Podcast — page 8
Revitalizing Mobile Home Communities In Opportunity Zones, With Sam Hales
Opportunity Zones are helping drive capital into the revitalization of mobile home park communities in some of the country's poorest areas. Sam Hales, founder and CEO of Saratoga Group, joins the show to discuss how he has used Opportunity
The Impact Of Rising Interest Rates On Opportunity Zones, With James Brunger
The stock market is down, inflation is at 40-year highs, and interest rates are on the rise. How are rising debt costs impacting the operations of Qualified Opportunity Fund operators? James Brunger, chief sales officer at Capital Square, j
7 Opportunity Zone Investing Insights - Andy Hagans & Jimmy Atkinson
The true potential of the Opportunity Zone program has largely been left unlocked. In this episode, Andy Hagans & Jimmy Atkinson share 7 OZ insights that every investor should know. Watch On YouTube Episode Highlights How big the Opport
Top 25 Cities With The Most Opportunity Zones
Which cities have the largest number of Opportunity Zones? The top three cities—New York, Los Angeles, and Chicago—are to be expected. But numbers 4 through 10 may be somewhat surprising. On today's episode, we review the top 25 cities with
The IRS Opportunity Zone Ticking Time Bomb, With Kirk Walton
Is there a ticking time bomb that may disqualify more than $1.3 billion of funds raised by Qualified Opportunity Funds? Kirk Walton, co-founder and managing partner of GPWM Funds, joins the show to discuss potential solutions to QOF filing
Cost Segregation For Qualified Opportunity Funds, With Valerie Grunduski & Jeremy Sompels
Cost segregation to achieve accelerated depreciation and can greatly improve after-tax returns for real estate investors. But it can be a an even more powerful tool for Opportunity Zone deals. Valerie Grunduski, partner and real estate tax
Passive Real Estate Investments In OZ Funds, With John Rubino
Passive real estate investing can bring cash flow and appreciation to investors who don't necessarily want to be actively hands-on. John Rubino, founder and COO of JID Investments, joins the show to discuss how High Net Worth investors shou
Finding Value in Puerto Rico's Opportunity Zones, With Ari Kresch
The inefficient real estate marketplace in Puerto Rico can create compelling opportunities for investors seeking value. Local tax incentives layered in with Opportunity Zone benefits can drive highly attractive return projections. But inves
Ask The OZ Expert, With Ashley Tison
Ashley Tison of OZ Pros joined OZ Pitch Day last month to field live questions from our attendees. Over the past three years, Ashley has helped form well over 1,000 Opportunity Zone entities. On today's show, Ashley answers questions about
OZ Reform Legislation: What Investors Need To Know, An OZ Pitch Day Panel
In April, members of Congress in the House and Senate introduced bipartisan Opportunity Zone legislation that would extend and improve the four-year-old tax policy. In this panel from OZ Pitch Day Summer 2022, Blake Christian, partner at HC
OZs vs. 1031s, DSTs, And Other Tax Mitigation Strategies, An OZ Pitch Day Panel
Investing in Opportunity Zones can be an effective tax mitigation strategy for High Net Worth investors. But when are OZs the right investment structure to use when considering taxation and overall portfolio construction strategy? In this p
Using Leverage In Opportunity Zone Deals, With Louis Dubin
Debt is commonly used to amplify returns on real estate investments, and Opportunity Zone deals are no exception. But what is the proper amount of debt to appropriately leverage any given investment, and why might that target change for an
Inflation And Opportunity Zones, With Chris Loeffler
Inflation recently hit a four-decade high of 9.1%. The stock market is down double digits year to date. The U.S. economy is likely in a recession. What do investors need to know right now about Opportunity Zones and macroeconomic turbulence
Detroit Opportunity Zone Investment Strategy, With Jed Howbert
While other major U.S. cities experienced a resurgence in the 1980s and 1990s, Detroit got left behind for several years. But now, the ongoing resurgence of Detroit may be creating a compelling investment opportunity for Opportunity Zone in
OZ Investing In An Economic Downturn, With Erik Hayden
The stock market is down more than 20% year to date. Interest rates are on the rise to tackle the highest inflation rate in 40 years, but this may inevitably lead to a recession. How are Opportunity Zones potentially being impacted by these
Case Study: 1031 To OZ Investment, With Lawrence Jatsek
The Section 1031 exchange has been around for over 100 years. Much like Opportunity Zones, chaining together a series of 1031 exchanges can offer an incredible tax incentive for real estate investors. But when might an OZ investment be a be
Opportunity Zones And Housing Affordability, With Brad Padden
A housing affordability crisis currently plagues our nation. Can Opportunity Zones be utilized to effect real change that would bring more high density housing stock online? Brad Padden, founder and CEO of Housing Diversity Corporation, joi
Opportunity Zones For Family Offices, With Alex Bhathal
Ultra High Net Worth investors and family offices are ideally suited for real estate investments in Opportunity Zones. The long holding period and strategic differences between OZs and other tax-advantaged investments can be complimentary i
CE Credit Webinar: Opportunity Zones For Financial Advisors
On June 16th, OpportunityDb founder Jimmy Atkinson hosted a live one-hour webinar for financial advisors. Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit. Presenter Jimmy Atkinson, OpportunityDb Topics Covered
Developing Oregon's Opportunity Zones, With Vanessa Sturgeon
Oregon has been scrutinized for some of the state's Opportunity Zone selections, particularly those in downtown Portland. Vanessa Sturgeon, founder of Sturgeon Development Partners, joins the show to discuss how the Opportunity Zone nominat
DSTs And OZs For Advisors, With Louis Reynolds
When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. But when is each of these o
How Securities Laws Impact Qualified Opportunity Funds, With Coni Rathbone
Real estate securities laws that apply to Qualified Opportunity Funds can have a huge (and often times ignored) impact on OZ developers and project sponsors. Coni Rathbone, real estate and securities attorney at Dunn Carney, joins the show
Community Activation In Opportunity Zones, With Chris Cooley
Community activation may be the key to long-term success of Opportunity Zones. Chris Cooley, CEO of OZworks Group, joins episode #200 of the Opportunity Zones Podcast to discuss OZ advocacy, why community-led OZ projects are crucial to the
7 Common Mistakes Made By OZ Investors, With Andrew Gradman
It's incredibly easy for Qualified Opportunity Fund managers and limited partners who invest in such funds to get tripped up by many of the novel complexities that arise from the statute and regulations dictating Opportunity Zone investing.