06/erik-hayden-141/ Who is the prototypical direct retail Opportunity Zone investor? Erik Hayden is founder and CEO of Urban Catalyst, the largest developer of Opportunity Zone real estate in Silicon Valley. Transcript and show notes at OpportunityDb.com Wed, 02 Jun 2021 07:15:00 -0000 The Prototypical Opportunity Zone Investor, with Erik Hayden full 141 OpportunityZones.com Who is the prototypical direct retail Opportunity Zone investor? Who is the prototypical direct retail Opportunity Zone investor? Erik Hayden is founder and CEO of Urban Catalyst, the largest developer of Opportunity Zone real estate in Silicon Valley. Transcript and show notes at OpportunityDb.com Who is the prototypical direct retail Opportunity Zone investor?

Erik Hayden is founder and CEO of Urban Catalyst, the largest developer of Opportunity Zone real estate in Silicon Valley.

Transcript and show notes at OpportunityDb.com

]]> 1264 no Applying Opportunity Zones to Oil and Gas Investments, with Matt Iak (Episode #140) https://opportunitydb.com/2021/05/matt-iak-140/ How can the Opportunity Zone incentive be applied to energy investments in the oil and gas sector? Matthew Iak is executive vice president of U.S. Energy Development Corporation and has overseen the capital raise of $1.5 billion since 2005. Transcript and show notes at OpportunityDb.com Wed, 26 May 2021 14:31:27 -0000 Applying Opportunity Zones to Oil and Gas Investments, with Matt Iak full 140 OpportunityZones.com How can the Opportunity Zone incentive be applied to energy investments in the oil and gas sector? How can the Opportunity Zone incentive be applied to energy investments in the oil and gas sector? Matthew Iak is executive vice president of U.S. Energy Development Corporation and has overseen the capital raise of $1.5 billion since 2005. Transcript and show notes at OpportunityDb.com How can the Opportunity Zone incentive be applied to energy investments in the oil and gas sector?

Matthew Iak is executive vice president of U.S. Energy Development Corporation and has overseen the capital raise of $1.5 billion since 2005.

Transcript and show notes at OpportunityDb.com

]]> 1310 no Why Opportunity Zone Deal Flow Is Increasing, with Chris Loeffler (Episode #139) https://opportunitydb.com/2021/05/chris-loeffler-139/ Why is Opportunity Zone deal flow increasing, and by how much? Chris Loeffler is co-founder and CEO of Caliber, an asset management and real estate services firm headquartered in Scottsdale, Arizona. Caliber Funds is currently offering a $500 million mixed-asset Qualified Opportunity Fund geographically focused in the greater southwest region of the United States. Transcript and show notes on OpportunityDb.com Wed, 19 May 2021 07:15:00 -0000 Why Opportunity Zone Deal Flow Is Increasing, with Chris Loeffler full 139 OpportunityZones.com Why is Opportunity Zone deal flow increasing, and by how much? Why is Opportunity Zone deal flow increasing, and by how much? Chris Loeffler is co-founder and CEO of Caliber, an asset management and real estate services firm headquartered in Scottsdale, Arizona. Caliber Funds is currently offering a $500 million mixed-asset Qualified Opportunity Fund geographically focused in the greater southwest region of the United States. Transcript and show notes on OpportunityDb.com Why is Opportunity Zone deal flow increasing, and by how much?

Chris Loeffler is co-founder and CEO of Caliber, an asset management and real estate services firm headquartered in Scottsdale, Arizona. Caliber Funds is currently offering a $500 million mixed-asset Qualified Opportunity Fund geographically focused in the greater southwest region of the United States.

Transcript and show notes on OpportunityDb.com

]]> 1505 no From Homeless to Opportunity Zone Developer, with Terrica Lynn Smith (Episode #138) https://opportunitydb.com/2021/05/terrica-smith-138/ Terrica Lynn Smith grew up broke and homeless on the streets of New Orleans. But now, she is developing new affordable housing in an OZ in Lafayette, Louisiana. Terrica is managing partner of SALT Capital Equity Group, real estate developer of Madeline Cove, a housing development located in an Opportunity Zone on the north side of Lafayette, Louisiana. Transcript and show notes at OpportunityDb.com Wed, 12 May 2021 14:59:00 -0000 From Homeless to Opportunity Zone Developer, with Terrica Lynn Smith full 138 OpportunityZones.com Terrica Lynn Smith grew up broke and homeless on the streets of New Orleans. But now, she is developing new affordable housing in an OZ in Lafayette, Louisiana. Terrica Lynn Smith grew up broke and homeless on the streets of New Orleans. But now, she is developing new affordable housing in an OZ in Lafayette, Louisiana. Terrica is managing partner of SALT Capital Equity Group, real estate developer of Madeline Cove, a housing development located in an Opportunity Zone on the north side of Lafayette, Louisiana. Transcript and show notes at OpportunityDb.com Terrica Lynn Smith grew up broke and homeless on the streets of New Orleans. But now, she is developing new affordable housing in an OZ in Lafayette, Louisiana.

Terrica is managing partner of SALT Capital Equity Group, real estate developer of Madeline Cove, a housing development located in an Opportunity Zone on the north side of Lafayette, Louisiana.

Transcript and show notes at OpportunityDb.com

]]> 1772 no How a Tax Rate Increase May Impact Opportunity Zone Investors, with Alex Bhathal (Episode #137) https://opportunitydb.com/2021/05/alex-bhathal-137/ Tax rates could be on the rise under the Biden administration. What impact would a huge capital gains tax increase have on the Opportunity Zone marketplace? Alex Bhathal is co-owner of the Sacramento Kings and managing partner at RevOZ Capital, a large Opportunity Zone developer headquartered in Newport Beach, California. Transcript and show notes on OpportunityDb.com Wed, 05 May 2021 07:15:00 -0000 How a Tax Rate Increase May Impact Opportunity Zone Investors, with Alex Bhathal full 137 OpportunityZones.com What impact would a huge capital gains tax increase have on the Opportunity Zone marketplace? Tax rates could be on the rise under the Biden administration. What impact would a huge capital gains tax increase have on the Opportunity Zone marketplace? Alex Bhathal is co-owner of the Sacramento Kings and managing partner at RevOZ Capital, a large Opportunity Zone developer headquartered in Newport Beach, California. Transcript and show notes on OpportunityDb.com Tax rates could be on the rise under the Biden administration. What impact would a huge capital gains tax increase have on the Opportunity Zone marketplace?

Alex Bhathal is co-owner of the Sacramento Kings and managing partner at RevOZ Capital, a large Opportunity Zone developer headquartered in Newport Beach, California.

Transcript and show notes on OpportunityDb.com

]]> 1354 no How Panama City Is Using OZs to Rebuild after Hurricane, with Mark McQueen (Episode #136) https://opportunitydb.com/2021/04/mark-mcqueen-136/ Panama City, Florida suffered massive damage from Hurricane Michael in 2018. How is the city using Opportunity Zones to rebuild? Mark McQueen is a former two-star general of the U.S. Army and current city manager for the City of Panama City. Transcript and show notes at OpportunityDb.com Wed, 28 Apr 2021 07:15:00 -0000 How Panama City Is Using OZs to Rebuild after Hurricane, with Mark McQueen full 136 OpportunityZones.com How can Opportunity Zones rebuild a city devastated by Hurricane Michael? Panama City, Florida suffered massive damage from Hurricane Michael in 2018. How is the city using Opportunity Zones to rebuild? Mark McQueen is a former two-star general of the U.S. Army and current city manager for the City of Panama City. Transcript and show notes at OpportunityDb.com Panama City, Florida suffered massive damage from Hurricane Michael in 2018. How is the city using Opportunity Zones to rebuild?

Mark McQueen is a former two-star general of the U.S. Army and current city manager for the City of Panama City.

Transcript and show notes at OpportunityDb.com

]]> 1510 no How to Invest in Opportunity Zones, an OZ Pitch Day Panel (Episode #135) https://opportunitydb.com/2021/04/oz-pitch-day-panel-135/ What should an investor consider before investing in a Qualified Opportunity Fund? Several Opportunity Zone experts provided their insights on a live panel recorded on March 9, 2021 during OZ Pitch Day, titled "How to Invest in Opportunity Zones." Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Greg Genovese of USG Realty Capital, Dave Kunz of Hall Venture Partners, Clark Spencer of Grubb Properties, Will Walker of Hall Labs, and Dana Woodbury of Buttonwood Due Diligence. Transcript and show notes at OpportunityDb.com Wed, 21 Apr 2021 07:15:00 -0000 How to Invest in Opportunity Zones, an OZ Pitch Day Panel full 135 OpportunityZones.com What should you consider before investing in a Qualified Opportunity Fund? What should an investor consider before investing in a Qualified Opportunity Fund? Several Opportunity Zone experts provided their insights on a live panel recorded on March 9, 2021 during OZ Pitch Day, titled "How to Invest in Opportunity Zones." Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Greg Genovese of USG Realty Capital, Dave Kunz of Hall Venture Partners, Clark Spencer of Grubb Properties, Will Walker of Hall Labs, and Dana Woodbury of Buttonwood Due Diligence. Transcript and show notes at OpportunityDb.com What should an investor consider before investing in a Qualified Opportunity Fund? Several Opportunity Zone experts provided their insights on a live panel recorded on March 9, 2021 during OZ Pitch Day, titled "How to Invest in Opportunity Zones."

Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Greg Genovese of USG Realty Capital, Dave Kunz of Hall Venture Partners, Clark Spencer of Grubb Properties, Will Walker of Hall Labs, and Dana Woodbury of Buttonwood Due Diligence.

Transcript and show notes at OpportunityDb.com

]]> 2256 no Lessons Learned from Seven Successful OZ Deal Closings, with Ryan Tobias (Episode #134) https://opportunitydb.com/2021/04/ryan-tobias-134/ Jackson Dearborn Partners is on their eighth Opportunity Zone deal in less than three years. What were some of the biggest challenges that they've faced and biggest lessons learned during their first seven OZ deals? Ryan Tobias is partner and co-founder of JDP and has worked on over $1 billion of real estate transactions. Transcript and show notes at OpportunityDb.com Wed, 14 Apr 2021 07:15:00 -0000 Lessons Learned from Seven Successful OZ Deal Closings, with Ryan Tobias full 134 OpportunityZones.com What were some of the biggest lessons learned after 7 successful OZ deal closings? Jackson Dearborn Partners is on their eighth Opportunity Zone deal in less than three years. What were some of the biggest challenges that they've faced and biggest lessons learned during their first seven OZ deals? Ryan Tobias is partner and co-founder of JDP and has worked on over $1 billion of real estate transactions. Transcript and show notes at OpportunityDb.com Jackson Dearborn Partners is on their eighth Opportunity Zone deal in less than three years. What were some of the biggest challenges that they've faced and biggest lessons learned during their first seven OZ deals?

Ryan Tobias is partner and co-founder of JDP and has worked on over $1 billion of real estate transactions.

Transcript and show notes at OpportunityDb.com

]]> 1596 no From the NBA to Opportunity Zones, with Josh Childress (Episode #133) https://opportunitydb.com/2021/04/josh-childress-133/ How is a former NBA player leveraging Opportunity Zones to create impactful change? Josh Childress is CEO of LandSpire Group and a member of the RevOZ Capital Social Impact Council. RevOZ Capital earlier this year launched a new social impact initiative with a commitment to invest $1 billion in Opportunity Zone projects over the next three years. Transcript and show notes at OpportunityDb.com Wed, 07 Apr 2021 07:15:00 -0000 From the NBA to Opportunity Zones, with Josh Childress full 133 OpportunityZones.com How is a former NBA player leveraging Opportunity Zones to create impactful change? How is a former NBA player leveraging Opportunity Zones to create impactful change? Josh Childress is CEO of LandSpire Group and a member of the RevOZ Capital Social Impact Council. RevOZ Capital earlier this year launched a new social impact initiative with a commitment to invest $1 billion in Opportunity Zone projects over the next three years. Transcript and show notes at OpportunityDb.com How is a former NBA player leveraging Opportunity Zones to create impactful change?

Josh Childress is CEO of LandSpire Group and a member of the RevOZ Capital Social Impact Council. RevOZ Capital earlier this year launched a new social impact initiative with a commitment to invest $1 billion in Opportunity Zone projects over the next three years.

Transcript and show notes at OpportunityDb.com

]]> 1506 no Post-COVID Opportunity Zone Investing, with Greg Genovese (Episode #132) https://opportunitydb.com/2021/03/greg-genovese-132/ What can Opportunity Zone investors expect from post-COVID market conditions? And how have Qualified Opportunity Funds evolved since program inception? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI. Show notes and transcript at OpportunityDb.com Wed, 31 Mar 2021 07:15:00 -0000 Post-COVID Opportunity Zone Investing, with Greg Genovese full 132 OpportunityZones.com What can Opportunity Zone investors expect from post-COVID market conditions? What can Opportunity Zone investors expect from post-COVID market conditions? And how have Qualified Opportunity Funds evolved since program inception? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI. Show notes and transcript at OpportunityDb.com What can Opportunity Zone investors expect from post-COVID market conditions? And how have Qualified Opportunity Funds evolved since program inception?

Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI.

Show notes and transcript at OpportunityDb.com

]]> 2009 no How OZ Policy May Evolve Under Biden, with Steve Glickman (Episode #131) https://opportunitydb.com/2021/03/steve-glickman-131/ With Joe Biden in the White House, how might Opportunity Zone policy evolve over the coming years? Steve Glickman recently joined me during a fireside chat at OZ Pitch Day to discuss this topic and more. Steve is founder and CEO of Develop Advisors, a consulting firm for Qualified Opportunity Funds. He previously co-founded the Economic Innovation Group. Show notes and transcript at OpportunityDb.com Wed, 24 Mar 2021 07:15:00 -0000 How Biden May Transform Opportunity Zones, with Steve Glickman full 131 OpportunityZones.com With Joe Biden in the White House, how might Opportunity Zones transform over the coming years? With Joe Biden in the White House, how might Opportunity Zone policy evolve over the coming years? Steve Glickman recently joined me during a fireside chat at OZ Pitch Day to discuss this topic and more. Steve is founder and CEO of Develop Advisors, a consulting firm for Qualified Opportunity Funds. He previously co-founded the Economic Innovation Group. Show notes and transcript at OpportunityDb.com With Joe Biden in the White House, how might Opportunity Zone policy evolve over the coming years? Steve Glickman recently joined me during a fireside chat at OZ Pitch Day to discuss this topic and more.

Steve is founder and CEO of Develop Advisors, a consulting firm for Qualified Opportunity Funds. He previously co-founded the Economic Innovation Group.

Show notes and transcript at OpportunityDb.com

]]> 2178 no Differentiating Approaches and Delivering Value in Opportunity Zones, with Jon White (Episode #130) https://opportunitydb.com/2021/03/jon-white-130/ Why are shovel-ready projects so crucial to a multi-asset Qualified Opportunity Fund strategy? And how can a fund be structured in order to allow investment from self-directed QOFs at the project level? Jon White is president and managing director at Larson Capital, a real estate-focused private equity firm headquartered in St. Louis. Transcript and show notes at OpportunityDb.com Mon, 22 Mar 2021 07:15:00 -0000 Differentiating Approaches and Delivering Value in Opportunity Zones, with Jon White full 130 OpportunityZones.com Why are shovel-ready projects so crucial to a multi-asset Qualified Opportunity Fund strategy? Why are shovel-ready projects so crucial to a multi-asset Qualified Opportunity Fund strategy? And how can a fund be structured in order to allow investment from self-directed QOFs at the project level? Jon White is president and managing director at Larson Capital, a real estate-focused private equity firm headquartered in St. Louis. Transcript and show notes at OpportunityDb.com Why are shovel-ready projects so crucial to a multi-asset Qualified Opportunity Fund strategy? And how can a fund be structured in order to allow investment from self-directed QOFs at the project level?

Jon White is president and managing director at Larson Capital, a real estate-focused private equity firm headquartered in St. Louis.

Transcript and show notes at OpportunityDb.com

]]> 1366 no OZworks Group, a Community for OZ Stakeholders, with Chris Cooley (Episode #129) https://opportunitydb.com/2021/03/chris-cooley-129/ Can an online membership platform bring different Opportunity Zone stakeholders together and help make the OZ initiative a bigger success? Chris Cooley is director and lead connector at OZworks Group. He has extensive experience consulting in the collaborative workspace industry, both nationally and internationally.  Show notes and transcript on OpportunityDb.com Wed, 17 Mar 2021 07:15:00 -0000 OZworks Group, a Community for OZ Stakeholders, with Chris Cooley full 129 OpportunityZones.com Can an online membership platform bring different Opportunity Zone stakeholders together and help make the OZ initiative a bigger success? Can an online membership platform bring different Opportunity Zone stakeholders together and help make the OZ initiative a bigger success? Chris Cooley is director and lead connector at OZworks Group. He has extensive experience consulting in the collaborative workspace industry, both nationally and internationally.  Show notes and transcript on OpportunityDb.com Can an online membership platform bring different Opportunity Zone stakeholders together and help make the OZ initiative a bigger success?

Chris Cooley is director and lead connector at OZworks Group. He has extensive experience consulting in the collaborative workspace industry, both nationally and internationally. 

Show notes and transcript on OpportunityDb.com

]]> 2013 no The Three Best Capital Sources for OZ Deals, with Hall Labs (Episode #128) https://opportunitydb.com/2021/03/hall-labs-128/ What are the three different classes of investors that are the most likely capital sources for Opportunity Zone funds or deals? And what are some tips for approaching and pitching to them? Dave Kunz is managing partner and general manager of Hall Venture Partners. Will Walker is a private equity veteran and advisor to Hall Labs and HVP. Transcript and show notes at OpportunityDb.com Wed, 03 Mar 2021 08:15:00 -0000 The Three Best Capital Sources for OZ Deals, with Hall Labs full 128 OpportunityZones.com What are the three different classes of investors that are the most likely capital sources for Opportunity Zone funds or deals? What are the three different classes of investors that are the most likely capital sources for Opportunity Zone funds or deals? And what are some tips for approaching and pitching to them? Dave Kunz is managing partner and general manager of Hall Venture Partners. Will Walker is a private equity veteran and advisor to Hall Labs and HVP. Transcript and show notes at OpportunityDb.com What are the three different classes of investors that are the most likely capital sources for Opportunity Zone funds or deals? And what are some tips for approaching and pitching to them?

Dave Kunz is managing partner and general manager of Hall Venture Partners. Will Walker is a private equity veteran and advisor to Hall Labs and HVP.

Transcript and show notes at OpportunityDb.com

]]> 1948 no OZ Investing in Puerto Rican Tourism, with Lifeafar Capital (Episode #127) https://opportunitydb.com/2021/02/lifeafar-127/ What are some of the factors that may make Puerto Rico a compelling destination for Opportunity Zone investment, particularly in a post-COVID world? Eric Berman is chief investment officer and Adrian Beales is director of sales at Lifeafar Capital, a boutique private equity real estate firm with two OZ projects in Puerto Rico. Transcript and show notes available at OpportunityDb.com Wed, 24 Feb 2021 08:15:00 -0000 OZ Investing in Puerto Rican Tourism, with Lifeafar Capital full 127 OpportunityZones.com What makes Puerto Rico a compelling destination for Opportunity Zone investment? What are some of the factors that may make Puerto Rico a compelling destination for Opportunity Zone investment, particularly in a post-COVID world? Eric Berman is chief investment officer and Adrian Beales is director of sales at Lifeafar Capital, a boutique private equity real estate firm with two OZ projects in Puerto Rico. Transcript and show notes available at OpportunityDb.com What are some of the factors that may make Puerto Rico a compelling destination for Opportunity Zone investment, particularly in a post-COVID world?

Eric Berman is chief investment officer and Adrian Beales is director of sales at Lifeafar Capital, a boutique private equity real estate firm with two OZ projects in Puerto Rico.

Transcript and show notes available at OpportunityDb.com

]]> 1555 no The Evolution of the OZ Marketplace, with Peter Truog (Episode #126) https://opportunitydb.com/2021/02/peter-truog-126/ How has the Opportunity Zone marketplace evolved over the past 2+ years and how will it continue to evolve going forward? Peter Truog is founder of The Opportunity Exchange, a marketplace that connects impactful Opportunity Zone projects to capital sources. The Opportunity Exchange is a key partner in OZ Pitch Day. Transcript and show notes at OpportunityDb.com Wed, 17 Feb 2021 20:00:00 -0000 The Evolution of the OZ Marketplace, with Peter Truog full 126 OpportunityZones.com How has the OZ marketplace evolved, and what's in store for the future? How has the Opportunity Zone marketplace evolved over the past 2+ years and how will it continue to evolve going forward? Peter Truog is founder of The Opportunity Exchange, a marketplace that connects impactful Opportunity Zone projects to capital sources. The Opportunity Exchange is a key partner in OZ Pitch Day. Transcript and show notes at OpportunityDb.com How has the Opportunity Zone marketplace evolved over the past 2+ years and how will it continue to evolve going forward?

Peter Truog is founder of The Opportunity Exchange, a marketplace that connects impactful Opportunity Zone projects to capital sources. The Opportunity Exchange is a key partner in OZ Pitch Day.

Transcript and show notes at OpportunityDb.com

]]> 2274 no Creating Impact with Essential Housing in Opportunity Zones, with Clark Spencer (Episode #125) https://opportunitydb.com/2021/02/clark-spencer-125/ After raising over $200 million for Qualified Opportunity Zone investment, how is one OZ fund creating impact with essential housing? Clark Spencer is senior vice president at Grubb Properties, a vertically integrated real estate operating company founded in 1963. Transcript and show notes available at OpportunityDb.com Wed, 10 Feb 2021 08:15:00 -0000 Creating Impact with Essential Housing in Opportunity Zones, with Clark Spencer full 125 OpportunityZones.com After raising over $200 million for Qualified Opportunity Zone investment, how is one OZ fund creating impact with essential housing? After raising over $200 million for Qualified Opportunity Zone investment, how is one OZ fund creating impact with essential housing? Clark Spencer is senior vice president at Grubb Properties, a vertically integrated real estate operating company founded in 1963. Transcript and show notes available at OpportunityDb.com After raising over $200 million for Qualified Opportunity Zone investment, how is one OZ fund creating impact with essential housing?

Clark Spencer is senior vice president at Grubb Properties, a vertically integrated real estate operating company founded in 1963.

Transcript and show notes available at OpportunityDb.com

]]> 2096 no Announcing OZ Pitch Day 2021 (Episode #124) https://ozpitchday.com/ If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the newly extended deadline of March 31, 2021? OpportunityDb's OZ Pitch Day 2021 online event is coming to help. OZ Pitch Day 2021 will take place on Tuesday, March 9, 2021 and will feature educational content and pitches from roughly one dozen Qualified Opportunity Funds. Visit OZPitchDay.com to learn more and register today. Tue, 09 Feb 2021 15:54:46 -0000 Announcing OZ Pitch Day 2021 full 124 OpportunityZones.com How can you find an OZ investment opportunity before the March 31st deadline? If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the newly extended deadline of March 31, 2021? OpportunityDb's OZ Pitch Day 2021 online event is coming to help. OZ Pitch Day 2021 will take place on Tuesday, March 9, 2021 and will feature educational content and pitches from roughly one dozen Qualified Opportunity Funds. Visit OZPitchDay.com to learn more and register today. If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the newly extended deadline of March 31, 2021? OpportunityDb's OZ Pitch Day 2021 online event is coming to help.

OZ Pitch Day 2021 will take place on Tuesday, March 9, 2021 and will feature educational content and pitches from roughly one dozen Qualified Opportunity Funds.

Visit OZPitchDay.com to learn more and register today.

]]> 1124 no How Opportunity Zones Can Succeed, with Steve Glickman and Ira Weinstein (Episode #123) https://opportunitydb.com/2021/01/glickman-weinstein-123/ How can five different groups of Opportunity Zone stakeholders come together to make the program a success? And what can we expect the Biden administration to do with Opportunity Zones? Steve Glickman is founder and CEO of Develop LLC, an Opportunity Zones advisory firm, and was previously co-founder and CEO of the Economic Innovation Group. Ira Weinstein is managing principal and Opportunity Zones practice leader at CohnReznick, a professional services firm. Transcript and show notes on OpportunityDb.com Wed, 03 Feb 2021 08:15:00 -0000 How Opportunity Zones Can Succeed, with Steve Glickman and Ira Weinstein full 123 OpportunityZones.com How can the OZ program succeed under the Biden administration? How can five different groups of Opportunity Zone stakeholders come together to make the program a success? And what can we expect the Biden administration to do with Opportunity Zones? Steve Glickman is founder and CEO of Develop LLC, an Opportunity Zones advisory firm, and was previously co-founder and CEO of the Economic Innovation Group. Ira Weinstein is managing principal and Opportunity Zones practice leader at CohnReznick, a professional services firm. Transcript and show notes on OpportunityDb.com How can five different groups of Opportunity Zone stakeholders come together to make the program a success? And what can we expect the Biden administration to do with Opportunity Zones?

Steve Glickman is founder and CEO of Develop LLC, an Opportunity Zones advisory firm, and was previously co-founder and CEO of the Economic Innovation Group. Ira Weinstein is managing principal and Opportunity Zones practice leader at CohnReznick, a professional services firm.

