Analysis for the OZ industry — page 8
Industrial Sector Growth In Opportunity Zones, An OZ Pitch Day Panel
In 2022, the industrial real estate sector was one of the top-performing sectors, with e-commerce growth, supply chain diversification, and new inventory management strategies being key growth drivers. The Opportunity Zone tax incentive fur
Single-Tenant Net Lease Funds, With Hannah Kirby
Single-tenant net lease private equity real estate funds have many advantages. Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant
Opportunity Zone Interim Gains, Saving Failed 1031s, & Reform Legislation, With Ashley Tison
The OZ Sherpa himself, Mr. Ashley Tison returned for another edition of "Ask The OZ Expert" at OZ Pitch Day on July 20, 2023. Today's episode is a recording of that live segment, wherein Ashley addressed several questions from the audience.
Novogradac: QOF Equity Raising Roars Back In Q2, Following A Dismal Q1
After a prolonged equity raising slowdown across the fourth quarter of 2022 and the first quarter of 2023, Qualified Opportunity Fund equity raising has roared back to life. QOFs tracked by Novogradac raised $1.33 billion of equity in the s
The Rising Demand For Class B Industrial Real Estate, With Chris Powers
The demand for last-mile industrial space located in population centers is growing rapidly. Chris Powers, founder of real estate private equity firm Fort Capital, joins the show to discuss his success as a real estate entrepreneur and why h
The Future Of Pre-Manufactured Buildings, With John Wolfington
The use of pre-manufactured building materials is growing rapidly on real estate development sites. Note: This episode has been temporarily removed, at the request of Exceler Building Solutions. We hope to get it back online soon.
Historic Revitalization In Cleveland's Opportunity Zones, With Kevin Wojton
The vast majority of Opportunity Zone projects are ground-up development deals. But in Cleveland, there are numerous opportunities to renovate underutilized historic buildings. Kevin Wojton, managing member at IOTA Development Group, joins
OpportunityDb To Host OZ Pitch Day On Thursday, July 20th
OpportunityDb will host OZ Pitch Day Summer 2023 this Thursday, July 20, 2023, beginning at 10:00 AM Eastern Time. This will be OpportunityDb's ninth OZ Pitch Day event, and the second of three such events in 2023. OZ Pitch Day is a one-day
Origin Investments' $585 Million Of Opportunity Zone Equity, With Michael Episcope
Origin Investments was one of the early adopters of Opportunity Zones in 2018. They have since raised $585 million across their first two Opportunity Zone funds. And now they are gearing up to launch OZ Fund III. Michael Episcope, principal
Venture Real Estate In Opportunity Zones, With Kelly Ann Winget & Rachel Vass
Combining safer asset-backed real estate with high-multiple venture investments in untapped markets may be an optimal Opportunity Zone strategy for investors seeking risk diversification. Kelly Ann Winget of Alternative Wealth Partners and
Lessons Learned From $200 Million In Opportunity Zone Equity Invested, With Ross Baird
Capital markets have been volatile as of late. All forms of investment have been impacted, and Opportunity Zones are no exception. Ross Baird, founder of Blueprint Local, joins the show to discuss that impact, plus, some of the biggest less
Investment Management Tips For Passive LP Investors, With Litan Yahav
Limited partners (LPs) in private investment funds face many unique challenges when it comes to administration, portfolio management, and cash flow planning. Litan Yahav, founder and CEO of Vyzer, joins the show to discuss these challenges
Investment Property Wealth Management, With Drew Reynolds
Traditional wealth management is very experienced at managing an investor's portfolio of assets at a traditional brokerage account of stocks and bonds. But there's a gap when it comes to portfolio management of real estate properties, and w
Growing Wealth With The Investor Mindset, With Steven Pesavento
The key to investing success starts with having the right mindset. Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with "The Investor Mindset" can help investors generate more wealth. Watch On YouTube E
De-Risking Real Estate Projects With Tax Credits, With Cullan Maumus
The nation's housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk. Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs (in ad
OZ Investment Strategies For Uncertain Times, With Ray Mazzie
Ray Mazzie, managing partner at Southern Waters Capital, joins the show to discuss the current market cycle, his outlook on suburban, secondary, and tertiary markets, and the opportunity that they may present in these uncertain economic tim
The 3 Essential Habits Of High Net Worth Investors, With Andy Hagans
Today's podcast episode is a replay of a live webinar presented by Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be essential for High
Automated Opportunity Zone Compliance, With Landon Johnson
Opportunity Zone investing is simple, until it's not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers
Cold Storage Real Estate, With Chad DeBolt
With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector? Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state
Building Homeownership With Opportunity Zones, With Chris Knoppe
Can Opportunity Zones help build home ownership opportunities in certain locations around the country? Chris Knoppe, president at CBUS OZ Funds, joins the show to discuss how a combination of renovation and new construction can rebuild neig
Catalyzing Social Impact With Opportunity Zones, An OZ Pitch Day Panel
How effective has the Opportunity Zone program been at driving private investment into low income communities? What potential improvements could make the program even more effective? Catherine Lyons, Director of Policy and Coalitions at the
Tax Planning With Opportunity Zones, With John Berlet
The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors. John Berlet, president of Coastal Bend OZ Fund, joins the show to discuss how he came to learn about Opportunity Zones after selli
The Forthcoming Distressed Debt Opportunity For Investors, With Nathan Whigham
The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months. Nathan Whigham
Live At OZ Pitch Day Spring 2023, With Ashley Tison
On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of "Ask The OZ Expert." We peppered him with live Q&A from our audience of High Net Worth investors, and he didn't skip a beat. Today's podcast episod