OZ Pitch Day - June 19
OZ Pitch Day - June 19
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 of the Institute for Portfolio Alternatives, a trade…
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 communities? 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 specializes in residential,…
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 passthroughs law group…
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…
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…
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 RubinBrown. Additionally, he serves…
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 advises high net worth clients…
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 has said…
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 DC-based commercial real estate…