Podcast — page 7
The Great Opportunity For Real Estate Investors, With Mike Hardy
This current point in time may offer a great opportunity for real estate investors, despite (or perhaps partly due to) negative investor and consumer sentiment. Mike Hardy, principal and co-founder at Cyrus Capital Management, joins the sho
Inside Capital Square's Record Setting Year, With James Brunger
Last year's economic turbulence posed a challenge to investors as well as real estate fund sponsors raising equity. But amidst the economic headwinds, there have been a few success stories. James Brunger, chief sales officer at Capital Squa
The OZ Opportunity For RIAs And Other Financial Advisors, With Barrett Linburg
RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals. Barrett Linburg, founder of Savoy Equity Partners, joins the show to discuss the opportunity for OZ developers and fund sp
Ask The OZ Expert (Fall 2022), With Ashley Tison
In this segment from OZ Pitch Day Fall 2022, Ashley Tison from OZ Pros takes live questions from Opportunity Zone investors on a wide range of topics. Watch On YouTube Episode Highlights Related party rules surrounding sales of OZ propertie
Opportunity Zones In 2023
In many ways, Opportunity Zones have exceeded initial expectations, roughly four-and-a-half years into the place-based tax policy. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zo
Multi-Family Office Opportunity Zone Investing, With Zane Beadles
How do multi-family offices invest in Opportunity Zones? And as we head to year end, where might OZs head in the future? Zane Beadles, vice president at Mercatus Partners, joins the show to discuss how their private real estate investment c
Rural Community Impact In Opportunity Zones, With Jennifer Whitney
The vast majority of Opportunity Zone developments are urban. But there are also rural areas taking advantage of the Opportunity Zone tax incentive to raise equity for community projects. Jennifer Whitney, founder of River Queen Holdings, j
Regenerative Agriculture And Opportunity Zones, With Kevin Maher
Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact. Kevin Maher, founder of CrannMor Advisors, join
Economic Uncertainty And Opportunity Zones, With Noah Weiss
This year has been a turbulent one for investors. But does economic turmoil and fear in the market create a unique opportunity for investors and fund sponsors? Noah Weiss, managing director and COO at Atlas Real Estate Partners, joins the s
Why December Is A Great Month For OZ Investing, With Erik Hayden
The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same? Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to
The Recession's Impact On The OZ Marketplace, With Brett Siglin
The economic recession of this year has had impacts across the broad financial markets, including real estate transactions, impacting Opportunity Zone investors. Brett Siglin, partner at Jennings Strouss, joins the show to discuss the impac
Applying Renewable Energy Tax Credits To Opportunity Zones, With Marc Schultz
The Inflation Reduction Act of 2022 restored and enhanced more than two dozen clean energy tax credits. But how can these tax credits be applied to Opportunity Zone projects? Marc Schultz, partner at Snell & Wilmer, joins the show to pr
Opportunity Zone Panel From GTIS Investor Day 2022, With Peter Ciganik
In October, GTIS Partners hosted their GTIS Investor Day at their headquarters in New York City, which included market insights panels, followed by an Opportunity Zone project tour in New Jersey. Today's podcast episode a recording of that
Opportunity Zones For Wealth And Tax Strategy, With Brian Duren
Opportunity Zones can be a powerful tool in wealth creation and wealth preservation. The tax benefit has the ability to compound, which not only preserves but creates wealth. Brian Duren, signing director at CliftonLarsonAllen (CLA), joins
How To Due Diligence OZ Funds, An OZ Pitch Day Panel
In this panel from OZ Pitch Day Fall 2022, Kirk Walton and Gordon Goldie review strategies for performing due diligence on OZ funds. Episode Highlights What investors should consider when evaluating Qualified Opportunity Funds (QOFs); The i
Opportunity Zone Investing Trends For 2023, An OZ Pitch Day Panel
In this panel from OZ Pitch Day Fall 2022, Paul Saint-Pierre and John Sciarretti discuss current trends in the OZ marketplace and what this means for OZ investors. Episode Highlights Details on the pace of fundraising for OZ projects and th
OZ Pitch Day Keynote Address By Shay Hawkins
In this keynote address from OZ Pitch Day Fall 2022, Shay Hawkins takes a look back at the first few years of the Opportunity Zone program and predicts what may lie ahead. Webinar Highlights Shay's expectations for the OZ policy when he was
Midterm Election Outcome & Opportunity Zones, An OZ Pitch Day Panel
In the wake of the midterm elections, how might the balance of power in the next session of Congress affect Opportunity Zones in 2023 and beyond? Also, potential legislative changes that could form a new "Version 2.0" of Opportunity Zones,
OZ Investing For Community Impact, With Allivate Impact Capital
How can the Opportunity Zone incentive catalyze community impact-oriented investing? Allivate Impact Capital's co-founders, Noelle St.Clair Lentz and Doug Schaeffer, join the show to discuss how investing for impact can catalyze positive co
Opportunity Zone Success After Four Years, With Stephanie Copeland
Four years into the launch of the first Qualified Opportunity Funds, how have expectations of the tax policy changed? And what types of success have some early adopters had so far? Stephanie Copeland, managing partner at Four Points Funding
Leveraging OZs For Urban Revitalization, With Sherri Franklin & Delores Brown
The Opportunity Zones tax policy can be utilized as a tool to help revitalize urban neighborhoods. But getting the local communities involved can often be a challenge. Sherri Franklin, founder and CEO of Urban Design Center, and Delores Bro
What The Opportunity Zones Industry Needs Now, With Blake Christian
Opportunity Zones have raised over $100 billion of capital. But what good is the tax policy doing? Blake Christian, CPA and tax partner at HCVT, joins the show to discuss the importance of advocacy on behalf of the Opportunity Zones policy.
OZ Job Creation Success Story: MIT Modular, With Roi Maufas
Four years into the Opportunity Zone program, success stories are abundant. Today's podcast episode is the first in a series of episodes that will highlight stories of true impact that the OZ program has helped to create. Roi Maufas, co-fou
OZ Expo Phoenix 2022 Recap, With Ashley Tison
Ashley Tison and I have been to nearly every Opportunity Zone Expo since the group began organizing conferences in early 2019. While the early Expos were focused on navigating the new legislation and regulations, this most recent Expo in Ph