Transcript and show notes on OpportunityDb.com

]]> 3552 no Key Opportunity Zone Deadlines for 2021, with Ashley Tison (Episode #122) https://opportunitydb.com/2021/01/ashley-tison-122/ Why is 2021 expected to be a big year for Opportunity Zones and what are some of the key deadlines that investors and fund issuers should be aware of? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes available at OpportunityDb.com Wed, 27 Jan 2021 08:15:00 -0000 Key Opportunity Zone Deadlines for 2021, with Ashley Tison full 122 OpportunityZones.com What are the key OZ deadlines that investors and fund issuers should be aware of? Why is 2021 expected to be a big year for Opportunity Zones and what are some of the key deadlines that investors and fund issuers should be aware of? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes available at OpportunityDb.com Why is 2021 expected to be a big year for Opportunity Zones and what are some of the key deadlines that investors and fund issuers should be aware of?

Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm.

Transcript and show notes available at OpportunityDb.com

]]> 2610 no Finding Opportunity Zone Investors in 2021, with Will Walker & Jeffrey Maganis (Episode #121) https://opportunitydb.com/2021/01/crowdcreate-121/ What are some of the best ways to find Opportunity Zone investors in 2021? Jeffrey Maganis is co-founder of Crowdcreate, a digital marketing company that focuses on investor outreach for private equity funds. Will Walker is Crowdcreate's director of business development. Transcript and show notes at OpportunityDb.com Wed, 20 Jan 2021 08:15:00 -0000 Finding Opportunity Zone Investors in 2021, with Will Walker & Jeffrey Maganis full 121 OpportunityZones.com What are some of the best ways to find Opportunity Zone investors in 2021? What are some of the best ways to find Opportunity Zone investors in 2021? Jeffrey Maganis is co-founder of Crowdcreate, a digital marketing company that focuses on investor outreach for private equity funds. Will Walker is Crowdcreate's director of business development. Transcript and show notes at OpportunityDb.com What are some of the best ways to find Opportunity Zone investors in 2021?

Jeffrey Maganis is co-founder of Crowdcreate, a digital marketing company that focuses on investor outreach for private equity funds. Will Walker is Crowdcreate's director of business development.

Transcript and show notes at OpportunityDb.com

]]> 1897 no How to Be a Shrewd Opportunity Zone Investor (Episode #120) https://opportunitydb.com/2020/12/oz-pitch-day-panel-120/ What does it take to be a shrewd Opportunity Zone investor? Several Opportunity Zone experts provided their insights on a live panel recorded on November 17, 2020 during OZ Pitch Day, titled "Being a Shrewd Opportunity Zone Investor." Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Dave Kunz of Hall Venture Partners, Rocco Forino of DealConnectHub, Jeffrey Maganis of Crowdcreate, Chris Cooley of OZworks Group, and Gerry Reihsen of Coasis Coalition. Transcript and show notes on OpportunityDb.com Wed, 23 Dec 2020 16:30:00 -0000 How to Be a Shrewd Opportunity Zone Investor full 120 OpportunityZones.com What does it take to be a shrewd Opportunity Zone investor? What does it take to be a shrewd Opportunity Zone investor? Several Opportunity Zone experts provided their insights on a live panel recorded on November 17, 2020 during OZ Pitch Day, titled "Being a Shrewd Opportunity Zone Investor." Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Dave Kunz of Hall Venture Partners, Rocco Forino of DealConnectHub, Jeffrey Maganis of Crowdcreate, Chris Cooley of OZworks Group, and Gerry Reihsen of Coasis Coalition. Transcript and show notes on OpportunityDb.com What does it take to be a shrewd Opportunity Zone investor? Several Opportunity Zone experts provided their insights on a live panel recorded on November 17, 2020 during OZ Pitch Day, titled "Being a Shrewd Opportunity Zone Investor."

Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Dave Kunz of Hall Venture Partners, Rocco Forino of DealConnectHub, Jeffrey Maganis of Crowdcreate, Chris Cooley of OZworks Group, and Gerry Reihsen of Coasis Coalition.

Transcript and show notes on OpportunityDb.com

]]> 2699 no Workforce Housing in Opportunity Zones, with Riaz Taplin (Episode #119) https://opportunitydb.com/2020/12/riaz-taplin-119/ Why should investors consider workforce housing as a stable Opportunity Zone investment strategy? Riaz Taplin is principal and founder of Riaz Capital, an Oakland-based developer and operator of workforce housing specifically focusing on how to address the changing housing need of the millennial generation. Show notes and transcript on OpportunityDb.com Wed, 16 Dec 2020 08:15:00 -0000 Workforce Housing in Opportunity Zones, with Riaz Taplin full 119 OpportunityZones.com Why should investors consider workforce housing as a stable Opportunity Zone investment strategy? Why should investors consider workforce housing as a stable Opportunity Zone investment strategy? Riaz Taplin is principal and founder of Riaz Capital, an Oakland-based developer and operator of workforce housing specifically focusing on how to address the changing housing need of the millennial generation. Show notes and transcript on OpportunityDb.com Why should investors consider workforce housing as a stable Opportunity Zone investment strategy?

Riaz Taplin is principal and founder of Riaz Capital, an Oakland-based developer and operator of workforce housing specifically focusing on how to address the changing housing need of the millennial generation.

Show notes and transcript on OpportunityDb.com

]]> 1758 no Last-Minute Opportunity Zone Strategies for 2020, with Ashley Tison (Episode #118) https://opportunitydb.com/2020/12/ashley-tison-118/ With just a few weeks left in the year, what are some last-minute strategies and options to keep in mind for Opportunity Zone investors? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes on OpportunityDb.com Wed, 09 Dec 2020 08:15:00 -0000 Last-Minute Opportunity Zone Strategies for 2020, with Ashley Tison full 118 OpportunityZones.com With just a few weeks left in the year, what are some last-minute strategies and options to keep in mind for Opportunity Zone investors? With just a few weeks left in the year, what are some last-minute strategies and options to keep in mind for Opportunity Zone investors? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes on OpportunityDb.com With just a few weeks left in the year, what are some last-minute strategies and options to keep in mind for Opportunity Zone investors?

Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm.

Transcript and show notes on OpportunityDb.com

]]> 1251 Opportunity Zones: Past, Present, and Future, with Rachel Reilly (Episode #117) https://opportunitydb.com/2020/12/rachel-reilly-117/ With a new President taking office next month, what does the future hold for Opportunity Zones? And what policy reforms under a Biden-Harris administration would improve the policy such that it more closely adheres to legislative intent? Rachel Reilly is former director of impact strategy at Economic Innovation Group, a bipartisan public policy organization that helped to create the Opportunity Zone legislation. Transcript and show notes at OpportunityDb.com Wed, 02 Dec 2020 08:15:00 -0000 Opportunity Zones: Past, Present, and Future, with Rachel Reilly full 117 OpportunityZones.com What does the future hold for Opportunity Zones? With a new President taking office next month, what does the future hold for Opportunity Zones? And what policy reforms under a Biden-Harris administration would improve the policy such that it more closely adheres to legislative intent? Rachel Reilly is former director of impact strategy at Economic Innovation Group, a bipartisan public policy organization that helped to create the Opportunity Zone legislation. Transcript and show notes at OpportunityDb.com With a new President taking office next month, what does the future hold for Opportunity Zones? And what policy reforms under a Biden-Harris administration would improve the policy such that it more closely adheres to legislative intent?

Rachel Reilly is former director of impact strategy at Economic Innovation Group, a bipartisan public policy organization that helped to create the Opportunity Zone legislation.

Transcript and show notes at OpportunityDb.com

]]> 2024 no Top Questions to Ask Before Investing in an Opportunity Zone Fund (Episode #116) https://opportunitydb.com/2020/11/top-questions-116/ What are the biggest questions you should ask before investing in an Opportunity Zone fund? With many investors facing a year-end deadline for rolling over their capital gains into an Opportunity Zone investment, know which questions to ask any fund manager before writing that big check. Transcript and show notes on OpportunityDb.com Wed, 11 Nov 2020 22:33:07 -0000 Top Questions to Ask Before Investing in an Opportunity Zone Fund full 116 OpportunityZones.com What are the biggest questions you should ask before investing in an Opportunity Zone fund? What are the biggest questions you should ask before investing in an Opportunity Zone fund? With many investors facing a year-end deadline for rolling over their capital gains into an Opportunity Zone investment, know which questions to ask any fund manager before writing that big check. Transcript and show notes on OpportunityDb.com What are the biggest questions you should ask before investing in an Opportunity Zone fund?

With many investors facing a year-end deadline for rolling over their capital gains into an Opportunity Zone investment, know which questions to ask any fund manager before writing that big check.

Transcript and show notes on OpportunityDb.com

]]> 1712 no The Surprising Durability of OZ Multifamily in a Pandemic, with Pete LaMassa (Episode #115) https://opportunitydb.com/2020/11/pete-lamassa-115/ What are the biggest questions on the minds of Opportunity Zone investors? And what have been some of the most surprising real estate market outcomes from the coronavirus pandemic? Pete LaMassa is Opportunity Zone deal captain and managing director at Bridge Investment Group, a vertically integrated real estate private equity firm with a $1 billion Opportunity Zone strategy. Transcript and show notes at OpportunityDb.com Wed, 04 Nov 2020 08:15:00 -0000 The Surprising Durability of OZ Multifamily in a Pandemic, with Pete LaMassa full 115 OpportunityZones.com What have been the biggest real estate market surprises from the coronavirus pandemic? What are the biggest questions on the minds of Opportunity Zone investors? And what have been some of the most surprising real estate market outcomes from the coronavirus pandemic? Pete LaMassa is Opportunity Zone deal captain and managing director at Bridge Investment Group, a vertically integrated real estate private equity firm with a $1 billion Opportunity Zone strategy. Transcript and show notes at OpportunityDb.com What are the biggest questions on the minds of Opportunity Zone investors? And what have been some of the most surprising real estate market outcomes from the coronavirus pandemic?

Pete LaMassa is Opportunity Zone deal captain and managing director at Bridge Investment Group, a vertically integrated real estate private equity firm with a $1 billion Opportunity Zone strategy.

Transcript and show notes at OpportunityDb.com

]]> 2136 no The 2020 Election and Opportunity Zones, with Mike Novogradac and John Sciarretti (Episode #114) https://opportunitydb.com/2020/10/novogradac-114/ What impact will the 2020 election have on the Opportunity Zones incentive? Expect major changes if Joe Biden is elected, and potential expansion of the program if Donald Trump wins reelection. The balance of power in the Senate should have an impact as well. Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac Opportunity Zones conferences and leader of the Novogradac Opportunity Zones Working Group. Transcript and show notes at OpportunityDb.com Wed, 28 Oct 2020 15:30:00 -0000 The 2020 Election and Opportunity Zones, with Mike Novogradac and John Sciarretti full 114 OpportunityZones.com What impact will the 2020 election have on the Opportunity Zones incentive? What impact will the 2020 election have on the Opportunity Zones incentive? Expect major changes if Joe Biden is elected, and potential expansion of the program if Donald Trump wins reelection. The balance of power in the Senate should have an impact as well. Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac Opportunity Zones conferences and leader of the Novogradac Opportunity Zones Working Group. Transcript and show notes at OpportunityDb.com What impact will the 2020 election have on the Opportunity Zones incentive? Expect major changes if Joe Biden is elected, and potential expansion of the program if Donald Trump wins reelection. The balance of power in the Senate should have an impact as well.

Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac Opportunity Zones conferences and leader of the Novogradac Opportunity Zones Working Group.

Transcript and show notes at OpportunityDb.com

]]> 2276 How Regional EDA Groups Can Leverage Opportunity Zones, with Chad LaComb (Episode #113) https://opportunitydb.com/2020/10/chad-lacomb-113/ How can a regional economic development planning commission help their communities leverage their Opportunity Zone designations? Invest Acadiana serves as a perfect example. Chad LaComb is the economic development planner for the Acadiana Planning Commission. Transcript and show notes at OpportunityDb.com Wed, 21 Oct 2020 13:44:00 -0000 How Regional EDA Groups Can Leverage Opportunity Zones, with Chad LaComb full 113 OpportunityZones.com How can a regional economic development planning commission help their communities leverage their Opportunity Zone designations? How can a regional economic development planning commission help their communities leverage their Opportunity Zone designations? Invest Acadiana serves as a perfect example. Chad LaComb is the economic development planner for the Acadiana Planning Commission. Transcript and show notes at OpportunityDb.com How can a regional economic development planning commission help their communities leverage their Opportunity Zone designations? Invest Acadiana serves as a perfect example.

Chad LaComb is the economic development planner for the Acadiana Planning Commission.

Transcript and show notes at OpportunityDb.com

]]> 1665 no University Research Parks and Opportunity Zones, with Brian Darmody (Episode #112) https://opportunitydb.com/2020/10/brian-darmody-112/ Can university research parks, incubators, and accelerators catalyze innovation in Opportunity Zones? Brian Darmody is CEO of the Association of University Research Parks (AURP). Many of AURP's member institutions are located in Opportunity Zones. Transcript and show notes at OpportunityDb.com Wed, 14 Oct 2020 21:30:00 -0000 University Research Parks and Opportunity Zones, with Brian Darmody full 112 OpportunityZones.com Can university research parks, incubators, and accelerators catalyze innovation in Opportunity Zones? Can university research parks, incubators, and accelerators catalyze innovation in Opportunity Zones? Brian Darmody is CEO of the Association of University Research Parks (AURP). Many of AURP's member institutions are located in Opportunity Zones. Transcript and show notes at OpportunityDb.com Can university research parks, incubators, and accelerators catalyze innovation in Opportunity Zones?

Brian Darmody is CEO of the Association of University Research Parks (AURP). Many of AURP's member institutions are located in Opportunity Zones.

Transcript and show notes at OpportunityDb.com

]]> 2117 no Announcing OZ Pitch Day 2020, an Online Investor Matchmaking Event (Episode #111) https://opportunitydb.com/2020/10/oz-pitch-day-111/ If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the end of this year? Today I’m officially launching the OpportunityDb OZ Pitch Day 2020 Online Event. OZ Pitch Day will take place on Tuesday, November 17, 2020 and will feature roughly one dozen Qualified Opportunity Funds. Transcript and show notes at OpportunityDb.com Wed, 07 Oct 2020 15:56:07 -0000 Announcing OZ Pitch Day 2020, an Online Investor Matchmaking Event full 111 OpportunityZones.com OZ Pitch Day will take place on Tuesday, November 17, 2020. Register today at OZPitchDay.com If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the end of this year? Today I’m officially launching the OpportunityDb OZ Pitch Day 2020 Online Event. OZ Pitch Day will take place on Tuesday, November 17, 2020 and will feature roughly one dozen Qualified Opportunity Funds. Transcript and show notes at OpportunityDb.com If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the end of this year? Today I’m officially launching the OpportunityDb OZ Pitch Day 2020 Online Event.

OZ Pitch Day will take place on Tuesday, November 17, 2020 and will feature roughly one dozen Qualified Opportunity Funds.

Transcript and show notes at OpportunityDb.com

]]> 1053 no Securities Law Considerations for Opportunity Zone Funds, with Clem Turner (Episode #110) https://opportunitydb.com/2020/09/clem-turner-110/ What securities laws should Qualified Opportunity Fund issuers be aware of before they start raising capital from investors? And what are the major differences between the different types of private placement offerings? Clem Turner is a New York-based corporate and securities attorney for CSG and leads the firm's alternative capital practice. Transcript and show notes at OpportunityDb.com Wed, 30 Sep 2020 07:15:00 -0000 Securities Law Considerations for Opportunity Zone Funds, with Clem Turner full 110 OpportunityZones.com What securities laws should Qualified Opportunity Fund issuers be aware of before they start raising capital from investors? What securities laws should Qualified Opportunity Fund issuers be aware of before they start raising capital from investors? And what are the major differences between the different types of private placement offerings? Clem Turner is a New York-based corporate and securities attorney for CSG and leads the firm's alternative capital practice. Transcript and show notes at OpportunityDb.com What securities laws should Qualified Opportunity Fund issuers be aware of before they start raising capital from investors? And what are the major differences between the different types of private placement offerings?

Clem Turner is a New York-based corporate and securities attorney for CSG and leads the firm's alternative capital practice.

Transcript and show notes at OpportunityDb.com

]]> 2944 no Timing Considerations for Opportunity Zone Investors, with Ashley Tison (Episode #109) https://opportunitydb.com/2020/09/oz-pros-109/ As we approach the fourth quarter of 2020, what are some of the most important timing considerations for Opportunity Zone investors and Qualified Opportunity Fund issuers? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes available at OpportunityDb.com Wed, 23 Sep 2020 07:15:00 -0000 Timing Considerations for Opportunity Zone Investors, with Ashley Tison full 109 OpportunityZones.com As 2020 year-end approaches, what are some important timing considerations for OZ investors and funds? As we approach the fourth quarter of 2020, what are some of the most important timing considerations for Opportunity Zone investors and Qualified Opportunity Fund issuers? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes available at OpportunityDb.com As we approach the fourth quarter of 2020, what are some of the most important timing considerations for Opportunity Zone investors and Qualified Opportunity Fund issuers?

Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm.

Transcript and show notes available at OpportunityDb.com

]]> 2146 no Family Office Investing in Provo OZ Tech Accelerator Campus, with Hall Labs (Episode #108) https://opportunitydb.com/2020/09/hall-labs-108/ What are the strategic advantages to investing in early growth, patent-protected technology companies located in Opportunity Zones? Matt Van Dyke and David Kunz are managing partners at Hall Labs, a Provo, UT-based family office and tech accelerator located in an Opportunity Zone. Transcript and show notes available at OpportunityDb.com Wed, 09 Sep 2020 20:25:00 -0000 Family Office Investing in Provo OZ Tech Accelerator Campus, with Hall Labs full 108 OpportunityZones.com What are the strategic advantages to investing in early growth, patent-protected technology companies located in Opportunity Zones? What are the strategic advantages to investing in early growth, patent-protected technology companies located in Opportunity Zones? Matt Van Dyke and David Kunz are managing partners at Hall Labs, a Provo, UT-based family office and tech accelerator located in an Opportunity Zone. Transcript and show notes available at OpportunityDb.com What are the strategic advantages to investing in early growth, patent-protected technology companies located in Opportunity Zones?

Matt Van Dyke and David Kunz are managing partners at Hall Labs, a Provo, UT-based family office and tech accelerator located in an Opportunity Zone.

Transcript and show notes available at OpportunityDb.com

]]> 2558 no Opportunity Zone Investing in Silicon Valley, with Urban Catalyst (Episode #107) https://opportunitydb.com/2020/09/urban-catalyst-107/ Does the Silicon Valley tech migration create a unique investment case for ground-up development in fast-growing downtown San Jose's Opportunity Zones? Erik Hayden is founder and managing partner at Urban Catalyst, a Silicon Valley-based real estate developer and Opportunity Zone fund manager. Transcript and show notes at OpportunityDb.com Wed, 02 Sep 2020 20:41:16 -0000 Opportunity Zone Investing in Silicon Valley, with Urban Catalyst full 107 OpportunityZones.com Is the Silicon Valley tech migration creating a unique investment opportunity in downtown San Jose's Opportunity Zones? Does the Silicon Valley tech migration create a unique investment case for ground-up development in fast-growing downtown San Jose's Opportunity Zones? Erik Hayden is founder and managing partner at Urban Catalyst, a Silicon Valley-based real estate developer and Opportunity Zone fund manager. Transcript and show notes at OpportunityDb.com Does the Silicon Valley tech migration create a unique investment case for ground-up development in fast-growing downtown San Jose's Opportunity Zones?

Erik Hayden is founder and managing partner at Urban Catalyst, a Silicon Valley-based real estate developer and Opportunity Zone fund manager.

Transcript and show notes at OpportunityDb.com

]]> 2409 no Challenges for Smaller Opportunity Zone Developers, with Garth Everhart (Episode #106) https://opportunitydb.com/2020/08/garth-everhart-106/ What are some challenges that smaller Opportunity Zone project developers face? And are there benefits to investing in a smaller OZ fund? Garth Everhart is president of The Everhart Company and the developer and promoter of the Ceeley Opportunity Fund, a small, single-asset, project-specific fund located in greater Portland, Oregon. Transcript and show notes at OpportunityDb.com Wed, 26 Aug 2020 15:44:00 -0000 Challenges for Smaller Opportunity Zone Developers, with Garth Everhart full 106 OpportunityZones.com Are there benefits to investing in a smaller OZ fund? What are some challenges that smaller Opportunity Zone project developers face? And are there benefits to investing in a smaller OZ fund? Garth Everhart is president of The Everhart Company and the developer and promoter of the Ceeley Opportunity Fund, a small, single-asset, project-specific fund located in greater Portland, Oregon. Transcript and show notes at OpportunityDb.com What are some challenges that smaller Opportunity Zone project developers face? And are there benefits to investing in a smaller OZ fund?

Garth Everhart is president of The Everhart Company and the developer and promoter of the Ceeley Opportunity Fund, a small, single-asset, project-specific fund located in greater Portland, Oregon.

Transcript and show notes at OpportunityDb.com

]]> 2768 no Potential Legislative Improvements to Opportunity Zones, with Emily Lavery (Episode #105) https://opportunitydb.com/2020/08/emily-lavery-105/ Why are Opportunity Zones more important now than ever before, and what legislative changes are being considered to improve the impact of the policy initiative? Emily Lavery is a legislative analyst for Senator Tim Scott (R-SC), one of the original co-sponsors of the Opportunity Zones legislation. Transcript and show notes at OpportunityDb.com Wed, 19 Aug 2020 07:15:00 -0000 Potential Legislative Improvements to Opportunity Zones, with Emily Lavery full 105 OpportunityZones.com Why are Opportunity Zones more important now than ever before? Why are Opportunity Zones more important now than ever before, and what legislative changes are being considered to improve the impact of the policy initiative? Emily Lavery is a legislative analyst for Senator Tim Scott (R-SC), one of the original co-sponsors of the Opportunity Zones legislation. Transcript and show notes at OpportunityDb.com Why are Opportunity Zones more important now than ever before, and what legislative changes are being considered to improve the impact of the policy initiative?

Emily Lavery is a legislative analyst for Senator Tim Scott (R-SC), one of the original co-sponsors of the Opportunity Zones legislation.

Transcript and show notes at OpportunityDb.com

]]> 2242 Can Opportunity Zones Recover from the COVID-19 Crisis? (Episode #104) https://opportunitydb.com/2020/08/covid-webinar-104/ Do Opportunity Zones have the potential to create a more optimistic and hopeful outlook, and to help build national recovery and resilience in the wake of the COVID-19 pandemic and economic crisis? On August 5, a live national webinar briefing was hosted by OZ Accelerator, ASTRA, and OpportunityDb. The webinar featured Senator Tim Scott (R-SC), plus expert panelists from Senator Scott's office, Urban Institute, Sorenson Impact Foundation, Emsi, EIG, and SBA. Show notes and transcript at OpportunityDb.com Wed, 12 Aug 2020 15:30:00 -0000 Can Opportunity Zones Recover from the COVID-19 Crisis? full 104 OpportunityZones.com Can OZs help build national recovery and resilience in the wake of the COVID-19 pandemic and economic crisis? Do Opportunity Zones have the potential to create a more optimistic and hopeful outlook, and to help build national recovery and resilience in the wake of the COVID-19 pandemic and economic crisis? On August 5, a live national webinar briefing was hosted by OZ Accelerator, ASTRA, and OpportunityDb. The webinar featured Senator Tim Scott (R-SC), plus expert panelists from Senator Scott's office, Urban Institute, Sorenson Impact Foundation, Emsi, EIG, and SBA. Show notes and transcript at OpportunityDb.com Do Opportunity Zones have the potential to create a more optimistic and hopeful outlook, and to help build national recovery and resilience in the wake of the COVID-19 pandemic and economic crisis?

On August 5, a live national webinar briefing was hosted by OZ Accelerator, ASTRA, and OpportunityDb. The webinar featured Senator Tim Scott (R-SC), plus expert panelists from Senator Scott's office, Urban Institute, Sorenson Impact Foundation, Emsi, EIG, and SBA.

Show notes and transcript at OpportunityDb.com

]]> 3958 no Finding Uncommon Value in Untapped OZ Markets, with Four Points Funding (Episode #103) https://opportunitydb.com/2020/08/four-points-103/ What are some of the economic advantages of rural multi-asset multifamily and outdoor-focused hospitality Opportunity Zone fund investing? Chris Montgomery and Stephanie Copeland are partners at Four Points Funding, who earlier this year was awarded the Forbes OZ 20 Grand Prize for Top Rural Opportunity Zone Fund Catalyst. Transcript and show notes at OpportunityDb.com Wed, 05 Aug 2020 07:15:00 -0000 Finding Uncommon Value in Untapped OZ Markets, with Four Points Funding full 103 OpportunityZones.com What are some of the economic advantages of rural multi-asset multifamily and outdoor-focused hospitality Opportunity Zone fund investing? What are some of the economic advantages of rural multi-asset multifamily and outdoor-focused hospitality Opportunity Zone fund investing? Chris Montgomery and Stephanie Copeland are partners at Four Points Funding, who earlier this year was awarded the Forbes OZ 20 Grand Prize for Top Rural Opportunity Zone Fund Catalyst. Transcript and show notes at OpportunityDb.com What are some of the economic advantages of rural multi-asset multifamily and outdoor-focused hospitality Opportunity Zone fund investing?

