Analysis for the OZ industry — page 6
OZ NewsHour: A Political Earthquake For Opportunity Zones?
Kamala Harris is the new Democratic nominee for President, but does she hate Opportunity Zones? Plus: Polymarket believes President Trump is still favored to win the election, and Capital Square prepares to open yet another OZ building. Opp
The Next Steps For Opportunity Zones, With Ja'Ron Smith
Can Opportunity Zones be re-tooled to help create additional social impact for years to come? Ja'Ron Smith, chief advocacy officer at the Opportunity Funds Association, joins the show to discuss efforts to reauthorize the Opportunity Zones
Why Invest In Opportunity Zones Now?
Opportunity Zone investing is down significantly over the past two years. Why might now still be a great time to invest in Qualified Opportunity Funds? Recorded live at OZ Pitch Day on June 13, 2024, featuring OZ Insiders members Andrew Dou
OZ NewsHour: Will Opportunity Zones Make A Comeback?
According to Novogradac's poll of experts, an OZ program extension would likely spur an avalanche of new investment activity. Plus: Inland's Keith Lampi provides insights on the self storage sector, and Capital Square launches their ninth O
The Rise Of Self-Storage Real Estate, With Russ Colvin
The self-storage industry is booming. Russ Colvin, CEO and president of YourSpace America, joins the show to share his insights on the unique advantages of self-storage real estate development within Opportunity Zones, emphasizing the secto
OpportunityDb To Host Opportunity Zone Pitch Day On Thursday, June 13th
OpportunityDb will host OZ Pitch Day Summer 2024 on Thursday, June 13, 2024, beginning at 10:00 AM Eastern Time. This will be OpportunityDb's 12th OZ Pitch Day event, and the second of three such events in 2024. OZ Pitch Day is a one-day on
OZ NewsHour: Congress Takes A Field Trip To OZs
Congress' powerful Ways and Means Committee recently took a field trip to Erie, Pennsylvania to talk about Opportunity Zones. Plus: Jimmy recently availed himself of an OZ Open Bar, and the upcoming OZ Pitch Day agenda is shaping up to be a
Opportunity Zone Limitations & Ideas For Improvement, With Matthew Rappaport
The Opportunity Zones concept as a place-based economic development policy is a great idea with broad bipartisan support, but some the execution leaves much to be desired. Matthew Rappaport, vice managing partner and co-chair of the tax gro
A Return To Real Estate Market Fundamentals, With Michael Tillman
The sudden turn from a longstanding zero-interest rate policy to our current environment of higher interest rates has paused capital markets and resulted in a slowdown in real estate investment volume. Michael Tillman, CEO and CIO of PTM Pa
5 Tips For Raising Opportunity Zone Equity From Investors
Raising capital for Opportunity Zone projects can be a challenge, especially in today's macroeconomic environment of high interest rates and inflation. But, the OZ incentive itself along with the current equities bull market present a uniqu
OZ NewsHour: The OZ Home Building Boom, & A Meetup In Chicago
Novogradac has announced a staggering number of homes that Qualified Opportunity Funds have helped to finance, detailed in a new report. Plus: Big OZ development news from Urban Catalyst in San Jose, and Driftwood Capital in Miami. Opportun
Pre-TCO Double Net Leasing In Opportunity Zones, With Axel Adler
Triple net leasing is a common commercial real estate investing strategy. Unfortunately, it doesn't qualify for the purposes of Opportunity Zone investing. But double net leasing does. And for some investors, it can offer a shortcut to OZ c
Navigating Market Uncertainty, With Bob Clippinger
Navigating economic uncertainty requires a bold investor's eye for uncovering emerging opportunities before they hit the mainstream. Bob Clippinger, president of Clippinger Investment Properties, joins the show to discuss Opportunity Zone i
C-PACE Financing & Opportunity Zones, With Bert Belanger
In today's high interest rate environment, C-PACE financing can help lower a sophisticated real estate project's cost of capital. Bert Belanger, managing director at PACE Equity, joins the show to discuss Commercial Property Assessed Clean
Evolving Multi-Asset OZ Fund Strategies, With Chris Loeffler
In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of i
OZ NewsHour: Announcing The Opportunity Zones Blueprint
OpportunityDb founder Jimmy Atkinson has announced his new premium, flagship workshop for Opportunity Zone investors... and it's a barn-burner. Plus: Hollywood takes a trip to "OZ, Oklahoma", and the OZ program passes its first "check-up."
How To Diligence Opportunity Zone Funds & Deals, An OZ Pitch Day Panel
The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal. Recorded live at OZ Pitch Day on March 7, 2024, featuri
Ecosystem Investing In Opportunity Zones, With Kelly Winget & Rachel Vass
While traditional investment strategies often focus on individual assets, "ecosystem investing," or "correlated asset investing" considers the coordination of assets in a way that spurs growth of the entire community, which can lead to redu
The Truth About Opportunity Zones Legislation
Jimmy Atkinson of OZ Insiders brings you the latest on Opportunity Zone reform and extension legislation. Find out: what’s inside the OZ extension legislation, updates on the bill’s progress, and Jimmy's real timeline for when it could be e
OpportunityDb To Host OZ Pitch Day On Thursday, March 7th
OpportunityDb will host OZ Pitch Day Spring 2024 on Thursday, March 7, 2024, beginning at 10:00 AM Eastern Time. This will be OpportunityDb's 11th OZ Pitch Day event, and the first of three such events in 2024. OZ Pitch Day is a one-day onl
OZ NewsHour: OZ Pitch Day Is Almost Here
The OpportunityDb team prepares for the first OZ Pitch Day of 2024, and it's going to be one for the record books. Plus: Jimmy's breaks down the recent data from Novogradac, with emphasis on two "headline" numbers. Opportunity Zone News OZ
The Fort Knox Of Opportunity Zones, With Josh Phair
In times of uncertainty, gold is often considered a safe-haven asset. But is it possible to gain exposure to gold within an Opportunity Zone investment? Josh Phair, CEO of The Wyoming Reserve Opportunity Zone Fund Corporation, joins the sho
Opportunity Zone Asset Class Reaches Estimated $150 Billion
Through year-end 2023, an estimated $150 billion in equity has been raised by Qualified Opportunity Funds since program inception in 2018. QOFs are tax-advantaged investment funds through which Opportunity Zone projects receive funding. By
How To Offer A Qualified Opportunity Fund To Investors
When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson