Podcast — page 10
Profitable Veterans Housing In Opportunity Zone, With Kim Kuhle
Opportunity Zones provide many benefits, including federal capital gains tax advantages for investments made in these areas. Socially conscious investors are also turning their attention to opportunity zones, as QOFs offer local communities
2022 Outlook For Multifamily OZ Investing, With Scott Hawksworth
There are many Qualified Opportunity Funds that encompass multifamily real estate and are well worth any investor’s consideration. Investing in multifamily property offers a wide variety of advantages for investors, such as leverage, cash f
Creating Value With ADUs In Opportunity Zones, With Adam Stone
ADUs (accessory dwelling units) have become more prevalent in recent years. Also referred to as mother-in-law suites, multigenerational units, and in-law units, ADUs offer both environmental and financial benefits for investors and tenants
Opportunity Zone Impact Investing Survey, With Reid Thomas
Impact investing is an investment strategy that strives to generate social or environmental benefits in addition to financial gains. It also spans diverse range of assets, including bonds, public equity, and private equity, such as opportun
Successful Opportunity Zone Investing Strategies
Opportunity zone investments come with inherent potential risk, but they also offer several key advantages. Before diving in, it's important to understand investment strategies specific to OZ assets and projects. This episode is the au
Round Trip OZ Investments, With Jeff Feinstein
What happens to opportunity zone capital if the qualified opportunity zones fund sells? And how does reinvestment of those proceeds from that sale occur before the end of a 10-year holding period? These questions and more present unique opp
How to Evaluate Opportunity Zone Deals, An OZ Pitch Day Panel
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
Bitcoin, Opportunity Zones, and Jobs, With Tom Frazier
Why are cryptocurrency investors turning to opportunity zones for tax relief and social and economic good? Opportunity zones offer investors unprecedented tax incentives ; combined with Bitcoin, investors can expect significant returns with
Farmland Opportunity Zone Investing, With Paul Pittman & John Heneghan
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 times
OZ Multifamily In The Southeast, With James Brunger & Whit Huffman
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 mo
The Future of Opportunity Zones, With Shay Hawkins
What does the future hold 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 invest
OZs: The Quintessential Hedge, With Ashley Tison
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 QO
The State Of The Opportunity Zone Marketplace, An OZ Pitch Day Panel
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
Alternative Investment Trends, With Andy Hagans
Alternative investments are quickly gaining ground in the marketplace. But what's driving this trend, and how can investors take advantage? Andy Hagans is Chief Operating Officer at OpportunityDb.com, and the founder of AltsDb and
The Evolution Of Opportunity Zone Neighborhoods, With Chris Knoppe
How can investors execute long-term investments in low-income urban and rural communities via qualified Opportunity Zones funds? And what are the different types of funds in which to invest that spur economic development? Chris Knoppe owns
OZ Pitch Day Fall 2021 Preview
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 abo
The Resiliency Of Multifamily Real Estate, With Neil Sherlock
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 r
The First Publicly Traded Opportunity Zone Fund, With Brandon Lacoff
What does the launch of the first publicly traded Opportunity Zone fund mean for investors and the OZ industry? Brandon Lacoff is CEO and Chief Investment Officer at Belpointe OZ. Click the play button above to listen to my conversation wit
OZ Investing In Tertiary Markets, With Hannah Kirby
Are tertiary markets in the Southeast U.S. a prime opportunity for real estate investors? Hannah Kirby is managing partner at Carolina Opportunity Funds, a consultancy for self-directed Qualified Opportunity Funds that concentrates primaril
OZ's Shortcomings And Ideas For Improvement, With David Wessel
UPDATE June 9, 2026: There’s a brand new book on Opportunity Zone investing: The Opportunity Zones Playbook by Jimmy Atkinson is the definitive guide to one of the most powerful — and most misunderstood — strategies in the US tax code. Writ
Future Opportunity Zone Reform, With Mike Novogradac And John Sciarretti
What tax policy changes may unfold soon, and how might Opportunity Zones be reformed later this year or in 2022? Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of th
Sun Belt OZs vs. Midwest OZs, With Lawrence Jatsek
What are some of the key similarities and differences between Sun Belt Opportunity Zone deals and Midwest Opportunity Zone deals? Lawrence Jatsek is managing partner of CRE Development Capital, a real estate development and investment firm
Coalition Building In Opportunity Zones, With Bob Richardson
What are some of the biggest lessons learned from the first three years of the Opportunity Zones program? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zone projects in upsta
Environmentally Sustainable Workforce Housing in OZs, With Majesty Gayle
How can Opportunity Zones be leveraged to create more affordable housing that has a commitment to sustainability? Majesty Gayle is Senior Fund Manager of the Evo Opportunity Fund, which seeks to develop energy efficient workforce housing in