Chris Montgomery and Stephanie Copeland are partners at Four Points Funding, who earlier this year was awarded the Forbes OZ 20 Grand Prize for Top Rural Opportunity Zone Fund Catalyst.

Transcript and show notes at OpportunityDb.com

]]> 2423 no 9 Early Conclusions of Opportunity Zones for Equitable Development, with Brett Theodos (Episode #102) https://opportunitydb.com/2020/07/brett-theodos-102/ In its early days, how effective has the Opportunity Zone incentive been for equitable development projects? Brett Theodos is senior fellow at the Urban Institute, where he recently co-authored a research report titled, "An Early Assessment of Opportunity Zones for Equitable Development Projects." Transcript and show notes at OpportunityDb.com Wed, 29 Jul 2020 07:15:00 -0000 9 Early Conclusions of Opportunity Zones for Equitable Development, with Brett Theodos full 102 OpportunityZones.com How effective has the OZ incentive been for equitable development projects? In its early days, how effective has the Opportunity Zone incentive been for equitable development projects? Brett Theodos is senior fellow at the Urban Institute, where he recently co-authored a research report titled, "An Early Assessment of Opportunity Zones for Equitable Development Projects." Transcript and show notes at OpportunityDb.com In its early days, how effective has the Opportunity Zone incentive been for equitable development projects?

Brett Theodos is senior fellow at the Urban Institute, where he recently co-authored a research report titled, "An Early Assessment of Opportunity Zones for Equitable Development Projects."

Transcript and show notes at OpportunityDb.com

]]> 2508 no Takeaways from Novogradac's OZ Conference, with Mike Novogradac & John Sciarretti (Episode #101) https://opportunitydb.com/2020/07/novogradac-101/ What were the biggest highlights from last week's Novogradac Opportunity Zones Virtual Conference? Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac Opportunity Zones conferences and leader of the Novogradac Opportunity Zones Working Group. Transcript and show notes at OpportunityDb.com Wed, 22 Jul 2020 07:15:00 -0000 Takeaways from Novogradac's OZ Conference, with Mike Novogradac & John Sciarretti full 101 OpportunityZones.com What were the biggest highlights from the Novogradac Opportunity Zones Virtual Conference? What were the biggest highlights from last week's Novogradac Opportunity Zones Virtual Conference? Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac Opportunity Zones conferences and leader of the Novogradac Opportunity Zones Working Group. Transcript and show notes at OpportunityDb.com What were the biggest highlights from last week's Novogradac Opportunity Zones Virtual Conference?

Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac Opportunity Zones conferences and leader of the Novogradac Opportunity Zones Working Group.

Transcript and show notes at OpportunityDb.com

]]> 3068 no Conscious Capitalism in Opportunity Zones, with Travis Steffens (Episode #100) https://opportunitydb.com/2020/07/travis-steffens-100/ What is conscious capitalism and how can choosing to adhere to this concept create positive social impact in Opportunity Zones? Travis Steffens is founder and CEO of Denver-based R Investments, a real estate firm focused on full cycle wealth generation through planning, development, construction, rehabilitation, leasing, property management, and brokerage.  Transcript and show notes at OpportunityDb.com Wed, 15 Jul 2020 07:15:00 -0000 Conscious Capitalism in Opportunity Zones, with Travis Steffens full 100 OpportunityZones.com How can conscious capitalism create positive social impact in Opportunity Zones? What is conscious capitalism and how can choosing to adhere to this concept create positive social impact in Opportunity Zones? Travis Steffens is founder and CEO of Denver-based R Investments, a real estate firm focused on full cycle wealth generation through planning, development, construction, rehabilitation, leasing, property management, and brokerage.  Transcript and show notes at OpportunityDb.com What is conscious capitalism and how can choosing to adhere to this concept create positive social impact in Opportunity Zones?

Travis Steffens is founder and CEO of Denver-based R Investments, a real estate firm focused on full cycle wealth generation through planning, development, construction, rehabilitation, leasing, property management, and brokerage. 

Transcript and show notes at OpportunityDb.com

]]> 2311 no Single-Family Rental Investment Strategies in Opportunity Zones, with Jeff Pintar (Episode #99) https://opportunitydb.com/2020/07/jeff-pintar-099/ How can built-to-own single family rentals be incorporated into an Opportunity Zone investment portfolio? Jeff Pintar is founder and CEO of Pintar Investment Company, a real estate development firm headquartered in San Juan Capistrano, California.  Transcript and show notes at OpportunityDb.com Wed, 08 Jul 2020 07:15:00 -0000 Single-Family Rental Investment Strategies in Opportunity Zones, with Jeff Pintar full 99 OpportunityZones.com How can SFRs be incorporated into an Opportunity Zone investment portfolio? How can built-to-own single family rentals be incorporated into an Opportunity Zone investment portfolio? Jeff Pintar is founder and CEO of Pintar Investment Company, a real estate development firm headquartered in San Juan Capistrano, California.  Transcript and show notes at OpportunityDb.com How can built-to-own single family rentals be incorporated into an Opportunity Zone investment portfolio?

Jeff Pintar is founder and CEO of Pintar Investment Company, a real estate development firm headquartered in San Juan Capistrano, California. 

Transcript and show notes at OpportunityDb.com

]]> 2138 no Why Mobile Home Parks May Be the Perfect OZ Investment, with Sam Hales (Episode #98) https://opportunitydb.com/2020/06/sam-hales-098/ Could mobile home parks be the perfect (recession-resistant) Opportunity Zone investment? Sam Hales is CEO of Saratoga Group, a real estate investment firm focused on investing in affordable housing, specifically through mobile home communities located in Opportunity Zones. On May 27, he presented his MHP investment thesis to the OpportunityDb network. Transcript and show notes at OpportunityDb.com Wed, 01 Jul 2020 07:15:00 -0000 Why Mobile Home Parks May Be the Perfect OZ Investment, with Sam Hales full 98 OpportunityZones.com Are MHPs the perfect (recession-resistant) Opportunity Zone investment? Could mobile home parks be the perfect (recession-resistant) Opportunity Zone investment? Sam Hales is CEO of Saratoga Group, a real estate investment firm focused on investing in affordable housing, specifically through mobile home communities located in Opportunity Zones. On May 27, he presented his MHP investment thesis to the OpportunityDb network. Transcript and show notes at OpportunityDb.com Could mobile home parks be the perfect (recession-resistant) Opportunity Zone investment?

Sam Hales is CEO of Saratoga Group, a real estate investment firm focused on investing in affordable housing, specifically through mobile home communities located in Opportunity Zones. On May 27, he presented his MHP investment thesis to the OpportunityDb network.

Transcript and show notes at OpportunityDb.com

]]> 1755 no Opportunity Zone Expansion Ideas to Aid in COVID-19 Recovery, with Blake Christian (Episode #97) https://opportunitydb.com/2020/06/blake-christian-097/ Opportunity Zones may just be the perfect vehicle to deliver economic relief to the areas hardest hit by the coronavirus pandemic. How can the incentive be expanded to further catalyze the recovery effort? Blake Christian is a tax CPA for Holthouse Carlin & Van Trigt (HCVT), a regional accounting firm with offices across the western United States.  Transcript and show notes at OpportunityDb.com Wed, 24 Jun 2020 07:15:00 -0000 Opportunity Zone Expansion Ideas to Aid in COVID-19 Recovery, with Blake Christian full 97 OpportunityZones.com How can the OZ incentive be expanded to further catalyze the economic recovery effort? Opportunity Zones may just be the perfect vehicle to deliver economic relief to the areas hardest hit by the coronavirus pandemic. How can the incentive be expanded to further catalyze the recovery effort? Blake Christian is a tax CPA for Holthouse Carlin & Van Trigt (HCVT), a regional accounting firm with offices across the western United States.  Transcript and show notes at OpportunityDb.com Opportunity Zones may just be the perfect vehicle to deliver economic relief to the areas hardest hit by the coronavirus pandemic. How can the incentive be expanded to further catalyze the recovery effort?

Blake Christian is a tax CPA for Holthouse Carlin & Van Trigt (HCVT), a regional accounting firm with offices across the western United States. 

Transcript and show notes at OpportunityDb.com

]]> 2488 no Updates from the White House Council on Opportunity Zones, with Scott Turner (Episode #96) https://opportunitydb.com/2020/06/scott-turner-096/ What is the state of Opportunity Zones from the perspective of the White House Opportunity and Revitalization Council, now one year into its mission? Scott Turner is executive director of the Council -- a collaboration of 17 Federal agencies and Federal-State partnerships with a mandate to identify and disseminate best practices for utilizing the Opportunity Zones tax incentive and existing Federal resources to stimulate economic growth and revitalization. Transcript and show notes at OpportunityDb.com Wed, 17 Jun 2020 07:15:00 -0000 Updates from the White House Council on Opportunity Zones, with Scott Turner full 96 OpportunityZones.com An update from the White House Opportunity and Revitalization Council. What is the state of Opportunity Zones from the perspective of the White House Opportunity and Revitalization Council, now one year into its mission? Scott Turner is executive director of the Council -- a collaboration of 17 Federal agencies and Federal-State partnerships with a mandate to identify and disseminate best practices for utilizing the Opportunity Zones tax incentive and existing Federal resources to stimulate economic growth and revitalization. Transcript and show notes at OpportunityDb.com What is the state of Opportunity Zones from the perspective of the White House Opportunity and Revitalization Council, now one year into its mission?

Scott Turner is executive director of the Council -- a collaboration of 17 Federal agencies and Federal-State partnerships with a mandate to identify and disseminate best practices for utilizing the Opportunity Zones tax incentive and existing Federal resources to stimulate economic growth and revitalization.

Transcript and show notes at OpportunityDb.com

]]> 1172 no Why Attend the Opportunity Zone Expo, with Rich Zhang (Episode #95) https://opportunitydb.com/2020/06/oz-expo-095/ Last year, the Opportunity Zone Expo hosted six live, in-person events. But due to the ongoing coronavirus pandemic, their 2020 conference will be entirely online. Learn how you can still benefit from attending, who you will meet, and how you can save 20 percent on last-minute tickets. Rich Zhang is brand manager for the Opportunity Zone Expo. Transcript and show notes at OpportunityDb.com Wed, 10 Jun 2020 07:15:00 -0000 Why Attend the Opportunity Zone Expo, with Rich Zhang full 95 OpportunityZones.com Why you should attend and who you will meet at this year's OZ Expo. Last year, the Opportunity Zone Expo hosted six live, in-person events. But due to the ongoing coronavirus pandemic, their 2020 conference will be entirely online. Learn how you can still benefit from attending, who you will meet, and how you can save 20 percent on last-minute tickets. Rich Zhang is brand manager for the Opportunity Zone Expo. Transcript and show notes at OpportunityDb.com Last year, the Opportunity Zone Expo hosted six live, in-person events. But due to the ongoing coronavirus pandemic, their 2020 conference will be entirely online. Learn how you can still benefit from attending, who you will meet, and how you can save 20 percent on last-minute tickets.

Rich Zhang is brand manager for the Opportunity Zone Expo.

Transcript and show notes at OpportunityDb.com

]]> 1838 no Pros and Cons of the 180-Day Opportunity Zone Deadline Extension (Episode #94) https://opportunitydb.com/2020/06/irs-notice-094/ On June 4, the IRS issued a new notice that provides a lot of additional coronavirus relief for Opportunity Zone investors and Opportunity Zone funds. Will this relief pose short-term challenges for Opportunity Zone capital raising? And might it cause a tsunami wave of investment toward the end of this year? Transcript and show notes at OpportunityDb.com Mon, 08 Jun 2020 07:15:00 -0000 Pros and Cons of the 180-Day Opportunity Zone Deadline Extension full 94 OpportunityZones.com Will additional COVID-19 relief pose short-term challenges for Opportunity Zone capital raising? On June 4, the IRS issued a new notice that provides a lot of additional coronavirus relief for Opportunity Zone investors and Opportunity Zone funds. Will this relief pose short-term challenges for Opportunity Zone capital raising? And might it cause a tsunami wave of investment toward the end of this year? Transcript and show notes at OpportunityDb.com On June 4, the IRS issued a new notice that provides a lot of additional coronavirus relief for Opportunity Zone investors and Opportunity Zone funds.

Will this relief pose short-term challenges for Opportunity Zone capital raising? And might it cause a tsunami wave of investment toward the end of this year?

Transcript and show notes at OpportunityDb.com

]]> 1249 Opportunity Zone Funds as 1031 Exchange Alternatives, with Erik Hayden (Episode #93) https://opportunitydb.com/2020/06/erik-hayden-093/ During this current economic crisis that has resulted from our response to COVID-19, how can Opportunity Zone funds serve as alternatives for 1031 exchange investors? Erik Hayden is founder of Urban Catalyst, a San Jose-based real estate Opportunity Zone fund focused on ground-up development. Transcript and show notes at OpportunityDb.com Wed, 03 Jun 2020 07:15:00 -0000 Opportunity Zone Funds as 1031 Exchange Alternatives, with Erik Hayden full 93 OpportunityZones.com How can Opportunity Zone funds serve as alternatives for 1031 exchange investors? During this current economic crisis that has resulted from our response to COVID-19, how can Opportunity Zone funds serve as alternatives for 1031 exchange investors? Erik Hayden is founder of Urban Catalyst, a San Jose-based real estate Opportunity Zone fund focused on ground-up development. Transcript and show notes at OpportunityDb.com During this current economic crisis that has resulted from our response to COVID-19, how can Opportunity Zone funds serve as alternatives for 1031 exchange investors?

Erik Hayden is founder of Urban Catalyst, a San Jose-based real estate Opportunity Zone fund focused on ground-up development.

Transcript and show notes at OpportunityDb.com

]]> 2482 no Opportunity Zone Fundraising Trends, with Nick Parrish (Episode #92) https://opportunitydb.com/2020/05/nick-parrish-092/ What Opportunity Zone fundraising trends can be gleaned after raising $465 million? And what's next for Opportunity Zones in the midst of the coronavirus pandemic? Nick Parrish is managing director and head of business development at Cresset Partners, a multifamily office that specializes in alternative investments in real estate, private capital, and Opportunity Zones. Their first QOZ fund closed earlier this year after raising $465 million. Transcript and show notes at OpportunityDb.com Wed, 27 May 2020 07:15:00 -0000 Opportunity Zone Fundraising Trends, with Nick Parrish full 92 OpportunityZones.com What Opportunity Zone fundraising trends can be gleaned after raising $465 million? What Opportunity Zone fundraising trends can be gleaned after raising $465 million? And what's next for Opportunity Zones in the midst of the coronavirus pandemic? Nick Parrish is managing director and head of business development at Cresset Partners, a multifamily office that specializes in alternative investments in real estate, private capital, and Opportunity Zones. Their first QOZ fund closed earlier this year after raising $465 million. Transcript and show notes at OpportunityDb.com What Opportunity Zone fundraising trends can be gleaned after raising $465 million? And what's next for Opportunity Zones in the midst of the coronavirus pandemic?

Nick Parrish is managing director and head of business development at Cresset Partners, a multifamily office that specializes in alternative investments in real estate, private capital, and Opportunity Zones. Their first QOZ fund closed earlier this year after raising $465 million.

Transcript and show notes at OpportunityDb.com

]]> 2115 no IRS Correcting Amendments to OZ Final Regs, with Ashley Tison and Jessica Millett (Episode #91) https://opportunitydb.com/2020/05/correcting-amendments-091/ In April, the IRS published correcting amendments to the final regulations on Qualified Opportunity Funds. What are the key changes that Opportunity Zone participants need to be aware of? Jessica Millett is partner and chair of Duval & Stachenfeld's tax practice group. Ashley Tison is co-founder at OZ Pros. Transcript and show notes at OpportunityDb.com Wed, 20 May 2020 07:15:00 -0000 IRS Correcting Amendments to OZ Final Regs, with Ashley Tison and Jessica Millett full 91 OpportunityZones.com What are the key regulatory changes that Opportunity Zone participants need to be aware of? In April, the IRS published correcting amendments to the final regulations on Qualified Opportunity Funds. What are the key changes that Opportunity Zone participants need to be aware of? Jessica Millett is partner and chair of Duval & Stachenfeld's tax practice group. Ashley Tison is co-founder at OZ Pros. Transcript and show notes at OpportunityDb.com In April, the IRS published correcting amendments to the final regulations on Qualified Opportunity Funds. What are the key changes that Opportunity Zone participants need to be aware of?

Jessica Millett is partner and chair of Duval & Stachenfeld's tax practice group. Ashley Tison is co-founder at OZ Pros.

Transcript and show notes at OpportunityDb.com

]]> 1854 no Urban Core Development in Opportunity Zones, with Alex Bhathal (Episode #90) https://opportunitydb.com/2020/05/alex-bhathal-090/ The Sacramento Kings ownership group successfully spearheaded downtown Sacramento's revitalization, which by the end of 2018 had resulted in a hugely positive community impact and a downtown job increase of 38 percent. Now can they leverage the Opportunity Zone incentive to replicate this success in similar markets across the country? Alex Bhathal and his family are principal co-owners of the Sacramento Kings NBA franchise and managing partner of RevOZ Capital, an Opportunity Zone fund that focuses on urban core development. Transcript and show notes at OpportunityDb.com Wed, 13 May 2020 07:15:00 -0000 Urban Core Development in Opportunity Zones, with Alex Bhathal full 90 OpportunityZones.com Why the Sacramento Kings ownership group is bullish on Opportunity Zones The Sacramento Kings ownership group successfully spearheaded downtown Sacramento's revitalization, which by the end of 2018 had resulted in a hugely positive community impact and a downtown job increase of 38 percent. Now can they leverage the Opportunity Zone incentive to replicate this success in similar markets across the country? Alex Bhathal and his family are principal co-owners of the Sacramento Kings NBA franchise and managing partner of RevOZ Capital, an Opportunity Zone fund that focuses on urban core development. Transcript and show notes at OpportunityDb.com The Sacramento Kings ownership group successfully spearheaded downtown Sacramento's revitalization, which by the end of 2018 had resulted in a hugely positive community impact and a downtown job increase of 38 percent. Now can they leverage the Opportunity Zone incentive to replicate this success in similar markets across the country?

Alex Bhathal and his family are principal co-owners of the Sacramento Kings NBA franchise and managing partner of RevOZ Capital, an Opportunity Zone fund that focuses on urban core development.

Transcript and show notes at OpportunityDb.com

]]> 1901 no How to Raise Capital for Opportunity Zone Deals, an OZ Pros Webinar (Episode #89) https://ozpros.com/webinar/ Are you ready to attract investors for your Opportunity Zone deals? Learn how to form an Opportunity Zone fund and raise capital for your OZ deals. Receive valuable information on legal structuring, compiling a pitchbook, and crafting the perfect pitch email. This episode is a condensed version of the audio portion of the webinar, which includes the presentations by Jimmy Atkinson & Ashley Tison (OZ Pros) and Jeffrey Maganis (Crowdcreate), as well as a selection of the Q&A portion. Visit OZPros.com/webinar for the complete video version and slide decks. Mon, 11 May 2020 07:15:00 -0000 How to Raise Capital for Opportunity Zone Deals, an OZ Pros Webinar full 89 OpportunityZones.com Are you ready to attract investors for your Opportunity Zone deals? Are you ready to attract investors for your Opportunity Zone deals? Learn how to form an Opportunity Zone fund and raise capital for your OZ deals. Receive valuable information on legal structuring, compiling a pitchbook, and crafting the perfect pitch email. This episode is a condensed version of the audio portion of the webinar, which includes the presentations by Jimmy Atkinson & Ashley Tison (OZ Pros) and Jeffrey Maganis (Crowdcreate), as well as a selection of the Q&A portion. Visit OZPros.com/webinar for the complete video version and slide decks. Are you ready to attract investors for your Opportunity Zone deals?

Learn how to form an Opportunity Zone fund and raise capital for your OZ deals. Receive valuable information on legal structuring, compiling a pitchbook, and crafting the perfect pitch email.

This episode is a condensed version of the audio portion of the webinar, which includes the presentations by Jimmy Atkinson & Ashley Tison (OZ Pros) and Jeffrey Maganis (Crowdcreate), as well as a selection of the Q&A portion.

Visit OZPros.com/webinar for the complete video version and slide decks.

]]> 3071 Social Impact in L.A.'s Opportunity Zones, with Martin Muoto and Reid Thomas (Episode #88) https://opportunitydb.com/2020/05/nes-sola-088/ Why is social impact crucial to the long-term success of the Opportunity Zone initiative? Hear from the top urban Opportunity Zone fund, as awarded by the Forbes OZ 20, and the positive story of the impact that they are delivering in South Central Los Angeles. Martin Muoto is founder and managing partner of SoLa Impact, a $115 million Opportunity Zone real estate impact investment fund located in South Los Angeles, and recent winner of the Forbes OZ 20 Grand Prize for best urban Opportunity Zone fund. Reid Thomas is executive vice president and general manager of NES Financial's specialty fund administration technology platform. Transcript and show notes on OpportunityDb.com Wed, 06 May 2020 07:15:00 -0000 Social Impact in L.A.'s Opportunity Zones, with Martin Muoto and Reid Thomas full 88 OpportunityZones.com Why is social impact crucial to the long-term success of the Opportunity Zone initiative? Why is social impact crucial to the long-term success of the Opportunity Zone initiative? Hear from the top urban Opportunity Zone fund, as awarded by the Forbes OZ 20, and the positive story of the impact that they are delivering in South Central Los Angeles. Martin Muoto is founder and managing partner of SoLa Impact, a $115 million Opportunity Zone real estate impact investment fund located in South Los Angeles, and recent winner of the Forbes OZ 20 Grand Prize for best urban Opportunity Zone fund. Reid Thomas is executive vice president and general manager of NES Financial's specialty fund administration technology platform. Transcript and show notes on OpportunityDb.com Why is social impact crucial to the long-term success of the Opportunity Zone initiative? Hear from the top urban Opportunity Zone fund, as awarded by the Forbes OZ 20, and the positive story of the impact that they are delivering in South Central Los Angeles.

Martin Muoto is founder and managing partner of SoLa Impact, a $115 million Opportunity Zone real estate impact investment fund located in South Los Angeles, and recent winner of the Forbes OZ 20 Grand Prize for best urban Opportunity Zone fund.

Reid Thomas is executive vice president and general manager of NES Financial's specialty fund administration technology platform.

Transcript and show notes on OpportunityDb.com

]]> 2707 no Opportunity Zone Success Strategies During COVID-19, with Jill Homan (Episode #87) https://opportunitydb.com/2020/04/jill-homan-087/ How has the Opportunity Zone marketplace matured over the past 12 months? What has the investor response been? And is the current pandemic-instigated economic downturn threatening to change everything? Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor. Transcript and show notes on OpportunityDb.com Wed, 29 Apr 2020 07:15:00 -0000 Opportunity Zone Success Strategies During COVID-19, with Jill Homan full 87 OpportunityZones.com Investor response to OZs, before and after the pandemic. How has the Opportunity Zone marketplace matured over the past 12 months? What has the investor response been? And is the current pandemic-instigated economic downturn threatening to change everything? Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor. Transcript and show notes on OpportunityDb.com How has the Opportunity Zone marketplace matured over the past 12 months? What has the investor response been? And is the current pandemic-instigated economic downturn threatening to change everything?

Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor.

Transcript and show notes on OpportunityDb.com

]]> 1781 no The Book on Opportunity Zone Investing, with Jim White (Episode #86) https://opportunitydb.com/2020/04/jim-white-086/ What insights can be gleaned from the newest book on Opportunity Zone investing? Jim White, PhD is chairman and CEO of Post Harvest Technologies and founder of the PHT Opportunity Fund. He is also a best-selling author; his latest book is Opportunity Investing: How To Revitalize Urban And Rural Communities With Opportunity Funds. Transcript and show notes on OpportunityDb.com Wed, 22 Apr 2020 07:15:00 -0000 The Book on Opportunity Zone Investing, with Jim White full 86 OpportunityZones.com What investment insights can be gleaned from the newest book on Opportunity Zones? What insights can be gleaned from the newest book on Opportunity Zone investing? Jim White, PhD is chairman and CEO of Post Harvest Technologies and founder of the PHT Opportunity Fund. He is also a best-selling author; his latest book is Opportunity Investing: How To Revitalize Urban And Rural Communities With Opportunity Funds. Transcript and show notes on OpportunityDb.com What insights can be gleaned from the newest book on Opportunity Zone investing?

Jim White, PhD is chairman and CEO of Post Harvest Technologies and founder of the PHT Opportunity Fund. He is also a best-selling author; his latest book is Opportunity Investing: How To Revitalize Urban And Rural Communities With Opportunity Funds.

