Podcast — page 16
The OZ Fund Trade Group Aiming to Renew the Program, with Shay Hawkins
Why does a trade association for Qualified Opportunity Funds want more data collection and reporting? And could the Opportunity Zone program be renewed at some point in the future? Senator Tim Scott's former tax adviser, Shay Hawkins is fou
Activating OZ Communities with Business Container Parks, with Sasha Favelukis
How can incubating local businesses in shipping containers achieve Opportunity Zone community activation and gentrification without displacement? Sasha Favelukis is founder of CoPlace, a San Diego-based investment and advisory firm that per
Rise of the Rest and Opportunity Zone Office Real Estate, with Clint Myers
Will office real estate be the driver for much of the economic growth across the nation's Opportunity Zones? Clint Myers is partner at Revolution's Rise of the Rest, a seed fund that invests in startups located outside of locations that tra
The Opportunity Zone Fund that Raised $40 Million in 5 Months, with Chris Loeffler
Are Opportunity Zone Funds actually raising any money yet? Chris Loeffler is co-founder and CEO of Caliber, an Arizona-based alternatives investment management firm that was among the first to launch a Qualified Opportunity Fund last year,
The White House's Vision for Opportunity Zones, with Scott Turner
How can the resources of the Federal government be leveraged to help deliver generational impact to Opportunity Zone communities? Scott Turner is the newly appointed executive director of the White House Opportunity and Revitalization Counc
Opportunity Zones and Economic Dynamism, with John Lettieri
How was the Opportunity Zones initiative created in the first place? And why is this program so radically different from previous place-based policies? John Lettieri is co-founder and president of the Economic Innovation Group, a Washington
Opportunity Zones as Portfolio Diversifiers, with Tony Chereso
How can retail investors access alternative investments typically reserved for institutional investors? And where do Opportunity Zones fit into the universe of portfolio alternatives? Washington, DC-based Tony Chereso is president and CEO o
Developing in Chicago's Opportunity Zones, with Lennox Jackson
Chicago is home to 133 opportunity zones. But which neighborhoods on Chicago's West and South Sides have the greatest levels of redevelopment need? And what are some of the challenges of acquiring capital for building in low-income communit
Why Gentrification Is a Good Thing, with Lennox Jackson
Is gentrification a good thing? And why might affordable rate housing not be the best solution in certain low-income neighborhoods? Lennox Jackson is founder and CEO of Urban Equities, a Chicago-based real estate developer and advisor that
Common Opportunity Zone Legal Questions, with Steve Schneider
What are some of the most common Opportunity Zones legal questions and issues when it comes to starting or investing in a Qualified Opportunity Fund? Washington, DC-based attorney and accountant Steve Schneider is the head of the passthroug
HUD's Role in Opportunity Zones, with Beth Van Duyne
What can the public sector do to magnify the impact of private investment in Opportunity Zones? And specifically, what policy levers is the Department of Housing and Urban Development able to pull? Beth Van Duyne is a former mayor of Irving
Opportunity Zone Investing in Puerto Rico, with Maria Rivera
Nearly the entire island of Puerto Rico lies in an opportunity zone. But what are some additional taxpayer benefits to investing in Puerto Rico, now a year and a half removed from the destruction of Hurricane Maria? María de los Angeles Riv
Takeaways from the Proposed Opportunity Zone Regulations, with Tony Nitti
The long-awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds has finally arrived. What are the biggest takeaways? Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBr
How to Assess Opportunity Zone Funds, with Chris Paganelli
What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund? Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advis
Upcoming IRS Regulations on QOFs, with Dan Kowalski
The long awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds will produce a set of principles and safe harbors that will give investors the ability to move forward. The best part? One senior Treasury official ha
Community Development in Opportunity Zones, with Jill Homan
How has the Opportunity Zones program opened up community development to a different class of investors? And how will revitalization projects impact OZ communities? Jill Homan is founder and president of Javelin 19 Investments, a Washington
Using AI to Improve OZ Investing, with Stefan Schimenes
How can AI be used to improve Opportunity Zone investing? Former AirBNB executive Stefan Schimenes founded InvestReal last month with a mission to create the first data-driven real estate marketplace for Opportunity Zones, using AI to suppo
Measuring Impact in Opportunity Zones, with USIIA's OZ Framework
Should the Treasury Department impose a community impact reporting requirement on Opportunity Zone investing? And what would a reporting framework even look like? Earlier this year, the U.S. Impact Investing Alliance, in partnership with Ge
Blockchain Technology for Opportunity Zone Investing, with Activated Capital
Can blockchain technology revolutionize Opportunity Zones real estate investing? Security token offerings utilizing distributed ledger technology enables tokenization of assets, increased liquidity, reduction of costs, and improved transact
Triple Bottom Line Returns in Opportunity Zones, with Loren Schirber
How can real estate investing in opportunity zones create triple bottom line returns? And what are some ways we can measure the social impact of these investments? Loren Schirber is project pipeline manager for Minnesota Opportunity Zone Ad
Coworking Hubs and Startup Investments in Opportunity Zones, with Launch Pad
What will business investing in opportunity zones look like? Coworking hub and startup incubator Launch Pad may offer the best example I've seen so far. The husband-wife team of CEO Chris Schultz and president Anne Driscoll are on a mission
A Community-Driven Approach to Opportunity Zone Investing, with Erin Gillespie
What types of opportunity zone investments are community leaders looking for? And what can local communities do to incentivize investment in their opportunity zones? Joining me on the podcast to discuss these topics and more is Erin Gillesp
The IRS Hearing on Opportunity Zones: A Complete Recap
Who spoke at last week's public hearing on the Opportunity Zones program? What did they say? And which topics received the most attention? There were representatives from a wide variety of stakeholders that testified at the hearing—local ec
Opportunity Zone Deal Flow, with Craig Bernstein
What does Opportunity Zone deal flow actually look like at the deal level, fund level, and investor level? And which Opportunity Zones are seeing the greatest amount of deal flow? Craig Bernstein is principal at OPZ Bernstein, which recentl