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  • News

IRS hearing on Qualified Opportunity Funds is next week

IRS Building

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.…

  • Jimmy Atkinson
  • July 1, 2019
  • Podcast

Third-Party Administration for Opportunity Zone Funds, with Reid Thomas

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 manager of NES Financial — a Silicon Valley-based…

  • Jimmy Atkinson
  • June 27, 2019
  • Podcast

The Biggest Problem with Opportunity Zones, with Justin Wolk

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 that connects…

  • Jimmy Atkinson
  • June 25, 2019
  • Podcast

QOF Formation Legal Considerations, with Jessica Millett

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 “Wizard of OZ”…

  • Jimmy Atkinson
  • June 19, 2019
  • Podcast

Operating Business Opportunity Zone Fund Strategies, with Ashley Tison

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 Ashley Tison is founder and CEO of…

  • Jimmy Atkinson
  • June 17, 2019
  • Podcast

The OZ Fund Trade Group Aiming to Renew the Program, with Shay Hawkins

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 founder and…

  • Jimmy Atkinson
  • June 12, 2019
  • Podcast

Activating OZ Communities with Business Container Parks, with Sasha Favelukis

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 performs a mix of real estate and local business…

  • Jimmy Atkinson
  • June 10, 2019
  • Podcast

Rise of the Rest and Opportunity Zone Office Real Estate, with Clint Myers

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…

  • Jimmy Atkinson
  • June 5, 2019
  • Podcast

The Opportunity Zone Fund that Raised $40 Million in 5 Months, with Chris Loeffler

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, a fund which has…

  • Jimmy Atkinson
  • June 3, 2019
  • Podcast

The White House’s Vision for Opportunity Zones, with Scott Turner

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 Council — a group of cabinet…

  • Jimmy Atkinson
  • May 29, 2019
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