Analysis for the OZ industry — page 21
The 2 Hidden Benefits of Opportunity Zone Investing
Opportunity Zone investing offers two little-known hidden benefits that almost no one talks about. First, let's review the three main tax benefits: When you roll over capital gains into a Qualified Opportunity Fund within 180 days, you are
PropTech and Opportunity Zones, with Steve Nson
How can real estate technology, or property technology, benefit Opportunity Zone marketplace participants? Steve Nson is founder of AnySizeDeals, a matchmaking platform for real estate investors that also organizes live events. Their upcomi
A Graduate Tax Course in Opportunity Zones, with Jay Darby
What are students learning in the nation's first LLM-level tax course on Opportunity Zones? Joseph "Jay" Darby is a partner in Sullivan & Worcester's tax group in Boston and has been a member of the adjunct faculty at Boston University
Erie, OPAL, SoLa, Four Points Win Forbes OZ 20 Grand Prizes
The Opportunity Zone Catalyst Grand Prize Winners of the Forbes OZ 20 were announced earlier today at Sorenson Impact Center's Winter Innovation Summit in Salt Lake City, UT. The City of Erie and Opportunity Alabama emerged as the top two C
Investing for Impact in Opportunity Zones, with Jim Sorenson & Patrick McKenna
Can Catalyst Opportunity Funds serve as both a counterexample to the wave of negative OZ publicity and a model for OZ fund investing? Impact investing pioneer Jim Sorenson and tech entrepreneur Patrick McKenna are co-founders of Catalyst. J
Indoor Vertical Farming in Opportunity Zones, with Zale Tabakman
Why might indoor vertical farming be ideally suited for Opportunity Zones? Zale Tabakman is founder and president of Baltimore-based Local Grown Salads, an indoor vertical farming company that has its own Opportunity Zone fund. Click the pl
The OZ Regulatory Process: Behind the Scenes at Treasury, with Dan Kowalski
What are the five most impactful changes in the final IRS regulations on Opportunity Zones? And what's the true story behind the Opportunity Zone designation in Storey County, NV? Daniel Kowalski is counselor to Treasury Secretary Steven Mn
How Foreign Taxpayers Can Invest in Opportunity Zones, with Steve Christiano
What types of foreign investors may be ideal candidates for Opportunity Zone investing? And is there an opportunity for OZ fund sponsors to raise capital overseas? Stephen Christiano is an associate tax director of Frank Hirth's business ta
How CDFIs Can Help Raise Opportunity Zone Capital, with Equity Squared
What is a Community Development Financial Institution, or CDFI? And how can Opportunity Zone fund sponsors, real estate developers, and QOZB business owners leverage their local CDFIs as a capital raising resource? Ruben Alonso is president
Takeaways from IRS Final Regulations on Opportunity Zones, with Tony Nitti
Final regulations on Opportunity Zones have been issued by the IRS. What are the most meaningful changes and additions to be aware of? Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. He
How Opportunity Zones Can Help Solve the Climate Crisis, with Jack Sullivan
Does the climate change mitigation industry pose a huge OZ business opportunity? Jack Sullivan is founder and CEO of RedCarbon, a Qualified Opportunity Zone Business that focuses on carbon sequestration technologies and processes. Click the
IRS Issues Final Regulations on Opportunity Zones
The long wait is over. IRS has issued final regulations on Qualified Opportunity Funds, nearly two years after the Opportunity Zone initiative was enacted into law as part of the 2017 Tax Cuts & Jobs Act. Click here to read the complete
OIRA Concludes Review of IRS Opportunity Zone Regulations
The Office of Information and Regulatory Affairs (OIRA) is reporting that its review of the final IRS regulations on Qualified Opportunity Funds has concluded. According to OIRA's website, the review concluded on December 17 (RIN #1545-BP04
The OZ Fund that Lined up $105 Million in 17 Hours, with Michael Episcope
How did Origin Investments line up over $100 million for their Opportunity Zone fund in less than 24 hours? And what are some of the biggest challenges and complexities of managing an OZ fund? Michael Episcope is co-founder and principal of
How OZ Funds Are Adhering to Policy Intent, with Greg Genovese & Steve Sego
Are Qualified Opportunity Funds living up to the spirit and intent of the Opportunity Zone initiative? And how should social impact reporting be conducted? Greg Genovese is president of Sound West Realty Capital, a real estate development g
IRS Submits Final Opportunity Zones Regulations to OIRA for Review
The IRS has completed final regulations on Qualified Opportunity Funds and has sent them to the White House for review. The final set of regulations will merge and clean up the first and second tranches of proposed guidance. The final versi
Pairing Tax Credits with the Opportunity Zone Tax Incentive, with Michael Novogradac
How can different real estate tax credits (New Markets, Low Income Housing, Renewable Energy, and Historic) be paired with the Opportunity Zones tax incentive? Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm a
Over $3.9 Billion Raised by Opportunity Zone Funds, with Michael Novogradac
Are Opportunity Zone funds having success raising enough capital? Will capital raising reach federal government estimates? Find out why one prominent tax accountant thinks so. Michael Novogradac is managing partner of Novogradac, a top 50 a
Key Dates & Deadlines for Opportunity Zone Investing
As 2019 winds down and the full benefit of the Opportunity Zones tax incentive expires, here are some key dates for investing in Opportunity Zones—past and future. Note: as IRS regulations are not yet finalized, these dates are subject to c
The Biggest Misconceptions About Opportunity Zones, with Bob Richardson
What are some of the biggest misconceptions, inconsistencies, and disconnects surrounding the Opportunity Zone tax incentive? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zo
How OZ Communities, Sponsors, and Investors Can Connect, with The Opportunity Exchange
Can an Opportunity Zone marketplace connect communities, OZ project sponsors, and investors to advance capital deployment and community impact? Peter Truog is founder of The Opportunity Exchange—a marketplace that connects impactful Opportu
Raising Opportunity Zone Capital for Business Investment, with Len Mills
For business owners, what are some tips for approaching investors and raising Opportunity Zone capital? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive
How to Form Your Own Opportunity Zone Business (QOZB) with OZ Pros
Are you considering starting your own Qualified Opportunity Zone Business or converting an existing business into a QOZB? Or perhaps you need a QOZB for your Qualified Opportunity Fund? Click here to begin with OZ Pros . In today's podcast
How to Form Your Own Opportunity Zone Fund (QOF) with OZ Pros
How can you form your own Opportunity Zone fund? What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance? Click here to begin with OZ Pros . Opportunity Zones Podca