Opportunity Zones Podcast

With stocks and bonds trending downward as of late, record amounts of money are pouring into alternative investments, including Qualified Opportunity Funds. Andy Hagans, co-founder of AltsDb, joins the show to discuss where Opportunity Zones fit into the broader alternative investments asset class and how financial repression is creating an opportunity for OZ investors. Transcript and show notes:...

Opportunity Zone reform legislation, social impact, and fundraising trends were hot topics at last month's Novogradac OZ Conference in Long Beach, California. Ashley Tison, co-founder of OZ Pros, joins the show live on-site to discuss where the Opportunity Zone program currently stands and what the future holds for OZ investments. Transcript and show notes: https://opportunitydb.com/2022/05/ashley...

In today’s “man-on-the-street” style episode, Jimmy Atkinson conducts five rapid-fire live interviews at the ADISA 2022 Spring Conference, featuring OZ investing insights from Erik Hayden (Urban Catalyst), James Brunger (Capital Square), Jamie Nahon (Eagle OZ), Matt Iak (U.S. Energy Development Corporation), and Rob Johnson (Realized). ADISA’s Spring Conference is designed for all industry profess...

Investing across different asset classes provides not only diversification benefits but alternative sources of growth and revenue. Opportunity zones can offer strong investment returns with an added social impact component in the United States and in Puerto Rico. Kira Golden is the CEO of Direct Source Wealth, a real estate development company out of Denver that does direct deals and serves as a p...

Learn how you can voice your support for the Opportunity Zones Improvement, Transparency, and Extension Act (H.R.7467 / S.4065). The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Chris Cooley, Catherine Lyons, and Rachel Reilly.  Transcript and show notes at OpportunityDb.com.

The hospitality industry has been one of the most watched trends in recent years, with boutique hotels at the forefront of the ever-evolving hospitality business. Smaller, less commercial hotels offer the safety and personalized service travelers seek in a post-pandemic world. Coupled with an Opportunity Zone incentive, investors are taking notice - and the result is as exciting as it is unique. D...

Bipartisan and bicameral legislation was recently introduced that would improve Opportunity Zones and push back the tax incentive’s deferral date by two years, from 2026 to 2028. The extension will allow OZ investors to continue attracting capital for a program that both supports the local tax base and boosts job growth in these communities.  Senator Tim Scott's former tax adviser, Shay Hawkins is...

When combined with the opportunity zone incentive, can orchard farming be a compelling asset class for investors? What are the risks and benefits? Farming offers unique features compared to traditional real estate, but it's imperative to understanding these variables before diving in. Listen in to learn more from our guest Josh Guggenheim, the Director of Acquisitions at Gold Leaf Farming, a hybri...

In this panel from OZ Pitch Day Spring 2022, a trio of experts discuss the various strategies that investors can use to optimize the tax efficiency of their portfolios. This episode is the audio version of an OZ Pitch Day Spring 2022 panel titled, “Opportunity Zone Strategies for High Net Worth Investors.” The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Jay Frank, Rob J...

What are the differences between Opportunity Zones and 1031 Exchanges? And why might one be a good choice for your own investments? Listen as we discuss this topic and more with Jay Frank, the President of Cantor Fitzgerald Capital and Chief Operating Officer of Cantor Fitzgerald Investment Management. Cantor Fitzgerald is a global financial services and real estate investment management firm. Jay...

Find out how you can invest in distressed areas around the country while connecting with some of the brightest professionals in the opportunity zones (OZ) arena during this two-day conference sponsored by Novogradac, a national professional services organization that consists of affiliates and divisions in certified public accounting, valuation, and consulting.  Transcript and show notes at Opport...

Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide updates on Silicon Valley Opportunity Zones and what funds are currently proving attractive investment opportunities. Urban Catalyst is the largest developer of Opportunity Zone real estate in Silicon Valley. Transcript and show notes at OpportunityDb.com.

What does it mean to be vertically integrated in the opportunity zones investment process? And how might vertical integration increase profits and shareholder returns? Chris Loeffler is the CEO of Caliber and serves as Chairman of the Company’s Board of Directors. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public cap...

Since its inception, opportunity funds have captured the attention of investors, asset managers, policymakers, community leaders, and financial institutions, with no sign of the trend abating. In fact, interest has been staggering due to the tax benefits, ranging from tax-free appreciation to capital gains deferral. But approach and fit are key components to scale and sustain an OZ investment stra...

Misconceptions often cause investors to opt out of potentially profitable and viable investment opportunities. The Federal Opportunity Zone tax incentive program has had its fair share of uncertainties due to miseducation and confusion around alternative investments. But with the right fund manager and scheme in place, investors can feel good about helping underserved communities while experiencin...

Taxpayers can defer taxes by reinvesting capital gains from an asset sale into a QOF. To do so, IRS Form 8996 must be filed by all taxpayers holding a QOF investment. Guidance on how to fill out this form will eliminate inconsistencies prior to submission. Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of...

Under the opportunity zones (OZ) incentive, taxpayers can defer taxes by reinvesting capital gains from an asset sale into a qualified opportunity fund. To do so, IRS Form 8997 must be filed by all taxpayers holding a QOF investment. Guidance on how to fill out this form will eliminate confusion and inconsistencies prior to submission. Ashley Tison is an Opportunity Zone consultant and attorney ba...

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...

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 esta...

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 Opp...

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 MultifamilyIn...

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...

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 Of...

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...

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.