Analysis for the OZ industry — page 10
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
RevOZ Recapitalizes San Bernardino OZ Project
RevOZ Capital announced this week that it has successfully recapitalized its San Bernardino Medical Center project, and will be making a special distribution to investors. Construction of the facility, which encompasses more than 11,000 squ
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
OpportunityDb To Host OZ Pitch Day On Wednesday, November 9th
OpportunityDb will host OZ Pitch Day Fall 2022 on Wednesday, November 9th, beginning at 10:00 AM Eastern Time. Silicon Valley OZ fund manager Urban Catalyst is the Title Partner for this event. This will be OpportunityDb's seventh OZ Pitch
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
Pinnacle Partners Plans Multifamily Denver OZ Project
Pinnacle Partners announced plans to develop a new multifamily housing project in an Opportunity Zone in Denver, Colorado. Pinnacle is providing the LP equity for the deal, with Mortenson Development serving as the developer. The project wi
Novogradac: QOF Fundraising Flat From Previous Quarter, Down From Previous Year
According to new data from Novogradac , equity raising by Qualified Opportunity Funds was largely flat from Q2 to Q3, but the QOFs that they track are still on pace to exceed $10 billion for the year. As of September 30, 2022, Qualified Opp
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.
Grubb OZ REIT Adding 650 Multifamily Units In Los Angeles
Grubb's Link Apartments Opportunity Zone REIT announced this month the addition of five multifamily developments in the Los Angeles area. In aggregate, the projects will add more than 650 units of housing to the area. The largest of the pro
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
Four Points Funding Launches Fifth OZ Fund
Four Points Funding has launched its fifth Qualified Opportunity Fund (QOF), with the firm's first four funds having invested in 17 OZ projects totaling $175 million of equity and over $200 million of total project cost. Four Points continu
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
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
USG Breaks Ground On Multifamily OZ Project In Milwaukee
USG Realty Capital has broken ground on a 76-unit multifamily development located in a Milwaukee Opportunity Zone. The project, known as Elevation 1659, is scheduled for completion in September 2023. The site for the development, located at
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