Transcript and show notes on OpportunityDb.com

]]> 2347 no COVID-19: How OZ Funds and Investors Are Responding, with Chris Loeffler (Episode #85) https://opportunitydb.com/2020/04/chris-loeffler-085/ How are Opportunity Zone funds responding to the ongoing coronavirus pandemic? Find out why one Opportunity Zone fund walked away from $500 million worth of real estate deals last month. And could the current economic climate present some unique opportunities for investors? Chris Loeffler is co-founder and CEO of Caliber, a private equity real estate investment firm whose Opportunity Zone fund has thus far raised $70 million. Transcript and show notes on OpportunityDb.com Wed, 15 Apr 2020 07:15:00 -0000 COVID-19: How OZ Funds and Investors Are Responding, with Chris Loeffler full 85 OpportunityZones.com Why one OZ fund walked away from $500 million worth of real estate deals last month. How are Opportunity Zone funds responding to the ongoing coronavirus pandemic? Find out why one Opportunity Zone fund walked away from $500 million worth of real estate deals last month. And could the current economic climate present some unique opportunities for investors? Chris Loeffler is co-founder and CEO of Caliber, a private equity real estate investment firm whose Opportunity Zone fund has thus far raised $70 million. Transcript and show notes on OpportunityDb.com How are Opportunity Zone funds responding to the ongoing coronavirus pandemic? Find out why one Opportunity Zone fund walked away from $500 million worth of real estate deals last month.

And could the current economic climate present some unique opportunities for investors?

Chris Loeffler is co-founder and CEO of Caliber, a private equity real estate investment firm whose Opportunity Zone fund has thus far raised $70 million.

Transcript and show notes on OpportunityDb.com

]]> 2268 no Opportunity Zone Strategies for Community Development, with Jeanne Bonds (Episode #84) https://opportunitydb.com/2020/04/jeanne-bonds-084/ How can investors, financial institutions, and other local stakeholders leverage the Opportunity Zone incentive to improve community development results? Jeanne Bonds is a professor of the Practice of Impact Investment and Sustainable Finance at UNC's Kenan-Flagler Business School in Chapel Hill. She was formerly director of community economic development for the Federal Reserve Bank of Richmond. Show notes and transcript on OpportunityDb.com Wed, 08 Apr 2020 07:15:00 -0000 Opportunity Zone Strategies for Community Development, with Jeanne Bonds full 84 OpportunityZones.com How can Opportunity Zones be used to improve community development results? How can investors, financial institutions, and other local stakeholders leverage the Opportunity Zone incentive to improve community development results? Jeanne Bonds is a professor of the Practice of Impact Investment and Sustainable Finance at UNC's Kenan-Flagler Business School in Chapel Hill. She was formerly director of community economic development for the Federal Reserve Bank of Richmond. Show notes and transcript on OpportunityDb.com How can investors, financial institutions, and other local stakeholders leverage the Opportunity Zone incentive to improve community development results?

Jeanne Bonds is a professor of the Practice of Impact Investment and Sustainable Finance at UNC's Kenan-Flagler Business School in Chapel Hill. She was formerly director of community economic development for the Federal Reserve Bank of Richmond.

Show notes and transcript on OpportunityDb.com

]]> 2649 COVID-19 Relief for Opportunity Zone Businesses, a Zoom Meeting with OZ Pros (Episode #83) https://opportunitydb.com/2020/04/oz-pros-zoom-meeting-083/ Congress has passed three phases of coronavirus relief packages, with a fourth potentially on the way soon. How can Opportunity Zone businesses seek relief? And how can Opportunity Zones assist with economic recovery? OZ Pros hosted a Zoom meeting with 80 of the most engaged Opportunity Zones participants in our network. The Zoom meeting included presentations from Ashley Tison (OZ Pros), Howard Matalon (OlenderFeldman), and Reid Thomas (NES Financial). Show notes and transcript on OpportunityDb.com Wed, 01 Apr 2020 19:08:00 -0000 COVID-19 Relief for Opportunity Zone Businesses, a Zoom Meeting with OZ Pros full 83 OpportunityZones.com How can Opportunity Zone businesses seek coronavirus relief? Congress has passed three phases of coronavirus relief packages, with a fourth potentially on the way soon. How can Opportunity Zone businesses seek relief? And how can Opportunity Zones assist with economic recovery? OZ Pros hosted a Zoom meeting with 80 of the most engaged Opportunity Zones participants in our network. The Zoom meeting included presentations from Ashley Tison (OZ Pros), Howard Matalon (OlenderFeldman), and Reid Thomas (NES Financial). Show notes and transcript on OpportunityDb.com Congress has passed three phases of coronavirus relief packages, with a fourth potentially on the way soon. How can Opportunity Zone businesses seek relief? And how can Opportunity Zones assist with economic recovery?

OZ Pros hosted a Zoom meeting with 80 of the most engaged Opportunity Zones participants in our network. The Zoom meeting included presentations from Ashley Tison (OZ Pros), Howard Matalon (OlenderFeldman), and Reid Thomas (NES Financial).

Show notes and transcript on OpportunityDb.com

]]> 4600 no Creating Catalytic Impact in Rural Opportunity Zones, with Chris Montgomery (Episode #82) https://opportunitydb.com/2020/03/chris-montgomery-082/ What is an OZ fund on Colorado's western slope doing to spark catalytic impact and serve the long-term needs of rural communities? Chris Montgomery is partner at Four Points Funding, whose Opportunity Zone fund was recently awarded the Grand Prize as the Forbes OZ 20's Top Rural Opportunity Zone Fund Catalyst by Forbes and the Sorenson Impact Foundation. Show notes and transcript on OpportunityDb.com Wed, 25 Mar 2020 07:15:00 -0000 Creating Catalytic Impact in Rural Opportunity Zones, with Chris Montgomery full 82 OpportunityZones.com What is an OZ fund on Colorado's western slope doing to spark catalytic impact and serve the long-term needs of rural communities? What is an OZ fund on Colorado's western slope doing to spark catalytic impact and serve the long-term needs of rural communities? Chris Montgomery is partner at Four Points Funding, whose Opportunity Zone fund was recently awarded the Grand Prize as the Forbes OZ 20's Top Rural Opportunity Zone Fund Catalyst by Forbes and the Sorenson Impact Foundation. Show notes and transcript on OpportunityDb.com What is an OZ fund on Colorado's western slope doing to spark catalytic impact and serve the long-term needs of rural communities?

Chris Montgomery is partner at Four Points Funding, whose Opportunity Zone fund was recently awarded the Grand Prize as the Forbes OZ 20's Top Rural Opportunity Zone Fund Catalyst by Forbes and the Sorenson Impact Foundation.

Show notes and transcript on OpportunityDb.com

]]> 2102 no COVID-19: Impact on Financial Markets and Opportunity Zones, with Craig Bernstein (Episode #81) https://opportunitydb.com/2020/03/craig-bernstein-081/ How will the ongoing coronavirus pandemic affect financial markets and Opportunity Zones? Craig Bernstein is principal of OPZ Capital, which launched the OPZ Capital Opportunity Zone Fund in 2018. Craig has over 20 years of real estate experience, and is a prominent thought leader in the Opportunity Zones industry. Show notes and transcript on OpportunityDb.com Mon, 23 Mar 2020 07:15:00 -0000 COVID-19: Impact on Financial Markets and Opportunity Zones, with Craig Bernstein full 81 OpportunityZones.com How will the ongoing coronavirus pandemic affect financial markets and Opportunity Zones? How will the ongoing coronavirus pandemic affect financial markets and Opportunity Zones? Craig Bernstein is principal of OPZ Capital, which launched the OPZ Capital Opportunity Zone Fund in 2018. Craig has over 20 years of real estate experience, and is a prominent thought leader in the Opportunity Zones industry. Show notes and transcript on OpportunityDb.com How will the ongoing coronavirus pandemic affect financial markets and Opportunity Zones?

Craig Bernstein is principal of OPZ Capital, which launched the OPZ Capital Opportunity Zone Fund in 2018. Craig has over 20 years of real estate experience, and is a prominent thought leader in the Opportunity Zones industry.

Show notes and transcript on OpportunityDb.com

]]> 1766 no The First OZ Fund to Deploy Capital to Businesses, with Len Mills & Natalie Elder (Episode #80) https://opportunitydb.com/2020/03/verte-oz-080/ What is the capital raising and investment portfolio strategy for the first Opportunity Zone Fund to deploy capital to business ventures? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses. Natalie Elder is Verte's head of investor relations. Show notes and transcript on OpportunityDb.com Wed, 18 Mar 2020 07:15:00 -0000 The First OZ Fund to Deploy Capital to Businesses, with Len Mills & Natalie Elder full 80 OpportunityZones.com What is the capital raising and investment portfolio strategy for the first Opportunity Zone Fund to deploy capital to business ventures? What is the capital raising and investment portfolio strategy for the first Opportunity Zone Fund to deploy capital to business ventures? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses. Natalie Elder is Verte's head of investor relations. Show notes and transcript on OpportunityDb.com What is the capital raising and investment portfolio strategy for the first Opportunity Zone Fund to deploy capital to business ventures?

Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses. Natalie Elder is Verte's head of investor relations.

Show notes and transcript on OpportunityDb.com

]]> 1530 no Our First 100 Opportunity Zone Strategy Calls, with OZ Pros (Episode #79) https://opportunitydb.com/2020/03/oz-pros-079/ What are the biggest Opportunity Zone lessons we've discovered and Qualified Opportunity Fund best practices we've formed after our first 100 Opportunity Strategy Calls at OZ Pros? And how can they apply to you? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison are co-founders of OZ Pros -- Qualified Opportunity Fund and Qualified Opportunity Zone Business entity formation made easy. Show notes and transcript on OpportunityDb.com Wed, 11 Mar 2020 07:15:00 -0000 Our First 100 Opportunity Zone Strategy Calls, with OZ Pros full 79 OpportunityZones.com How can our Opportunity Zones lessons apply to you? What are the biggest Opportunity Zone lessons we've discovered and Qualified Opportunity Fund best practices we've formed after our first 100 Opportunity Strategy Calls at OZ Pros? And how can they apply to you? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison are co-founders of OZ Pros -- Qualified Opportunity Fund and Qualified Opportunity Zone Business entity formation made easy. Show notes and transcript on OpportunityDb.com What are the biggest Opportunity Zone lessons we've discovered and Qualified Opportunity Fund best practices we've formed after our first 100 Opportunity Strategy Calls at OZ Pros? And how can they apply to you?

Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison are co-founders of OZ Pros -- Qualified Opportunity Fund and Qualified Opportunity Zone Business entity formation made easy.

Show notes and transcript on OpportunityDb.com

]]> 1733 no Novogradac's OZ Working Group and Conference, with John Sciarretti (Episode #78) https://opportunitydb.com/2020/03/john-sciarretti-078/ What Opportunity Zones regulatory issues does the Novogradac Working Group address in their recent comment letter to the IRS? And what can you expect at the upcoming Novogradac OZ conference? John Sciarretti is a partner at Novogradac, a top 50 accounting firm and national thought leader in the Opportunity Zone industry. Show notes and transcript at OpportunityDb.com Wed, 04 Mar 2020 08:15:00 -0000 Novogradac's OZ Working Group and Conference, with John Sciarretti full 78 OpportunityZones.com What can you expect at the upcoming Novogradac OZ conference? What Opportunity Zones regulatory issues does the Novogradac Working Group address in their recent comment letter to the IRS? And what can you expect at the upcoming Novogradac OZ conference? John Sciarretti is a partner at Novogradac, a top 50 accounting firm and national thought leader in the Opportunity Zone industry. Show notes and transcript at OpportunityDb.com What Opportunity Zones regulatory issues does the Novogradac Working Group address in their recent comment letter to the IRS? And what can you expect at the upcoming Novogradac OZ conference?

John Sciarretti is a partner at Novogradac, a top 50 accounting firm and national thought leader in the Opportunity Zone industry.

Show notes and transcript at OpportunityDb.com

]]> 2251 no Fund Custody and Opportunity Zones, with Jeremy Christensen (Episode #77) https://opportunitydb.com/2020/02/jeremy-christensen-077/ What level of transparency does your Opportunity Zone fund provide? Is it verified by a third-party fund custodian? Jeremy Christensen is director of fund custody at Millennium Trust Company. Show notes and transcript at OpportunityDb.com Wed, 26 Feb 2020 08:15:00 -0000 Fund Custody and Opportunity Zones, with Jeremy Christensen full 77 OpportunityZones.com What level of transparency does your Opportunity Zone fund provide? What level of transparency does your Opportunity Zone fund provide? Is it verified by a third-party fund custodian? Jeremy Christensen is director of fund custody at Millennium Trust Company. Show notes and transcript at OpportunityDb.com What level of transparency does your Opportunity Zone fund provide? Is it verified by a third-party fund custodian?

Jeremy Christensen is director of fund custody at Millennium Trust Company.

Show notes and transcript at OpportunityDb.com

]]> 1779 no PropTech and Opportunity Zones, with Steve Nson (Episode #76) https://opportunitydb.com/2020/02/steve-nson-076/ How can real estate technology, or property technology, benefit Opportunity Zone marketplace participants? Steve Nson is founder of AnySizeDeals, a matchmaking platform for real estate investors that also organizes live events. Their upcoming AnySizeDeals Week event will focus on how real estate interacts with AI and robotics, innovation, Opportunity Zones, and blockchain. Transcript and show notes on OpportunityDb.com Wed, 19 Feb 2020 08:15:00 -0000 PropTech and Opportunity Zones, with Steve Nson full 76 OpportunityZones.com How can property technology benefit Opportunity Zone marketplace participants? How can real estate technology, or property technology, benefit Opportunity Zone marketplace participants? Steve Nson is founder of AnySizeDeals, a matchmaking platform for real estate investors that also organizes live events. Their upcoming AnySizeDeals Week event will focus on how real estate interacts with AI and robotics, innovation, Opportunity Zones, and blockchain. Transcript and show notes on OpportunityDb.com How can real estate technology, or property technology, benefit Opportunity Zone marketplace participants?

Steve Nson is founder of AnySizeDeals, a matchmaking platform for real estate investors that also organizes live events. Their upcoming AnySizeDeals Week event will focus on how real estate interacts with AI and robotics, innovation, Opportunity Zones, and blockchain.

Transcript and show notes on OpportunityDb.com

]]> 2126 no A Graduate Tax Course in Opportunity Zones, with Jay Darby (Episode #75) https://opportunitydb.com/2020/02/jay-darby-075/ What are students learning in the nation's first LLM-level tax course on Opportunity Zones? Joseph "Jay" Darby is a partner in Sullivan & Worcester's tax group in Boston and has been a member of the adjunct faculty at Boston University School of Law since 2003. This semester, he is teaching an LLM course at BU Law titled, "No Gain No Pain? Opportunity Zones, Like Kind Exchanges and QSBS Strategies." Show notes and transcript on OpportunityDb.com Wed, 12 Feb 2020 08:15:00 -0000 A Graduate Tax Course in Opportunity Zones, with Jay Darby full 75 OpportunityZones.com What are students learning in the nation's first LLM-level tax course on Opportunity Zones? What are students learning in the nation's first LLM-level tax course on Opportunity Zones? Joseph "Jay" Darby is a partner in Sullivan & Worcester's tax group in Boston and has been a member of the adjunct faculty at Boston University School of Law since 2003. This semester, he is teaching an LLM course at BU Law titled, "No Gain No Pain? Opportunity Zones, Like Kind Exchanges and QSBS Strategies." Show notes and transcript on OpportunityDb.com What are students learning in the nation's first LLM-level tax course on Opportunity Zones?

Joseph "Jay" Darby is a partner in Sullivan & Worcester's tax group in Boston and has been a member of the adjunct faculty at Boston University School of Law since 2003. This semester, he is teaching an LLM course at BU Law titled, "No Gain No Pain? Opportunity Zones, Like Kind Exchanges and QSBS Strategies."

Show notes and transcript on OpportunityDb.com

]]> 2429 no Investing for Impact in Opportunity Zones, with Jim Sorenson & Patrick McKenna (Episode #74) https://opportunitydb.com/2020/02/sorenson-catalyst-074/ How does impact investing pioneer Jim Sorenson invest for impact in Opportunity Zones? Can Catalyst Opportunity Funds serve as both a counterexample to the wave of negative OZ publicity and a model for OZ fund investing? Impact investing pioneer Jim Sorenson and tech entrepreneur Patrick McKenna are co-founders of Catalyst. Jim is also founder of the Sorenson Impact Foundation, and funding partner at the University of Utah's Sorenson Impact Center. Show notes and transcript at OpportunityDb.com Wed, 05 Feb 2020 08:15:00 -0000 Investing for Impact in Opportunity Zones, with Jim Sorenson & Patrick McKenna full 74 OpportunityZones.com How does impact investing pioneer Jim Sorenson invest for impact in Opportunity Zones? How does impact investing pioneer Jim Sorenson invest for impact in Opportunity Zones? Can Catalyst Opportunity Funds serve as both a counterexample to the wave of negative OZ publicity and a model for OZ fund investing? Impact investing pioneer Jim Sorenson and tech entrepreneur Patrick McKenna are co-founders of Catalyst. Jim is also founder of the Sorenson Impact Foundation, and funding partner at the University of Utah's Sorenson Impact Center. Show notes and transcript at OpportunityDb.com How does impact investing pioneer Jim Sorenson invest for impact in Opportunity Zones?

Can Catalyst Opportunity Funds serve as both a counterexample to the wave of negative OZ publicity and a model for OZ fund investing?

Impact investing pioneer Jim Sorenson and tech entrepreneur Patrick McKenna are co-founders of Catalyst. Jim is also founder of the Sorenson Impact Foundation, and funding partner at the University of Utah's Sorenson Impact Center.

Show notes and transcript at OpportunityDb.com

]]> 2396 no Indoor Vertical Farming in Opportunity Zones, with Zale Tabakman (Episode #73) https://opportunitydb.com/2020/01/zale-tabakman-073/ Why might indoor vertical farming be ideally suited for Opportunity Zones? Zale Tabakman is founder and president of Baltimore-based Local Grown Salads, an indoor vertical farming company that has its own Opportunity Zone fund. Show notes and transcript on OpportunityDb.com Wed, 29 Jan 2020 08:15:00 -0000 Indoor Vertical Farming in Opportunity Zones, with Zale Tabakman full 73 OpportunityZones.com Why might indoor vertical farming be ideally suited for Opportunity Zones? Why might indoor vertical farming be ideally suited for Opportunity Zones? Zale Tabakman is founder and president of Baltimore-based Local Grown Salads, an indoor vertical farming company that has its own Opportunity Zone fund. Show notes and transcript on OpportunityDb.com Why might indoor vertical farming be ideally suited for Opportunity Zones?

Zale Tabakman is founder and president of Baltimore-based Local Grown Salads, an indoor vertical farming company that has its own Opportunity Zone fund.

Show notes and transcript on OpportunityDb.com

]]> 2653 no The OZ Regulatory Process, with Treasury's Dan Kowalski (Episode #72) https://opportunitydb.com/2020/01/daniel-kowalski-072/ What are the five most impactful changes in the final IRS regulations on Opportunity Zones? And what’s the true story behind the Opportunity Zone designation in Storey County, NV? Daniel Kowalski is counselor to Treasury Secretary Steven Mnuchin and led the Treasury Department’s efforts in issuing regulations on Qualified Opportunity Funds. Show notes and transcript on OpportunityDb.com Wed, 22 Jan 2020 08:15:00 -0000 The OZ Regulatory Process, with Treasury's Dan Kowalski full 72 OpportunityZones.com What are the five most impactful changes in the final IRS regulations on Opportunity Zones? What are the five most impactful changes in the final IRS regulations on Opportunity Zones? And what’s the true story behind the Opportunity Zone designation in Storey County, NV? Daniel Kowalski is counselor to Treasury Secretary Steven Mnuchin and led the Treasury Department’s efforts in issuing regulations on Qualified Opportunity Funds. Show notes and transcript on OpportunityDb.com What are the five most impactful changes in the final IRS regulations on Opportunity Zones? And what’s the true story behind the Opportunity Zone designation in Storey County, NV?

Daniel Kowalski is counselor to Treasury Secretary Steven Mnuchin and led the Treasury Department’s efforts in issuing regulations on Qualified Opportunity Funds.

Show notes and transcript on OpportunityDb.com

]]> 3488 no How Foreign Taxpayers Can Invest in Opportunity Zones, with Steve Christiano (Episode #71) https://opportunitydb.com/2020/01/steve-christiano-071/ What types of foreign investors may be ideal candidates for Opportunity Zone investing? And is there an opportunity for OZ fund sponsors to raise capital overseas? Stephen Christiano is an associate tax director of Frank Hirth's business tax group, specializing in U.S. business taxation and Opportunity Zones. Show notes and transcript on OpportunityDb.com Wed, 15 Jan 2020 08:15:00 -0000 How Foreign Taxpayers Can Invest in Opportunity Zones, with Steve Christiano full 71 OpportunityZones.com What types of foreign investors may be ideal candidates for Opportunity Zone investing? What types of foreign investors may be ideal candidates for Opportunity Zone investing? And is there an opportunity for OZ fund sponsors to raise capital overseas? Stephen Christiano is an associate tax director of Frank Hirth's business tax group, specializing in U.S. business taxation and Opportunity Zones. Show notes and transcript on OpportunityDb.com What types of foreign investors may be ideal candidates for Opportunity Zone investing? And is there an opportunity for OZ fund sponsors to raise capital overseas?

Stephen Christiano is an associate tax director of Frank Hirth's business tax group, specializing in U.S. business taxation and Opportunity Zones.

Show notes and transcript on OpportunityDb.com

]]> 2083 no How CDFIs Can Help Raise Opportunity Zone Capital, with Ruben Alonso & Emily Lecuyer (Episode #70) https://opportunitydb.com/2020/01/equity-squared-070/ What is a Community Development Financial Institution, or CDFI? And how can Opportunity Zone fund sponsors, real estate developers, and QOZB business owners leverage their local CDFIs as a capital raising resource? Ruben Alonso is president of AltCap, a CDFI headquartered in Kansas City. Emily Lecuyer is managing director of Equity Squared, a subsidiary of AltCap. Show notes and transcript on OpportunityDb.com Wed, 08 Jan 2020 08:15:00 -0000 How CDFIs Can Help Raise Opportunity Zone Capital, with Ruben Alonso & Emily Lecuyer full 70 OpportunityZones.com How can Opportunity Zone fund sponsors, real estate developers, and QOZB business owners leverage their local CDFIs as a capital raising resource? What is a Community Development Financial Institution, or CDFI? And how can Opportunity Zone fund sponsors, real estate developers, and QOZB business owners leverage their local CDFIs as a capital raising resource? Ruben Alonso is president of AltCap, a CDFI headquartered in Kansas City. Emily Lecuyer is managing director of Equity Squared, a subsidiary of AltCap. Show notes and transcript on OpportunityDb.com What is a Community Development Financial Institution, or CDFI? And how can Opportunity Zone fund sponsors, real estate developers, and QOZB business owners leverage their local CDFIs as a capital raising resource?

Ruben Alonso is president of AltCap, a CDFI headquartered in Kansas City. Emily Lecuyer is managing director of Equity Squared, a subsidiary of AltCap.

Show notes and transcript on OpportunityDb.com

]]> 1604 no IRS Final Regulations on Opportunity Zones, with Tony Nitti (Episode #69) https://opportunitydb.com/2019/12/final-regulations-069/ Final regulations on Opportunity Zones have been issued by the IRS. What are the most meaningful changes and additions to be aware of? Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. He serves on the editorial advisory board for The Tax Adviser. He’s also a regular contributor at Forbes.com, where his latest article breaks down Opportunity Zones law and regulations. Show notes and transcript on OpportunityDb.com Thu, 26 Dec 2019 08:15:00 -0000 IRS Final Regulations on Opportunity Zones, with Tony Nitti full 69 OpportunityZones.com Final regulations on Opportunity Zones have been issued by the IRS. What are the most meaningful changes and additions to be aware of? Final regulations on Opportunity Zones have been issued by the IRS. What are the most meaningful changes and additions to be aware of? Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. He serves on the editorial advisory board for The Tax Adviser. He’s also a regular contributor at Forbes.com, where his latest article breaks down Opportunity Zones law and regulations. Show notes and transcript on OpportunityDb.com Final regulations on Opportunity Zones have been issued by the IRS. What are the most meaningful changes and additions to be aware of?

Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. He serves on the editorial advisory board for The Tax Adviser. He’s also a regular contributor at Forbes.com, where his latest article breaks down Opportunity Zones law and regulations.

Show notes and transcript on OpportunityDb.com

]]> 3337 no How Opportunity Zones Can Help Solve the Climate Crisis, with Jack Sullivan (Episode #68) https://opportunitydb.com/2019/12/jack-sullivan-068/ Does the climate change mitigation industry pose a huge OZ business opportunity? Jack Sullivan is founder and CEO of RedCarbon, a Qualified Opportunity Zone Business that focuses on carbon sequestration technologies and processes. Transcript and show notes at OpportunityDb.com Mon, 23 Dec 2019 08:15:00 -0000 How Opportunity Zones Can Help Solve the Climate Crisis, with Jack Sullivan full 68 OpportunityZones.com Does the climate change mitigation industry pose a huge OZ business opportunity? Does the climate change mitigation industry pose a huge OZ business opportunity? Jack Sullivan is founder and CEO of RedCarbon, a Qualified Opportunity Zone Business that focuses on carbon sequestration technologies and processes. Transcript and show notes at OpportunityDb.com Does the climate change mitigation industry pose a huge OZ business opportunity?

