Podcast — page 5

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

QOZB Venture Capital Investing, With Jack Januszewski
Opportunity Zones aren't just for real estate. The OZ tax incentive can be leveraged to drive investment into early-stage companies that are structured as Qualified Opportunity Zone Businesses (QOZBs). Jack Januszewski, vice president at Sp

Opportunity Zones In 2024
Opportunity Zones have greatly exceeded initial expectations as we enter Year 6 of the tax incentive program. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and w

Navigating The Opportunity Zones Industry
It's Year 6 of Opportunity Zones. The marketplace has matured a lot over the years. Industry best practices are still being formed, but more or less have reached a point of stability. Ashley Tison of OZPros and Chris Cooley of OZworks Group

Generating Tax Alpha With Opportunity Zones & More, With Clint Edgington
Investors cannot always rely on market valuations increasing. Especially with uncertain market conditions and asset values potentially pulling back in the near-term, it may behoove investors to return to basics, and find other ways to gener

Ground-Up Opportunity Zone Hotel Investing Strategy, With Michael Ealy
Acquiring distressed hotel properties during the peak of the pandemic has proved profitable for value-add investors. The next opportunity may lie in ground-up hotel development deals. Michael Ealy, CEO of Nassau Investments, joins the show

OZ Insiders Launch Party
OZ Insiders is the first mastermind group of its kind—a private, closed-door community of Opportunity Zone professionals and investors, all focused on getting to the next level with their OZ strategy. Today's episode is a recording of a liv

Opportunity Zone Investors Roundtable, An OZ Pitch Day Panel
Today's episode of The Opportunity Zones Podcast is a roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their invest

Novogradac 2023 OZ Summit Recap, On-Site With Ashley Tison
On November 1, 2023, 150 of the top Opportunity Zone professionals and investors gathered in Washington DC for the Novogradac 2023 Fall Opportunity Zones Summit. Ashley Tison of OZPros joined Jimmy Atkinson live on-site to recap the event,

OpportunityDb To Host OZ Pitch Day On Thursday, November 9th
OpportunityDb will host OZ Pitch Day Fall 2023 this Thursday, November 9, 2023, beginning at 10:00 AM Eastern Time. This will be OpportunityDb's 10th OZ Pitch Day event, and the final one of 2023. OZ Pitch Day is a one-day online event that

A Mission-Driven Rural OZ Project, With Brian England & Tess Young
Monte Dei Globe is a rural Opportunity Zone development project that will be a luxury, sustainable retirement mountain top village where a portion of the profits are tithed to build co-located free housing for retired religious clergy. Bria

LIVE Episode: Emerging OZ Trends And Live Q&A, With Ashley Tison
With year-end approaching and new legislation introduced last month, there's a lot of momentum in the Opportunity Zones industry. Ashley Tison at OZPros joins the first ever LIVE edition of The Opportunity Zones Podcast with Jimmy Atkinson

Finding Value In Times Of Stress, With Taylor Trautloff
Rising interest rates, negative investor sentiment, and persistent inflation are taking a toll on real estate investments. Taylor Trautloff at StarPoint Properties joins the show to discuss where investors can find value in these uncertain

New Opportunity Zone Legislation & Novogradac's Upcoming OZ Summit, With Brent Parker & Jason Watkins
On September 27, new Opportunity Zone legislation was introduced into the House of Representatives. H.R. 5761 would extend and improve the tax incentive. If enacted before year-end, this legislation could have a huge impact for Opportunity

Build-To-Rent Strategies In Opportunity Zones, With Leo Backer & Jason Joseph
Given the existing macroeconomic landscape, the build-to-rent residential asset class is poised for growth. Leo Backer of Pinnacle Partners and Jason Joseph of Trilogy Investment Company join the show to discuss positive trends in BTR, and

Opportunity Zone Tax Implications For CPAs, With Kirk Walton
The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Oppor

Industrial Sector Growth In Opportunity Zones, An OZ Pitch Day Panel
In 2022, the industrial real estate sector was one of the top-performing sectors, with e-commerce growth, supply chain diversification, and new inventory management strategies being key growth drivers. The Opportunity Zone tax incentive fur

Single-Tenant Net Lease Funds, With Hannah Kirby
Single-tenant net lease private equity real estate funds have many advantages. Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant

Opportunity Zone Interim Gains, Saving Failed 1031s, & Reform Legislation, With Ashley Tison
The OZ Sherpa himself, Mr. Ashley Tison returned for another edition of "Ask The OZ Expert" at OZ Pitch Day on July 20, 2023. Today's episode is a recording of that live segment, wherein Ashley addressed several questions from the audience.

The Rising Demand For Class B Industrial Real Estate, With Chris Powers
The demand for last-mile industrial space located in population centers is growing rapidly. Chris Powers, founder of real estate private equity firm Fort Capital, joins the show to discuss his success as a real estate entrepreneur and why h

The Future Of Pre-Manufactured Buildings, With John Wolfington
The use of pre-manufactured building materials is growing rapidly on real estate development sites. Note: This episode has been temporarily removed, at the request of Exceler Building Solutions. We hope to get it back online soon.

Historic Revitalization In Cleveland's Opportunity Zones, With Kevin Wojton
The vast majority of Opportunity Zone projects are ground-up development deals. But in Cleveland, there are numerous opportunities to renovate underutilized historic buildings. Kevin Wojton, managing member at IOTA Development Group, joins
