OZ Pitch Day - June 19
OZ Pitch Day
Summer 2025
Defer & Eliminate Taxes With Opportunity Zone Investments.
- June 19, 2025
- Free Online Event
OZ Pitch Day - June 19
Why Attend
Learn
Defer and eliminate capital gains tax with Opportunity Zone investments.
Gain Access
Attend live to gain access to private Opportunity Zone investment deals.
Invest
Compare Opportunity Zone deals, and invest before your 180-day deadline expires.
Register Now
Attend Our Interactive Online Event
When you attend OZ Pitch Day, you will gain access to many of the leading experts in the Opportunity Zone industry, via live presentations where you can interact directly with speakers and other investors.
After registration, you will receive an email with instructions on how to join the online event.
By submitting your contact information you agree to receive messages about OpportunityZones.com events, special offers, and updates from our sponsors. You may unsubscribe at any time.
LIVE Online Event
For High Net Worth investors and advisors seeking Qualified Opportunity Fund investments.
- 100% Online
- 100% Free
- 100% Easy to Attend on Any Device
Welcome!
Welcome to OZ Pitch Day Summer 2025. This online event matches High Net Worth investors who have capitals gains with Opportunity Zone deals that are raising capital. Investing within your 180-day window is of crucial importance for OZ investors. This event can help you find the right deals to invest in before your 180-day deadline. Click here to register now.
Jimmy Atkinson
Founder of OpportunityZones.com
Host of The Opportunity Zones Podcast
Agenda
All times listed are Eastern Standard Time. Agenda is subject to change.
10:00 AM – 10:25 AM
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
10:30 AM – 10:50 AM
Capital Square OZ Fund IX
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
10:55 AM – 11:05 AM
Altes Capital
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
11:10 AM – 11:40 AM
YourSpace America
Self-Storage // Tucson, AZ — The project is located at 980 W Irvington Road in Tucson, Arizona. The project is designed to be built as 129,838 GBA, with a 1,018 SF office, and 96,615 SF Net Rentable Area. The business plan for the subject property is to develop a Generation V, state-of-the-art climate-controlled self-storage facility, with a state-of-the-art security system.
Russ Colvin
CEO
11:45 AM – 12:30 PM
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
11:45 AM – 12:15 PM
Concurrent Track: YourSpace America Breakout Session
Russ Colvin
CEO
12:35 PM – 12:55 PM
Urban Catalyst
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
1:00 PM – 1:45 PM
Panel: Renewing Trump's Tax Cuts
Educational Session — Roundtable discussion on how a renewal of the Tax Cuts and Jobs Act of 2017 may impact the future of Opportunity Zones.
Jimmy Atkinson
OpportunityZones.com
Presenter TBD
TBD
Presenter TBD
TBD
1:50 PM – 2:10 PM
OZ Masterclass Showcase
Educational Session — Roundup of lessons from the best OZ Insiders Masterclass sessions.
Jimmy Atkinson
OpportunityZones.com
2:15 PM – 2:35 PM
OZ Deal TBD
Description TBD.
Presenter TBD
TBD
2:45 PM – 3:00 PM
Concluding Remarks
Jimmy Atkinson
OpportunityZones.com
Speakers
Jimmy Atkinson
OpportunityZones.com
Russ Colvin
YourSpace America
Andrew Doup
Syndication Counsel
Erik Hayden
Urban Catalyst
Louis Rogers
Capital Square
Brett Siglin
Fennemore Law
Ashley Tison
OZPros
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.