Analysis for the OZ industry — page 19
Opportunity Zones: Past, Present, and Future, with Rachel Reilly
With a new President taking office next month, what does the future hold for Opportunity Zones? And what policy reforms under a Biden-Harris administration would improve the policy such that it more closely adheres to legislative intent? Ra
Top Questions to Ask Before Investing in an Opportunity Zone Fund
What are the biggest questions you should ask before investing in an Opportunity Zone fund? With many investors facing a year-end deadline for rolling over their capital gains into an Opportunity Zone investment, know which questions to ask
The Surprising Durability of OZ Multifamily in a Pandemic, with Pete LaMassa
What are the biggest questions on the minds of Opportunity Zone investors? And what have been some of the most surprising real estate market outcomes from the coronavirus pandemic? Pete LaMassa is Opportunity Zone deal captain and managing
The 2020 Election and Opportunity Zones, with Mike Novogradac and John Sciarretti
What impact will the 2020 election have on the Opportunity Zones incentive? Expect major changes if Joe Biden is elected, and potential expansion of the program if Donald Trump wins reelection. The balance of power in the Senate should have
How Regional EDA Groups Can Leverage Opportunity Zones, with Chad LaComb
How can a regional economic development planning commission help their communities leverage their Opportunity Zone designations? Invest Acadiana serves as a perfect example. Chad LaComb is the economic development planner for the Acadiana P
University Research Parks and Opportunity Zones, with Brian Darmody
Can university research parks, incubators, and accelerators catalyze innovation in Opportunity Zones? Brian Darmody is CEO of the Association of University Research Parks (AURP). Many of AURP's member institutions are located in Opportunity
Announcing OZ Pitch Day 2020, an Online Investor Matchmaking Event
If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the end of this year? Today I’m officially launching the OpportunityDb OZ Pitch Day 2020 Online Event. OZ Pitch Day will tak
Securities Law Considerations for Opportunity Zone Funds, with Clem Turner
What securities laws should Qualified Opportunity Fund issuers be aware of before they start raising capital from investors? And what are the major differences between the different types of private placement offerings? Clem Turner is a New
Timing Considerations for Opportunity Zone Investors, with Ashley Tison
As we approach the fourth quarter of 2020, what are some of the most important timing considerations for Opportunity Zone investors and Qualified Opportunity Fund issuers? Ashley Tison is an Opportunity Zone consultant and attorney based in
Family Office Investing in Provo OZ Tech Accelerator Campus, with Hall Labs
What are the strategic advantages to investing in early growth, patent-protected technology companies located in Opportunity Zones? Matt Van Dyke and David Kunz are managing partners at Hall Labs, a Provo, UT-based family office and tech ac
Opportunity Zone Investing in Silicon Valley, with Urban Catalyst
Does the Silicon Valley tech migration create a unique investment case for ground-up development in fast-growing downtown San Jose's Opportunity Zones? Erik Hayden is founder and managing partner at Urban Catalyst, a Silicon Valley-based re
Challenges for Smaller Opportunity Zone Developers, with Garth Everhart
What are some challenges that smaller Opportunity Zone project developers face? And are there benefits to investing in a smaller OZ fund? Garth Everhart is president of The Everhart Company and the developer and promoter of the Ceeley Oppor
White House estimate: $75 billion raised by Opportunity Zone funds thru 2019
In a report released earlier this week, the White House Council of Economic Advisers estimated that $75 billion of private capital has been raised by Qualified Opportunity Funds as of the end of 2019. The CEA used data from the SEC and Novo
Potential Legislative Improvements to Opportunity Zones, with Emily Lavery
Why are Opportunity Zones more important now than ever before, and what legislative changes are being considered to improve the impact of the policy initiative? Emily Lavery is a legislative analyst for Senator Tim Scott (R-SC), one of the
Can Opportunity Zones Recover from the COVID-19 Crisis? (Episode #104)
Do Opportunity Zones have the potential to create a more optimistic and hopeful outlook, and to help build national recovery and resiliency in the wake of the COVID-19 pandemic and economic crisis? On August 5, OpportunityDb co-hosted a liv
Finding Uncommon Value in Untapped OZ Markets, with Four Points Funding
What are some of the economic advantages of rural multi-asset multifamily and outdoor-focused hospitality Opportunity Zone fund investing? Chris Montgomery and Stephanie Copeland are partners at Four Points Funding, who earlier this year wa
9 Early Conclusions of Opportunity Zones for Equitable Development, with Brett Theodos
In its early days, how effective has the Opportunity Zone incentive been for equitable development projects? Brett Theodos is senior fellow at the Urban Institute, where he recently co-authored a research report titled, "An Early Assessment
Key Takeaways from the Novogradac OZ Conference, with Mike Novogradac and John Sciarretti
What were the biggest highlights from last week's Novogradac Opportunity Zones Virtual Conference? Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac O
Conscious Capitalism in Opportunity Zones, with Travis Steffens
What is conscious capitalism, and how can choosing to adhere to this concept create positive social impact in Opportunity Zones? Travis Steffens is founder and CEO of Denver-based R Investments, a real estate firm focused on full cycle weal
Single-Family Rental Investment Strategies in Opportunity Zones, with Jeff Pintar
How can built-to-own single family rentals be incorporated into an Opportunity Zone investment portfolio? Jeff Pintar is founder and CEO of Pintar Investment Company, a real estate development firm headquartered in San Juan Capistrano, Cali
Why Mobile Home Parks May Be the Perfect OZ Investment, with Sam Hales
Could mobile home parks be the perfect (recession-resistant) Opportunity Zone investment? Sam Hales is CEO of Saratoga Group, a real estate investment firm focused on investing in affordable housing, specifically through mobile home communi
Opportunity Zone Expansion Ideas to Aid in COVID-19 Recovery, with Blake Christian
Opportunity Zones may just be the perfect vehicle to deliver economic relief to the areas hardest hit by the coronavirus pandemic. How can the incentive be expanded to further catalyze the recovery effort? Blake Christian is a tax CPA for H
White House OZ Council Issues Opportunity Zones Best Practices Report
The White House Opportunity and Revitalization Council (WHORC) has delivered their Opportunity Zones Best Practices Report to the President. Listen to WHORC executive director Scott Turner on the Opportunity Zones Podcast . The Council's re
Updates from the White House Council on Opportunity Zones, with Scott Turner
What is the state of Opportunity Zones from the perspective of the White House Opportunity and Revitalization Council, now one year into its mission? Scott Turner is executive director of the Council—a collaboration of 17 Federal agencies a