OZ Pitch Day On-Demand
OZ Pitch Day
Summer 2025
Defer & Eliminate Taxes With Opportunity Zone Investments.
- June 19, 2025
- Free Online Event
- Watch On-Demand
Our next OZ Pitch Day is November 13, 2025. Registration will open in August.
OZ Pitch Day On-Demand
Watch On-Demand
YourSpace America Self-Storage
Pitch Deck: [Click To Download]
Self-Storage // Tucson, AZ and Bakersfield, CA — Two separate self-storage development projects located in prime highway-adjacent locations in Tucson, AZ and Bakersfield, CA. Each property will be a Generation V, state-of-the-art climate-controlled self-storage facility, with a state-of-the-art security system.
Russ Colvin
CEO
Capital Square OZ Fund IX
Pitch Deck: [Click To Download]
Mixed-Use Multifamily // Richmond, VA — Multifamily development, with approximately 220 traditional apartment units and 100 furnished apartment hotel rooms, onsite parking and ground-floor retail space. The project is located at 1600 Roseneath Road and 3406 W. Moore Street in the Scott’s Addition neighborhood of Richmond, VA. Site will include 15,000 square feet of retail space and 300+ parking spaces.
Louis Rogers
Founder & Co-CEO
Whit Huffman
Co-CEO & CIO
Natalie Mason
Co-Head of Development
Urban Catalyst OZ Fund II
Pitch Deck: [Click To Request]
Multi-Asset Real Estate // San Jose, CA — An Opportunity Zone fund in the heart of downtown San Jose, Urban Catalyst offers a dynamic portfolio of properties on the heels of a successful $135 million Fund I. The current Fund II represents a diverse real estate portfolio, with great momentum in a growing tech hub.
Erik Hayden
Founder & CEO
Solmar St. Pete OZ Fund
Multifamily // St. Petersburg, FL — Class A, 266-unit, 18-story ground-up high rise development located in Downtown St. Pete, one of the most highly sought after neighborhoods in the nation. The site has easy access to multiple highways and major employment hubs. Developed by Sinatra & Co. Real Estate, an owner-operator of 4,000+ multifamily units with over $800M AUM.
Anthony Cheng
Managing Partner, Anchorvest RE
The GRAD Apartments in Mount Vernon OH
Multifamily // Mount Vernon, OH — The GRAD at 301 N. Mulberry in Mount Vernon, OH is a landmark reimagined into luxury living while cherishing its profound historical essence.
Joel Mazza
Managing Partner
Bob Erlanger
Managing Partner
Altes Capital OZ Program
Multifamily // National — The Altes Fund is focused on investing in multifamily development projects located in high-growth, high-conviction OZ areas across the country. Fund II so far has allocated capital to Austin, Charlotte, and Washington DC. The investment management and property team at Altes brings extensive investment experience, having managed over $2 billion in funded real estate investments.
Jeff Tompkins
Managing Director
Centennial Advisers Golden Opportunity Strategy
Real Estate // National — This presentation will highlight standout Opportunity Zone deals that successfully closed using Centennial’s Golden Opportunity Strategy. A must-watch for anyone exploring compliant and cash-flowing OZ strategies.
Axel Adler
Investment Adviser
LaunchPad Collective
Pitch Deck: [Click To Download]
Mixed-Use // San Bernardino, CA — Development of a game-changing mixed-use community hub, featuring ground floor commercial and upper floor residential for vulnerable populations.
Robert Carrillo
Managing Partner
Panel: 2025 Tax Cuts — OZ 2.0, Bonus Depreciation, & More
Educational Session — A fast-moving roundtable discussion on the marquee provisions Congress is weighing as it works to extend (and in some cases expand) the 2017 Tax Cuts and Jobs Act under President Trump’s second term. Panelists will unpack: Opportunity Zones 2.0, 100 % Bonus Depreciation, the Section 199A (QBI) Deduction, and Possible SALT Cap Relief & Estate Tax Thresholds.
Jimmy Atkinson
OpportunityZones.com
Blake Christian
HCVT
Jim Lang
Greenberg Traurig
Opportunity Zones Explained (For High Net Worth Investors)
Educational Session — OpportunityZones.com founder Jimmy Atkinson kicks off the event with a crash course on Opportunity Zones, and how to invest in Qualified Opportunity Funds. Learn about the tax benefits associated with OZ investing in 2025.
