OZ Pitch Day - June 19
OZ Pitch Day
Spring 2025
Defer & Eliminate Taxes With Opportunity Zone Investments.
- March 6, 2025
- Free Online Event
Our next OZ Pitch Day is June 19, 2025. Registration will open in April.
OZ Pitch Day - June 19
Watch On-Demand
OZ Pitch Day Title Sponsor
YourSpace America
Pitch Deck: [Click To Download]
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
Panel: Trump's 2025 Plans For Opportunity Zones Legislation
Educational Session — Roundtable discussion on the White House plan to extend and/or renew Opportunity Zones during 2025 budget reconciliation as part of Trump’s “big beautiful bill.”
Jimmy Atkinson
OpportunityZones.com
Emily Lavery
Fulcrum Public Affairs
Peter Lawrence
Novogradac
Savoy Equity Partners
Pitch Deck: [Click To Request]
Multifamily // Dallas, TX — Savoy Equity Partners is offering the opportunity to invest in a strategically assembled development site in Cedars, one-mile south of Downtown Dallas. To date, Savoy has invested over $10 million of equity, and the property is positioned strategically to benefit from $10 billion in projects underway within a two-mile radius.
Barrett Linburg
Principal
USEDC Oil & Gas QOZ Fund III
Pitch Deck: [Click To Download]
Multi-Asset Oil & Gas // Texas & New Mexico — U.S. Energy Development Corporation (USEDC) is a privately held oil and gas operator established in 1980 that provides direct investments in energy for accredited investors and institutional partners. USEDC is one of the largest sponsors of direct energy investments and offers one of the only oil and gas Opportunity Zone funds.
Fred Gratz
Director of Business Development
Altes Capital OZ Fund II
Pitch Deck: [Click To Download]
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
Capital Square: The Evolution Of Opportunity Zones
Roundtable Session — How have Opportunity Zones evolved since implementation in 2018?
Louis Rogers
Founder & Co-CEO
Natalie Mason
Co-Head of Development
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
Opportunity Zones Explained (For High Net Worth Investors)
Recording coming soon.
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
Speakers
Jimmy Atkinson
OpportunityZones.com
Russ Colvin
YourSpace America
Andrew Doup
Syndication Counsel
Fred Gratz
USEDC
Emily Lavery
Fulcrum Public Affairs
Peter Lawrence
Novogradac
Barrett Linburg
Savoy Equity Partners
Natalie Mason
Capital Square
Louis Rogers
Capital Square
Brett Siglin
Fennemore Law
Ashley Tison
OZPros
Jeff Tompkins
Altes Capital
FAQs
This is a one-day event, taking place entirely online on Thursday, March 6th. Programming will begin at 10:00 AM EST.
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 March 6th. 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 Spring 2025 will be the 14th OZ Pitch Day event hosted by OpportunityZones.com. Previous OZ Pitch Day events are archived at the links below:
Partner With OZ Pitch Day
- Pitch your OZ fund or deal.
- Interact with accredited investors.
- Generate new investor leads.