Analysis for the OZ industry — page 23
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
Third-Party Administration for Opportunity Zone Funds, with Reid Thomas
Should Qualified Opportunity Funds best practices include third-party administration? And what are some Opportunity Zone trends being noticed by the industry's largest service provider? Reid Thomas is executive vice president and general ma
The Biggest Problem with Opportunity Zones, with Justin Wolk
What is the biggest problem in the Opportunity Zone space today? And why is there pushback from potential investors with capital gains? Justin Wolk is a capital advisor for StackSource, a New York City-based real estate technology company t
QOF Formation Legal Considerations, with Jessica Millett
What are some of the most important legal considerations when forming an Opportunity Zone Fund? What are some of the pros and cons of corporation, partnership, REIT, and synthetic fund structures? Jessica Millett is partner, chair, and "Wiz
Operating Business Opportunity Zone Fund Strategies, with Ashley Tison
The second tranche of regulations that were published two months ago clarified many questions regarding opportunity zone businesses. What are some strategies for operating business investment that OZ funds should consider? M&A attorney
The OZ Fund Trade Group Aiming to Renew the Program, with Shay Hawkins
Why does a trade association for Qualified Opportunity Funds want more data collection and reporting? And could the Opportunity Zone program be renewed at some point in the future? Senator Tim Scott's former tax adviser, Shay Hawkins is fou
Activating OZ Communities with Business Container Parks, with Sasha Favelukis
How can incubating local businesses in shipping containers achieve Opportunity Zone community activation and gentrification without displacement? Sasha Favelukis is founder of CoPlace, a San Diego-based investment and advisory firm that per
Rise of the Rest and Opportunity Zone Office Real Estate, with Clint Myers
Will office real estate be the driver for much of the economic growth across the nation's Opportunity Zones? Clint Myers is partner at Revolution's Rise of the Rest, a seed fund that invests in startups located outside of locations that tra
The Opportunity Zone Fund that Raised $40 Million in 5 Months, with Chris Loeffler
Are Opportunity Zone Funds actually raising any money yet? Chris Loeffler is co-founder and CEO of Caliber, an Arizona-based alternatives investment management firm that was among the first to launch a Qualified Opportunity Fund last year,
The White House's Vision for Opportunity Zones, with Scott Turner
How can the resources of the Federal government be leveraged to help deliver generational impact to Opportunity Zone communities? Scott Turner is the newly appointed executive director of the White House Opportunity and Revitalization Counc
Puerto Rico passes Opportunity Zones regulatory bill
Puerto Rico Governor Ricardo Rosselló signed the Puerto Rico Opportunity Zones Development Act last week. The bill creates the regulatory framework for investing in Opportunity Zones on the island and establishes conformity with the federal
Opportunity Zones and Economic Dynamism, with John Lettieri
How was the Opportunity Zones initiative created in the first place? And why is this program so radically different from previous place-based policies? John Lettieri is co-founder and president of the Economic Innovation Group, a Washington
Opportunity Zones as Portfolio Diversifiers, with Tony Chereso
How can retail investors access alternative investments typically reserved for institutional investors? And where do Opportunity Zones fit into the universe of portfolio alternatives? Washington, DC-based Tony Chereso is president and CEO o
Developing in Chicago's Opportunity Zones, with Lennox Jackson
Chicago is home to 133 opportunity zones. But which neighborhoods on Chicago's West and South Sides have the greatest levels of redevelopment need? And what are some of the challenges of acquiring capital for building in low-income communit