Analysis for the OZ industry — page 20
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
Why Attend the Opportunity Zone Expo, with Rich Zhang
Last year, the Opportunity Zone Expo hosted six live, in-person events. But due to the ongoing coronavirus pandemic, their 2020 conference will be entirely online. Learn how you can still benefit from attending, who you will meet, and how y
Pros and Cons of the 180-Day Opportunity Zone Deadline Extension
On June 4, the IRS issued a new notice that provides a lot of additional coronavirus relief for Opportunity Zone investors and Opportunity Zone funds. Will this relief pose short-term challenges for Opportunity Zone capital raising? And mig
New IRS Notice: Opportunity Zone Investors' 180-Day Deadline Extended to December 31, 2020
Taxpayers who recognized a gain in 2019 may have until December 31, 2020 to invest in an Opportunity Zone fund, according to a new notice issued by the IRS yesterday. Update 6/8/20: I made a podcast episode about this topic. Click here to l
Opportunity Zone Funds as 1031 Exchange Alternatives, with Erik Hayden
During this current economic crisis that has resulted from our response to COVID-19, how can Opportunity Zone funds serve as alternatives for 1031 exchange investors? Erik Hayden is founder of Urban Catalyst, a San Jose-based real estate Op
Opportunity Zone Fundraising Trends, with Nick Parrish
What Opportunity Zone fundraising trends can be gleaned after raising $465 million? And what's next for Opportunity Zones in the midst of the coronavirus pandemic? Nick Parrish is managing director and head of business development at Cresse
Opportunity Zone stakeholders are invited to respond to this EIG survey
Your response is requested for a national survey of Opportunity Zones stakeholders. The Economic Innovation Group is conducting the survey to gain insights on current market activity, investor behavior, and factors that may shape the OZ eco
3 Biggest Changes in the IRS Correcting Amendments to OZ Regs, with Jessica Millett and Ashley Tison
In April, the IRS published correcting amendments to the final regulations on Qualified Opportunity Funds. What are the key changes that Opportunity Zone participants need to be aware of? Jessica Millett is partner and chair of Duval &
Urban Core Development in Opportunity Zones, with Alex Bhathal
The Sacramento Kings ownership group successfully spearheaded downtown Sacramento's revitalization, which by the end of 2018 had resulted in a hugely positive community impact and a downtown job increase of 38 percent. Now, can they leverag
How to Raise Capital for Opportunity Zone Deals, an OZ Pros Webinar
Are you ready to attract investors for your Opportunity Zone deals? On April 29, OZ Pros and Crowdcreate hosted a webinar about how to form an Opportunity Zone fund and raise capital for OZ deals. Over 200 people attended the live webinar t
Social Impact in L.A.'s Opportunity Zones, with Martin Muoto and Reid Thomas
Why is social impact crucial to the long-term success of the Opportunity Zone initiative? Hear from the top urban Opportunity Zone fund, as awarded by the Forbes OZ 20, and the positive story of the impact that they are delivering in South
Opportunity Zone funds have raised more than $10 billion, exceeding expectations
Opportunity Zone funds have raised $10.09 billion as of the end of April, according to a survey conducted by accounting firm Novogradac. This total represents a 50 percent increase over the $6.72 billion that the firm reported near the begi
Opportunity Zone Success Strategies During COVID-19, with Jill Homan
How has the Opportunity Zone marketplace matured over the past 12 months? What has the investor response been? And is the current pandemic-instigated economic downturn threatening to change everything? Jill Homan is founder and president of
The Book on Opportunity Zone Investing
UPDATE June 6, 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. Featurin