PODCAST

Opportunity Zones Podcast

OpportunityZones.com

Defer and eliminate capital gains tax with Opportunity Zone investments.

business investing

All Episodes

37:56

How to Form Your Own Qualified Opportunity Zone...

Opportunity Zones Podcast ·

2019/10/31

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

28:26

How to Form Your Own Opportunity Zone Fund, with...

Opportunity Zones Podcast ·

2019/10/29

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

44:18

Philanthropic Investment in Opportunity Zones Is...

Opportunity Zones Podcast ·

2019/10/23

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

46:48

OZ Lessons from Opportunity Alabama, with Alex...

Opportunity Zones Podcast ·

2019/10/16

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

35:28

The First Venture Capital Opportunity Zone Fund, with...

Opportunity Zones Podcast ·

2019/10/09

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

43:58

Revitalizing America's Poorest ZIP Code with...

Opportunity Zones Podcast ·

2019/10/02

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

27:18

Listener Questions: Options for Existing OZ Property...

Opportunity Zones Podcast ·

2019/09/25

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

46:21

Opportunity Zone Deal Packaging and Capital Raising,...

Opportunity Zones Podcast ·

2019/09/18

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

35:40

The Big Problem with Opportunity Zones, with Thomas...

Opportunity Zones Podcast ·

2019/09/11

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

46:49

Developing OZ Owner Occupied Housing on a Massive...

Opportunity Zones Podcast ·

2019/09/04

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

43:21

The Multi-Asset QOZB That Combines Entertainment and...

Opportunity Zones Podcast ·

2019/08/28

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

30:13

Agriculture Investing in Opportunity Zones, with...

Opportunity Zones Podcast ·

2019/08/21

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

39:29

Renewable Fuel Production in Opportunity Zones, with...

Opportunity Zones Podcast ·

2019/08/14

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

35:12

Opportunity Zone Fund Tax Accounting Considerations,...

Opportunity Zones Podcast ·

2019/08/07

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

49:46

Opportunity Zone Fund Fees, with Jonathan Miller...

Opportunity Zones Podcast ·

2019/07/31

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

44:51

Strategies for Collaborative Rural & Tribal...

Opportunity Zones Podcast ·

2019/07/24

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

40:32

How Opportunity Zones Can Address the Housing Crisis,...

Opportunity Zones Podcast ·

2019/07/18

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

46:05

Academia's Role in Opportunity Zones, with Anu...

Opportunity Zones Podcast ·

2019/07/16

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

41:48

Recap of the July 9 IRS Hearing on Opportunity Zones...

Opportunity Zones Podcast ·

2019/07/11

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

293:53

July 9 IRS Hearing on Qualified Opportunity Funds...

Opportunity Zones Podcast ·

2019/07/11

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

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Opportunity Zones Podcast

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