Podcast — page 4
Inside Caliber's OZ Fund Merger Program, With Chris Loeffler
Earlier this month, Caliber introduced a new merger program for self-directed Qualified Opportunity Funds (QOFs), allowing them to merge into its larger multi-asset QOFs. Chris Loeffler, co-founder and CEO of Caliber, joins the show to disc
How The Election Will Impact Opportunity Zones, With John Sciarretti & Jason Watkins
The future of Opportunity Zones may be at stake in next month's election. The outcome is likely to determine whether the program is extended, renewed, or left to phase out by 2026. John Sciarretti and Jason Watkins, partners at Novogradac,
Opportunity Zones Office Hours - October 2024
Join Jimmy Atkinson at OpportunityZones.com the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. On this month’s episode, Jimmy answered questions about the possibility of an OZ ext
Family Office Real Estate Insights, With DJ Van Keuren
Despite being ideally suited for Opportunity Zone investing, less than one-third of family offices have made an OZ investment. DJ Van Keuren, executive director at the Family Office Real Estate Institute, joins the show to discuss why many
Live Q&A With Opportunity Zone Experts, An OZ Pitch Day Panel
At OpportunityDb's recent OZ Pitch Day event, prominent Opportunity Zone attorneys Gerry Reihsen, Brett Siglin, and Ashley Tison joined a live "Ask The Experts" session to answer your OZ questions. Topics discussed included the 30-month sub
Developing Hotels In Opportunity Zones, With John Schellhase
Hotel development deals are benefiting from favorable supply-demand dynamics post-COVID. John Schellhase, assistant vice president of investments at Peachtree Group, joins the show to discuss Peachtree's approach to Opportunity Zone investm
The Premiere Episode Of "Opportunity Zones Office Hours"
Join Jimmy Atkinson at OpportunityDb the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. In this month’s episode, Jimmy answered questions about the OZ map, interest rates, which b
Miami Opportunity Zone Investing, With Liam Krahe & David Cohen
Miami is experiencing steady and comparatively outsized growth, with strategically located Opportunity Zones offering new avenues for investment and development. Liam Krahe and David Cohen, co-founders of the South Florida QOZ Fund, join th
The Next Steps For Opportunity Zones, With Ja'Ron Smith
Can Opportunity Zones be re-tooled to help create additional social impact for years to come? Ja'Ron Smith, chief advocacy officer at the Opportunity Funds Association, joins the show to discuss efforts to reauthorize the Opportunity Zones
Why Invest In Opportunity Zones Now?
Opportunity Zone investing is down significantly over the past two years. Why might now still be a great time to invest in Qualified Opportunity Funds? Recorded live at OZ Pitch Day on June 13, 2024, featuring OZ Insiders members Andrew Dou
The Rise Of Self-Storage Real Estate, With Russ Colvin
The self-storage industry is booming. Russ Colvin, CEO and president of YourSpace America, joins the show to share his insights on the unique advantages of self-storage real estate development within Opportunity Zones, emphasizing the secto
Opportunity Zone Limitations & Ideas For Improvement, With Matthew Rappaport
The Opportunity Zones concept as a place-based economic development policy is a great idea with broad bipartisan support, but some the execution leaves much to be desired. Matthew Rappaport, vice managing partner and co-chair of the tax gro
A Return To Real Estate Market Fundamentals, With Michael Tillman
The sudden turn from a longstanding zero-interest rate policy to our current environment of higher interest rates has paused capital markets and resulted in a slowdown in real estate investment volume. Michael Tillman, CEO and CIO of PTM Pa
5 Tips For Raising Opportunity Zone Equity From Investors
Raising capital for Opportunity Zone projects can be a challenge, especially in today's macroeconomic environment of high interest rates and inflation. But, the OZ incentive itself along with the current equities bull market present a uniqu
Pre-TCO Double Net Leasing In Opportunity Zones, With Axel Adler
Triple net leasing is a common commercial real estate investing strategy. Unfortunately, it doesn't qualify for the purposes of Opportunity Zone investing. But double net leasing does. And for some investors, it can offer a shortcut to OZ c
Navigating Market Uncertainty, With Bob Clippinger
Navigating economic uncertainty requires a bold investor's eye for uncovering emerging opportunities before they hit the mainstream. Bob Clippinger, president of Clippinger Investment Properties, joins the show to discuss Opportunity Zone i
C-PACE Financing & Opportunity Zones, With Bert Belanger
In today's high interest rate environment, C-PACE financing can help lower a sophisticated real estate project's cost of capital. Bert Belanger, managing director at PACE Equity, joins the show to discuss Commercial Property Assessed Clean
Evolving Multi-Asset OZ Fund Strategies, With Chris Loeffler
In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of i
How To Diligence Opportunity Zone Funds & Deals, An OZ Pitch Day Panel
The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal. Recorded live at OZ Pitch Day on March 7, 2024, featuri
Ecosystem Investing In Opportunity Zones, With Kelly Winget & Rachel Vass
While traditional investment strategies often focus on individual assets, "ecosystem investing," or "correlated asset investing" considers the coordination of assets in a way that spurs growth of the entire community, which can lead to redu
The Truth About Opportunity Zones Legislation
Jimmy Atkinson of OZ Insiders brings you the latest on Opportunity Zone reform and extension legislation. Find out: what’s inside the OZ extension legislation, updates on the bill’s progress, and Jimmy's real timeline for when it could be e
The Fort Knox Of Opportunity Zones, With Josh Phair
In times of uncertainty, gold is often considered a safe-haven asset. But is it possible to gain exposure to gold within an Opportunity Zone investment? Josh Phair, CEO of The Wyoming Reserve Opportunity Zone Fund Corporation, joins the sho
How To Offer A Qualified Opportunity Fund To Investors
When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson
Wealth Made Simple, With Michael Johnston
In order to beat 90 percent of investors, meet your investment goals, and enjoy a worry-free retirement, you need to understand just a few basic concepts. Michael Johnston, president of WealthChannel, joins the show to discuss the 7 things