Jack Sullivan is founder and CEO of RedCarbon, a Qualified Opportunity Zone Business that focuses on carbon sequestration technologies and processes.

Transcript and show notes at OpportunityDb.com

]]> 2486 no The OZ Fund that Lined up $105 Million in 17 Hours, with Michael Episcope (Episode #67) https://opportunitydb.com/2019/12/michael-episcope-067/ How did Origin Investments line up over $100 million for their Opportunity Zone fund in less than 24 hours? And what are some of the biggest challenges and complexities of managing an OZ fund? Michael Episcope is co-founder and principal of Origin Investments, a private equity real estate firm founded in 2007. Show notes and transcript at OpportunityDb.com Wed, 18 Dec 2019 08:15:00 -0000 The OZ Fund that Lined up $105 Million in 17 Hours, with Michael Episcope full 67 OpportunityZones.com How did Origin Investments line up over $100 million for their Opportunity Zone fund in less than 24 hours? How did Origin Investments line up over $100 million for their Opportunity Zone fund in less than 24 hours? And what are some of the biggest challenges and complexities of managing an OZ fund? Michael Episcope is co-founder and principal of Origin Investments, a private equity real estate firm founded in 2007. Show notes and transcript at OpportunityDb.com How did Origin Investments line up over $100 million for their Opportunity Zone fund in less than 24 hours? And what are some of the biggest challenges and complexities of managing an OZ fund?

Michael Episcope is co-founder and principal of Origin Investments, a private equity real estate firm founded in 2007.

Show notes and transcript at OpportunityDb.com

]]> 2417 no How OZ Funds Are Adhering to Policy Intent, with Greg Genovese and Steve Sego (Episode #66) https://opportunitydb.com/2019/12/sound-west-066/ Are Opportunity Zone funds living up to the spirit and intent of the initiative? And how should social impact reporting be conducted? Greg Genovese is president of Sound West Realty Capital, a real estate development group based in the Seattle area. Steve Sego is president of the Waterman Group, a community redevelopment, investment, and mitigation company. Show notes and transcript on OpportunityDb.com Wed, 11 Dec 2019 08:15:00 -0000 How OZ Funds Are Adhering to Policy Intent, with Greg Genovese and Steve Sego full 66 OpportunityZones.com Are Opportunity Zone funds living up to the spirit and intent of the initiative? And how should social impact reporting be conducted? Are Opportunity Zone funds living up to the spirit and intent of the initiative? And how should social impact reporting be conducted? Greg Genovese is president of Sound West Realty Capital, a real estate development group based in the Seattle area. Steve Sego is president of the Waterman Group, a community redevelopment, investment, and mitigation company. Show notes and transcript on OpportunityDb.com Are Opportunity Zone funds living up to the spirit and intent of the initiative? And how should social impact reporting be conducted?

Greg Genovese is president of Sound West Realty Capital, a real estate development group based in the Seattle area. Steve Sego is president of the Waterman Group, a community redevelopment, investment, and mitigation company.

Show notes and transcript on OpportunityDb.com

]]> 3601 no Pairing Tax Credits with the Opportunity Zone Tax Incentive, Part 2 with Michael Novogradac (Episode #65) How can different real estate tax credits (New Markets, Low Income Housing, Renewable Energy, and Historic) be paired with the Opportunity Zones tax incentive? This is Part 2 of my two-part conversation with Michael Novogradac. Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm and thought leader in the Opportunity Zone industry. Show notes and transcript on OpportunityDb.com Wed, 04 Dec 2019 16:00:00 -0000 Pairing Tax Credits with the Opportunity Zone Tax Incentive, Part 2 with Michael Novogradac full 65 OpportunityZones.com How can different real estate tax credits (New Markets, Low Income Housing, Renewable Energy, and Historic) be paired with the Opportunity Zones tax incentive? How can different real estate tax credits (New Markets, Low Income Housing, Renewable Energy, and Historic) be paired with the Opportunity Zones tax incentive? This is Part 2 of my two-part conversation with Michael Novogradac. Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm and thought leader in the Opportunity Zone industry. Show notes and transcript on OpportunityDb.com How can different real estate tax credits (New Markets, Low Income Housing, Renewable Energy, and Historic) be paired with the Opportunity Zones tax incentive?

This is Part 2 of my two-part conversation with Michael Novogradac.

Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm and thought leader in the Opportunity Zone industry.

Show notes and transcript on OpportunityDb.com

]]> 1937 no Over $3.9 Billion Raised by Opportunity Zone Funds, Part 1 with Michael Novogradac (Episode #64) https://opportunitydb.com/2019/12/michael-novogradac-064/ Are Opportunity Zone funds having success raising enough capital? Will capital raising reach federal government estimates? Find out why one prominent tax accountant thinks so. This is Part 1 of my two-part conversation with Michael Novogradac. Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm and thought leader in the Opportunity Zone industry. Show notes and transcript on OpportunityDb.com Wed, 04 Dec 2019 15:45:00 -0000 Over $3.9 Billion Raised by Opportunity Zone Funds, Part 1 with Michael Novogradac full 64 OpportunityZones.com Are Opportunity Zone funds having success raising enough capital? Will capital raising reach federal government estimates? Are Opportunity Zone funds having success raising enough capital? Will capital raising reach federal government estimates? Find out why one prominent tax accountant thinks so. This is Part 1 of my two-part conversation with Michael Novogradac. Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm and thought leader in the Opportunity Zone industry. Show notes and transcript on OpportunityDb.com Are Opportunity Zone funds having success raising enough capital? Will capital raising reach federal government estimates? Find out why one prominent tax accountant thinks so.

This is Part 1 of my two-part conversation with Michael Novogradac.

Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm and thought leader in the Opportunity Zone industry.

Show notes and transcript on OpportunityDb.com

]]> 1485 no The Biggest Misconceptions About Opportunity Zones, with Bob Richardson (Episode #63) https://opportunitydb.com/2019/11/bob-richardson-063/ What are some of the biggest misconceptions and inconsistencies surrounding the Opportunity Zone tax incentive? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zone projects in upstate New York. Show notes and transcript at OpportunityDb.com Wed, 20 Nov 2019 16:40:19 -0000 The Biggest Misconceptions About Opportunity Zones, with Bob Richardson full 63 OpportunityZones.com What are some of the biggest misconceptions and inconsistencies surrounding the Opportunity Zone tax incentive? What are some of the biggest misconceptions and inconsistencies surrounding the Opportunity Zone tax incentive? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zone projects in upstate New York. Show notes and transcript at OpportunityDb.com What are some of the biggest misconceptions and inconsistencies surrounding the Opportunity Zone tax incentive?

Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zone projects in upstate New York.

Show notes and transcript at OpportunityDb.com

]]> 3046 no How OZ Communities, Sponsors, and Investors Can Connect, with The Opportunity Exchange (Episode #62) https://opportunitydb.com/2019/11/the-opportunity-exchange-062/ Can an Opportunity Zone marketplace connect communities, OZ project sponsors, and investors to advance capital deployment and community impact? Peter Truog is founder of The Opportunity Exchange — a marketplace that connects impactful Opportunity Zone projects to capital sources. Also joining today’s podcast episode from The Opportunity Exchange are Leo Peña and Ayat Amin. Show notes and transcript on OpportunityDb.com Wed, 13 Nov 2019 08:15:00 -0000 How OZ Communities, Sponsors, and Investors Can Connect, with The Opportunity Exchange full 62 OpportunityZones.com Can an Opportunity Zone marketplace connect communities, OZ project sponsors, and investors to advance capital deployment and community impact? Can an Opportunity Zone marketplace connect communities, OZ project sponsors, and investors to advance capital deployment and community impact? Peter Truog is founder of The Opportunity Exchange — a marketplace that connects impactful Opportunity Zone projects to capital sources. Also joining today’s podcast episode from The Opportunity Exchange are Leo Peña and Ayat Amin. Show notes and transcript on OpportunityDb.com Can an Opportunity Zone marketplace connect communities, OZ project sponsors, and investors to advance capital deployment and community impact?

Peter Truog is founder of The Opportunity Exchange — a marketplace that connects impactful Opportunity Zone projects to capital sources. Also joining today’s podcast episode from The Opportunity Exchange are Leo Peña and Ayat Amin.

Show notes and transcript on OpportunityDb.com

]]> 2176 no Raising Opportunity Zone Capital for Business Investment, with Len Mills (Episode #61) https://opportunitydb.com/2019/11/len-mills-061/ For business owners, what are some tips for approaching investors and raising Opportunity Zone capital? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses. Show notes and transcript at OpportunityDb.com Wed, 06 Nov 2019 08:15:00 -0000 Raising Opportunity Zone Capital for Business Investment, with Len Mills full 61 OpportunityZones.com For business owners, what are some tips for approaching investors and raising Opportunity Zone capital? For business owners, what are some tips for approaching investors and raising Opportunity Zone capital? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses. Show notes and transcript at OpportunityDb.com For business owners, what are some tips for approaching investors and raising Opportunity Zone capital?

Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses.

Show notes and transcript at OpportunityDb.com

]]> 2595 no How to Form Your Own Qualified Opportunity Zone Business (QOZB), with Ashley Tison (Episode #60) https://opportunitydb.com/2019/10/how-to-form-a-qozb-060/ Are you considering starting your own Qualified Opportunity Zone Business or converting an existing business into a QOZB? Or perhaps you need a QOZB for your Qualified Opportunity Fund? This episode is for you. What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison have teamed up to create OZ Pros -- Qualified Opportunity Fund and Qualified Opportunity Zone Business entity formation made easy. Transcript and show notes on OpportunityDb.com Thu, 31 Oct 2019 07:05:00 -0000 How to Form Your Own Qualified Opportunity Zone Business (QOZB), with Ashley Tison full 60 OpportunityZones.com Are you considering starting your own Qualified Opportunity Zone Business or converting an existing business into a QOZB? Are you considering starting your own Qualified Opportunity Zone Business or converting an existing business into a QOZB? Or perhaps you need a QOZB for your Qualified Opportunity Fund? This episode is for you. What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison have teamed up to create OZ Pros -- Qualified Opportunity Fund and Qualified Opportunity Zone Business entity formation made easy. Transcript and show notes on OpportunityDb.com Are you considering starting your own Qualified Opportunity Zone Business or converting an existing business into a QOZB? Or perhaps you need a QOZB for your Qualified Opportunity Fund? This episode is for you. What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance?

Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison have teamed up to create OZ Pros -- Qualified Opportunity Fund and Qualified Opportunity Zone Business entity formation made easy.

Transcript and show notes on OpportunityDb.com

]]> 2276 no How to Form Your Own Opportunity Zone Fund, with Ashley Tison (Episode #59) https://opportunitydb.com/2019/10/how-to-form-an-oz-fund-059/ How can you form your own Opportunity Zone fund? What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison have teamed up to create OZ Pros, a document generation tool for quick and easy OZ fund and OZ business formation. Show notes and transcript on OpportunityDb.com Tue, 29 Oct 2019 07:05:00 -0000 How to Form Your Own Opportunity Zone Fund, with Ashley Tison full 59 OpportunityZones.com Considerations when structuring your own Qualified Opportunity Fund and best practices for regulatory compliance. How can you form your own Opportunity Zone fund? What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison have teamed up to create OZ Pros, a document generation tool for quick and easy OZ fund and OZ business formation. Show notes and transcript on OpportunityDb.com How can you form your own Opportunity Zone fund? What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance?

Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison have teamed up to create OZ Pros, a document generation tool for quick and easy OZ fund and OZ business formation.

Show notes and transcript on OpportunityDb.com

]]> 1706 no Philanthropic Investment in Opportunity Zones Is Lacking, with John Lettieri (Episode #58) https://opportunitydb.com/2019/10/john-lettieri-058/ Philanthropic capital will be crucial to achieving large-scale success in Opportunity Zones nationwide. So why has the philanthropic community's response been tepid thus far? John Lettieri is co-founder, president, and CEO of the Economic Innovation Group (EIG), a Washington DC-based policy group that helped create the Opportunity Zone tax policy. Show notes and transcript at OpportunityDb.com Wed, 23 Oct 2019 07:15:00 -0000 Philanthropic Investment in Opportunity Zones Is Lacking, with John Lettieri full 58 OpportunityZones.com Why has the philanthropic community's response to Opportunity Zones been tepid thus far? Philanthropic capital will be crucial to achieving large-scale success in Opportunity Zones nationwide. So why has the philanthropic community's response been tepid thus far? John Lettieri is co-founder, president, and CEO of the Economic Innovation Group (EIG), a Washington DC-based policy group that helped create the Opportunity Zone tax policy. Show notes and transcript at OpportunityDb.com Philanthropic capital will be crucial to achieving large-scale success in Opportunity Zones nationwide. So why has the philanthropic community's response been tepid thus far?

John Lettieri is co-founder, president, and CEO of the Economic Innovation Group (EIG), a Washington DC-based policy group that helped create the Opportunity Zone tax policy.

Show notes and transcript at OpportunityDb.com

]]> 2658 no OZ Lessons from Opportunity Alabama, with Alex Flachsbart (Episode #57) https://opportunitydb.com/2019/10/alex-flachsbart-057/ How can Opportunity Zones ignite a place-based economic development revolution in one of the nation's poorest states? Alex Flachsbart is president and CEO of Opportunity Alabama, the nation's first nonprofit organization to create a marketplace for Opportunity Zone investment in a particular state. Show notes and transcript at OpportunityDb.com Wed, 16 Oct 2019 07:15:00 -0000 OZ Lessons from Opportunity Alabama, with Alex Flachsbart full 57 OpportunityZones.com How can Opportunity Zones ignite a place-based economic development revolution in one of the nation's poorest states? How can Opportunity Zones ignite a place-based economic development revolution in one of the nation's poorest states? Alex Flachsbart is president and CEO of Opportunity Alabama, the nation's first nonprofit organization to create a marketplace for Opportunity Zone investment in a particular state. Show notes and transcript at OpportunityDb.com How can Opportunity Zones ignite a place-based economic development revolution in one of the nation's poorest states?

Alex Flachsbart is president and CEO of Opportunity Alabama, the nation's first nonprofit organization to create a marketplace for Opportunity Zone investment in a particular state.

Show notes and transcript at OpportunityDb.com

]]> 2808 no The First Venture Capital Opportunity Zone Fund, with Brian Phillips (Episode #56) https://opportunitydb.com/2019/10/brian-phillips-056/ It's been nearly six months since the IRS issued its second tranche of regulatory guidance on Qualified Opportunity Funds. How are business Opportunity Zone funds proceeding? Brian Phillips is managing partner of The Pearl Fund, the first Opportunity Zone fund to focus exclusively on business, using a venture capital model. Show notes and transcript on OpportunityDb.com Wed, 09 Oct 2019 07:15:00 -0000 The First Venture Capital Opportunity Zone Fund, with Brian Phillips full 56 OpportunityZones.com Is a second wave of Opportunity Zone investing (with a focus on OZ business) coming soon? It's been nearly six months since the IRS issued its second tranche of regulatory guidance on Qualified Opportunity Funds. How are business Opportunity Zone funds proceeding? Brian Phillips is managing partner of The Pearl Fund, the first Opportunity Zone fund to focus exclusively on business, using a venture capital model. Show notes and transcript on OpportunityDb.com It's been nearly six months since the IRS issued its second tranche of regulatory guidance on Qualified Opportunity Funds. How are business Opportunity Zone funds proceeding?

Brian Phillips is managing partner of The Pearl Fund, the first Opportunity Zone fund to focus exclusively on business, using a venture capital model.

Show notes and transcript on OpportunityDb.com

]]> 2128 no Revitalizing America's Poorest ZIP Code with Opportunity Zone Capital, with John Persinger and Matt Wachter (Episode #55) https://opportunitydb.com/2019/10/erie-055/ Erie, Pennsylvania is home to the nation's poorest ZIP code, and the nation's first organization dedicated to promoting a municipality's Opportunity Zones.  Erie Downtown Development Corporation is led by CEO John Persinger and VP for finance and development Matt Wachter. Show notes and transcript on OpportunityDb.com Wed, 02 Oct 2019 14:11:00 -0000 Revitalizing America's Poorest ZIP Code with Opportunity Zone Capital full 55 OpportunityZones.com How is the nation's poorest ZIP code revitalizing their downtown core with Opportunity Zone investment? Erie, Pennsylvania is home to the nation's poorest ZIP code, and the nation's first organization dedicated to promoting a municipality's Opportunity Zones.  Erie Downtown Development Corporation is led by CEO John Persinger and VP for finance and development Matt Wachter. Show notes and transcript on OpportunityDb.com Erie, Pennsylvania is home to the nation's poorest ZIP code, and the nation's first organization dedicated to promoting a municipality's Opportunity Zones. 

Erie Downtown Development Corporation is led by CEO John Persinger and VP for finance and development Matt Wachter.

Show notes and transcript on OpportunityDb.com

]]> 2638 no Listener Questions: Options for Existing OZ Property Owners (Episode #54) https://opportunitydb.com/2019/09/listener-questions-054/ You've got Opportunity Zone questions. We've got Opportunity Zone answers. This is the inaugural edition of Opportunity Zones Podcast Listener Questions. Today's listener questions deal with options for existing Opportunity Zone property owners, incentives for Opportunity Zone businesses, and more. If you'd like to submit your own question or comment, leave a voicemail on the Opportunity Zones Podcast hotline. -- call (682) 800-1505. Show notes and transcript on OpportunityDb.com Wed, 25 Sep 2019 07:15:00 -0000 Listener Questions: Options for Existing OZ Property Owner full 54 OpportunityZones.com What are some options for owners of existing Opportunity Zone properties or businesses? You've got Opportunity Zone questions. We've got Opportunity Zone answers. This is the inaugural edition of Opportunity Zones Podcast Listener Questions. Today's listener questions deal with options for existing Opportunity Zone property owners, incentives for Opportunity Zone businesses, and more. If you'd like to submit your own question or comment, leave a voicemail on the Opportunity Zones Podcast hotline. -- call (682) 800-1505. Show notes and transcript on OpportunityDb.com You've got Opportunity Zone questions. We've got Opportunity Zone answers. This is the inaugural edition of Opportunity Zones Podcast Listener Questions. Today's listener questions deal with options for existing Opportunity Zone property owners, incentives for Opportunity Zone businesses, and more.

If you'd like to submit your own question or comment, leave a voicemail on the Opportunity Zones Podcast hotline. -- call (682) 800-1505.

Show notes and transcript on OpportunityDb.com

]]> 1638 no Opportunity Zone Deal Packaging and Capital Raising, with Gabriel Fernandez (Episode #53) https://opportunitydb.com/2019/09/gabriel-fernandez-053/ What are some best practices for packaging an Opportunity Zone real estate deal and raising capital from investors? What are some examples of good deals and bad deals? Gabriel Fernandez is a real estate investment manager in Brooklyn, NY. Show notes and transcript on OpportunityDb.com Wed, 18 Sep 2019 07:30:00 -0000 Opportunity Zone Deal Packaging and Capital Raising full 53 OpportunityZones.com What are some best practices for packaging an Opportunity Zone real estate deal and raising capital from investors? What are some best practices for packaging an Opportunity Zone real estate deal and raising capital from investors? What are some examples of good deals and bad deals? Gabriel Fernandez is a real estate investment manager in Brooklyn, NY. Show notes and transcript on OpportunityDb.com What are some best practices for packaging an Opportunity Zone real estate deal and raising capital from investors? What are some examples of good deals and bad deals?

Gabriel Fernandez is a real estate investment manager in Brooklyn, NY.

Show notes and transcript on OpportunityDb.com

]]> 2781 no The Big Problem with Opportunity Zones, with Thomas Morgan (Episode #52) https://opportunitydb.com/2019/09/thomas-morgan-052/ Is there a big problem with the Opportunity Zones program? Thomas Morgan is a real estate developer, broker, and investor who specializes in impact investing and 1031 exchange strategies. On today's episode, we discuss the recent New York Times article and the challenges of raising Opportunity Zone capital for projects in blighted locations. Show notes and transcript on OpportunityDb.com Wed, 11 Sep 2019 07:30:00 -0000 The Big Problem with Opportunity Zones full 52 OpportunityZones.com The recent New York Times article and the challenges of raising Opportunity Zone capital Is there a big problem with the Opportunity Zones program? Thomas Morgan is a real estate developer, broker, and investor who specializes in impact investing and 1031 exchange strategies. On today's episode, we discuss the recent New York Times article and the challenges of raising Opportunity Zone capital for projects in blighted locations. Show notes and transcript on OpportunityDb.com Is there a big problem with the Opportunity Zones program?

Thomas Morgan is a real estate developer, broker, and investor who specializes in impact investing and 1031 exchange strategies. On today's episode, we discuss the recent New York Times article and the challenges of raising Opportunity Zone capital for projects in blighted locations.

Show notes and transcript on OpportunityDb.com

]]> 2140 no Developing OZ Owner Occupied Housing on a Massive Scale, with NeighborBuilt (Episode #51) https://opportunitydb.com/2019/09/neighborbuilt-051/ Is the development of owner occupied housing on a massive scale achievable in blighted Opportunity Zone neighborhoods? First, you have to shock the system. Daniel Edwards and Ebony Edwards are founders of Kansas City-based Opportunity Zone development firm NeighborBuilt. Show notes and transcript on OpportunityDb.com Wed, 04 Sep 2019 07:30:00 -0000 Developing OZ Owner Occupied Housing on a Massive Scale full 51 OpportunityZones.com Is the development of owner occupied housing on a massive scale achievable in blighted Opportunity Zone neighborhoods? First, you have to shock the system. Is the development of owner occupied housing on a massive scale achievable in blighted Opportunity Zone neighborhoods? First, you have to shock the system. Daniel Edwards and Ebony Edwards are founders of Kansas City-based Opportunity Zone development firm NeighborBuilt. Show notes and transcript on OpportunityDb.com Is the development of owner occupied housing on a massive scale achievable in blighted Opportunity Zone neighborhoods? First, you have to shock the system.

Daniel Edwards and Ebony Edwards are founders of Kansas City-based Opportunity Zone development firm NeighborBuilt.

Show notes and transcript on OpportunityDb.com

]]> 2809 no The Multi-Asset QOZB That Combines Entertainment and Real Estate, with HEG (Episode #50) https://opportunitydb.com/2019/08/hotbed-entertainment-group-049/ How can real estate and a unique entertainment product combine into a Qualified Opportunity Zone Business to deliver long-lasting social impact and job creation? Todd Perlmutter is CEO of Hotbed Entertainment Group. He previously spent 19 years at Blue Man Group as senior music director. Seth Dunlap is HEG's real estate and portfolio manager. Show notes and transcript on OpportunityDb Wed, 28 Aug 2019 07:30:00 -0000 The Multi-Asset QOZB That Combines Entertainment and Real Estate, with HEG full 50 OpportunityZones.com How can real estate and a unique entertainment product combine to deliver long-lasting social impact and job creation? How can real estate and a unique entertainment product combine into a Qualified Opportunity Zone Business to deliver long-lasting social impact and job creation? Todd Perlmutter is CEO of Hotbed Entertainment Group. He previously spent 19 years at Blue Man Group as senior music director. Seth Dunlap is HEG's real estate and portfolio manager. Show notes and transcript on OpportunityDb How can real estate and a unique entertainment product combine into a Qualified Opportunity Zone Business to deliver long-lasting social impact and job creation?

Todd Perlmutter is CEO of Hotbed Entertainment Group. He previously spent 19 years at Blue Man Group as senior music director. Seth Dunlap is HEG's real estate and portfolio manager.

Show notes and transcript on OpportunityDb

]]> 2601 no Agriculture Investing in Opportunity Zones, with Chris Rawley (Episode #49) https://opportunitydb.com/2019/08/chris-rawley-049/ How can agribusiness capitalize on the Opportunity Zones program? Chris Rawley is founder and CEO of Fort Worth, TX-based Harvest Returns, an investment firm that facilitates capital raises for small- to medium-sized farmers. They launched the Sustainable Agriculture Opportunity Zone Fund earlier this summer. Show notes and transcript on OpportunityDb.com Wed, 21 Aug 2019 07:15:00 -0000 Agriculture Investing in Opportunity Zones, with Chris Rawley full 49 OpportunityZones.com How can agribusiness capitalize on the Opportunity Zones program? How can agribusiness capitalize on the Opportunity Zones program? Chris Rawley is founder and CEO of Fort Worth, TX-based Harvest Returns, an investment firm that facilitates capital raises for small- to medium-sized farmers. They launched the Sustainable Agriculture Opportunity Zone Fund earlier this summer. Show notes and transcript on OpportunityDb.com How can agribusiness capitalize on the Opportunity Zones program?

Chris Rawley is founder and CEO of Fort Worth, TX-based Harvest Returns, an investment firm that facilitates capital raises for small- to medium-sized farmers. They launched the Sustainable Agriculture Opportunity Zone Fund earlier this summer.

