Analysis for the OZ industry — page 18
New York State Decouples from Opportunity Zone Tax Incentive
This week, the New York state $212 billion budget passed by lawmakers included a provision decoupling the state and New York City tax codes from the federal Opportunity Zone tax incentive. Given New York’s budget issues, many thin
Lessons Learned from Seven Successful OZ Deal Closings, with Ryan Tobias
Jackson Dearborn Partners is on their eighth Opportunity Zone deal in less than three years. What were some of the biggest challenges that they've faced and biggest lessons learned during their first seven OZ deals? Ryan Tobias is partner a
Yard 56 Opens in Baltimore, Maryland Opportunity Zone
Baltimore-based developer and MCB Real Estate President, David Bramble, opened Yard 56 earlier this week, a mixed-use project seven years in the making. The project utilized environmental tax credits, New Market tax credits, and Opportunity
From the NBA to Opportunity Zones, with Josh Childress
How is a former NBA player leveraging Opportunity Zones to create impactful change? Josh Childress is CEO of LandSpire Group and a member of the RevOZ Capital Social Impact Council. RevOZ Capital earlier this year launched a new social impa
Opportunity Zone Firms Combining Cryptocurrency, Blockchain, and OZs
Will the Opportunity Zone tax incentive be extended? Congressmen Tim Burchett (R-TN) and Henry Cuellar (D-TX) hope so, and early this year co-sponsored and introduced the Opportunity Zone Extension Act of 2021 . To promote the bill and anno
Post-COVID Opportunity Zone Investing, with Greg Genovese
What can Opportunity Zone investors expect from post-COVID market conditions? And how have Qualified Opportunity Funds evolved since program inception? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified
Two New Hotels Open Their Doors in Opportunity Zones
This week, two new hotels opened their doors in Opportunity Zones. Hyatt House extended-stay hotel opened for business in downtown Rochester, Minnesota just steps from the Mayo Clinic. The hotel appears to be Rochester’s first Opportunity Z
How OZ Policy May Evolve Under Biden, with Steve Glickman
With Joe Biden in the White House, how might Opportunity Zone policy evolve over the coming years? Steve Glickman recently joined me during a fireside chat at OZ Pitch Day to discuss this topic and more. Steve is founder and CEO of Develop
Differentiating Approaches and Delivering Value in Opportunity Zones, with Jon White
Why are shovel-ready projects so crucial to a multi-asset Qualified Opportunity Fund strategy? And how can a fund be structured in order to allow investment from self-directed QOFs at the project level? Jon White is president and managing d
OZworks Group, a Community for OZ Stakeholders, with Chris Cooley
Can an online membership platform bring different Opportunity Zone stakeholders together and help make the OZ initiative a bigger success? Chris Cooley is director and lead connector at OZworks Group. He has extensive experience consulting
The Three Best Capital Sources for OZ Deals, with Hall Labs
Dave Kunz What are the three different classes of investors that are the most likely capital sources for Opportunity Zone funds or deals? And what are some tips for approaching and pitching to them? Dave Kunz is managing partner and general
OZ Investing in Puerto Rican Tourism, with Lifeafar Capital
Eric Berman What are some of the factors that may make Puerto Rico a compelling destination for Opportunity Zone investment, particularly in a post-COVID world? Eric Berman is chief investment officer and Adrian Beales is director of sales
The Evolution of the OZ Marketplace, with Peter Truog
How has the Opportunity Zone marketplace evolved over the past 2+ years and how will it continue to evolve going forward? Peter Truog is founder of The Opportunity Exchange, a marketplace that connects impactful Opportunity Zone projects to
Creating Impact with Essential Housing in Opportunity Zones, with Clark Spencer
After raising over $200 million for Qualified Opportunity Zone investment, how is one OZ fund creating impact with essential housing? Clark Spencer is senior vice president at Grubb Properties, a vertically integrated real estate operating
Family Office Strategies for Opportunity Zone Investing
How are family offices investing in Opportunity Zones? And what are some of the biggest considerations that family offices take into account when deploying an Opportunity Zone investing strategy? Jeff Feinstein of Pinnacle Partners, John Sc
Announcing OZ Pitch Day 2021
If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the newly extended deadline of March 31, 2021? OpportunityDb's OZ Pitch Day 2021 online event is coming to help. OZ Pitch Da
How Opportunity Zones Can Succeed, with Steve Glickman and Ira Weinstein
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
Key Opportunity Zone Deadlines for 2021, with Ashley Tison
Why is 2021 expected to be a big year for Opportunity Zones and what are some of the key deadlines that investors and fund issuers should be aware of? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Car
Finding Opportunity Zone Investors, with Will Walker & Jeffrey Maganis
What are some of the best ways to find Opportunity Zone investors in 2021? Jeffrey Maganis is co-founder of Crowdcreate, a digital marketing company that focuses on investor outreach for private equity funds. Will Walker is Crowdcreate's di
New IRS Notice Extends Several Opportunity Zone Deadlines
Taxpayers who recognized a gain in 2019 may now have until March 31, 2021 to invest in a Qualified Opportunity Fund, according to a new notice issued by the IRS. On the evening of January 19, IRS issued Notice 2021-10 , which automatically
The Most Popular OZ Podcast Episodes of 2020
The Opportunity Zones Podcast will return next week with new episodes for 2021. But in the meantime, here are the most popular episodes of the show in 2020 (presented in reverse chronological order). Highlights include interviews with Oppor
How to Be a Shrewd Opportunity Zone Investor
What does it take to be a shrewd Opportunity Zone investor? Several Opportunity Zone experts provided their insights on a live panel recorded on November 17, 2020 during OZ Pitch Day, titled "Being a Shrewd Opportunity Zone Investor." Today
Workforce Housing in Opportunity Zones, with Riaz Taplin
Why should investors consider workforce housing as a stable Opportunity Zone investment strategy? Riaz Taplin is principal and founder of Riaz Capital, an Oakland-based developer and operator of workforce housing specifically focusing on ho
Last-Minute Opportunity Zone Strategies for 2020, with Ashley Tison
With just a few weeks left in the year, what are some last-minute strategies and options to keep in mind for Opportunity Zone investors? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along w