Analysis for the OZ industry — page 7
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
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