Show notes and transcript on OpportunityDb.com

]]> 1813 no Renewable Fuel Production in Opportunity Zones, with Nick Andrews (Episode #48) https://opportunitydb.com/2019/08/nick-andrews-048/ Can Opportunity Zones be leveraged for biorefinery development and renewable fuel production? Nick Andrews is founder and CEO of Scottsdale, AZ-based USA BioEnergy, a multi-disciplinary company with experience in real estate development and renewable diesel biofuel production. Transcript and show notes at OpportunityDb.com Wed, 14 Aug 2019 07:30:00 -0000 Renewable Fuel Production in Opportunity Zones, with Nick Andrews full 48 OpportunityZones.com Can Opportunity Zones be leveraged for biorefinery development and renewable fuel production? Can Opportunity Zones be leveraged for biorefinery development and renewable fuel production? Nick Andrews is founder and CEO of Scottsdale, AZ-based USA BioEnergy, a multi-disciplinary company with experience in real estate development and renewable diesel biofuel production. Transcript and show notes at OpportunityDb.com Can Opportunity Zones be leveraged for biorefinery development and renewable fuel production?

Nick Andrews is founder and CEO of Scottsdale, AZ-based USA BioEnergy, a multi-disciplinary company with experience in real estate development and renewable diesel biofuel production.

Transcript and show notes at OpportunityDb.com

]]> 2369 no Opportunity Zone Fund Tax Accounting Considerations, with Valerie Grunduski (Episode #47) https://opportunitydb.com/2019/08/valerie-grunduski-047/ What are some of the most important tax accounting considerations when forming an Opportunity Zone Fund? Valerie Grunduski is a real estate tax accounting specialist and leads Plante Moran's Opportunity Zones practice. Show notes and transcript on OpportunityDb.com Wed, 07 Aug 2019 07:30:00 -0000 Opportunity Zone Fund Tax Accounting Considerations, with Valerie Grunduski full 47 OpportunityZones.com What are some of the most important tax accounting considerations when forming and managing an Opportunity Zone Fund? What are some of the most important tax accounting considerations when forming an Opportunity Zone Fund? Valerie Grunduski is a real estate tax accounting specialist and leads Plante Moran's Opportunity Zones practice. Show notes and transcript on OpportunityDb.com What are some of the most important tax accounting considerations when forming an Opportunity Zone Fund?

Valerie Grunduski is a real estate tax accounting specialist and leads Plante Moran's Opportunity Zones practice.

Show notes and transcript on OpportunityDb.com

]]> 2112 no Opportunity Zone Fund Fees, with Jonathan Miller (Episode #46) https://opportunitydb.com/2019/07/jonathan-miller-046/ What are the different layers of fees that Opportunity Zone investors should be aware of? And how much can investors expect to pay in fees to Qualified Opportunity Funds? Jonathan Miller is president and CEO of Parsonex Enterprises, a financial services firm, SEC registered investment adviser, and advisory group and asset manager that manages alternative assets in real estate, including in Opportunity Zones. Show notes and transcript on OpportunityDb.com Wed, 31 Jul 2019 07:30:00 -0000 Opportunity Zone Fund Fees, with Jonathan Miller full 46 OpportunityZones.com How much can Opportunity Zone investors expect to pay in fees? What are the different layers of fees that Opportunity Zone investors should be aware of? And how much can investors expect to pay in fees to Qualified Opportunity Funds? Jonathan Miller is president and CEO of Parsonex Enterprises, a financial services firm, SEC registered investment adviser, and advisory group and asset manager that manages alternative assets in real estate, including in Opportunity Zones. Show notes and transcript on OpportunityDb.com What are the different layers of fees that Opportunity Zone investors should be aware of? And how much can investors expect to pay in fees to Qualified Opportunity Funds?

Jonathan Miller is president and CEO of Parsonex Enterprises, a financial services firm, SEC registered investment adviser, and advisory group and asset manager that manages alternative assets in real estate, including in Opportunity Zones.

Show notes and transcript on OpportunityDb.com

]]> 2986 no Strategies for Collaborative Rural & Tribal Investment, Emerald Coast OZ (Episode #45) https://opportunitydb.com/2019/07/emerald-coast-oz-045/ Much of rural America has been left behind in the economic recovery that has transpired since the Great Recession. Can Opportunity Zone investing reverse that trend? The Emerald Coast Opportunity Zone in northwest Washington state is a unique group of rural municipalities and tribal nations that has collaborated on producing a portfolio of rural Opportunity Zone projects with scale. What have been some of their biggest challenges so far? Show notes and transcript at OpportunityDb.com Wed, 24 Jul 2019 07:30:00 -0000 Strategies for Collaborative Rural & Tribal Investment, Emerald Coast OZ full 45 OpportunityZones.com How can rural and tribal communities participate in Opportunity Zone revitalization? Much of rural America has been left behind in the economic recovery that has transpired since the Great Recession. Can Opportunity Zone investing reverse that trend? The Emerald Coast Opportunity Zone in northwest Washington state is a unique group of rural municipalities and tribal nations that has collaborated on producing a portfolio of rural Opportunity Zone projects with scale. What have been some of their biggest challenges so far? Show notes and transcript at OpportunityDb.com Much of rural America has been left behind in the economic recovery that has transpired since the Great Recession. Can Opportunity Zone investing reverse that trend?

The Emerald Coast Opportunity Zone in northwest Washington state is a unique group of rural municipalities and tribal nations that has collaborated on producing a portfolio of rural Opportunity Zone projects with scale. What have been some of their biggest challenges so far?

Show notes and transcript at OpportunityDb.com

]]> 2691 no How Opportunity Zones Can Address the Housing Crisis, with Taylor Lembi (Episode #44) https://opportunitydb.com/2019/07/taylor-lembi-044/ Can Opportunity Zones address the nation's housing crisis? Taylor Lembi is founder and CEO at San Francisco-based real estate developer M31 Capital. Their Morpheus 1 Qualified Opportunity Zone Fund, launched earlier this year, invests in multi-family housing redevelopments in the Bay Area. Show notes and transcript at OpportunityDb.com Thu, 18 Jul 2019 07:00:00 -0000 How Opportunity Zones Can Address the Housing Crisis, with Taylor Lembi full 44 OpportunityZones.com Can Opportunity Zones address the nation's housing crisis? Can Opportunity Zones address the nation's housing crisis? Taylor Lembi is founder and CEO at San Francisco-based real estate developer M31 Capital. Their Morpheus 1 Qualified Opportunity Zone Fund, launched earlier this year, invests in multi-family housing redevelopments in the Bay Area. Show notes and transcript at OpportunityDb.com Can Opportunity Zones address the nation's housing crisis?

Taylor Lembi is founder and CEO at San Francisco-based real estate developer M31 Capital. Their Morpheus 1 Qualified Opportunity Zone Fund, launched earlier this year, invests in multi-family housing redevelopments in the Bay Area.

Show notes and transcript at OpportunityDb.com

]]> 2432 no Academia's Role in Opportunity Zones, with Anu Varadharajan & Michelle Thompson (Episode #43) https://opportunitydb.com/2019/07/anu-varadharajan-michelle-thompson-043/ Are colleges and universities an untapped resource for Opportunity Zone development? Plus, what can we expect to learn from the census tract level sales transaction data that the Mastercard Center for Inclusive Growth is releasing later this month? Anu Varadharajan is a tax professor at Tulane University. Dr. Michelle Thompson is a planning and urban studies professor at the University of New Orleans and data fellow at the Mastercard Center for Inclusive Growth. Show notes and transcript at OpportunityDb.com Tue, 16 Jul 2019 07:00:00 -0000 Academia's Role in Opportunity Zones, with Anu Varadharajan & Michelle Thompson full 43 OpportunityZones.com Are colleges and universities an untapped resource for Opportunity Zone development? Are colleges and universities an untapped resource for Opportunity Zone development? Plus, what can we expect to learn from the census tract level sales transaction data that the Mastercard Center for Inclusive Growth is releasing later this month? Anu Varadharajan is a tax professor at Tulane University. Dr. Michelle Thompson is a planning and urban studies professor at the University of New Orleans and data fellow at the Mastercard Center for Inclusive Growth. Show notes and transcript at OpportunityDb.com Are colleges and universities an untapped resource for Opportunity Zone development? Plus, what can we expect to learn from the census tract level sales transaction data that the Mastercard Center for Inclusive Growth is releasing later this month?

Anu Varadharajan is a tax professor at Tulane University. Dr. Michelle Thompson is a planning and urban studies professor at the University of New Orleans and data fellow at the Mastercard Center for Inclusive Growth.

Show notes and transcript at OpportunityDb.com

]]> 2765 no Recap of the July 9 IRS Hearing on Opportunity Zones (Episode #42) On Tuesday, July 9, the IRS held a public hearing on Qualified Opportunity Funds. Who spoke at the hearing and what are some of the biggest issues that the IRS needs to clarify? Full recap available at OpportunityDb.com Thu, 11 Jul 2019 23:00:00 -0000 Recap of the July 9 IRS Hearing on Opportunity Zones full 42 OpportunityZones.com A brief synopsis of the July 9 IRS public hearing on Investing in Qualified Opportunity Funds On Tuesday, July 9, the IRS held a public hearing on Qualified Opportunity Funds. Who spoke at the hearing and what are some of the biggest issues that the IRS needs to clarify? Full recap available at OpportunityDb.com On Tuesday, July 9, the IRS held a public hearing on Qualified Opportunity Funds. Who spoke at the hearing and what are some of the biggest issues that the IRS needs to clarify?

Full recap available at OpportunityDb.com

]]> 2508 no July 9 IRS Hearing on Qualified Opportunity Funds (Full Hearing) https://opportunitydb.com/2019/07/irs-hearing-on-qualified-opportunity-funds-live-stream/ Full audio recording of the July 9 IRS public hearing on proposed regulations: "Investing in Qualified Opportunity Funds" [REG-120186-18]. Recorded live on site at the IRS New Carrollton Federal Building Auditorium on July 9, 2019, beginning at 10:00 a.m. EDT. Timestamps and recap at OpportunityDb.com/hearing Thu, 11 Jul 2019 01:34:00 -0000 July 9 IRS Hearing on Qualified Opportunity Funds full OpportunityZones.com Full audio recording of the July 9 public hearing on Opportunity Zones Full audio recording of the July 9 IRS public hearing on proposed regulations: "Investing in Qualified Opportunity Funds" [REG-120186-18]. Recorded live on site at the IRS New Carrollton Federal Building Auditorium on July 9, 2019, beginning at 10:00 a.m. EDT. Timestamps and recap at OpportunityDb.com/hearing Full audio recording of the July 9 IRS public hearing on proposed regulations: "Investing in Qualified Opportunity Funds" [REG-120186-18].

Recorded live on site at the IRS New Carrollton Federal Building Auditorium on July 9, 2019, beginning at 10:00 a.m. EDT.

Timestamps and recap at OpportunityDb.com/hearing

]]> 17633 no Strategies for Maximizing Opportunity Zone Returns, with Kevin Shields (Episode #41) https://opportunitydb.com/2019/07/kevin-shields-041/ What are some strategies for maximizing Opportunity Zone investment returns? What should investors be aware of and what pitfalls should they avoid? Kevin Shields is founder, chairman, and CEO of Griffin Capital, an alternative investment firm with over $17 billion in assets under management. Show notes and transcript on OpportunityDb.com Mon, 08 Jul 2019 10:00:00 -0000 Strategies for Maximizing Opportunity Zone Returns, with Kevin Shields full 41 OpportunityZones.com What should investors be aware of and what pitfalls should they avoid? What are some strategies for maximizing Opportunity Zone investment returns? What should investors be aware of and what pitfalls should they avoid? Kevin Shields is founder, chairman, and CEO of Griffin Capital, an alternative investment firm with over $17 billion in assets under management. Show notes and transcript on OpportunityDb.com What are some strategies for maximizing Opportunity Zone investment returns? What should investors be aware of and what pitfalls should they avoid?

Kevin Shields is founder, chairman, and CEO of Griffin Capital, an alternative investment firm with over $17 billion in assets under management.

Show notes and transcript on OpportunityDb.com

]]> 2869 no The First Opportunity Zone Fund, One Year Later, with Quinn Palomino (Episode #40) https://opportunitydb.com/2019/07/quinn-palomino-040/ It's been one year since Virtua Partners launched the very first Qualified Opportunity Fund. Since then, they have raised $100 million, roughly half of which has already been deployed; they've broken ground on numerous projects, and have a pipeline of about 100 more. Quinn Palomino is principal at Virtua Partners, a global private equity firm that specializes in commercial real estate, and manager of four Opportunity Zone funds. Show notes and transcript on OpportunityDb.com Tue, 02 Jul 2019 10:00:00 -0000 The First Opportunity Zone Fund, One Year Later, with Quinn Palomino full 40 OpportunityZones.com Since launching their first OZ fund, Virtua Partners has already raised $100 million. It's been one year since Virtua Partners launched the very first Qualified Opportunity Fund. Since then, they have raised $100 million, roughly half of which has already been deployed; they've broken ground on numerous projects, and have a pipeline of about 100 more. Quinn Palomino is principal at Virtua Partners, a global private equity firm that specializes in commercial real estate, and manager of four Opportunity Zone funds. Show notes and transcript on OpportunityDb.com It's been one year since Virtua Partners launched the very first Qualified Opportunity Fund. Since then, they have raised $100 million, roughly half of which has already been deployed; they've broken ground on numerous projects, and have a pipeline of about 100 more.

Quinn Palomino is principal at Virtua Partners, a global private equity firm that specializes in commercial real estate, and manager of four Opportunity Zone funds.

Show notes and transcript on OpportunityDb.com

]]> 3200 no Third-Party Administration for OZ Funds, with Reid Thomas (Episode #39) https://opportunitydb.com/2019/06/reid-thomas-039/ Should Qualified Opportunity Funds best practices include third-party administration? And what are some Opportunity Zone trends being noticed by the industry's largest service provider? Reid Thomas is executive vice president and general manager of NES Financial, a Silicon Valley-based fintech company that provides a purpose-built administration solution for Qualified Opportunity Funds. Show notes and transcript on OpportunityDb.com Thu, 27 Jun 2019 10:00:00 -0000 Third-Party Administration for OZ Funds, with Reid Thomas full 39 OpportunityZones.com Should OZ Funds best practices include third-party administration? Should Qualified Opportunity Funds best practices include third-party administration? And what are some Opportunity Zone trends being noticed by the industry's largest service provider? Reid Thomas is executive vice president and general manager of NES Financial, a Silicon Valley-based fintech company that provides a purpose-built administration solution for Qualified Opportunity Funds. Show notes and transcript on OpportunityDb.com Should Qualified Opportunity Funds best practices include third-party administration? And what are some Opportunity Zone trends being noticed by the industry's largest service provider?

Reid Thomas is executive vice president and general manager of NES Financial, a Silicon Valley-based fintech company that provides a purpose-built administration solution for Qualified Opportunity Funds.

Show notes and transcript on OpportunityDb.com

]]> 2356 no The Biggest Problem with Opportunity Zones, with Justin Wolk (Episode #38) https://opportunitydb.com/2019/06/justin-wolk-038/ What is the biggest problem in the Opportunity Zone space today? And why is there pushback from potential investors with capital gains? Justin Wolk is a capital advisor for StackSource, a New York City-based real estate technology company that connects commercial real estate developers with lenders. Show notes and transcript on OpportunityDb.com Tue, 25 Jun 2019 10:00:00 -0000 The Biggest Problem with Opportunity Zones, with Justin Wolk full 38 OpportunityZones.com What is the biggest problem in the Opportunity Zone space today? What is the biggest problem in the Opportunity Zone space today? And why is there pushback from potential investors with capital gains? Justin Wolk is a capital advisor for StackSource, a New York City-based real estate technology company that connects commercial real estate developers with lenders. Show notes and transcript on OpportunityDb.com What is the biggest problem in the Opportunity Zone space today? And why is there pushback from potential investors with capital gains?

Justin Wolk is a capital advisor for StackSource, a New York City-based real estate technology company that connects commercial real estate developers with lenders.

Show notes and transcript on OpportunityDb.com

]]> 3164 no QOF Formation Legal Considerations, with Jessica Millett (Episode #37) https://opportunitydb.com/2019/06/jessica-millett-037/ What are some of the most important legal considerations when forming an Opportunity Zone Fund? What are some of the pros and cons of corporation, partnership, REIT, and synthetic fund structures? Jessica Millett is partner, chair, and "Wizard of OZ" of the tax practice group at Duval & Stachenfeld, a real estate law firm headquartered in New York City. Show notes and transcript on OpportunityDb.com Wed, 19 Jun 2019 11:30:00 -0000 QOF Formation Legal Considerations, with Jessica Millett full 37 OpportunityZones.com Pros and cons of corporation, partnership, REIT, and synthetic fund structures. What are some of the most important legal considerations when forming an Opportunity Zone Fund? What are some of the pros and cons of corporation, partnership, REIT, and synthetic fund structures? Jessica Millett is partner, chair, and "Wizard of OZ" of the tax practice group at Duval & Stachenfeld, a real estate law firm headquartered in New York City. Show notes and transcript on OpportunityDb.com What are some of the most important legal considerations when forming an Opportunity Zone Fund? What are some of the pros and cons of corporation, partnership, REIT, and synthetic fund structures?

Jessica Millett is partner, chair, and "Wizard of OZ" of the tax practice group at Duval & Stachenfeld, a real estate law firm headquartered in New York City.

Show notes and transcript on OpportunityDb.com

]]> 2671 no Operating Business Opportunity Zone Fund Strategies, with Ashley Tison (Episode #36) https://opportunitydb.com/2019/06/ashley-tison-036/ The second tranche of regulations that were published two months ago clarified many questions regarding opportunity zone businesses. What are some strategies for operating business investment that OZ funds should consider? M&A attorney Ashley Tison is founder and CEO of the Charlotte, NC-based Ōz group of companies (pronounced OHz). Ōz is an opportunity zone consulting group and manager of a qualified opportunity fund that invests in operating business. Show notes and transcript on OpportunityDb.com Mon, 17 Jun 2019 11:30:00 -0000 Operating Business Opportunity Zone Fund Strategies, with Ashley Tison full 36 OpportunityZones.com What are some strategies for operating business investment that OZ funds should consider? The second tranche of regulations that were published two months ago clarified many questions regarding opportunity zone businesses. What are some strategies for operating business investment that OZ funds should consider? M&A attorney Ashley Tison is founder and CEO of the Charlotte, NC-based Ōz group of companies (pronounced OHz). Ōz is an opportunity zone consulting group and manager of a qualified opportunity fund that invests in operating business. Show notes and transcript on OpportunityDb.com The second tranche of regulations that were published two months ago clarified many questions regarding opportunity zone businesses. What are some strategies for operating business investment that OZ funds should consider?

M&A attorney Ashley Tison is founder and CEO of the Charlotte, NC-based Ōz group of companies (pronounced OHz). Ōz is an opportunity zone consulting group and manager of a qualified opportunity fund that invests in operating business.

Show notes and transcript on OpportunityDb.com

]]> 2967 no The OZ Fund Trade Group Aiming to Renew the Program, Shay Hawkins (Episode #35) https://opportunitydb.com/2019/06/shay-hawkins-035/ Why does a trade association for Qualified Opportunity Funds want more data collection and reporting? And could the Opportunity Zone program be renewed at some point in the future? Senator Tim Scott's former tax adviser, Shay Hawkins is founder and president of the Opportunity Funds Association (OFA) -- a Washington, DC-based advocacy, education, and communications group for the Qualified Opportunity Fund industry. Show notes and transcript on OpportunityDb.com Wed, 12 Jun 2019 11:30:00 -0000 The OZ Fund Trade Group Aiming to Renew the Program, Shay Hawkins full 35 OpportunityZones.com Could the Opportunity Zone program be renewed at some point in the future? Why does a trade association for Qualified Opportunity Funds want more data collection and reporting? And could the Opportunity Zone program be renewed at some point in the future? Senator Tim Scott's former tax adviser, Shay Hawkins is founder and president of the Opportunity Funds Association (OFA) -- a Washington, DC-based advocacy, education, and communications group for the Qualified Opportunity Fund industry. Show notes and transcript on OpportunityDb.com Why does a trade association for Qualified Opportunity Funds want more data collection and reporting? And could the Opportunity Zone program be renewed at some point in the future?

Senator Tim Scott's former tax adviser, Shay Hawkins is founder and president of the Opportunity Funds Association (OFA) -- a Washington, DC-based advocacy, education, and communications group for the Qualified Opportunity Fund industry.

Show notes and transcript on OpportunityDb.com

]]> 3463 no Activating OZ Communities with Business Container Parks, with Sasha Favelukis (Episode #34) https://opportunitydb.com/2019/06/sasha-favelukis-034/ How can incubating local businesses in shipping containers achieve Opportunity Zone community activation and gentrification without displacement? Sasha Favelukis is founder of CoPlace, a San Diego-based investment and advisory firm that specializes in community activation. Show notes and transcript on OpportunityDb.com Mon, 10 Jun 2019 11:30:00 -0000 Activating OZ Communities with Business Container Parks, with Sasha Favelukis full 34 OpportunityZones.com How can incubating local businesses in shipping containers achieve Opportunity Zone community activation and gentrification without displacement? How can incubating local businesses in shipping containers achieve Opportunity Zone community activation and gentrification without displacement? Sasha Favelukis is founder of CoPlace, a San Diego-based investment and advisory firm that specializes in community activation. Show notes and transcript on OpportunityDb.com How can incubating local businesses in shipping containers achieve Opportunity Zone community activation and gentrification without displacement?

Sasha Favelukis is founder of CoPlace, a San Diego-based investment and advisory firm that specializes in community activation.

Show notes and transcript on OpportunityDb.com

]]> 3774 no Rise of the Rest and Opportunity Zone Office Real Estate, with Clint Myers (Episode #33) https://opportunitydb.com/2019/06/clint-myers-033/ Will office real estate be the driver for much of the economic growth across the nation's Opportunity Zones? Clint Myers is partner at Revolution's Rise of the Rest, a seed fund that invests in startups located outside of locations that traditionally receive startup funding -- an approach that has a lot of overlap with the Opportunity Zones policy.  Show notes and transcript on OpportunityDb.com Wed, 05 Jun 2019 11:30:00 -0000 Rise of the Rest and Opportunity Zone Office Real Estate, with Clint Myers full 33 OpportunityZones.com Will office real estate be the driver for much of the economic growth across the nation's Opportunity Zones? Will office real estate be the driver for much of the economic growth across the nation's Opportunity Zones? Clint Myers is partner at Revolution's Rise of the Rest, a seed fund that invests in startups located outside of locations that traditionally receive startup funding -- an approach that has a lot of overlap with the Opportunity Zones policy.  Show notes and transcript on OpportunityDb.com Will office real estate be the driver for much of the economic growth across the nation's Opportunity Zones?

Clint Myers is partner at Revolution's Rise of the Rest, a seed fund that invests in startups located outside of locations that traditionally receive startup funding -- an approach that has a lot of overlap with the Opportunity Zones policy. 

Show notes and transcript on OpportunityDb.com

]]> 2001 no The Opportunity Zone Fund that Raised $40 Million in 5 Months, with Chris Loeffler (Episode #32) https://opportunitydb.com/2019/06/chris-loeffler-032/ Are Opportunity Zone Funds actually raising any money yet? Chris Loeffler is co-founder and CEO of Caliber, an Arizona-based alternatives investment management firm that was among the first to launch a Qualified Opportunity Fund last year, a fund which has already raised $40 million, is actively deploying capital to Opportunity Zones, and is expected to hit their $500 million raise target within two years. Show notes and transcript on OpportunityDb.com Mon, 03 Jun 2019 11:30:00 -0000 The Opportunity Zone Fund that Raised $40 Million in 5 Months, with Chris Loeffler full 32 OpportunityZones.com Are Opportunity Zone Funds actually raising any money yet? Are Opportunity Zone Funds actually raising any money yet? Chris Loeffler is co-founder and CEO of Caliber, an Arizona-based alternatives investment management firm that was among the first to launch a Qualified Opportunity Fund last year, a fund which has already raised $40 million, is actively deploying capital to Opportunity Zones, and is expected to hit their $500 million raise target within two years. Show notes and transcript on OpportunityDb.com Are Opportunity Zone Funds actually raising any money yet?

Chris Loeffler is co-founder and CEO of Caliber, an Arizona-based alternatives investment management firm that was among the first to launch a Qualified Opportunity Fund last year, a fund which has already raised $40 million, is actively deploying capital to Opportunity Zones, and is expected to hit their $500 million raise target within two years.

Show notes and transcript on OpportunityDb.com

]]> 1509 no The White House's Vision for Opportunity Zones, with Scott Turner (Episode #31) https://opportunitydb.com/2019/05/scott-turner-031/ How can the resources of the Federal government be leveraged to help deliver generational impact to Opportunity Zone communities? Scott Turner is the newly appointed executive director of the White House Opportunity and Revitalization Council -- a group of cabinet members and White House officials charged with coordinating Federal agency efforts to magnify the impact of investments in Opportunity Zones. Show notes and transcript at OpportunityDb.com Wed, 29 May 2019 11:30:00 -0000 The White House's Vision for Opportunity Zones, with Scott Turner full 31 OpportunityZones.com Scott Turner is the newly appointed executive director of the White House Opportunity and Revitalization Council. How can the resources of the Federal government be leveraged to help deliver generational impact to Opportunity Zone communities? Scott Turner is the newly appointed executive director of the White House Opportunity and Revitalization Council -- a group of cabinet members and White House officials charged with coordinating Federal agency efforts to magnify the impact of investments in Opportunity Zones. Show notes and transcript at OpportunityDb.com How can the resources of the Federal government be leveraged to help deliver generational impact to Opportunity Zone communities?

