Analysis for the OZ industry — page 7
Wealth Made Simple, With Michael Johnston
In order to beat 90 percent of investors, meet your investment goals, and enjoy a worry-free retirement, you need to understand just a few basic concepts. Michael Johnston, president of WealthChannel, joins the show to discuss the 7 things
OZ NewsHour: Congress Has Work To Do
Coni Rathbone pens an incisive op-ed that advocates for OZ reform legislation, but she reaches a somewhat pessimistic conclusion. Plus: Andy plays a wild game of "what if," if Sen. Tim Scott were to be elected Vice President (and what that
QOZB Venture Capital Investing, With Jack Januszewski
Opportunity Zones aren't just for real estate. The OZ tax incentive can be leveraged to drive investment into early-stage companies that are structured as Qualified Opportunity Zone Businesses (QOZBs). Jack Januszewski, vice president at Sp
Opportunity Zones In 2024
Opportunity Zones have greatly exceeded initial expectations as we enter Year 6 of the tax incentive program. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and w
Navigating The Opportunity Zones Industry
It's Year 6 of Opportunity Zones. The marketplace has matured a lot over the years. Industry best practices are still being formed, but more or less have reached a point of stability. Ashley Tison of OZPros and Chris Cooley of OZworks Group
OZ NewsHour: GTIS Goes Big With Industrial
GTIS Partners has announced a joint venture with Collett Industrial, and it's a big one. Plus: Rep. Mike Kelly sings the praises of the OZ program, and Jimmy rings in the new year with a tip of his party cap. Opportunity Zone News GTIS Part
Generating Tax Alpha With Opportunity Zones & More, With Clint Edgington
Investors cannot always rely on market valuations increasing. Especially with uncertain market conditions and asset values potentially pulling back in the near-term, it may behoove investors to return to basics, and find other ways to gener
Ground-Up Opportunity Zone Hotel Investing Strategy, With Michael Ealy
Acquiring distressed hotel properties during the peak of the pandemic has proved profitable for value-add investors. The next opportunity may lie in ground-up hotel development deals. Michael Ealy, CEO of Nassau Investments, joins the show
OZ NewsHour: Caliber's Pickleball Play, & The OZ Holiday Gift Guide
Jimmy and Andy go LIVE with their 2023 OZ Gift Guide… for that “special Opportunity Zone someone” in your life! Plus: Caliber promotes a premier pickleball project, and Revitate celebrates breaking ground in Albuquerque. Opportunity Zone Ne
OZ Insiders Launch Party
OZ Insiders is the first mastermind group of its kind—a private, closed-door community of Opportunity Zone professionals and investors, all focused on getting to the next level with their OZ strategy. Today's episode is a recording of a liv
Announcing OZ Insiders, A Community For Opportunity Zone Professionals
The team at OpportunityDb has officially launched OZ Insiders, a mastermind group for high-performing Opportunity Zone executives, professionals, and investors. The new private community was created by Jimmy Atkinson, the founder of Opportu
New House Bill Would Extend and Improve Opportunity Zones
Bipartisan legislation referred to the House Ways & Means Committee on September 27, 2023 would improve Opportunity Zones and push back the tax incentive's deferral date by two years, from 2026 to 2028. Co-sponsored by U.S. Representati
Opportunity Zone Investors Roundtable, An OZ Pitch Day Panel
Today's episode of The Opportunity Zones Podcast is a roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their invest
Jimmy Atkinson And Andy Hagans Discuss Alts, OZs At University Of Notre Dame
WealthChannel co-founders Jimmy Atkinson and Andy Hagans recently provided a presentation on alternative investments and private real estate at the University of Notre Dame. The presentation was given to students at Notre Dame's Fitzgerald
Novogradac 2023 OZ Summit Recap, On-Site With Ashley Tison
On November 1, 2023, 150 of the top Opportunity Zone professionals and investors gathered in Washington DC for the Novogradac 2023 Fall Opportunity Zones Summit. Ashley Tison of OZPros joined Jimmy Atkinson live on-site to recap the event,
OpportunityDb To Host OZ Pitch Day On Thursday, November 9th
OpportunityDb will host OZ Pitch Day Fall 2023 this Thursday, November 9, 2023, beginning at 10:00 AM Eastern Time. This will be OpportunityDb's 10th OZ Pitch Day event, and the final one of 2023. OZ Pitch Day is a one-day online event that
OZ NewsHour: Legislative Updates & More
Jimmy Atkinson returns from the Novogradac 2023 Fall Opportunity Zones Summit with some interesting insights on potential "reform and extend" legislation. Plus: Nest and Capital Square celebrate some OZ wins, and we cover the launch of the
A Mission-Driven Rural OZ Project, With Brian England & Tess Young
Monte Dei Globe is a rural Opportunity Zone development project that will be a luxury, sustainable retirement mountain top village where a portion of the profits are tithed to build co-located free housing for retired religious clergy. Bria
LIVE Episode: Emerging OZ Trends And Live Q&A, With Ashley Tison
With year-end approaching and new legislation introduced last month, there's a lot of momentum in the Opportunity Zones industry. Ashley Tison at OZPros joins the first ever LIVE edition of The Opportunity Zones Podcast with Jimmy Atkinson
Finding Value In Times Of Stress, With Taylor Trautloff
Rising interest rates, negative investor sentiment, and persistent inflation are taking a toll on real estate investments. Taylor Trautloff at StarPoint Properties joins the show to discuss where investors can find value in these uncertain
New Opportunity Zone Legislation & Novogradac's Upcoming OZ Summit, With Brent Parker & Jason Watkins
On September 27, new Opportunity Zone legislation was introduced into the House of Representatives. H.R. 5761 would extend and improve the tax incentive. If enacted before year-end, this legislation could have a huge impact for Opportunity
Build-To-Rent Strategies In Opportunity Zones, With Leo Backer & Jason Joseph
Given the existing macroeconomic landscape, the build-to-rent residential asset class is poised for growth. Leo Backer of Pinnacle Partners and Jason Joseph of Trilogy Investment Company join the show to discuss positive trends in BTR, and
Jimmy Atkinson & Andy Hagans To Speak At University Of Notre Dame's Real Estate Institute
WealthChannel co-founders Jimmy Atkinson and Andy Hagans will be speaking at the University of Notre Dame's Fitzgerald Institute for Real Estate (FIRE) speaker series in October 2023. The FIRE Football Fridays Real Estate Speaker Series tak
Opportunity Zone Tax Implications For CPAs, With Kirk Walton
The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Oppor