Analysis for the OZ industry — page 15
Round Trip OZ Investments, With Jeff Feinstein
What happens to opportunity zone capital if the qualified opportunity zones fund sells? And how does reinvestment of those proceeds from that sale occur before the end of a 10-year holding period? These questions and more present unique opp
How to Evaluate Opportunity Zone Deals, An OZ Pitch Day Panel
What are the investment due diligence considerations when evaluating opportunity zone business and real estate deals? This episode is the audio version of an OZ Pitch Day panel titled, “How to Evaluate Opportunity Zone Deals.” The panel was
OZ Trade Group Leader Announces Congressional Bid
Shay Hawkins, the leader of the Opportunity Funds Association , is runnin g for Congress. Hawkins announced that he will seek the Republican nomination in Ohio's reconfigured 13th district. Hawkins, who grew up near Cleveland, previously se
Bitcoin, Opportunity Zones, and Jobs, With Tom Frazier
Why are cryptocurrency investors turning to opportunity zones for tax relief and social and economic good? Opportunity zones offer investors unprecedented tax incentives ; combined with Bitcoin, investors can expect significant returns with
Farmland Opportunity Zone Investing, With Paul Pittman & John Heneghan
When combined with the opportunity zone incentive, farmland can be a compelling asset class for investors. Farmland offers unique features compared to traditional real estate and often outperforms other investments during recessionary times
Seattle’s First OZ Project Canton Lofts Sells For $32 Million
Pinnacle Partners, a pioneer in sponsoring Opportunity Zones, has announced the sale of Canton Lofts to King County for $32 million . Canton Lofts is located in the Pioneer Square district of Seattle ; the project totals 35,000 square feet
ICOZ Fund Adds Assisted Living Facility To Portfolio
USG/OZI announced additional details on its Opportunity Zone project in Bristol, Connecticut . The KindCare at Bristol, a 117-unit assisted living and memory care clinic, will be overseen by Senior Living Development and scheduled for compl
Automotive OZ Company Gears Up For IPO
Vanderhall Motor Works, a portfolio company of Hall Venture Partners, has taken the next step towards an IPO with the filing of its Form S-1 with the Securities and Exchange Commission. Vanderhall develops three-wheel and four-wheel light m
OZ Multifamily In The Southeast, With James Brunger & Whit Huffman
Opportunity zones can benefit multifamily investors in a range of ways. Multifamily investments offer several tax benefits, income appreciation, and are a hedge against inflation. Coupled with OZ funds, multifamily housing offers several mo
The Future of Opportunity Zones, With Shay Hawkins
What does the future hold for the tax-incentivized Opportunity Zone investments? Will there be a reasonable expansion of the OZ policy in the coming years? While future legislation for OZs remains open to debate, this bipartisan invest
OZs: The Quintessential Hedge, With Ashley Tison
When it comes to managing capital gains tax, are Opportunity Zones the solution? Are these funds, in fact, the quintessential hedge in an uncertain and rapidly-changing economy? As awareness increases, investors and advisors look to QO
The State Of The Opportunity Zone Marketplace, An OZ Pitch Day Panel
How has the Opportunity Zone marketplace evolved since 2018 and what changes may be forthcoming? This episode is the audio version of an OZ Pitch Day panel titled, "The State of the Opportunity Zone Marketplace." The panel was moderated by
Alternative Investment Trends, With Andy Hagans
Alternative investments are quickly gaining ground in the marketplace. But what's driving this trend, and how can investors take advantage? Andy Hagans is Chief Operating Officer at OpportunityDb.com, and the founder of AltsDb and
The Evolution Of Opportunity Zone Neighborhoods, With Chris Knoppe
How can investors execute long-term investments in low-income urban and rural communities via qualified Opportunity Zones funds? And what are the different types of funds in which to invest that spur economic development? Chris Knoppe owns
Verte OZ Fund Invests In Concrete Manufacturing Plant
The Verte OZ Fund, one of the leading Opportunity Zone funds investing in operating businesses, has developed in a South Carolina company developing a new building material. Probitas Ventures is building a modern manufacturing facility that
OZ Pitch Day Fall 2021 Preview
Time is running out on the December 31, 2021 Opportunity Zone deadline. If you’re an investor with capital gains, how can you find a suitable Opportunity Zone investment before the end of this year? On today’s episode, you’ll learn more abo
Four Points Closes OZ Fund III With $100 Million
Four Points Funding has closed its third Opportunity Zone fund after raising $100 million. The company is in the process of deploying the capital to projects in Colorado. To date, Four Points has focused on middle-income housing as well as
The Resiliency Of Multifamily Real Estate, With Neil Sherlock
Multifamily investment opportunities can have various structures, risks, and return profiles. But what makes this what makes this investment option compelling and potentially actionable? And how can Opportunity Zones play a r
The First Publicly Traded Opportunity Zone Fund, With Brandon Lacoff
What does the launch of the first publicly traded Opportunity Zone fund mean for investors and the OZ industry? Brandon Lacoff is CEO and Chief Investment Officer at Belpointe OZ. Click the play button above to listen to my conversation wit
OZ Investing In Tertiary Markets, With Hannah Kirby
Are tertiary markets in the Southeast U.S. a prime opportunity for real estate investors? Hannah Kirby is managing partner at Carolina Opportunity Funds, a consultancy for self-directed Qualified Opportunity Funds that concentrates primaril
OZ's Shortcomings And Ideas For Improvement, With David Wessel
UPDATE June 9, 2026: There’s a brand new book on Opportunity Zone investing: The Opportunity Zones Playbook by Jimmy Atkinson is the definitive guide to one of the most powerful — and most misunderstood — strategies in the US tax code. Writ
GTIS Breaks Ground On Charlotte OZ Project
GTIS Partners announced the formation of a joint venture with real estate development company Wood Partners on a $72 million multifamily project in Charlotte, North Carolina . The Alta West Morehead development will be a five-story building
Future Opportunity Zone Reform, With Mike Novogradac And John Sciarretti
What tax policy changes may unfold soon, and how might Opportunity Zones be reformed later this year or in 2022? Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of th
Capital Square Opens Raleigh, NC OZ Deal To Investors
Capital Square has announced the launch of its sixth Opportunity Zone fund, a single asset QOF that will develop a 297-unit multifamily project in downtown Raleigh, North Carolina . The development will be a 20-story building that includes