PODCAST

Opportunity Zones Podcast

OpportunityZones.com

Defer and eliminate capital gains tax with Opportunity Zone investments.

business investing

All Episodes

44:59

How to Be a Shrewd Opportunity Zone Investor (Episode...

Opportunity Zones Podcast ·

2020/12/23

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

29:18

Workforce Housing in Opportunity Zones, with Riaz...

Opportunity Zones Podcast ·

2020/12/16

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

20:51

Last-Minute Opportunity Zone Strategies for 2020,...

Opportunity Zones Podcast ·

2020/12/09

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

33:44

Opportunity Zones: Past, Present, and Future, with...

Opportunity Zones Podcast ·

2020/12/02

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

28:32

Top Questions to Ask Before Investing in an...

Opportunity Zones Podcast ·

2020/11/11

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

35:36

The Surprising Durability of OZ Multifamily in a...

Opportunity Zones Podcast ·

2020/11/04

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

37:56

The 2020 Election and Opportunity Zones, with Mike...

Opportunity Zones Podcast ·

2020/10/28

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

27:45

How Regional EDA Groups Can Leverage Opportunity...

Opportunity Zones Podcast ·

2020/10/21

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

35:17

University Research Parks and Opportunity Zones, with...

Opportunity Zones Podcast ·

2020/10/14

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

17:33

Announcing OZ Pitch Day 2020, an Online Investor...

Opportunity Zones Podcast ·

2020/10/07

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

49:04

Securities Law Considerations for Opportunity Zone...

Opportunity Zones Podcast ·

2020/09/30

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

35:46

Timing Considerations for Opportunity Zone Investors,...

Opportunity Zones Podcast ·

2020/09/23

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

42:38

Family Office Investing in Provo OZ Tech Accelerator...

Opportunity Zones Podcast ·

2020/09/09

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

40:09

Opportunity Zone Investing in Silicon Valley, with...

Opportunity Zones Podcast ·

2020/09/02

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

46:08

Challenges for Smaller Opportunity Zone Developers,...

Opportunity Zones Podcast ·

2020/08/26

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

37:22

Potential Legislative Improvements to Opportunity...

Opportunity Zones Podcast ·

2020/08/19

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

65:58

Can Opportunity Zones Recover from the COVID-19...

Opportunity Zones Podcast ·

2020/08/12

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

40:23

Finding Uncommon Value in Untapped OZ Markets, with...

Opportunity Zones Podcast ·

2020/08/05

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

41:48

9 Early Conclusions of Opportunity Zones for...

Opportunity Zones Podcast ·

2020/07/29

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

51:08

Takeaways from Novogradac's OZ Conference, with Mike...

Opportunity Zones Podcast ·

2020/07/22

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

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Opportunity Zones Podcast

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