OZ Pitch Day

Spring 2026

Defer & Eliminate Taxes With Opportunity Zone Investments.

This event has concluded. Recordings are available below.

Watch On-Demand

The Wyoming Reserve Offering II

Operating Business // Casper, WY — The Wyoming Reserve offers investors a precious metals operating business designed to generate diversified revenue streams and preserve capital, with Opportunity Zone tax advantages.

Liva by Clear Mountain Properties

Pitch Deck: [Click To Download]

Multifamily // Travelers Rest, SC — Liva is a shovel-ready residential development in Travelers Rest, SC, 15 minutes from downtown Greenville, SC. Featuring 152 rental units in a mix of apartments and townhomes, and thoughtfully designed to reflect the character of Travelers Rest, Liva will enhance the community and contribute to the town’s long-term vibrancy.

U.S. Energy Development Corporation

Pitch Deck: [Click To Download]

Oil & Gas // Permian Basin OZs — U.S. Energy Development Corporation is a privately held oil and gas operator established in 1980 that provides direct investments in energy for accredited investors and institutional partners.

R3 Strategies

Pitch Deck: [Click To Download]

Rural Oregon — Investment-ready public-private partnerships in rural Oregon Opportunity Zones that leverage OZ 2.0’s enhanced rural benefits alongside state and local incentives including Oregon’s Moderate Income Revolving Loan (MIRL) program, tax increment financing incentives, and SDC reductions. With 500+ homes and home lots already delivered across 10 counties, R3 Strategies is seeking QOF partners to deploy capital into shovel-ready workforce housing developments offering superior tax-advantaged returns in underserved rural markets.

Green Street NYC

Pitch Deck: [Click To Download]

Multifamily // Brooklyn, NY — The Metropolitan Avenue Assemblage in the Williamsburg neighborhood of Brooklyn, NY is a 150-unit ground-up development multifamily building.

Self-Storage QOZ Projects by YourSpace America

Pitch Deck: [Click To Download]

Self-Storage // Northridge, CA — YourSpace America will showcase their track record of completed Opportunity Zone self-storage developments across Phoenix, Tucson, Las Vegas, and Bakersfield. They will also offer an early preview of their latest OZ self-storage development opportunity in Northridge, CA. Additional details to be announced at the event.

QuakerLane Capital

Pitch Deck: [Click To Download]

Multifamily // Philadelphia, PA — QuakerLane Capital is seeking $46M in equity to develop a 323-unit, 100% market rate, LEED Platinum multifamily project in Philadelphia’s University City, directly adjacent to the SEPTA 40th Street Station and within walking distance of UPenn, Drexel, and Penn Medicine. The project holds grandfathered 100% market rate permits and a 10-year tax abatement, and is eligible for OZ tax benefits.

Building Hope OZ Fund I

Pitch Deck: Coming Soon.

Healthcare // Foley, AL — Fern Medical Village is a planned healthcare campus in Foley, Alabama, designed to deliver modern medical offices and specialty care facilities in one of the fastest-growing regions of the Gulf Coast. Located in an Opportunity Zone, the project seeks Opportunity Zone capital to develop a centralized medical hub that expands healthcare access while capturing strong population-driven demand in Baldwin County.

HotelSHIFT

Pitch Deck: Coming Soon.

Hotel to Apartment Conversions — HotelSHIFT buys extended stay and distressed hotels with large rooms, in high traffic locations within growing metros, below market value, then renovates the building into workforce housing.

OZ 1.0 vs. OZ 2.0: Should You Invest Now or Wait?

Educational Panel — You have a capital gain and Opportunity Zone funds are available today, but OZ 2.0 is coming. Should you invest now or wait? This panel breaks down the tradeoffs between acting now and holding off, including what is available today and what may change. If you are deciding what to do with a gain, this session will help you make the call.

Opportunity Zone Investing Explained

Keynote Session — Learn what you need to know right now about the tax benefits associated with OZ investing in 2026, plus a preview of OZ 2.0 coming in 2027, in this crash course presented by OpportunityZones.com founder Jimmy Atkinson.

Ask The OZ Experts

Interactive Q&A Session — Opportunity Zone professionals answer questions from our live OZ Pitch Day audience.

Partners

Partner With OpportunityZones.com

Speakers

FAQs

When is OZ Pitch Day Spring 2026?

This is a one-day event, taking place entirely online on Thursday, March 12, 2026. Programming will begin at 10:00 AM EDT.

Why should I attend?

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.

What is an accredited investor?

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.

How many funds are presenting, and where is the agenda?

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.

How do I register and attend the event?

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 12. 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.

Is there a fee to register for the event?

No. In an attempt to open up this event to as many investors as possible, we are not charging a fee to attendees.

Do I have to attend the entire event?

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.

Will the event be recorded for later viewing?

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.

In addition to the OZ fund presentations, will there be any educational content?

While this event is mainly focused on matching investors with funds, there will be a keynote address and at least two educational panels/workshops.

Will I have an opportunity to ask questions?

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!

I am raising equity for an OZ fund. Can I present during the event?

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.

Where can I find the recordings for previous OZ Pitch Day events?

OZ Pitch Day Spring 2026 will be the 17th OZ Pitch Day event hosted by OpportunityZones.com. Previous OZ Pitch Day events are archived at the links below:

OZ Pitch Day

Watch On-Demand

The Wyoming Reserve Offering II

Josh Phair

Liva by Clear Mountain Properties

Christopher Rizzo

U.S. Energy Development Corporation

Matthew Iak

R3 Strategies

Nick Green

Coni Rathbone

Green Street NYC

Joshua Greenberg

Daniel Greenberg

Self-Storage QOZ Projects by YourSpace America

Russ Colvin

QuakerLane Capital

Carlos Febres-Mazzei

Building Hope OZ Fund I

Graham Allison

HotelSHIFT

Esra Tancabel

OZ 1.0 vs. OZ 2.0: Should You Invest Now or Wait?

Jimmy Atkinson

Blake Christian

Catherine Lyons

Jason Watkins

Opportunity Zone Investing Explained

Jimmy Atkinson

Ask The OZ Experts

Jimmy Atkinson

Emily Lavery

Brad Molotsky

Ashley Tison

Partners

Speakers

FAQs

Partner With OZ Pitch Day