PODCAST

Opportunity Zones Podcast

OpportunityZones.com

Defer and eliminate capital gains tax with Opportunity Zone investments.

business investing

All Episodes

23:44

OZ Strategies For UHNWs & Family Offices, With Bob...

Opportunity Zones Podcast ·

2022/02/16

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.

24:46

A Multi-Strategy Opportunity Zone Approach, With Chad...

Opportunity Zones Podcast ·

2022/02/09

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

23:21

Profitable Veterans Housing In Opportunity Zone, With...

Opportunity Zones Podcast ·

2022/02/02

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

20:31

2022 Outlook For Multifamily OZ Investing, With Scott...

Opportunity Zones Podcast ·

2022/01/26

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

22:04

Creating Value With ADUs In Opportunity Zones, With...

Opportunity Zones Podcast ·

2022/01/17

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

17:39

Opportunity Zone Impact Investing Survey, With Reid...

Opportunity Zones Podcast ·

2022/01/12

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

44:11

Successful Opportunity Zone Investing Strategies...

Opportunity Zones Podcast ·

2022/01/05

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

25:23

Round Trip OZ Investments, With Jeff Feinstein...

Opportunity Zones Podcast ·

2021/12/29

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.

35:35

How to Evaluate Opportunity Zone Deals, An OZ Pitch...

Opportunity Zones Podcast ·

2021/12/22

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.

33:31

Bitcoin, Opportunity Zones, and Jobs, With Tom...

Opportunity Zones Podcast ·

2021/12/15

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

24:56

Farmland Opportunity Zone Investing, With Paul...

Opportunity Zones Podcast ·

2021/12/08

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

29:09

OZ Multifamily In The Southeast, With James Brunger &...

Opportunity Zones Podcast ·

2021/11/29

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

32:41

The Future of Opportunity Zones, With Shay Hawkins...

Opportunity Zones Podcast ·

2021/11/24

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

28:39

OZs: The Quintessential Hedge, With Ashley Tison...

Opportunity Zones Podcast ·

2021/11/17

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

32:10

The State Of The Opportunity Zone Marketplace, An OZ...

Opportunity Zones Podcast ·

2021/11/15

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.

17:26

Alternative Investment Trends, With Andy Hagans...

Opportunity Zones Podcast ·

2021/11/10

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.

23:03

The Evolution Of Opportunity Zone Neighborhoods, With...

Opportunity Zones Podcast ·

2021/11/03

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

13:58

OZ Pitch Day Fall 2021 Preview (Episode #163)

Opportunity Zones Podcast ·

2021/11/01

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

20:50

The Resiliency Of Multifamily Real Estate, With Neil...

Opportunity Zones Podcast ·

2021/10/27

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

21:22

The First Publicly Traded Opportunity Zone Fund, With...

Opportunity Zones Podcast ·

2021/10/20

How will the first publicly traded Opportunity Zone fund impact the industry? Show notes and transcript at OpportunityDb.com

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