Analysis for the OZ industry — page 13
Eagle OZ Launches Second QOF Focused On Chicago
Eagle OZ has announced the launch of its second qualified opportunity fund, which will seek to raise $50 million to complete the construction of 444 multifamily apartment rentals in Chicago. The Eagle OZ fund will specifically target the Br
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
New Legislation Would Extend and Improve Opportunity Zones
Bipartisan and bicameral legislation was introduced last week that would improve Opportunity Zones and push back the tax incentive's deferral date by two years, from 2026 to 2028. Co-sponsored by Senators Cory Booker (D-NJ) and Tim Scott (R
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
Now Available: 2022 Opportunity Zones Special Report from JTC Americas
The Opportunity Zones program has not been without controversy and debate. Despite public sparring over whether the program is achieving its intended purpose, the new Opportunity Zones in 2022: Perception vs. Reality report, published
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
Ohio Bill Would Boost OZ Tax Incentive
A bill passed by the Ohio Senate would increase the state's enhancement of Opportunity Zone tax incentives by doubling the amount of money available as tax credits in fiscal 2022 and 2023. In addition to the federal tax incentives associate
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 Funds Approach $25 Billion Milestone
According to Novogradac, Qualified Opportunity Funds had raised $24.4 billion in equity through the end of 2021, with $6.9 billion of that total coming in the second half of last year. Novogradac tracks a total of 1,342 QOFs; nearly 1,000 o
$3.6 Million Milwaukee OZ Project Underway
New Land Enterprises has raised $3.6 million in Opportunity Zone equity for the Nova apartment development in the East Town neighborhood of Milwaukee . The nine-story building will have more than 250 apartments and amenities that include a
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
Profitable Veterans Housing In Opportunity Zone, With Kim Kuhle
Opportunity Zones provide many benefits, including federal capital gains tax advantages for investments made in these areas. Socially conscious investors are also turning their attention to opportunity zones, as QOFs offer local communities