Analysis for the OZ industry — page 22
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
Philanthropic Investment in Opportunity Zones Is Lacking, with John Lettieri
Philanthropic capital will be crucial to achieving large-scale success in Opportunity Zones nationwide. So why has the philanthropic community's response been tepid thus far? John Lettieri is co-founder, president, and CEO of the Economic I
OZ Lessons from Opportunity Alabama, with Alex Flachsbart
How can Opportunity Zones ignite a place-based economic development revolution in one of the nation's poorest states? Alex Flachsbart is president and CEO of Opportunity Alabama, the nation's first nonprofit organization to create a marketp
The First Venture Capital Opportunity Zone Fund, with Brian Phillips
It's been nearly six months since the IRS issued its second tranche of regulatory guidance on Qualified Opportunity Funds. How are business Opportunity Zone funds proceeding? Brian Phillips is managing partner of The Pearl Fund, the first O
How America's Poorest ZIP Code Is Attracting OZ Capital, with EDDC
Erie, Pennsylvania is home to the nation's poorest ZIP code, and the nation's first organization dedicated to promoting a municipality's Opportunity Zones. Erie Downtown Development Corporation is led by CEO John Persinger and VP for financ
Options for Existing Opportunity Zone Property Owners (Podcast Listener Questions)
You've got Opportunity Zone questions. We've got Opportunity Zone answers. This is the inaugural edition of Opportunity Zones Podcast Listener Questions. Today's listener questions deal with options for existing Opportunity Zone property ow
Opportunity Zone Deal Packaging and Capital Raising, with Gabriel Fernandez
What are some best practices for packaging an Opportunity Zone real estate deal and raising capital from investors? What are some examples of good deals and bad deals? Gabriel Fernandez is a real estate investment manager in Brooklyn, NY. C
The Big Problem with Opportunity Zones, with Thomas Morgan
Is there a big problem with the Opportunity Zones program? Thomas Morgan is a real estate developer, broker, and investor who specializes in impact investing and 1031 exchange strategies. On today's episode, we discuss the recent New York T
OZ Criticisms and How to Strengthen Local Communities (Weekly News Roundup)
Here are five of the most intriguing Opportunity Zones articles from the past week or so. Several articles, notably the big New York Times piece from August 31, were critical of the OZ program and how little it has helped low-income communi
Developing OZ Owner Occupied Housing on a Massive Scale, with NeighborBuilt
Is the development of owner occupied housing on a massive scale achievable in blighted Opportunity Zone neighborhoods? First, you have to shock the system. Daniel Edwards and Ebony Edwards believe they are about to do just that. They are th
The Mutli-Asset QOZB that Combines Entertainment and Real Estate, with HEG
Todd Perlmutter and Seth Dunlap How can real estate and a unique entertainment product combine into a Qualified Opportunity Zone Business to deliver long-lasting social impact and job creation? Todd Perlmutter is CEO of Hotbed Entertainment
Agriculture Investing in Opportunity Zones, with Chris Rawley
How can agribusiness capitalize on the Opportunity Zones program? Chris Rawley is founder and CEO of Fort Worth, TX-based Harvest Returns, an investment firm that facilitates capital raises for small- to medium-sized farmers. They launched
Renewable Energy Production in Opportunity Zones, with Nick Andrews
Can Opportunity Zones be leveraged for biorefinery development and renewable fuel production? Nick Andrews is founder and CEO of Scottsdale, AZ-based USA BioEnergy, a multi-disciplinary company with experience in real estate development and
Opportunity Zone Fund Tax Accounting Considerations, with Valerie Grunduski
What are some of the most important tax accounting considerations when forming and managing an Opportunity Zone Fund? Valerie Grunduski is a real estate tax accounting specialist and leads Plante Moran's Opportunity Zones practice. Click th