Podcast — page 11
Turbocharging OZ Returns with Historic Tax Credits, with John Blatchford
Can opportunity zones be leveraged for historic renovation projects? How does the combination of historic tax credits and the opportunity zone incentive improve investment returns? John Blatchford is Owner and Founder of Kunst, a real estat
The OZ Fund With A $1,000 Minimum, with Don Harmer
How can non-accredited investors with smaller capital gains participate in Opportunity Zone investing? Don Harmer is the president and CEO of the GRASS QOZF. GRASS is focused on Lyon County, Nevada and owns multiple QOZBs in the aviation an
Real Estate Technology And Opportunity Zones, with Steve Nson
How does real estate innovation intersect with Opportunity Zones? How can Opportunity Zones catalyze business development and business investment in low income communities? Steve Nson is founder of AnySizeDeals, a conference organizer with
Profitable Exits of OZ Business Deals, with Hall Labs
How can opportunity zone investments in operating businesses lead to profitable exits? Dave Kunz is managing partner and general manager of Hall Venture Partners. Will Walker is a private equity veteran and advisor to Hall Labs and HVP. Cli
Tax Policy Changes & Opportunity Zones, an OZ Pitch Day Panel
What changes to tax policy are likely coming under the Biden administration? If enacted, how will these changes impact the appeal of Opportunity Zone funds and the returns available to investors? Several Opportunity Zone experts provided th
OZ Exit Plans and Structural Risks, with Peter Ciganik
What are the advantages of a Qualified Opportunity Fund that is structured as a REIT instead of a partnership? How does the level of diversification in a fund impact its risk/return profile? Peter Ciganik is Managing Director at GTIS Partne
OZ Investing in the New Economy, with Greg Genovese
Do record stock market levels, the high inflation environment, and the new economy pose an opportunity for Opportunity Zone investors? Are there silver linings in rising prices? Greg Genovese is CEO of USG Realty Capital and Investors Choic
Opportunity Zones and the Return to Cities, with Riaz Taplin
Are there misperceptions in the market? Do investors overreact to sentiment? And is there an opportunity for level-headed contrarian view Opportunity Zone investors? Riaz Taplin is principal and founder of Riaz Capital, an Oakland, Californ
Early Stage Venture Investing in Opportunity Zones, with Leonard Mills
How much success have some Opportunity Zone investors had in deploying capital into early stage venture companies? Leonard Mills is CEO of Verte OZ, an Opportunity Zone fund that invests in high-growth disruptive businesses. Click the play
The Upcoming Inflection Point for Opportunity Zones, with Nick Parrish
With impending tax policy changes and upcoming investing deadlines, is the Opportunity Zones marketplace nearing a critical inflection point? Nick Parrish is managing director and head of business development at Cresset Partners. Click the
Opportunity Zone Marketplace Roundtable, an ADISA Conference Panel
Are Opportunity Zones being underutilized? And what's in store for the Opportunity Zone marketplace as we come out of the pandemic and head into the second half of 2021? This episode is the audio recording of a live panel from the ADISA 202
Using OZs for a More Resilient Puerto Rico, with Jose Torres
Puerto Rico is in dire need of redevelopment. How can Opportunity Zones and other tax incentives help to create a more resilient Puerto Rico? Jose Torres is managing partner and founder of Monllor Capital Partners and the Puerto Rico Opport
Opportunity Zone Investing on the Las Vegas Strip, with Bill Shopoff
Why might an investor consider an Opportunity Zone hotel investment on the Las Vegas Strip? Bill Shopoff is president and CEO of Shopoff Realty Investments, a national, multi-disciplinary real estate investment firm founded in 1992. Click t
The Prototypical Opportunity Zone Investor, with Erik Hayden
Who is the prototypical direct retail Opportunity Zone investor? Erik Hayden is founder and CEO of Urban Catalyst, the largest developer of Opportunity Zone real estate in Silicon Valley. Click the play button above to listen to my conversa
Applying Opportunity Zones to Oil and Gas Investments, with Matt Iak
How can the Opportunity Zone incentive be applied to energy investments in the oil and gas sector? Matthew Iak is executive vice president of U.S. Energy Development Corporation and has overseen the capital raise of $1.5 billion since 2005.
Why Opportunity Zone Deal Flow Is Increasing, with Chris Loeffler
Why is Opportunity Zone deal flow increasing, and by how much? Chris Loeffler is co-founder and CEO of Caliber, an asset management and real estate services firm headquartered in Scottsdale, Arizona. Caliber Funds is currently offering a $5
From Homeless to Opportunity Zone Developer, with Terrica Lynn Smith
Terrica Lynn Smith grew up broke and homeless on the streets of New Orleans. But now, she is developing new affordable housing in an Opportunity Zone in Lafayette, Louisiana. Terrica is managing partner of SALT Capital Equity Group, real es
How a Tax Rate Increase May Impact Opportunity Zone Investors, with Alex Bhathal
Tax rates could be on the rise under the Biden administration. What impact would a huge capital gains tax increase have on the Opportunity Zone marketplace? Alex Bhathal is co-owner of the Sacramento Kings and managing partner at RevOZ Capi
How Panama City Is Using OZs to Rebuild after Hurricane, with Mark McQueen
Panama City, Florida suffered massive damage from Hurricane Michael in 2018. How is the city using Opportunity Zones to rebuild? Mark McQueen is a former two-star general of the U.S. Army and current city manager for the City of Panama City
How to Invest in Opportunity Zones, an OZ Pitch Day Panel
What should an investor consider before investing in a Qualified Opportunity Fund? Several Opportunity Zone experts provided their insights on a live panel recorded on March 9, 2021 during OZ Pitch Day, titled "How to Invest in Opportunity
Lessons Learned from Seven Successful OZ Deal Closings, with Ryan Tobias
Jackson Dearborn Partners is on their eighth Opportunity Zone deal in less than three years. What were some of the biggest challenges that they've faced and biggest lessons learned during their first seven OZ deals? Ryan Tobias is partner a
From the NBA to Opportunity Zones, with Josh Childress
How is a former NBA player leveraging Opportunity Zones to create impactful change? Josh Childress is CEO of LandSpire Group and a member of the RevOZ Capital Social Impact Council. RevOZ Capital earlier this year launched a new social impa
Post-COVID Opportunity Zone Investing, with Greg Genovese
What can Opportunity Zone investors expect from post-COVID market conditions? And how have Qualified Opportunity Funds evolved since program inception? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified
How OZ Policy May Evolve Under Biden, with Steve Glickman
With Joe Biden in the White House, how might Opportunity Zone policy evolve over the coming years? Steve Glickman recently joined me during a fireside chat at OZ Pitch Day to discuss this topic and more. Steve is founder and CEO of Develop