Scott Turner is the newly appointed executive director of the White House Opportunity and Revitalization Council -- a group of cabinet members and White House officials charged with coordinating Federal agency efforts to magnify the impact of investments in Opportunity Zones.

Show notes and transcript at OpportunityDb.com

]]> 1559 no Opportunity Zones and Economic Dynamism, with John Lettieri (Episode #30) https://opportunitydb.com/2019/05/john-lettieri-030/ How was the Opportunity Zones initiative created in the first place? And why is this program so radically different from previous place-based policies? John Lettieri is co-founder and president of the Economic Innovation Group, a Washington, DC-based public policy organization that created the Opportunity Zones legislation and continues to inform the rulemaking process. Show notes and transcript on OpportunityDb.com Wed, 22 May 2019 11:30:00 -0000 Opportunity Zones and Economic Dynamism, with John Lettieri full 30 OpportunityZones.com How is the Opportunity Zone initiative so radically different from previous place-based policies? How was the Opportunity Zones initiative created in the first place? And why is this program so radically different from previous place-based policies? John Lettieri is co-founder and president of the Economic Innovation Group, a Washington, DC-based public policy organization that created the Opportunity Zones legislation and continues to inform the rulemaking process. Show notes and transcript on OpportunityDb.com How was the Opportunity Zones initiative created in the first place? And why is this program so radically different from previous place-based policies?

John Lettieri is co-founder and president of the Economic Innovation Group, a Washington, DC-based public policy organization that created the Opportunity Zones legislation and continues to inform the rulemaking process.

Show notes and transcript on OpportunityDb.com

]]> 2809 no Opportunity Zones as Portfolio Diversifiers, with Tony Chereso (Episode #29) https://opportunitydb.com/2019/05/tony-chereso-029/ How can retail investors access alternative investments typically reserved for institutional investors? And where do Opportunity Zones fit into the universe of portfolio alternatives? Washington, DC-based Tony Chereso is president and CEO of the Institute for Portfolio Alternatives, a trade group tasked with advocating for awareness of portfolio diversifying investments (PDIs). Show notes and transcript on OpportunityDb.com Mon, 20 May 2019 14:15:00 -0000 Opportunity Zones as Portfolio Diversifiers, with Tony Chereso full 29 OpportunityZones.com Where do Opportunity Zones fit into the universe of portfolio alternatives? How can retail investors access alternative investments typically reserved for institutional investors? And where do Opportunity Zones fit into the universe of portfolio alternatives? Washington, DC-based Tony Chereso is president and CEO of the Institute for Portfolio Alternatives, a trade group tasked with advocating for awareness of portfolio diversifying investments (PDIs). Show notes and transcript on OpportunityDb.com How can retail investors access alternative investments typically reserved for institutional investors? And where do Opportunity Zones fit into the universe of portfolio alternatives?

Washington, DC-based Tony Chereso is president and CEO of the Institute for Portfolio Alternatives, a trade group tasked with advocating for awareness of portfolio diversifying investments (PDIs).

Show notes and transcript on OpportunityDb.com

]]> 2757 no Developing in Chicago's Opportunity Zones, with Lennox Jackson (Episode #28) https://opportunitydb.com/2019/05/lennox-jackson-028/ Part 2 of 2 with Lennox Jackson: Which neighborhoods on Chicago’s West and South Sides have the greatest levels of redevelopment need? Chicago is home to 133 opportunity zones. But which neighborhoods on Chicago’s West and South Sides have the greatest levels of redevelopment need? And what are some of the challenges of acquiring capital for building in low-income communities? Lennox Jackson is founder and CEO of Urban Equities, a Chicago-based real estate developer and advisor that specializes in residential, retail, and commercial projects. Note: this is Part 2 of my conversation with Lennox. If you missed it, go to the previous episode for Part 1, where we discuss why gentrification may be a good thing. Show notes and transcript on OpportunityDb.com  Thu, 16 May 2019 12:00:00 -0000 Developing in Chicago's Opportunity Zones, with Lennox Jackson full 28 OpportunityZones.com Which neighborhoods on Chicago’s West and South Sides have the greatest levels of redevelopment need? Part 2 of 2 with Lennox Jackson: Which neighborhoods on Chicago’s West and South Sides have the greatest levels of redevelopment need? Chicago is home to 133 opportunity zones. But which neighborhoods on Chicago’s West and South Sides have the greatest levels of redevelopment need? And what are some of the challenges of acquiring capital for building in low-income communities? Lennox Jackson is founder and CEO of Urban Equities, a Chicago-based real estate developer and advisor that specializes in residential, retail, and commercial projects. Note: this is Part 2 of my conversation with Lennox. If you missed it, go to the previous episode for Part 1, where we discuss why gentrification may be a good thing. Show notes and transcript on OpportunityDb.com  Part 2 of 2 with Lennox Jackson: Which neighborhoods on Chicago’s West and South Sides have the greatest levels of redevelopment need?

Chicago is home to 133 opportunity zones. But which neighborhoods on Chicago’s West and South Sides have the greatest levels of redevelopment need? And what are some of the challenges of acquiring capital for building in low-income communities?

Lennox Jackson is founder and CEO of Urban Equities, a Chicago-based real estate developer and advisor that specializes in residential, retail, and commercial projects.

Note: this is Part 2 of my conversation with Lennox. If you missed it, go to the previous episode for Part 1, where we discuss why gentrification may be a good thing.

Show notes and transcript on OpportunityDb.com 

]]> 1801 no Why Gentrification Is a Good Thing, with Lennox Jackson (Episode #27) https://opportunitydb.com/2019/05/lennox-jackson-027/ Part 1 of 2 with Lennox Jackson: Is Opportunity Zone gentrification a good thing? And why might affordable rate housing not be the best solution in certain low-income neighborhoods? Lennox Jackson is founder and CEO of Urban Equities, a Chicago-based real estate developer and advisor that specializes in residential, retail, and commercial projects. Note: this is Part 1 of my conversation with Lennox. Listen to the next episode for Part 2, where we discuss Chicago's Opportunity Zone neighborhoods. Show notes and transcript on OpportunityDb.com Wed, 15 May 2019 12:00:00 -0000 Why Gentrification Is a Good Thing, with Lennox Jackson full 27 OpportunityZones.com Is Opportunity Zone gentrification a good thing? Part 1 of 2 with Lennox Jackson: Is Opportunity Zone gentrification a good thing? And why might affordable rate housing not be the best solution in certain low-income neighborhoods? Lennox Jackson is founder and CEO of Urban Equities, a Chicago-based real estate developer and advisor that specializes in residential, retail, and commercial projects. Note: this is Part 1 of my conversation with Lennox. Listen to the next episode for Part 2, where we discuss Chicago's Opportunity Zone neighborhoods. Show notes and transcript on OpportunityDb.com Part 1 of 2 with Lennox Jackson: Is Opportunity Zone gentrification a good thing? And why might affordable rate housing not be the best solution in certain low-income neighborhoods?

Lennox Jackson is founder and CEO of Urban Equities, a Chicago-based real estate developer and advisor that specializes in residential, retail, and commercial projects.

Note: this is Part 1 of my conversation with Lennox. Listen to the next episode for Part 2, where we discuss Chicago's Opportunity Zone neighborhoods.

Show notes and transcript on OpportunityDb.com

]]> 1703 no Common Opportunity Zone Legal Questions, with Steve Schneider (Episode #26) https://opportunitydb.com/2019/05/steve-schneider-026/ What are some of the most common Opportunity Zones legal questions and issues when it comes to starting or investing in a Qualified Opportunity Fund? Attorney and accountant Steve Schneider is the head of the passthroughs law group at Baker McKenzie, the largest tax law firm in the United States. Show notes and transcript at OpportunityDb.com Wed, 08 May 2019 12:00:00 -0000 Common Opportunity Zone Legal Questions, with Steve Schneider full 26 OpportunityZones.com What are some of the most common Opportunity Zones legal questions? What are some of the most common Opportunity Zones legal questions and issues when it comes to starting or investing in a Qualified Opportunity Fund? Attorney and accountant Steve Schneider is the head of the passthroughs law group at Baker McKenzie, the largest tax law firm in the United States. Show notes and transcript at OpportunityDb.com What are some of the most common Opportunity Zones legal questions and issues when it comes to starting or investing in a Qualified Opportunity Fund?

Attorney and accountant Steve Schneider is the head of the passthroughs law group at Baker McKenzie, the largest tax law firm in the United States.

Show notes and transcript at OpportunityDb.com

]]> 2459 no HUD’s Role in Opportunity Zones, with Beth Van Duyne (Episode #25) https://opportunitydb.com/2019/05/beth-van-duyne-025/ What can the public sector do to magnify the impact of private investment in Opportunity Zones? And specifically, what policy levers is the Department of Housing and Urban Development able to pull? Beth Van Duyne is a former mayor of Irving, TX and currently serves as the regional administrator of HUD Region VI, which encompasses Arkansas, Louisiana, New Mexico, Oklahoma, and Texas. Show notes and transcript on OpportunityDb.com Wed, 01 May 2019 12:00:00 -0000 HUD’s Role in Opportunity Zones, with Beth Van Duyne full 25 OpportunityZones.com What can the public sector do to magnify the impact of private investment in Opportunity Zones? What can the public sector do to magnify the impact of private investment in Opportunity Zones? And specifically, what policy levers is the Department of Housing and Urban Development able to pull? Beth Van Duyne is a former mayor of Irving, TX and currently serves as the regional administrator of HUD Region VI, which encompasses Arkansas, Louisiana, New Mexico, Oklahoma, and Texas. Show notes and transcript on OpportunityDb.com What can the public sector do to magnify the impact of private investment in Opportunity Zones? And specifically, what policy levers is the Department of Housing and Urban Development able to pull?

Beth Van Duyne is a former mayor of Irving, TX and currently serves as the regional administrator of HUD Region VI, which encompasses Arkansas, Louisiana, New Mexico, Oklahoma, and Texas.

Show notes and transcript on OpportunityDb.com

]]> 1994 Opportunity Zone Investing in Puerto Rico, with Maria Rivera (Episode #24) https://opportunitydb.com/2019/04/maria-rivera-024/ Nearly the entire island of Puerto Rico lies in an opportunity zone. But what are some additional taxpayer benefits to investing in Puerto Rico, now a year and a half removed from the destruction of Hurricane Maria? María de los Angeles Rivera is head of tax and international business center director at Kevane Grant Thornton in San Juan, Puerto Rico. Show notes and transcript on OpportunityDb.com Wed, 24 Apr 2019 15:00:00 -0000 Opportunity Zone Investing in Puerto Rico, with Maria Rivera full 24 OpportunityZones.com What are some taxpayer benefits to investing in Puerto Rico? Nearly the entire island of Puerto Rico lies in an opportunity zone. But what are some additional taxpayer benefits to investing in Puerto Rico, now a year and a half removed from the destruction of Hurricane Maria? María de los Angeles Rivera is head of tax and international business center director at Kevane Grant Thornton in San Juan, Puerto Rico. Show notes and transcript on OpportunityDb.com Nearly the entire island of Puerto Rico lies in an opportunity zone. But what are some additional taxpayer benefits to investing in Puerto Rico, now a year and a half removed from the destruction of Hurricane Maria?

María de los Angeles Rivera is head of tax and international business center director at Kevane Grant Thornton in San Juan, Puerto Rico.

Show notes and transcript on OpportunityDb.com

]]> 3226 Takeaways from the Proposed Opportunity Zone Regulations, with Tony Nitti (Episode #23) The long-awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds has finally arrived. Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. Additionally, he serves on the editorial advisory board for The Tax Adviser. And he’s also a regular contributor at Forbes.com, where his latest article addresses the 10 biggest questions that the second tranche of OZ guidance answers. Show notes and transcript on OpportunityDb.com Mon, 22 Apr 2019 12:00:00 -0000 Takeaways from the Proposed Opportunity Zone Regulations, with Tony Nitti full 23 OpportunityZones.com The second tranche of IRS regulatory guidance on Qualified Opportunity Funds has finally arrived. The long-awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds has finally arrived. Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. Additionally, he serves on the editorial advisory board for The Tax Adviser. And he’s also a regular contributor at Forbes.com, where his latest article addresses the 10 biggest questions that the second tranche of OZ guidance answers. Show notes and transcript on OpportunityDb.com The long-awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds has finally arrived.

Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. Additionally, he serves on the editorial advisory board for The Tax Adviser. And he’s also a regular contributor at Forbes.com, where his latest article addresses the 10 biggest questions that the second tranche of OZ guidance answers.

Show notes and transcript on OpportunityDb.com

]]> 3860 no How to Assess Opportunity Zone Funds, with Chris Paganelli (Episode #22) https://opportunitydb.com/2019/04/chris-paganelli-021/ What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund? Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advises high net worth clients on tax strategy, wealth preservation, and portfolio management. Stifel launched a qualified opportunity fund earlier this month. Show notes and transcript on OpportunityDb.com Wed, 17 Apr 2019 16:32:00 -0000 How to Assess Opportunity Zone Funds, with Chris Paganelli full 22 OpportunityZones.com What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund? What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund? Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advises high net worth clients on tax strategy, wealth preservation, and portfolio management. Stifel launched a qualified opportunity fund earlier this month. Show notes and transcript on OpportunityDb.com What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund?

Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advises high net worth clients on tax strategy, wealth preservation, and portfolio management. Stifel launched a qualified opportunity fund earlier this month.

Show notes and transcript on OpportunityDb.com

]]> 1890 no Upcoming IRS Regulations on QOFs, with Dan Kowalski (Episode #21) https://opportunitydb.com/2019/04/daniel-kowalski-021/ The long awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds will produce a set of principles and safe harbors that will give investors the ability to move forward. The best part? One senior Treasury official has said that they want qualified opportunity zone businesses "to sell to the world." Daniel Kowalski is Counselor to the Secretary of the Treasury. He speaks regularly at Opportunity Zones conferences on behalf of the Treasury Department and is one of the key figures in the Opportunity Zones regulatory process.  Show notes and transcript on OpportunityDb.com Mon, 15 Apr 2019 15:31:00 -0000 Upcoming IRS Regulations on QOFs, with Dan Kowalski full 21 OpportunityZones.com What will the second tranche of IRS regulations on Qualified Opportunity Funds reveal? The long awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds will produce a set of principles and safe harbors that will give investors the ability to move forward. The best part? One senior Treasury official has said that they want qualified opportunity zone businesses "to sell to the world." Daniel Kowalski is Counselor to the Secretary of the Treasury. He speaks regularly at Opportunity Zones conferences on behalf of the Treasury Department and is one of the key figures in the Opportunity Zones regulatory process.  Show notes and transcript on OpportunityDb.com The long awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds will produce a set of principles and safe harbors that will give investors the ability to move forward. The best part? One senior Treasury official has said that they want qualified opportunity zone businesses "to sell to the world."

Daniel Kowalski is Counselor to the Secretary of the Treasury. He speaks regularly at Opportunity Zones conferences on behalf of the Treasury Department and is one of the key figures in the Opportunity Zones regulatory process. 

Show notes and transcript on OpportunityDb.com

]]> 1921 no Community Development in Opportunity Zones, with Jill Homan (Episode #20) https://opportunitydb.com/2019/04/jill-homan-020/ How has the Opportunity Zones program opened up community development to a different class of investors? And how will revitalization projects impact OZ communities? Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor. She testified at the IRS hearing on Qualified Opportunity Funds in Washington earlier this year. Show notes and transcript on OpportunityDb.com Wed, 10 Apr 2019 12:00:00 -0000 Community Development in Opportunity Zones, with Jill Homan full 20 OpportunityZones.com How has the Opportunity Zones program opened up impact investing to a different class of investors? How has the Opportunity Zones program opened up community development to a different class of investors? And how will revitalization projects impact OZ communities? Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor. She testified at the IRS hearing on Qualified Opportunity Funds in Washington earlier this year. Show notes and transcript on OpportunityDb.com How has the Opportunity Zones program opened up community development to a different class of investors? And how will revitalization projects impact OZ communities?

Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor. She testified at the IRS hearing on Qualified Opportunity Funds in Washington earlier this year.

Show notes and transcript on OpportunityDb.com

]]> 3034 Using AI to Improve Opportunity Zone Investing, with Stefan Schimenes (Episode #19) https://opportunitydb.com/2019/04/stefan-schimenes-019/ How can AI be leveraged to improve Opportunity Zone investing? Former AirBNB executive Stefan Schimenes founded InvestReal last month with a mission to create the first data-driven real estate marketplace for Opportunity Zones, using AI to support investment decisions with data from numerous sources. Show notes and transcript on OpportunityDb.com Wed, 03 Apr 2019 12:00:00 -0000 Using AI to Improve Opportunity Zone Investing, with Stefan Schimenes full 19 OpportunityZones.com How can AI be leveraged to improve Opportunity Zone investing? How can AI be leveraged to improve Opportunity Zone investing? Former AirBNB executive Stefan Schimenes founded InvestReal last month with a mission to create the first data-driven real estate marketplace for Opportunity Zones, using AI to support investment decisions with data from numerous sources. Show notes and transcript on OpportunityDb.com How can AI be leveraged to improve Opportunity Zone investing?

Former AirBNB executive Stefan Schimenes founded InvestReal last month with a mission to create the first data-driven real estate marketplace for Opportunity Zones, using AI to support investment decisions with data from numerous sources.

Show notes and transcript on OpportunityDb.com

]]> 2709 Measuring Impact in Opportunity Zones, with USIIA’s OZ Framework (Episode #18) https://opportunitydb.com/2019/03/oz-framework-018/ Should the Treasury Department impose a community impact reporting requirement on Opportunity Zone investing? And what would a reporting framework even look like? John Cochrane is senior associate at the U.S. Impact Investing Alliance, which recently created the Opportunity Zones Reporting Framework in partnership with the Beeck Center for Social Impact + Innovation. Show notes and transcript on OpportunityDb.com Wed, 27 Mar 2019 12:00:00 -0000 Measuring Impact in Opportunity Zones, with USIIA’s OZ Framework full 18 OpportunityZones.com What should an Opportunity Zone impact reporting framework look like? Should the Treasury Department impose a community impact reporting requirement on Opportunity Zone investing? And what would a reporting framework even look like? John Cochrane is senior associate at the U.S. Impact Investing Alliance, which recently created the Opportunity Zones Reporting Framework in partnership with the Beeck Center for Social Impact + Innovation. Show notes and transcript on OpportunityDb.com Should the Treasury Department impose a community impact reporting requirement on Opportunity Zone investing? And what would a reporting framework even look like?

John Cochrane is senior associate at the U.S. Impact Investing Alliance, which recently created the Opportunity Zones Reporting Framework in partnership with the Beeck Center for Social Impact + Innovation.

Show notes and transcript on OpportunityDb.com

]]> 2960 no Blockchain Technology for Opportunity Zone Investing, with Activated Capital (Episode #17) https://opportunitydb.com/2019/03/activated-capital-017/ UPDATE OCTOBER 2022: Josh Burrell has been sentenced to prison for securities fraud. Please see Justice.gov. Can blockchain technology revolutionize Opportunity Zones real estate investing? Josh Burrell and Lane Campbell at Activated Capital have an opportunity zone fund that may become one of the first to make use of a security token offering utilizing blockchain technology. Show notes and transcript on OpportunityDb.com Wed, 20 Mar 2019 12:00:00 -0000 Blockchain Technology for Opportunity Zone Investing, with Activated Capital full 17 OpportunityZones.com Can blockchain technology revolutionize Opportunity Zones real estate investing? UPDATE OCTOBER 2022: Josh Burrell has been sentenced to prison for securities fraud. Please see Justice.gov. Can blockchain technology revolutionize Opportunity Zones real estate investing? Josh Burrell and Lane Campbell at Activated Capital have an opportunity zone fund that may become one of the first to make use of a security token offering utilizing blockchain technology. Show notes and transcript on OpportunityDb.com UPDATE OCTOBER 2022: Josh Burrell has been sentenced to prison for securities fraud. Please see Justice.gov.

Can blockchain technology revolutionize Opportunity Zones real estate investing?

Josh Burrell and Lane Campbell at Activated Capital have an opportunity zone fund that may become one of the first to make use of a security token offering utilizing blockchain technology.

Show notes and transcript on OpportunityDb.com

]]> 2373 no Triple Bottom Line Returns in Opportunity Zones, with Loren Schirber (Episode #16) https://opportunitydb.com/2019/03/loren-schirber-016/ How can real estate investing in Opportunity Zones create triple bottom line returns? Loren Schirber is project pipeline manager for Minnesota Opportunity Zone Advisors, which recently started raising capital for their DREAM Fund. DREAM stands for “Developing Real Estate in Emerging Areas of Minnesota.” The fund is a Qualified Opportunity Fund that targets community-driven economic, social, and environmental impact. Show notes and transcript on OpportunityDb.com Wed, 13 Mar 2019 12:00:00 -0000 Triple Bottom Line Returns in Opportunity Zones, with Loren Schirber full 16 OpportunityZones.com How can real estate investing in Opportunity Zones create triple bottom line returns? How can real estate investing in Opportunity Zones create triple bottom line returns? Loren Schirber is project pipeline manager for Minnesota Opportunity Zone Advisors, which recently started raising capital for their DREAM Fund. DREAM stands for “Developing Real Estate in Emerging Areas of Minnesota.” The fund is a Qualified Opportunity Fund that targets community-driven economic, social, and environmental impact. Show notes and transcript on OpportunityDb.com How can real estate investing in Opportunity Zones create triple bottom line returns?

Loren Schirber is project pipeline manager for Minnesota Opportunity Zone Advisors, which recently started raising capital for their DREAM Fund. DREAM stands for “Developing Real Estate in Emerging Areas of Minnesota.” The fund is a Qualified Opportunity Fund that targets community-driven economic, social, and environmental impact.

Show notes and transcript on OpportunityDb.com

]]> 3063 no Coworking Hubs & Startups in Opportunity Zones, with Launch Pad (Episode #15) https://opportunitydb.com/2019/03/launch-pad-015/ What will business investing in Opportunity Zones look like? Coworking hub and startup incubator Launch Pad may offer the best example I've seen so far.  The husband-wife team of CEO Chris Schultz and president Anne Driscoll are on a mission to create the world's strongest community of entrepreneurial workers. Show notes and transcript on OpportunityDb.com Wed, 06 Mar 2019 13:00:00 -0000 Coworking Hubs & Startups in Opportunity Zones, with Launch Pad full 15 OpportunityZones.com What will business investing in Opportunity Zones look like? What will business investing in Opportunity Zones look like? Coworking hub and startup incubator Launch Pad may offer the best example I've seen so far.  The husband-wife team of CEO Chris Schultz and president Anne Driscoll are on a mission to create the world's strongest community of entrepreneurial workers. Show notes and transcript on OpportunityDb.com What will business investing in Opportunity Zones look like? Coworking hub and startup incubator Launch Pad may offer the best example I've seen so far. 

The husband-wife team of CEO Chris Schultz and president Anne Driscoll are on a mission to create the world's strongest community of entrepreneurial workers.

Show notes and transcript on OpportunityDb.com

]]> 2829 no Community-Driven Opportunity Zone Investing, with Erin Gillespie (Episode #14) https://opportunitydb.com/2019/02/erin-gillespie-014/ What types of opportunity zone investments are community leaders looking for? And what can local communities do to incentivize investment in their opportunity zones? Erin Gillespie is principal at economic development consulting firm Madison Street Strategies and former deputy chief of staff for Florida’s Department of Economic Development Opportunity. Show notes and transcript at OpportunityDb.com Wed, 27 Feb 2019 13:00:00 -0000 Community-Driven Opportunity Zone Investing, with Erin Gillespie full 14 OpportunityZones.com What types of Opportunity Zone investments are community leaders looking for? What types of opportunity zone investments are community leaders looking for? And what can local communities do to incentivize investment in their opportunity zones? Erin Gillespie is principal at economic development consulting firm Madison Street Strategies and former deputy chief of staff for Florida’s Department of Economic Development Opportunity. Show notes and transcript at OpportunityDb.com What types of opportunity zone investments are community leaders looking for? And what can local communities do to incentivize investment in their opportunity zones?

Erin Gillespie is principal at economic development consulting firm Madison Street Strategies and former deputy chief of staff for Florida’s Department of Economic Development Opportunity.

