Analysis for the OZ industry — page 9
The 2023 Opportunity Zone Impact Survey, With Reid Thomas
Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters. Reid Thomas, managing director and chief revenue officer at JTC Americas, joins the sho
Why We Started WealthChannel, With Andy Hagans
OpportunityDb is now part of WealthChannel, which has grown into a large, engaged community of High Net Worth investors. But where did it all begin? WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthC
Opportunity Zone Traps For The Unwary, With Gordon Goldie & Valerie Grunduski
Opportunity Zones have been around for about 5 years, but it's still a relatively new tax policy. A lot of investors, fund managers, and even advisors are still getting up to speed on how to operate within the statutory and regulatory requi
Wealth Development Strategies With Opportunity Zones, An OZ Pitch Day Panel
How are High Net Worth investors using Opportunity Zones to build generational wealth? What opportunities are investors overlooking when it comes to this program? Brad Molotsky at Duane Morris, Gerry Reihsen at Reihsen & Associates, and
Building Generational Wealth With Alternative Investments - Keynote By Andy Hagans
In this keynote address from OZ Pitch Day Spring 2023, Andy Hagans and Jimmy Atkinson discuss the current landscape for alternative investments, and how High Net Worth investors can embrace alts to grow generational wealth. Andy Hagans' pod
Opportunity Zone Investing Made Simple With OZ Pitch Day
I've been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I've traveled the country attending and speaking to investors and OZ professionals at countless in-person events. And I've com
OpportunityDb To Host OZ Pitch Day On Thursday, March 23rd
OpportunityDb will host OZ Pitch Day Spring 2023 on Thursday, March 23rd, beginning at 10:00 AM Eastern Time. Silicon Valley OZ fund manager Urban Catalyst is the Title Partner for this event. This will be OpportunityDb's eighth OZ Pitch Da
The Rise Of Industrial Real Estate In Opportunity Zones, With Peter Ciganik
Logistics-based industrial real estate has been a strong sector in recent years, with the growth of e-commerce continuing to fuel its rise. Will industrial continue to outperform in 2023? Peter Ciganik, senior managing director at GTIS Part
Inside Inland's OZ And DST Success, With Keith Lampi
Inland Private Capital has over $12 billion in assets under management, across over 300 private placements, and they are the nation's largest sponsor of Delaware Statutory Trusts. Keith Lampi, CEO of Inland Private Capital Corporation, join
USG Adds Multifamily Development In Tacoma OZ
USG Realty Capital has announced the addition of a 176-unit multifamily development in Tacoma, Washington to its portfolio of Opportunity Zone projects. The Market Square Apartments will be located near the Greater Tacoma Convention Center
Revitate Makes Investment In Nevada Industrial Development
Revitate has made an investment from its Impact OZ Fund 2022 into Victory Logistics District, a 4,300 acre industrial development located in Fernley, Nevada. “This community is the perfect location for our investment, both as an important l
Manufactured Housing & The Affordability Crisis, With Daniel Landy
Fannie Mae estimates that the nation is facing an affordable housing shortage of close to 4 million units. Can manufactured housing help solve this societal problem? Daniel Landy, executive vice president at UMH Properties, joins the show t
OZ Reform Legislation 2023 Update, With John Sciarretti & Peter Lawrence
Opportunity Zone reform legislation introduced in April 2022 failed to pass before the end of last year. But extending and improving the tax policy remains a priority for the industry and key supporters in Congress. John Sciarretti, head of
Novogradac: QOFs Raised Nearly $10 Billion In 2022, Despite Slow Q4
Qualified Opportunity Funds tracked by Novogradac raised $9.68 billion in equity in 2022 , setting a new record for the largest single-year total in Opportunity Zones history. As of December 31, 2022, Qualified Opportunity Funds participati
The Great Opportunity For Real Estate Investors, With Mike Hardy
This current point in time may offer a great opportunity for real estate investors, despite (or perhaps partly due to) negative investor and consumer sentiment. Mike Hardy, principal and co-founder at Cyrus Capital Management, joins the sho
Inside Capital Square's Record Setting Year, With James Brunger
Last year's economic turbulence posed a challenge to investors as well as real estate fund sponsors raising equity. But amidst the economic headwinds, there have been a few success stories. James Brunger, chief sales officer at Capital Squa
The OZ Opportunity For RIAs And Other Financial Advisors, With Barrett Linburg
RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals. Barrett Linburg, founder of Savoy Equity Partners, joins the show to discuss the opportunity for OZ developers and fund sp
Ask The OZ Expert (Fall 2022), With Ashley Tison
In this segment from OZ Pitch Day Fall 2022, Ashley Tison from OZ Pros takes live questions from Opportunity Zone investors on a wide range of topics. Watch On YouTube Episode Highlights Related party rules surrounding sales of OZ propertie
Opportunity Zones In 2023
In many ways, Opportunity Zones have exceeded initial expectations, roughly four-and-a-half years into the place-based tax policy. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zo
Multi-Family Office Opportunity Zone Investing, With Zane Beadles
How do multi-family offices invest in Opportunity Zones? And as we head to year end, where might OZs head in the future? Zane Beadles, vice president at Mercatus Partners, joins the show to discuss how their private real estate investment c
Rural Community Impact In Opportunity Zones, With Jennifer Whitney
The vast majority of Opportunity Zone developments are urban. But there are also rural areas taking advantage of the Opportunity Zone tax incentive to raise equity for community projects. Jennifer Whitney, founder of River Queen Holdings, j
Regenerative Agriculture And Opportunity Zones, With Kevin Maher
Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact. Kevin Maher, founder of CrannMor Advisors, join
Economic Uncertainty And Opportunity Zones, With Noah Weiss
This year has been a turbulent one for investors. But does economic turmoil and fear in the market create a unique opportunity for investors and fund sponsors? Noah Weiss, managing director and COO at Atlas Real Estate Partners, joins the s
Why December Is A Great Month For OZ Investing, With Erik Hayden
The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same? Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to