Opportunity Zones Podcast

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 s...

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...

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...

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....

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 organizati...

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...

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.

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.

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...

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...

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 retur...

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

Are tertiary markets in the Southeast U.S. a prime opportunity for real estate investors? Transcript and show notes at OpportunityDb.com

A new book that offers a critical view of opportunity zones just hit bookshelves. What are some of the biggest shortcomings of the tax policy, and how can it be improved? David Wessel is a senior fellow in Economic Studies at Brookings and director of the Hutchins Center on Fiscal and Monetary Policy, the mission of which is to improve the quality of fiscal and monetary policies and public underst...

What tax policy changes may unfold soon, and how might Opportunity Zones be reformed later this year or in 2022? Transcript and show notes at OpportunityDb.com.

What are some of the key similarities and differences between Sun Belt Opportunity Zone deals and Midwest Opportunity Zone deals? Transcript and show notes at OpportunityDb.com

What are some of the biggest lessons learned from the first three years of the Opportunity Zones program? Transcript and show notes at OpportunityDb.com

How can Opportunity Zone be leveraged to create more affordable housing that has a commitment to sustainability? Transcript and show notes at OpportunityDb.com

Can opportunity zones be leveraged for historic renovation projects? How does the combination of historic tax credits and the opportunity zone incentive improve investment returns? John Blatchford is Owner and Founder of Kunst, a real estate company that buys and renovates vacant historic buildings in Cincinnati, Ohio. Transcript and show notes at OpportunityDb.com

How can non-accredited investors with smaller capital gains participate in Opportunity Zone investing? Transcript and show notes at OpportunityDb.com

How does real estate innovation intersect with Opportunity Zones? How can Opportunity Zones catalyze business development and business investment in low income communities? Transcript and show notes at OpportunityDb.com

Dave Kunz is managing partner and general manager of Hall Labs. Will Walker is a private equity veteran and advisor to Hall Labs. Transcript and show notes at OpportunityDb.com

What changes to tax policy are likely coming under the Biden administration? If enacted, how will these changes impact the appeal of Opportunity Zone funds and the returns available to investors? Several Opportunity Zone experts provided their insights on a live panel recorded on July 27, 2021 during OZ Pitch Day, titled "Tax Policy Changes & Opportunity Zones." Today's podcast episode is the audi...

What are the advantages of a Qualified Opportunity Fund that is structured as a REIT instead of a partnership? How does the level of diversification in a fund impact its risk/return profile? Peter Ciganik is Managing Director at GTIS Partners, a global real estate investment firm based in New York. Transcript and show notes at OpportunityDb.com

Do record stock market levels, the high inflation environment, and the new economy pose an opportunity for Opportunity Zone investors? Are there silver linings in rising prices? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI. Transcript and show notes at OpportunityDb.com