Show notes and transcript at OpportunityDb.com

]]> 2548 no The IRS Hearing on Opportunity Zones: A Complete Recap (Episode #13) https://opportunitydb.com/2019/02/irs-hearing-013/ Last Thursday, February 14, the IRS Auditorium in Washington DC was packed to capacity with over 200 attendees as stakeholders spoke during the public hearing on proposed regulations: “Investing in Qualified Opportunity Funds” (REG-115420-18). For the most part, hearing participants requested additional clarification on several aspects of proposed regulations and suggested improvements to the regulations that would allow for more flexibility. Full hearing recap on OpportunityDb.com Show notes and transcript on OpportunityDb.com Wed, 20 Feb 2019 13:00:00 -0000 The IRS Hearing on Opportunity Zones: A Complete Recap full 13 OpportunityZones.com Who spoke at the IRS hearing on opportunity zones? What did they say? And which issues were discussed? Last Thursday, February 14, the IRS Auditorium in Washington DC was packed to capacity with over 200 attendees as stakeholders spoke during the public hearing on proposed regulations: “Investing in Qualified Opportunity Funds” (REG-115420-18). For the most part, hearing participants requested additional clarification on several aspects of proposed regulations and suggested improvements to the regulations that would allow for more flexibility. Full hearing recap on OpportunityDb.com Show notes and transcript on OpportunityDb.com Last Thursday, February 14, the IRS Auditorium in Washington DC was packed to capacity with over 200 attendees as stakeholders spoke during the public hearing on proposed regulations: “Investing in Qualified Opportunity Funds” (REG-115420-18).

For the most part, hearing participants requested additional clarification on several aspects of proposed regulations and suggested improvements to the regulations that would allow for more flexibility.

Full hearing recap on OpportunityDb.com

Show notes and transcript on OpportunityDb.com

]]> 2370 no Opportunity Zone Deal Flow, with Craig Bernstein (Episode #12) https://opportunitydb.com/2019/02/craig-bernstein-012/ What does Opportunity Zone deal flow actually look like at the deal level, fund level, and investor level? And which Opportunity Zones are seeing the greatest amount of deal flow?  Craig Bernstein is principal at OPZ Bernstein, which recently launched the OPZ Bernstein Opportunity Zone Fund. Craig has over 20 years of real estate experience, and is one of the leaders in the Opportunity Zones industry. Show notes and transcript on OpportunityDb.com Wed, 13 Feb 2019 13:00:00 -0000 Opportunity Zone Deal Flow, with Craig Bernstein full 12 OpportunityZones.com What does Opportunity Zone deal flow actually look like at the deal level, fund level, and investor level? What does Opportunity Zone deal flow actually look like at the deal level, fund level, and investor level? And which Opportunity Zones are seeing the greatest amount of deal flow?  Craig Bernstein is principal at OPZ Bernstein, which recently launched the OPZ Bernstein Opportunity Zone Fund. Craig has over 20 years of real estate experience, and is one of the leaders in the Opportunity Zones industry. Show notes and transcript on OpportunityDb.com What does Opportunity Zone deal flow actually look like at the deal level, fund level, and investor level? And which Opportunity Zones are seeing the greatest amount of deal flow? 

Craig Bernstein is principal at OPZ Bernstein, which recently launched the OPZ Bernstein Opportunity Zone Fund. Craig has over 20 years of real estate experience, and is one of the leaders in the Opportunity Zones industry.

Show notes and transcript on OpportunityDb.com

]]> 2922 no Income, Impact, and Return in Opportunity Zones, with Thomas Morgan (Episode #11) https://opportunitydb.com/2019/02/thomas-morgan-011/ Part 2 of 2 with Thomas Morgan: How is the Opportunity Zones program stimulating more impact investing across the United States? Real estate broker, developer, investor, and impact investing expert Thomas Morgan joins me today to discuss this topic and more. Note: this is Part 2 of my conversation with Thomas. If you missed it, go to the previous episode for Part 1, where we discuss the key similarities and differences between 1031 exchanges and Opportunity Zones. Show notes and transcript on OpportunityDb.com Wed, 06 Feb 2019 14:00:00 -0000 Income, Impact, and Return in Opportunity Zones, with Thomas Morgan full 11 OpportunityZones.com How is the Opportunity Zones program stimulating more impact investing across the United States? Part 2 of 2 with Thomas Morgan: How is the Opportunity Zones program stimulating more impact investing across the United States? Real estate broker, developer, investor, and impact investing expert Thomas Morgan joins me today to discuss this topic and more. Note: this is Part 2 of my conversation with Thomas. If you missed it, go to the previous episode for Part 1, where we discuss the key similarities and differences between 1031 exchanges and Opportunity Zones. Show notes and transcript on OpportunityDb.com Part 2 of 2 with Thomas Morgan: How is the Opportunity Zones program stimulating more impact investing across the United States?

Real estate broker, developer, investor, and impact investing expert Thomas Morgan joins me today to discuss this topic and more.

Note: this is Part 2 of my conversation with Thomas. If you missed it, go to the previous episode for Part 1, where we discuss the key similarities and differences between 1031 exchanges and Opportunity Zones.

Show notes and transcript on OpportunityDb.com

]]> 1697 no 1031 Exchanges vs. Opportunity Zones, with Thomas Morgan (Episode #10) https://opportunitydb.com/2019/02/thomas-morgan-010/ Part 1 of 2 with Thomas Morgan: What are some of the key similarities and differences between a 1031 exchange and an Opportunity Zones investment? And how do the investor profiles of the two programs differ? Real estate broker, developer, investor, and 1031 expert Thomas Morgan joins me today to discuss these topics and more. Note: this is Part 1 of my conversation with Thomas. Go to the next episode for Part 2, where we discuss impact investing in opportunity zones. Show notes and transcript on OpportunityDb.com Wed, 06 Feb 2019 13:00:00 -0000 1031 Exchanges vs. Opportunity Zones, with Thomas Morgan full 10 OpportunityZones.com What are similarities and differences between a 1031 exchange and an Opportunity Zones investment? Part 1 of 2 with Thomas Morgan: What are some of the key similarities and differences between a 1031 exchange and an Opportunity Zones investment? And how do the investor profiles of the two programs differ? Real estate broker, developer, investor, and 1031 expert Thomas Morgan joins me today to discuss these topics and more. Note: this is Part 1 of my conversation with Thomas. Go to the next episode for Part 2, where we discuss impact investing in opportunity zones. Show notes and transcript on OpportunityDb.com Part 1 of 2 with Thomas Morgan: What are some of the key similarities and differences between a 1031 exchange and an Opportunity Zones investment? And how do the investor profiles of the two programs differ?

Real estate broker, developer, investor, and 1031 expert Thomas Morgan joins me today to discuss these topics and more.

Note: this is Part 1 of my conversation with Thomas. Go to the next episode for Part 2, where we discuss impact investing in opportunity zones.

Show notes and transcript on OpportunityDb.com

]]> 1515 no Twinning Historic Tax Credits & Opportunity Zones, with Rich Rogers (Episode #9) https://opportunitydb.com/2019/01/rich-rogers-009/ Are two tax incentives better than one? Stacking, or twinning, multiple tax credits can oftentimes help bridge a funding gap on certain real estate projects. The Opportunity Zones program can be paired with a variety of other tax credits, including the Historic Tax Credit. The place-based nature of the Opportunity Zones program makes it ideally suited to be paired with the Historic Tax Credit. The HTC is a 40+ year old tax policy that encourages private sector investment in the rehabilitation and re-use of historic buildings. Rich Rogers is a land use law and economic development planning attorney at Borrelli & Yots. Show notes and transcript on OpportunityDb.com Wed, 30 Jan 2019 14:00:00 -0000 Twinning Historic Tax Credits & Opportunity Zones, with Rich Rogers full 9 OpportunityZones.com How can the Opportunity Zones incentive be paired with other tax credits? Are two tax incentives better than one? Stacking, or twinning, multiple tax credits can oftentimes help bridge a funding gap on certain real estate projects. The Opportunity Zones program can be paired with a variety of other tax credits, including the Historic Tax Credit. The place-based nature of the Opportunity Zones program makes it ideally suited to be paired with the Historic Tax Credit. The HTC is a 40+ year old tax policy that encourages private sector investment in the rehabilitation and re-use of historic buildings. Rich Rogers is a land use law and economic development planning attorney at Borrelli & Yots. Show notes and transcript on OpportunityDb.com Are two tax incentives better than one? Stacking, or twinning, multiple tax credits can oftentimes help bridge a funding gap on certain real estate projects. The Opportunity Zones program can be paired with a variety of other tax credits, including the Historic Tax Credit.

The place-based nature of the Opportunity Zones program makes it ideally suited to be paired with the Historic Tax Credit. The HTC is a 40+ year old tax policy that encourages private sector investment in the rehabilitation and re-use of historic buildings.

Rich Rogers is a land use law and economic development planning attorney at Borrelli & Yots.

Show notes and transcript on OpportunityDb.com

]]> 2611 no Creating Positive Social Impact in Opportunity Zones, with Gerry Reihsen (Episode #8) https://opportunitydb.com/2019/01/gerry-reihsen-008/ How do we prevent the Opportunity Zones program from becoming merely a subsidy for gentrification? How can we instead ensure that opportunity zone investments actually benefit the people who live in the designated zones so that they can participate in any subsequent economic upturn? Dallas-based entrepreneurial business attorney Gerry Reihsen is out to answer those questions (and more) with his new endeavor — Coasis Coalition, an organization that will offer solutions and create community among those interested in participating in opportunity zone investing. Show notes and transcript on OpportunityDb.com Wed, 23 Jan 2019 14:00:00 -0000 Creating Positive Social Impact in Opportunity Zones, with Gerry Reihsen full 8 OpportunityZones.com How can Opportunity Zone investments benefit existing residents? How do we prevent the Opportunity Zones program from becoming merely a subsidy for gentrification? How can we instead ensure that opportunity zone investments actually benefit the people who live in the designated zones so that they can participate in any subsequent economic upturn? Dallas-based entrepreneurial business attorney Gerry Reihsen is out to answer those questions (and more) with his new endeavor — Coasis Coalition, an organization that will offer solutions and create community among those interested in participating in opportunity zone investing. Show notes and transcript on OpportunityDb.com How do we prevent the Opportunity Zones program from becoming merely a subsidy for gentrification? How can we instead ensure that opportunity zone investments actually benefit the people who live in the designated zones so that they can participate in any subsequent economic upturn?

Dallas-based entrepreneurial business attorney Gerry Reihsen is out to answer those questions (and more) with his new endeavor — Coasis Coalition, an organization that will offer solutions and create community among those interested in participating in opportunity zone investing.

Show notes and transcript on OpportunityDb.com

]]> 3967 no Rural Opportunity Zone Community Revitalization, with Colorado Outdoors (Episode #7) https://opportunitydb.com/2019/01/colorado-outdoors-007/ What does a rural opportunity zone revitalization project look like? And how can public-private partnerships help to accelerate a community’s renewal? The Colorado Outdoors project in Montrose County offers an excellent case study to answer these questions.  Montrose, Colorado is home to 20,000 people. Although it has struggled since the economic downturn of the last decade, Montrose is one of the better up-and-coming communities in the western Colorado region. Located within 2 hours of every major outdoor activity you can possible imagine, it is truly an outdoor mecca.  Led by real estate developers David Dragoo and John Renfrow, the 164-acre Colorado Outdoors project is a mixed-use development that aims to transform Montrose and provide a positive social impact for the community.  Show notes and transcript on OpportunityDb.com Wed, 16 Jan 2019 15:00:00 -0000 Rural Opportunity Zone Community Revitalization, with Colorado Outdoors full 7 OpportunityZones.com What does a rural Opportunity Zone revitalization project look like? What does a rural opportunity zone revitalization project look like? And how can public-private partnerships help to accelerate a community’s renewal? The Colorado Outdoors project in Montrose County offers an excellent case study to answer these questions.  Montrose, Colorado is home to 20,000 people. Although it has struggled since the economic downturn of the last decade, Montrose is one of the better up-and-coming communities in the western Colorado region. Located within 2 hours of every major outdoor activity you can possible imagine, it is truly an outdoor mecca.  Led by real estate developers David Dragoo and John Renfrow, the 164-acre Colorado Outdoors project is a mixed-use development that aims to transform Montrose and provide a positive social impact for the community.  Show notes and transcript on OpportunityDb.com What does a rural opportunity zone revitalization project look like? And how can public-private partnerships help to accelerate a community’s renewal? The Colorado Outdoors project in Montrose County offers an excellent case study to answer these questions. 

Montrose, Colorado is home to 20,000 people. Although it has struggled since the economic downturn of the last decade, Montrose is one of the better up-and-coming communities in the western Colorado region. Located within 2 hours of every major outdoor activity you can possible imagine, it is truly an outdoor mecca. 

Led by real estate developers David Dragoo and John Renfrow, the 164-acre Colorado Outdoors project is a mixed-use development that aims to transform Montrose and provide a positive social impact for the community. 

Show notes and transcript on OpportunityDb.com

]]> 2696 no Solar Energy Development in Opportunity Zones, with Allen Alley (Episode #6) https://opportunitydb.com/2019/01/allen-alley-006/ Will the opportunity zone initiative accelerate the nation’s transition to renewable energy? Find out why solar energy development and opportunity zone investing may be ideally suited for each other. Allen Alley is a technology investor, former Republican candidate for governor of Oregon, and co-founder of the Obsidian Opportunity Fund. Obsidian’s fund applies opportunity fund investing to renewable energy, and solar in particular. Allen has a vision for ubiquitous, low-cost, CO2-free power, and he believes opportunity zones may help make his vision a reality sooner than you think. Show notes and transcript on OpportunityDb.com Wed, 09 Jan 2019 14:00:00 -0000 Solar Energy Development in Opportunity Zones, with Allen Alley full 6 OpportunityZones.com Can Opportunity Zones accelerate the nation’s transition to renewable energy? Will the opportunity zone initiative accelerate the nation’s transition to renewable energy? Find out why solar energy development and opportunity zone investing may be ideally suited for each other. Allen Alley is a technology investor, former Republican candidate for governor of Oregon, and co-founder of the Obsidian Opportunity Fund. Obsidian’s fund applies opportunity fund investing to renewable energy, and solar in particular. Allen has a vision for ubiquitous, low-cost, CO2-free power, and he believes opportunity zones may help make his vision a reality sooner than you think. Show notes and transcript on OpportunityDb.com Will the opportunity zone initiative accelerate the nation’s transition to renewable energy? Find out why solar energy development and opportunity zone investing may be ideally suited for each other.

Allen Alley is a technology investor, former Republican candidate for governor of Oregon, and co-founder of the Obsidian Opportunity Fund. Obsidian’s fund applies opportunity fund investing to renewable energy, and solar in particular. Allen has a vision for ubiquitous, low-cost, CO2-free power, and he believes opportunity zones may help make his vision a reality sooner than you think.

Show notes and transcript on OpportunityDb.com

]]> 2874 no Project-Driven Opportunity Zone Funds, with Greg Genovese (Episode #5) https://opportunitydb.com/2019/01/greg-genovese-005/ What does a project-driven opportunity zone fund actually look like? Where do investor dollars go? What's the fee structure? And what kind of positive social impact does it have on the community? Greg Genovese is president of Seattle-based Sound West Realty Capital, a full-service real estate firm raising funds for a re-development project in Bremerton, Washington. Greg and I discuss what investors should look for in any opportunity zone investment, the business case for opportunity zone investing west of Seattle, and why he thinks shovel-ready, project-driven OZ funds excel, compared to blind-pool OZ funds. Show notes and transcript on OpportunityDb.com Wed, 02 Jan 2019 14:00:00 -0000 Project-Driven Opportunity Zone Funds, with Greg Genovese full 5 OpportunityZones.com What does a project-driven Opportunity Zone fund actually look like? What does a project-driven opportunity zone fund actually look like? Where do investor dollars go? What's the fee structure? And what kind of positive social impact does it have on the community? Greg Genovese is president of Seattle-based Sound West Realty Capital, a full-service real estate firm raising funds for a re-development project in Bremerton, Washington. Greg and I discuss what investors should look for in any opportunity zone investment, the business case for opportunity zone investing west of Seattle, and why he thinks shovel-ready, project-driven OZ funds excel, compared to blind-pool OZ funds. Show notes and transcript on OpportunityDb.com What does a project-driven opportunity zone fund actually look like? Where do investor dollars go? What's the fee structure? And what kind of positive social impact does it have on the community?

Greg Genovese is president of Seattle-based Sound West Realty Capital, a full-service real estate firm raising funds for a re-development project in Bremerton, Washington. Greg and I discuss what investors should look for in any opportunity zone investment, the business case for opportunity zone investing west of Seattle, and why he thinks shovel-ready, project-driven OZ funds excel, compared to blind-pool OZ funds.

Show notes and transcript on OpportunityDb.com

]]> 3399 no Small Business Investing in Opportunity Zones, with Vijar Kohli (Episode #4) https://opportunitydb.com/2018/12/vijar-kohli-004/ Nearly every opportunity zone fund in existence today invests primarily in real estate development. But what about investing in business? Vijar Kohli is co-founder and portfolio manager at Golden Door Asset Management, a micro private equity firm that recently started an opportunity zone fund focused on recapitalizing small businesses in the northeast corridor between Baltimore and Boston. Show notes and transcript on OpportunityDb.com Wed, 19 Dec 2018 14:00:00 -0000 Small Business Investing in Opportunity Zones, with Vijar Kohli full 4 OpportunityZones.com Most OZ investing has been in real estate. What about business? Nearly every opportunity zone fund in existence today invests primarily in real estate development. But what about investing in business? Vijar Kohli is co-founder and portfolio manager at Golden Door Asset Management, a micro private equity firm that recently started an opportunity zone fund focused on recapitalizing small businesses in the northeast corridor between Baltimore and Boston. Show notes and transcript on OpportunityDb.com Nearly every opportunity zone fund in existence today invests primarily in real estate development. But what about investing in business?

Vijar Kohli is co-founder and portfolio manager at Golden Door Asset Management, a micro private equity firm that recently started an opportunity zone fund focused on recapitalizing small businesses in the northeast corridor between Baltimore and Boston.

Show notes and transcript on OpportunityDb.com

]]> 2105 no Family Office Opportunity Zone Investing, with DJ Van Keuren (Episode #3) https://opportunitydb.com/2018/12/dj-van-keuren-003/ Family offices and high net worth individuals: if you have questions about investing in opportunity zones, this is the episode for you. Joining me is DJ Van Keuren -- a top 10 U.S. family office real estate professional. DJ Van Keuren literally wrote the book on family office real estate investing. He is also a member of the Forbes Real Estate Council, founder of the Family Office Real Estate Institute, and vice president of family office capital for the Hayman Family Office. Show notes and transcript on OpportunityDb.com Wed, 12 Dec 2018 15:15:00 -0000 Family Office Opportunity Zone Investing, with DJ Van Keuren full 3 OpportunityZones.com How should family offices and high net worth individuals invest in Opportunity Zones? Family offices and high net worth individuals: if you have questions about investing in opportunity zones, this is the episode for you. Joining me is DJ Van Keuren -- a top 10 U.S. family office real estate professional. DJ Van Keuren literally wrote the book on family office real estate investing. He is also a member of the Forbes Real Estate Council, founder of the Family Office Real Estate Institute, and vice president of family office capital for the Hayman Family Office. Show notes and transcript on OpportunityDb.com Family offices and high net worth individuals: if you have questions about investing in opportunity zones, this is the episode for you. Joining me is DJ Van Keuren -- a top 10 U.S. family office real estate professional.

DJ Van Keuren literally wrote the book on family office real estate investing. He is also a member of the Forbes Real Estate Council, founder of the Family Office Real Estate Institute, and vice president of family office capital for the Hayman Family Office.

Show notes and transcript on OpportunityDb.com

]]> 2814 no Tips for Creating an OZ Fund, with David Sillaman (Episode #2) https://opportunitydb.com/2018/12/david-sillaman-002/ Opportunity fund consultant David Sillaman and host Jimmy Atkinson discuss the potential of the opportunity zone incentive to transform America and then dive into some tips for creating an opportunity fund, including the benefits and drawbacks of structuring as a corporation versus a partnership. David Sillaman is an expert business consultant who knows how to sweat the details when it comes to creating a new opportunity zone fund. He has a ton of tips to share. And while the majority new OZ funds have so far focused on real estate, David sees promise in a variety of sectors — business, franchise investing, residential investing, biotech, cannabis, and solar, just to name a few. Show notes and transcript on OpportunityDb.com Wed, 05 Dec 2018 14:00:00 -0000 Tips for Creating an OZ Fund, with David Sillaman full 2 OpportunityZones.com What is the potential of the Opportunity Zone incentive to transform America? Opportunity fund consultant David Sillaman and host Jimmy Atkinson discuss the potential of the opportunity zone incentive to transform America and then dive into some tips for creating an opportunity fund, including the benefits and drawbacks of structuring as a corporation versus a partnership. David Sillaman is an expert business consultant who knows how to sweat the details when it comes to creating a new opportunity zone fund. He has a ton of tips to share. And while the majority new OZ funds have so far focused on real estate, David sees promise in a variety of sectors — business, franchise investing, residential investing, biotech, cannabis, and solar, just to name a few. Show notes and transcript on OpportunityDb.com Opportunity fund consultant David Sillaman and host Jimmy Atkinson discuss the potential of the opportunity zone incentive to transform America and then dive into some tips for creating an opportunity fund, including the benefits and drawbacks of structuring as a corporation versus a partnership.

David Sillaman is an expert business consultant who knows how to sweat the details when it comes to creating a new opportunity zone fund. He has a ton of tips to share. And while the majority new OZ funds have so far focused on real estate, David sees promise in a variety of sectors — business, franchise investing, residential investing, biotech, cannabis, and solar, just to name a few.

Show notes and transcript on OpportunityDb.com

]]> 3037 no Opportunity Zones Tax Benefits and Unintended Consequences, with Tony Nitti (Episode #1) https://opportunitydb.com/2018/11/tony-nitti-001/ Real estate tax law expert Tony Nitti and host Jimmy Atkinson discuss the basics of the Opportunity Zones tax incentive and then dive into some unintended consequences introduced by the proposed IRS regulations. Self-described “codehead” Tony Nitti is a real estate tax law expert, CPA, and partner at WithumSmith+Brown. He also serves on the editorial advisory board for The Tax Adviser. And he’s a contributor at Forbes.com, where he recently published a thorough primer on the opportunity zones tax incentive. Show notes and transcript on OpportunityDb.com Wed, 28 Nov 2018 14:00:00 -0000 Opportunity Zones Tax Benefits and Unintended Consequences, with Tony Nitti full 1 OpportunityZones.com A basic overview of the Opportunity Zones tax incentive. Real estate tax law expert Tony Nitti and host Jimmy Atkinson discuss the basics of the Opportunity Zones tax incentive and then dive into some unintended consequences introduced by the proposed IRS regulations. Self-described “codehead” Tony Nitti is a real estate tax law expert, CPA, and partner at WithumSmith+Brown. He also serves on the editorial advisory board for The Tax Adviser. And he’s a contributor at Forbes.com, where he recently published a thorough primer on the opportunity zones tax incentive. Show notes and transcript on OpportunityDb.com Real estate tax law expert Tony Nitti and host Jimmy Atkinson discuss the basics of the Opportunity Zones tax incentive and then dive into some unintended consequences introduced by the proposed IRS regulations.

Self-described “codehead” Tony Nitti is a real estate tax law expert, CPA, and partner at WithumSmith+Brown. He also serves on the editorial advisory board for The Tax Adviser. And he’s a contributor at Forbes.com, where he recently published a thorough primer on the opportunity zones tax incentive.

Show notes and transcript on OpportunityDb.com

]]> 3399 no Introduction To The Opportunity Zones Podcast https://opportunityzones.com/2018/11/welcome-to-the-opportunity-zones-podcast/ How much do you know about opportunity zones? Maybe you know the basics — that the opportunity zones program is an economic policy intended to revitalize some of the most economically distressed areas of the country, and that to encourage investment in such communities, huge tax benefits await investors. Capital gains deferral on the front end, as well as capital gains exclusion on the back end. But if you’re like most people, you only have a rough grasp of how it all works. On this podcast, I want to transform you into an opportunity zone expert… or at least give you a better understanding of how you can become a more savvy OZ investor. Show notes & transcript: https://opportunityzones.com/2018/11/welcome-to-the-opportunity-zones-podcast/ Tue, 27 Nov 2018 13:00:00 -0000 Introduction To The Opportunity Zones Podcast trailer OpportunityZones.com How can this podcast transform you into an Opportunity Zone expert? How much do you know about opportunity zones? Maybe you know the basics — that the opportunity zones program is an economic policy intended to revitalize some of the most economically distressed areas of the country, and that to encourage investment in such communities, huge tax benefits await investors. Capital gains deferral on the front end, as well as capital gains exclusion on the back end. But if you’re like most people, you only have a rough grasp of how it all works. On this podcast, I want to transform you into an opportunity zone expert… or at least give you a better understanding of how you can become a more savvy OZ investor. Show notes & transcript: https://opportunityzones.com/2018/11/welcome-to-the-opportunity-zones-podcast/ How much do you know about opportunity zones? Maybe you know the basics — that the opportunity zones program is an economic policy intended to revitalize some of the most economically distressed areas of the country, and that to encourage investment in such communities, huge tax benefits await investors. Capital gains deferral on the front end, as well as capital gains exclusion on the back end. But if you’re like most people, you only have a rough grasp of how it all works. On this podcast, I want to transform you into an opportunity zone expert… or at least give you a better understanding of how you can become a more savvy OZ investor. Show notes & transcript: https://opportunityzones.com/2018/11/welcome-to-the-opportunity-zones-podcast/

]]> 111 no