PODCAST

Opportunity Zones Podcast

OpportunityZones.com

Defer and eliminate capital gains tax with Opportunity Zone investments.

business investing

All Episodes

47:49

Strategies for Maximizing Opportunity Zone Returns,...

Opportunity Zones Podcast ·

2019/07/08

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

53:20

The First Opportunity Zone Fund, One Year Later, with...

Opportunity Zones Podcast ·

2019/07/02

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

39:16

Third-Party Administration for OZ Funds, with Reid...

Opportunity Zones Podcast ·

2019/06/27

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

52:44

The Biggest Problem with Opportunity Zones, with...

Opportunity Zones Podcast ·

2019/06/25

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

44:31

QOF Formation Legal Considerations, with Jessica...

Opportunity Zones Podcast ·

2019/06/19

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

49:27

Operating Business Opportunity Zone Fund Strategies,...

Opportunity Zones Podcast ·

2019/06/17

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

57:43

The OZ Fund Trade Group Aiming to Renew the Program,...

Opportunity Zones Podcast ·

2019/06/12

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

62:54

Activating OZ Communities with Business Container...

Opportunity Zones Podcast ·

2019/06/10

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

33:21

Rise of the Rest and Opportunity Zone Office Real...

Opportunity Zones Podcast ·

2019/06/05

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

25:09

The Opportunity Zone Fund that Raised $40 Million in...

Opportunity Zones Podcast ·

2019/06/03

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

25:59

The White House's Vision for Opportunity Zones, with...

Opportunity Zones Podcast ·

2019/05/29

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

46:49

Opportunity Zones and Economic Dynamism, with John...

Opportunity Zones Podcast ·

2019/05/22

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

45:57

Opportunity Zones as Portfolio Diversifiers, with...

Opportunity Zones Podcast ·

2019/05/20

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

30:01

Developing in Chicago's Opportunity Zones, with...

Opportunity Zones Podcast ·

2019/05/16

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

28:23

Why Gentrification Is a Good Thing, with Lennox...

Opportunity Zones Podcast ·

2019/05/15

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

40:59

Common Opportunity Zone Legal Questions, with Steve...

Opportunity Zones Podcast ·

2019/05/08

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

33:14

HUD’s Role in Opportunity Zones, with Beth Van Duyne...

Opportunity Zones Podcast ·

2019/05/01

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

53:46

Opportunity Zone Investing in Puerto Rico, with Maria...

Opportunity Zones Podcast ·

2019/04/24

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

64:20

Takeaways from the Proposed Opportunity Zone...

Opportunity Zones Podcast ·

2019/04/22

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

31:30

How to Assess Opportunity Zone Funds, with Chris...

Opportunity Zones Podcast ·

2019/04/17

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

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Opportunity Zones Podcast

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