Podcast — page 6
Lessons Learned From $200 Million In Opportunity Zone Equity Invested, With Ross Baird
Capital markets have been volatile as of late. All forms of investment have been impacted, and Opportunity Zones are no exception. Ross Baird, founder of Blueprint Local, joins the show to discuss that impact, plus, some of the biggest less
Investment Management Tips For Passive LP Investors, With Litan Yahav
Limited partners (LPs) in private investment funds face many unique challenges when it comes to administration, portfolio management, and cash flow planning. Litan Yahav, founder and CEO of Vyzer, joins the show to discuss these challenges
Investment Property Wealth Management, With Drew Reynolds
Traditional wealth management is very experienced at managing an investor's portfolio of assets at a traditional brokerage account of stocks and bonds. But there's a gap when it comes to portfolio management of real estate properties, and w
Growing Wealth With The Investor Mindset, With Steven Pesavento
The key to investing success starts with having the right mindset. Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with "The Investor Mindset" can help investors generate more wealth. Watch On YouTube E
De-Risking Real Estate Projects With Tax Credits, With Cullan Maumus
The nation's housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk. Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs (in ad
OZ Investment Strategies For Uncertain Times, With Ray Mazzie
Ray Mazzie, managing partner at Southern Waters Capital, joins the show to discuss the current market cycle, his outlook on suburban, secondary, and tertiary markets, and the opportunity that they may present in these uncertain economic tim
The 3 Essential Habits Of High Net Worth Investors, With Andy Hagans
Today's podcast episode is a replay of a live webinar presented by Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be essential for High
Automated Opportunity Zone Compliance, With Landon Johnson
Opportunity Zone investing is simple, until it's not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers
Cold Storage Real Estate, With Chad DeBolt
With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector? Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state
Building Homeownership With Opportunity Zones, With Chris Knoppe
Can Opportunity Zones help build home ownership opportunities in certain locations around the country? Chris Knoppe, president at CBUS OZ Funds, joins the show to discuss how a combination of renovation and new construction can rebuild neig
Catalyzing Social Impact With Opportunity Zones, An OZ Pitch Day Panel
How effective has the Opportunity Zone program been at driving private investment into low income communities? What potential improvements could make the program even more effective? Catherine Lyons, Director of Policy and Coalitions at the
Tax Planning With Opportunity Zones, With John Berlet
The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors. John Berlet, president of Coastal Bend OZ Fund, joins the show to discuss how he came to learn about Opportunity Zones after selli
The Forthcoming Distressed Debt Opportunity For Investors, With Nathan Whigham
The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months. Nathan Whigham
Live At OZ Pitch Day Spring 2023, With Ashley Tison
On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of "Ask The OZ Expert." We peppered him with live Q&A from our audience of High Net Worth investors, and he didn't skip a beat. Today's podcast episod
The 2023 Opportunity Zone Impact Survey, With Reid Thomas
Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters. Reid Thomas, managing director and chief revenue officer at JTC Americas, joins the sho
Why We Started WealthChannel, With Andy Hagans
OpportunityDb is now part of WealthChannel, which has grown into a large, engaged community of High Net Worth investors. But where did it all begin? WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthC
Opportunity Zone Traps For The Unwary, With Gordon Goldie & Valerie Grunduski
Opportunity Zones have been around for about 5 years, but it's still a relatively new tax policy. A lot of investors, fund managers, and even advisors are still getting up to speed on how to operate within the statutory and regulatory requi
Wealth Development Strategies With Opportunity Zones, An OZ Pitch Day Panel
How are High Net Worth investors using Opportunity Zones to build generational wealth? What opportunities are investors overlooking when it comes to this program? Brad Molotsky at Duane Morris, Gerry Reihsen at Reihsen & Associates, and
Building Generational Wealth With Alternative Investments - Keynote By Andy Hagans
In this keynote address from OZ Pitch Day Spring 2023, Andy Hagans and Jimmy Atkinson discuss the current landscape for alternative investments, and how High Net Worth investors can embrace alts to grow generational wealth. Andy Hagans' pod
Opportunity Zone Investing Made Simple With OZ Pitch Day
I've been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I've traveled the country attending and speaking to investors and OZ professionals at countless in-person events. And I've com
The Rise Of Industrial Real Estate In Opportunity Zones, With Peter Ciganik
Logistics-based industrial real estate has been a strong sector in recent years, with the growth of e-commerce continuing to fuel its rise. Will industrial continue to outperform in 2023? Peter Ciganik, senior managing director at GTIS Part
Inside Inland's OZ And DST Success, With Keith Lampi
Inland Private Capital has over $12 billion in assets under management, across over 300 private placements, and they are the nation's largest sponsor of Delaware Statutory Trusts. Keith Lampi, CEO of Inland Private Capital Corporation, join
Manufactured Housing & The Affordability Crisis, With Daniel Landy
Fannie Mae estimates that the nation is facing an affordable housing shortage of close to 4 million units. Can manufactured housing help solve this societal problem? Daniel Landy, executive vice president at UMH Properties, joins the show t
OZ Reform Legislation 2023 Update, With John Sciarretti & Peter Lawrence
Opportunity Zone reform legislation introduced in April 2022 failed to pass before the end of last year. But extending and improving the tax policy remains a priority for the industry and key supporters in Congress. John Sciarretti, head of