Analysis for the OZ industry — page 20
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
IRS deadline extended for some Opportunity Zone investors
The IRS has extended the investment deadline for Qualified Opportunity Fund investors whose 180-day deadline falls between April 1 and July 15. The investment deadline for these individuals has been automatically extended to July 15, 2020.
COVID-19: How OZ Funds and Investors Are Responding, with Chris Loeffler
How are Opportunity Zone funds responding to the ongoing coronavirus pandemic? Find out why one Opportunity Zone fund walked away from $500 million worth of real estate deals last month. And could the current economic climate present some u
Opportunity Zone Strategies for Community Development, with Jeanne Bonds
How can investors, financial institutions, and other local stakeholders leverage the Opportunity Zone incentive to improve community development results? Jeanne Bonds is a professor of the Practice of Impact Investment and Sustainable Finan
COVID-19: Relief for Opportunity Zone Businesses, a Zoom Meeting with OZ Pros
Congress has passed three phases of coronavirus relief packages, with a fourth potentially on the way soon. How can Opportunity Zone businesses seek relief? And how can Opportunity Zones assist with economic recovery? OZ Pros hosted a Zoom
Creating Catalytic Impact in Rural Opportunity Zones, with Chris Montgomery
What is an OZ fund on Colorado's western slope doing to spark catalytic impact and serve the long-term needs of rural communities? Chris Montgomery is partner at Four Points Funding, whose Opportunity Zone fund was recently awarded the Gran
COVID-19: Impact on Financial Markets and Opportunity Zones, with Craig Bernstein
How will the ongoing coronavirus pandemic affect financial markets and Opportunity Zones? Craig Bernstein is principal of OPZ Capital, which launched the OPZ Capital Opportunity Zone Fund in 2018. Craig has over 20 years of real estate expe
The First OZ Fund to Deploy Capital to Businesses, with Len Mills & Natalie Elder
What is the capital raising and investment portfolio strategy for the first Opportunity Zone Fund to deploy capital to business ventures? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that
Takeaways from Our First 100 Opportunity Zone Strategy Calls
What are the biggest Opportunity Zone lessons we've discovered and Qualified Opportunity Fund best practices we've formed after our first 100 Opportunity Strategy Calls at OZ Pros? And how can they apply to you? Opportunity Zones Podcast ho
Novogradac's OZ Working Group and Conference, with John Sciarretti
What Opportunity Zones regulatory issues does the Novogradac Working Group address in their recent comment letter to the IRS? And what can you expect at the upcoming Novogradac OZ conference? John Sciarretti is a partner at Novogradac, a to
Democratic Presidential Candidates Positions on Opportunity Zones
On the eve of Super Tuesday, where does each Democratic Presidential candidate stand on Opportunity Zones? Federal Opportunity Zones legislation initially had broad bipartisan, bicameral support . Eventually, it was packaged as part of Pres
Fund Custody and Opportunity Zones, with Jeremy Christensen
What level of transparency does your Opportunity Zone fund provide? Is it verified by a third-party fund custodian? Jeremy Christensen is director of fund custody at Millennium Trust Company, a custody firm that manages investment accounts,