PODCAST

Opportunity Zones Podcast

OpportunityZones.com

Defer and eliminate capital gains tax with Opportunity Zone investments.

business investing

All Episodes

36:36

Building Homeownership With Opportunity Zones, With...

Opportunity Zones Podcast ·

2023/05/09

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://opportunitydb.com/2023/05/chris-knoppe-259/

35:59

Catalyzing Social Impact With Opportunity Zones, An...

Opportunity Zones Podcast ·

2023/05/02

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:

38:25

Tax Planning With Opportunity Zones, With John Berlet...

Opportunity Zones Podcast ·

2023/04/27

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://opportunitydb.com/2023/04/john-berlet-257/

37:06

The Forthcoming Distressed Debt Opportunity For...

Opportunity Zones Podcast ·

2023/04/25

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:

21:57

Live OZ Pitch Day Q&A, With Ashley Tison (Episode 255)

Opportunity Zones Podcast ·

2023/04/20

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:

27:41

The 2023 Opportunity Zone Impact Survey, With Reid...

Opportunity Zones Podcast ·

2023/04/18

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://opportunitydb.com/2023/04/reid-thomas-254/

41:08

Why We Started WealthChannel, With Andy Hagans...

Opportunity Zones Podcast ·

2023/04/11

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://opportunitydb.com/2023/04/andy-hagans-253/

55:08

Opportunity Zone Traps For The Unwary, With Gordon...

Opportunity Zones Podcast ·

2023/04/04

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://opportunitydb.com/2023/04/plante-moran-252/

33:11

Wealth Development Strategies With Opportunity Zones,...

Opportunity Zones Podcast ·

2023/03/28

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://opportunitydb.com/2023/03/wealth-development-strategies/

5:57

Opportunity Zone Investing Made Simple With OZ Pitch...

Opportunity Zones Podcast ·

2023/03/22

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://opportunitydb.com/2023/03/jimmy-atkinson-250/

39:27

The Rise Of Industrial Real Estate In Opportunity...

Opportunity Zones Podcast ·

2023/03/14

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://opportunitydb.com/2023/03/peter-ciganik-249/

41:11

Inside Inland's OZ And DST Success, With Keith Lampi...

Opportunity Zones Podcast ·

2023/02/28

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://opportunitydb.com/2023/02/keith-lampi-248/

42:12

Manufactured Housing & The Affordability Crisis, With...

Opportunity Zones Podcast ·

2023/02/13

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:

47:00

OZ Reform Legislation 2023 Update, With John...

Opportunity Zones Podcast ·

2023/02/08

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

38:07

The Great Opportunity For Real Estate Investors, With...

Opportunity Zones Podcast ·

2023/01/31

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://opportunitydb.com/2023/01/mike-hardy-245/

51:41

Inside Capital Square's Record Setting Year, With...

Opportunity Zones Podcast ·

2023/01/25

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://opportunitydb.com/2023/01/james-brunger-244/

38:31

The OZ Opportunity For RIAs And Other Financial...

Opportunity Zones Podcast ·

2023/01/18

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. https://opportunitydb.com/2023/01/barrett-linburg-243/

22:10

Ask The OZ Expert, With Ashley Tison (Episode 242)

Opportunity Zones Podcast ·

2023/01/11

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://opportunitydb.com/2022/11/ashley-tison-242/

10:49

Opportunity Zones In 2023 (Episode 241)

Opportunity Zones Podcast ·

2023/01/04

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://opportunitydb.com/2023/01/2023-opportunity-zones-241/

36:41

Multi-Family Office Opportunity Zone Investing, With...

Opportunity Zones Podcast ·

2022/12/28

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/

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Opportunity Zones Podcast

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