Analysis for the OZ industry — page 15
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
Sun Belt OZs vs. Midwest OZs, With Lawrence Jatsek
What are some of the key similarities and differences between Sun Belt Opportunity Zone deals and Midwest Opportunity Zone deals? Lawrence Jatsek is managing partner of CRE Development Capital, a real estate development and investment firm
SoLa Impact Plans South Los Angeles OZ Development
The SoLa Impact Opportunity Fund is planning to build an 84-unit multifamily development in Westmont , an unincorporated community in the South Los Angeles area. The project will include 21 units with permanent supportive and deed-restricte
Coalition Building In Opportunity Zones, With Bob Richardson
What are some of the biggest lessons learned from the first three years of the Opportunity Zones program? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zone projects in upsta
Arctaris To Invest $20 Million In Pittsburgh Area OZs
Arctaris Impact Investors, a Boston-based investment firm, has launched the Arctaris Southwestern Pennsylvania Opportunity Zone Program. The program will invest $20 million into Opportunity Zones in Allegheny and Westmoreland counties in Pe
Hudson Partners Breaks Ground On New York OZ Project
Hudson Partners Development has kicked off construction on an Opportunity Zone project in Schenectady, New York that will become a 4-building, 88-unit workforce housing property. The project is a joint venture between Hudson, Enterprise Com
Environmentally Sustainable Workforce Housing in OZs, With Majesty Gayle
How can Opportunity Zones be leveraged to create more affordable housing that has a commitment to sustainability? Majesty Gayle is Senior Fund Manager of the Evo Opportunity Fund, which seeks to develop energy efficient workforce housing in
Promised Land OZ Fund Closes Another Farmland Acquisition
Promised Land Opportunity Zone Farms announced the completion of a $29 million investment in a farm located in eastern North Carolina this week. The fund's portfolio now stands north of $50 million with 8,300 acres of farmland across four s
Maryland Announces $500,000 Investment In Opportunity Zone Businesses
The state of Maryland has awarded a total of approximately $500,000 to seven businesses located in Opportunity Zones through the Maryland Department of Housing and Community Development's Neighborhood BusinessWorks Program. “Our state has b
First Harvest OZ Fund Launches With Focus On Indoor Farming
The First Harvest OZ Fund is seeking to raise $100 million to invest in high tech hybrid farming businesses. Specifically, the fund will focus on building facilities used to grow organic produce using the Nutrient Film Technique (NFT). As t
Turbocharging OZ Returns with Historic Tax Credits, with John Blatchford
Can opportunity zones be leveraged for historic renovation projects? How does the combination of historic tax credits and the opportunity zone incentive improve investment returns? John Blatchford is Owner and Founder of Kunst, a real estat
National Equity Fund, SVB Team Up On $110 Million OZ Initiative
Silicon Valley Bank and National Equity Fund announced an initiative to invest $110 million in low-income housing tax credit deals by December 31. The initiative will leverage the tax advantages available from the Low-Income Housing Tax Cre