Podcast — page 14
COVID-19: Relief for Opportunity Zone Businesses, a Zoom Meeting with OZ Pros
Congress has passed three phases of coronavirus relief packages, with a fourth potentially on the way soon. How can Opportunity Zone businesses seek relief? And how can Opportunity Zones assist with economic recovery? OZ Pros hosted a Zoom
Creating Catalytic Impact in Rural Opportunity Zones, with Chris Montgomery
What is an OZ fund on Colorado's western slope doing to spark catalytic impact and serve the long-term needs of rural communities? Chris Montgomery is partner at Four Points Funding, whose Opportunity Zone fund was recently awarded the Gran
COVID-19: Impact on Financial Markets and Opportunity Zones, with Craig Bernstein
How will the ongoing coronavirus pandemic affect financial markets and Opportunity Zones? Craig Bernstein is principal of OPZ Capital, which launched the OPZ Capital Opportunity Zone Fund in 2018. Craig has over 20 years of real estate expe
The First OZ Fund to Deploy Capital to Businesses, with Len Mills & Natalie Elder
What is the capital raising and investment portfolio strategy for the first Opportunity Zone Fund to deploy capital to business ventures? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that
Takeaways from Our First 100 Opportunity Zone Strategy Calls
What are the biggest Opportunity Zone lessons we've discovered and Qualified Opportunity Fund best practices we've formed after our first 100 Opportunity Strategy Calls at OZ Pros? And how can they apply to you? Opportunity Zones Podcast ho
Novogradac's OZ Working Group and Conference, with John Sciarretti
What Opportunity Zones regulatory issues does the Novogradac Working Group address in their recent comment letter to the IRS? And what can you expect at the upcoming Novogradac OZ conference? John Sciarretti is a partner at Novogradac, a to
Fund Custody and Opportunity Zones, with Jeremy Christensen
What level of transparency does your Opportunity Zone fund provide? Is it verified by a third-party fund custodian? Jeremy Christensen is director of fund custody at Millennium Trust Company, a custody firm that manages investment accounts,
PropTech and Opportunity Zones, with Steve Nson
How can real estate technology, or property technology, benefit Opportunity Zone marketplace participants? Steve Nson is founder of AnySizeDeals, a matchmaking platform for real estate investors that also organizes live events. Their upcomi
A Graduate Tax Course in Opportunity Zones, with Jay Darby
What are students learning in the nation's first LLM-level tax course on Opportunity Zones? Joseph "Jay" Darby is a partner in Sullivan & Worcester's tax group in Boston and has been a member of the adjunct faculty at Boston University
Investing for Impact in Opportunity Zones, with Jim Sorenson & Patrick McKenna
Can Catalyst Opportunity Funds serve as both a counterexample to the wave of negative OZ publicity and a model for OZ fund investing? Impact investing pioneer Jim Sorenson and tech entrepreneur Patrick McKenna are co-founders of Catalyst. J
Indoor Vertical Farming in Opportunity Zones, with Zale Tabakman
Why might indoor vertical farming be ideally suited for Opportunity Zones? Zale Tabakman is founder and president of Baltimore-based Local Grown Salads, an indoor vertical farming company that has its own Opportunity Zone fund. Click the pl
The OZ Regulatory Process: Behind the Scenes at Treasury, with Dan Kowalski
What are the five most impactful changes in the final IRS regulations on Opportunity Zones? And what's the true story behind the Opportunity Zone designation in Storey County, NV? Daniel Kowalski is counselor to Treasury Secretary Steven Mn
How Foreign Taxpayers Can Invest in Opportunity Zones, with Steve Christiano
What types of foreign investors may be ideal candidates for Opportunity Zone investing? And is there an opportunity for OZ fund sponsors to raise capital overseas? Stephen Christiano is an associate tax director of Frank Hirth's business ta
How CDFIs Can Help Raise Opportunity Zone Capital, with Equity Squared
What is a Community Development Financial Institution, or CDFI? And how can Opportunity Zone fund sponsors, real estate developers, and QOZB business owners leverage their local CDFIs as a capital raising resource? Ruben Alonso is president
Takeaways from IRS Final Regulations on Opportunity Zones, with Tony Nitti
Final regulations on Opportunity Zones have been issued by the IRS. What are the most meaningful changes and additions to be aware of? Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. He
How Opportunity Zones Can Help Solve the Climate Crisis, with Jack Sullivan
Does the climate change mitigation industry pose a huge OZ business opportunity? Jack Sullivan is founder and CEO of RedCarbon, a Qualified Opportunity Zone Business that focuses on carbon sequestration technologies and processes. Click the
The OZ Fund that Lined up $105 Million in 17 Hours, with Michael Episcope
How did Origin Investments line up over $100 million for their Opportunity Zone fund in less than 24 hours? And what are some of the biggest challenges and complexities of managing an OZ fund? Michael Episcope is co-founder and principal of
How OZ Funds Are Adhering to Policy Intent, with Greg Genovese & Steve Sego
Are Qualified Opportunity Funds living up to the spirit and intent of the Opportunity Zone initiative? And how should social impact reporting be conducted? Greg Genovese is president of Sound West Realty Capital, a real estate development g
Pairing Tax Credits with the Opportunity Zone Tax Incentive, with Michael Novogradac
How can different real estate tax credits (New Markets, Low Income Housing, Renewable Energy, and Historic) be paired with the Opportunity Zones tax incentive? Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm a
Over $3.9 Billion Raised by Opportunity Zone Funds, with Michael Novogradac
Are Opportunity Zone funds having success raising enough capital? Will capital raising reach federal government estimates? Find out why one prominent tax accountant thinks so. Michael Novogradac is managing partner of Novogradac, a top 50 a
The Biggest Misconceptions About Opportunity Zones, with Bob Richardson
What are some of the biggest misconceptions, inconsistencies, and disconnects surrounding the Opportunity Zone tax incentive? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zo
How OZ Communities, Sponsors, and Investors Can Connect, with The Opportunity Exchange
Can an Opportunity Zone marketplace connect communities, OZ project sponsors, and investors to advance capital deployment and community impact? Peter Truog is founder of The Opportunity Exchange—a marketplace that connects impactful Opportu
Raising Opportunity Zone Capital for Business Investment, with Len Mills
For business owners, what are some tips for approaching investors and raising Opportunity Zone capital? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive
How to Form Your Own Opportunity Zone Business (QOZB) with OZ Pros
Are you considering starting your own Qualified Opportunity Zone Business or converting an existing business into a QOZB? Or perhaps you need a QOZB for your Qualified Opportunity Fund? Click here to begin with OZ Pros . In today's podcast