Analysis for the OZ industry — page 22
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
Opportunity Zone Fund Fees, with Jonathan Miller
What are the different layers of fees that Opportunity Zone investors should be aware of? And how much can investors expect to pay in fees to Qualified Opportunity Funds? Jonathan Miller is president and CEO of Parsonex Enterprises, a finan
SEC, NASAA issue staff guidance on Opportunity Zone investing
The staffs of the Securities and Exchange Commission and the North American Securities Administrators Association (NASAA) have issued preliminary guidance on how Qualified Opportunity Fund (QOF) investing may be subject to securities law. T
Strategies for Collaborative Rural & Tribal Investment, with Emerald Coast OZ
Julie Knott, Rod Fleck, and Larry Burtness Much of rural America has been left behind in the economic recovery that has transpired since the Great Recession. Can Opportunity Zone investing reverse that trend? The Emerald Coast Opportunity Z
How Opportunity Zones Can Address the Housing Crisis, with Taylor Lembi
Can Opportunity Zones help address the nation's housing crisis? Taylor Lembi is founder and CEO at San Francisco-based real estate developer M31 Capital. Their Morpheus 1 Qualified Opportunity Zone Fund, launched earlier this year, invests
Academia's Role in Opportunity Zones, with Anu Varadharajan & Michelle Thompson
Are colleges and universities an untapped resource for Opportunity Zone development? Anu Varadharajan is a tax professor at Tulane University. Dr. Michelle Thompson is a planning and urban studies professor at the University of New Orleans
July 9 IRS Hearing: Podcast Episode Recap
Who spoke at the July 9 IRS public hearing on Investing in Qualified Opportunity Funds ? And what are some of the biggest issues that the IRS needs to clarify in final regulations? The Opportunity Zone hearing took place at the IRS New Carr
Complete recap of the July 9 IRS public hearing on Opportunity Zones
On Tuesday, July 9, approximately 100 people attended the auditorium at the IRS New Carrollton Federal Building just outside of Washington DC as 19 groups of Opportunity Zone stakeholders testified during the public hearing on proposed regu
Full audio recording of the July 9 IRS hearing on Qualified Opportunity Funds
On Tuesday, July 9, the IRS hosted a public hearing on the second tranche of proposed regulations on Investing in Qualified Opportunity Funds [REG-120186-18]. The hearing took place at the IRS New Carrollton Federal Building just outside of
Strategies for Maximizing Opportunity Zone Returns, with Kevin Shields
What are some strategies for maximizing Opportunity Zone investment returns? What should investors be aware of and what pitfalls should they avoid? Kevin Shields is founder, chairman, and CEO of Griffin Capital, an alternative investment fi
The First Opportunity Zone Fund, One Year Later, with Quinn Palomino
It's been one year since Virtua Partners launched the very first Qualified Opportunity Fund. Since then, they have raised $100 million, roughly half of which has already been deployed; they've broken ground on numerous projects, and have a
IRS hearing on Qualified Opportunity Funds is next week
Today, July 1, is the final day to submit a public written comment to the IRS ahead of next week's hearing on Qualified Opportunity Funds. Click here to listen to the live stream of the IRS hearing on July 9 . The IRS received 178 written c