Podcast — page 9
4 Multifamily Real Estate Trends For 2022, With Scott Hawksworth
Multifamily is the most popular asset class for Opportunity Zone investors. According to the latest Qualified Opportunity Fund survey data from Novogradac, approximately 80% of all QOFs have exposure to residential real estate. Scott Hawksw
Financial Repression And Opportunity Zones, With Andy Hagans
With stocks and bonds trending downward as of late, record amounts of money are pouring into alternative investments, including Qualified Opportunity Funds. Andy Hagans, co-founder of AltsDb, joins the show to discuss where Opportunity Zone
Live From The Novogradac 2022 Spring OZ Conference, With Ashley Tison
Opportunity Zone reform legislation, social impact, and fundraising trends were hot topics at last month's Novogradac OZ Conference in Long Beach, California. Ashley Tison, co-founder of OZ Pros, joins the show live on-site to discuss where
OZ Investing Tips, From The Experts
In today's "man-on-the-street" style episode, Jimmy Atkinson conducts five rapid-fire live interviews at the ADISA 2022 Spring Conference, featuring OZ investing insights from Erik Hayden (Urban Catalyst), James Brunger (Capital Square), Ja
Asset Classes For OZ Investing, With Kira Golden
Investing across different asset classes provides not only diversification benefits but alternative sources of growth and revenue. Opportunity zones can offer strong investment returns with an added social impact component in the United Sta
Webinar Replay: Advocating For Opportunity Zone Improvements
Learn how you can voice your support for the Opportunity Zones Improvement, Transparency, and Extension Act (H.R.7467 / S.4065). OpportunityDb founder Jimmy Atkinson recently co-hosted a webinar on this very topic with Chris Cooley of OZwor
The Evolution Of Opportunity Zones, With Shay Hawkins
In this keynote address from OZ Pitch Day Spring 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 The evolution of the Opportunity Zone program a
Boutique Hotels In Opportunity Zones, With David Kessler
The hospitality industry has been one of the most watched trends in recent years, with boutique hotels at the forefront of the ever-evolving hospitality business. Smaller, less commercial hotels offer the safety and personalized service tra
The OZ Reform Bill, With Shay Hawkins
Bipartisan and bicameral legislation was introduced to further improve Opportunity Zones and push back the tax incentive’s deferral date by two years, from 2026 to 2028. The extension will allow OZ investors to continue attracting capital f
State Of The OZ Marketplace, An OZ Pitch Day Panel
In this panel from OZ Pitch Day Spring 2022, a trio of OZ experts give an update on the current state of the OZ marketplace and make some predictions about what comes next. Webinar Highlights Estimates of the current size of the OZ market f
Orchard Farming In Opportunity Zones, With Josh Guggenheim
Farmland can be a compelling asset class for investors, as a hedge against inflation and a profitable source of income. But what about orchard farming and other, more specialized agricultural operations? This week we speak with Josh Guggenh
Ask An OZ Expert, An OZ Pitch Day Panel
In this panel from OZ Pitch Day Spring 2022, Ashley Tison takes questions from OZ investors and stakeholders on a wide range of topics. Industry Spotlight: OZPros OZPros provides a wide range of consulting, entity formation, compliance, and
OZ Strategies For High Net Worth Investors, An OZ Pitch Day Panel
In this panel from OZ Pitch Day Spring 2022, a trio of experts discuss the various strategies that investors can use to optimize the tax efficiency of their portfolios. This episode is the audio version of an OZ Pitch Day Spring 2022 panel
OZ Benefits For HNWIs, An OZ Pitch Day Panel
In this panel from OZ Pitch Day Spring 2022, a trio of experts discuss the various strategies that investors can use to optimize the tax efficiency of their portfolios. Webinar Highlights The ongoing disconnect between housing supply and de
1031s, 721s, And Opportunity Zones, With Jay Frank
What are the differences between Opportunity Zones and 1031 Exchanges? And why might one be a good choice for your own investments? Which method to use depends largely on investor's unique set of goals, objectives, and priorities. Jay Frank
Previewing The Novogradac Spring OZ Conference, With Brent Parker
Novogradac is a national professional services organization that consists of affiliates and divisions in certified public accounting, valuation, and consulting. Novogradac is also a proven leader in the New Markets Tax Credit (NMTC) program
Silicon Valley Opportunity Zone Update, With Erik Hayden
Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide updates on Silicon Valley Opportunity Zones and what funds are currently proving attractive investment opportunities. Silicon Valley and surrounding communities
A Vertically Integrated OZ Fund, With Chris Loeffler
What does it mean to be vertically integrated in the opportunity zones investment process? And how might vertical integration increase profits and shareholder returns? Chris Loeffler is the CEO of Caliber and serves as Chairman of the Compa
The Investor Advocacy Approach To Opportunity Zones, With Greg Genovese
Since its inception, opportunity funds have captured the attention of investors, asset managers, policymakers, community leaders, and financial institutions, with no sign of the trend abating. In fact, interest has been staggering due to th
Opportunity Zone Investing Misconceptions, With Michael Episcope
Misconceptions often cause investors to opt out of potentially profitable and viable investment opportunities. The Federal Opportunity Zone tax incentive program has had its fair share of uncertainties due to miseducation and confusion arou
How To Fill Out IRS Form 8996 (For OZ Funds), With Ashley Tison
Taxpayers can defer taxes by reinvesting capital gains from an asset sale into a QOF. To do so, IRS Form 8996 must be filed by all taxpayers holding an opportunity fund investment. Guidance on how to fill out this form will eliminate incons
How To Fill Out IRS Form 8997 (For OZ Investors), With Ashley Tison
Under the opportunity zones (OZ) incentive, taxpayers can defer taxes by reinvesting capital gains from an asset sale into a qualified opportunity fund. To do so, IRS Form 8997 must be filed by all taxpayers holding a QOF investment. Guidan
OZ Strategies For UHNWs & Family Offices, With Bob Hutchins
How can the Ultra High Net Worths and family offices use opportunity zones as a strategy for social impact investing with great tax savings? And what rewards do opportunity zones have in store for family offices? Bob Hutchins is the Managin
A Multi-Strategy Opportunity Zone Approach, With Chad Debolt
A diversified investment portfolio has the ability to weather volatility and improve profitability. Coupled with alternative investment opportunities (namely real estate acquisition), diversified portfolios can maximize investor chances of