Podcast — page 12
Differentiating Approaches and Delivering Value in Opportunity Zones, with Jon White
Why are shovel-ready projects so crucial to a multi-asset Qualified Opportunity Fund strategy? And how can a fund be structured in order to allow investment from self-directed QOFs at the project level? Jon White is president and managing d
OZworks Group, a Community for OZ Stakeholders, with Chris Cooley
Can an online membership platform bring different Opportunity Zone stakeholders together and help make the OZ initiative a bigger success? Chris Cooley is director and lead connector at OZworks Group. He has extensive experience consulting
The Three Best Capital Sources for OZ Deals, with Hall Labs
Dave Kunz What are the three different classes of investors that are the most likely capital sources for Opportunity Zone funds or deals? And what are some tips for approaching and pitching to them? Dave Kunz is managing partner and general
OZ Investing in Puerto Rican Tourism, with Lifeafar Capital
Eric Berman What are some of the factors that may make Puerto Rico a compelling destination for Opportunity Zone investment, particularly in a post-COVID world? Eric Berman is chief investment officer and Adrian Beales is director of sales
The Evolution of the OZ Marketplace, with Peter Truog
How has the Opportunity Zone marketplace evolved over the past 2+ years and how will it continue to evolve going forward? Peter Truog is founder of The Opportunity Exchange, a marketplace that connects impactful Opportunity Zone projects to
Creating Impact with Essential Housing in Opportunity Zones, with Clark Spencer
After raising over $200 million for Qualified Opportunity Zone investment, how is one OZ fund creating impact with essential housing? Clark Spencer is senior vice president at Grubb Properties, a vertically integrated real estate operating
Family Office Strategies for Opportunity Zone Investing
How are family offices investing in Opportunity Zones? And what are some of the biggest considerations that family offices take into account when deploying an Opportunity Zone investing strategy? Jeff Feinstein of Pinnacle Partners, John Sc
Announcing OZ Pitch Day 2021
If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the newly extended deadline of March 31, 2021? OpportunityDb's OZ Pitch Day 2021 online event is coming to help. OZ Pitch Da
How Opportunity Zones Can Succeed, with Steve Glickman and Ira Weinstein
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
Key Opportunity Zone Deadlines for 2021, with Ashley Tison
Why is 2021 expected to be a big year for Opportunity Zones and what are some of the key deadlines that investors and fund issuers should be aware of? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Car
Finding Opportunity Zone Investors, with Will Walker & Jeffrey Maganis
What are some of the best ways to find Opportunity Zone investors in 2021? Jeffrey Maganis is co-founder of Crowdcreate, a digital marketing company that focuses on investor outreach for private equity funds. Will Walker is Crowdcreate's di
How to Be a Shrewd Opportunity Zone Investor
What does it take to be a shrewd Opportunity Zone investor? Several Opportunity Zone experts provided their insights on a live panel recorded on November 17, 2020 during OZ Pitch Day, titled "Being a Shrewd Opportunity Zone Investor." Today
Workforce Housing in Opportunity Zones, with Riaz Taplin
Why should investors consider workforce housing as a stable Opportunity Zone investment strategy? Riaz Taplin is principal and founder of Riaz Capital, an Oakland-based developer and operator of workforce housing specifically focusing on ho
Last-Minute Opportunity Zone Strategies for 2020, with Ashley Tison
With just a few weeks left in the year, what are some last-minute strategies and options to keep in mind for Opportunity Zone investors? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along w
Opportunity Zones: Past, Present, and Future, with Rachel Reilly
With a new President taking office next month, what does the future hold for Opportunity Zones? And what policy reforms under a Biden-Harris administration would improve the policy such that it more closely adheres to legislative intent? Ra
Top Questions to Ask Before Investing in an Opportunity Zone Fund
What are the biggest questions you should ask before investing in an Opportunity Zone fund? With many investors facing a year-end deadline for rolling over their capital gains into an Opportunity Zone investment, know which questions to ask
The Surprising Durability of OZ Multifamily in a Pandemic, with Pete LaMassa
What are the biggest questions on the minds of Opportunity Zone investors? And what have been some of the most surprising real estate market outcomes from the coronavirus pandemic? Pete LaMassa is Opportunity Zone deal captain and managing
The 2020 Election and Opportunity Zones, with Mike Novogradac and John Sciarretti
What impact will the 2020 election have on the Opportunity Zones incentive? Expect major changes if Joe Biden is elected, and potential expansion of the program if Donald Trump wins reelection. The balance of power in the Senate should have
How Regional EDA Groups Can Leverage Opportunity Zones, with Chad LaComb
How can a regional economic development planning commission help their communities leverage their Opportunity Zone designations? Invest Acadiana serves as a perfect example. Chad LaComb is the economic development planner for the Acadiana P
University Research Parks and Opportunity Zones, with Brian Darmody
Can university research parks, incubators, and accelerators catalyze innovation in Opportunity Zones? Brian Darmody is CEO of the Association of University Research Parks (AURP). Many of AURP's member institutions are located in Opportunity
Announcing OZ Pitch Day 2020, an Online Investor Matchmaking Event
If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the end of this year? Today I’m officially launching the OpportunityDb OZ Pitch Day 2020 Online Event. OZ Pitch Day will tak
Securities Law Considerations for Opportunity Zone Funds, with Clem Turner
What securities laws should Qualified Opportunity Fund issuers be aware of before they start raising capital from investors? And what are the major differences between the different types of private placement offerings? Clem Turner is a New
Timing Considerations for Opportunity Zone Investors, with Ashley Tison
As we approach the fourth quarter of 2020, what are some of the most important timing considerations for Opportunity Zone investors and Qualified Opportunity Fund issuers? Ashley Tison is an Opportunity Zone consultant and attorney based in
Family Office Investing in Provo OZ Tech Accelerator Campus, with Hall Labs
What are the strategic advantages to investing in early growth, patent-protected technology companies located in Opportunity Zones? Matt Van Dyke and David Kunz are managing partners at Hall Labs, a Provo, UT-based family office and tech ac