Jimmy Atkinson
OpportunityZones.com
Panel: Ask The OZ Experts
Interactive Q&A Session — Opportunity Zone attorneys from our OZ Insiders mastermind community answer questions from the live OZ Pitch Day audience.
Jimmy Atkinson
OpportunityZones.com
Andrew Doup
Syndication Counsel
Brett Siglin
Fennemore Law
Mr. Ashley Tison
OZPros
Speakers
Jimmy Atkinson
OpportunityZones.com
Axel Adler
Centennial Advisers
Robert Carrillo
LaunchPad Collective
Anthony Cheng
Anchorvest RE
Blake Christian
HCVT
Russ Colvin
YourSpace America
Andrew Doup
Syndication Counsel
Erik Hayden
Urban Catalyst
Whit Huffman
Capital Square
Jim Lang
Greenberg Traurig
Natalie Mason
Capital Square
Joel Mazza
The GRAD
Louis Rogers
Capital Square
Brett Siglin
Fennemore Law
Ashley Tison
OZPros
Jeffrey Tompkins
Altes Capital
FAQs
This is a one-day event, taking place entirely online on Thursday, June 19. Programming will begin at 10:00 AM EDT.
If you are a financial advsior or High Net Worth investor with capital gains, and you’re thinking about making an Opportunity Zone investment, this is a great opportunity for you to learn about several Qualified Opportunity Funds who are seeking investors. Particularly if you have already realized your gain and are facing a 180-day deadline, this event is specifically designed to help you make a decision on how to proceed.
The “accredited investor” definition is important because many types of alternative investments are only open to accredited investors.
You meet the definition of an accredited investor if at least one of the following applies to you:
- You are an individual investor with an annual income of at least $200,000 (or, $300,000 if combined with a spouse’s income), OR
- You are an individual investor with a net worth in excess of $1 million (excluding your primary residence), OR
- You are a financial advisor who holds in good standing a Series 7, 65, or 82 license.
Up to 12 Qualified Opportunity Funds will present their investment offerings during the course of the day. We will send the agenda to everyone who registers for the event at least a few days in advance. Click here for the current agenda, subject to change. All times listed are Eastern.
The event will be hosted 100% online, via Zoom. Registration is required. Click here to register now. After you register, you will receive instructions via email on how to add the event to your calendar and attend the live Zoom session on June 19. You will be sent a unique login link that is tied to your individual registration. You can use this link the day of the event to join the Zoom session.
No. In an attempt to open up this event to as many investors as possible, we are not charging a fee to attendees.
No. When the final agenda is announced, you can feel free to pop in and out at your leisure throughout the day. If you only want to see presentations from a few of the funds, you can choose to attend only during their presentation slots.
Yes! The entire event will be recorded, so you can watch at a later date if you so choose. Everyone who registers for the event will receive access to the recording. So even if you cannot attend the event live, we would still encourage you to register now, so you can view the recording at a later date.
While this event is mainly focused on matching investors with funds, there will be a keynote address and at least two educational panels/workshops.
Yes! Throughout the day, we will have live Q&A sessions with Qualified Opportunity Fund managers and other Opportunity Zone experts. This will present a great chance for you to get your OZ questions answered!
If you are interested in partnering with OpportunityZones.com, fill out the OZ Pitch Day Partner interest form, and we will follow up with more information.
OZ Pitch Day Summer 2025 will be the 15th OZ Pitch Day event hosted by OpportunityZones.com. Previous OZ Pitch Day events are archived at the links below:
- OZ Pitch Day 2020
- OZ Pitch Day Spring 2021
- OZ Pitch Day Summer 2021
- OZ Pitch Day Fall 2021
- OZ Pitch Day Spring 2022
- OZ Pitch Day Summer 2022
- OZ Pitch Day Fall 2022
- OZ Pitch Day Spring 2023
- OZ Pitch Day Summer 2023
- OZ Pitch Day Fall 2023
- OZ Pitch Day Spring 2024
- OZ Pitch Day Summer 2024
- OZ Pitch Day Fall 2024
- OZ Pitch Day Spring 2025
Partner With OZ Pitch Day
- Pitch your OZ fund or deal.
- Interact with accredited investors.
- Generate new investor leads.