November 9, 2023 · Free Online Event

OZ Pitch Day Fall 2023

Discover Your Next Opportunity Zone Investment.

This event has concluded. Recordings are available below.

Investment Pitches

Urban Catalyst Opportunity Zone Fund II

Multi-Asset Real Estate Portfolio // San Jose, CA

Focused entirely on ground-up construction in downtown San Jose, CA, the fund intends to redevelop one side of a city block into an approximately 500,000-square-foot office tower (Icon) and an apartment high-rise with nearly 400 units (Echo). Additionally, the fund will also consist of a 176-key Marriott TownePlace Suites (Keystone) and a 169-unit senior living facility (Gifford Place).

Presented by

Erik Hayden

Urban Catalyst

Self-Storage Deals in Phoenix & Vegas by YourSpace America

Single-Asset Self-Storage Deals // Phoenix, AZ & Las Vegas, NV

Presenting two Opportunity Zone self-storage deals. Phoenix Stadium is the development of a state-of-the-art, fifth-generation, institutional quality, climate controlled self-storage facility in downtown Phoenix, AZ, adjacent to Chase Field. Las Vegas Owens is the development of a Class A, institutional quality self-storage facility adjacent to I-15, just north of downtown Las Vegas.

Presented by

Russ Colvin

YourSpace America

Caliber Tax Advantaged OZ Fund II

Multi-Asset Real Estate Portfolio // Greater Southwest

Caliber’s Tax Advantaged Opportunity Zone Fund is specifically designed to invest in attractive commercial real estate projects located within Qualified Opportunity Zones. The fund invests primarily in Arizona and the Southwest U.S., including multi-family, commercial, hospitality, and industrial properties.

Presented by

Chris Loeffler

Caliber

Grubb Properties Link Apartment OZ REIT

Multi-Asset Multifamily Real Estate Portfolio

The investment strategy for Link Apartments focuses on building new Essential Housing, one of the most resilient asset classes with high resident demand and very little new moderate-priced apartment inventory.

Presented by

Clark Spencer

Grubb Properties

Modern Mill

Operating Business // Fernwood, MS

Modern Mill is a manufacturing company based in Fernwood, Mississippi, and the maker of ACRE, a groundbreaking new building material made from upcycled rice hulls in a zero-waste environment, offering the warmth and beauty of real wood with all the conveniences of composites.

Presented by

Kim Guimond

Modern Mill

Veterans Villa by Tocqueville Asset Management

Single-Asset Mixed Use Real Estate Development // Colorado Springs, CO

Helping U.S. veterans live better lives, Veterans Villa and Small Business Center in Colorado Springs, CO is a mixed-use property marketed to veterans, resulting in ADA-accessible, green multifamily apartments, business offices and programs for veterans that are intended to create above-market returns for the investor.

Presented by

Joseph Zock

Tocqueville Asset Management

Brandon Sockwell

Veterans Villa

USG Realty Capital Investors Choice OZ Fund

Multi-Asset Real Estate Portfolio

Investors Choice OZ Fund is a first-of-its-kind opportunity zone fund that allows investors to choose between a number of project-specific OZ developments. ICOZ is a multi-asset fund, however the fund dynamics are analogous to single-asset funds since investors are allowed to choose from either one or many available project-specific OZ developments. Each OZ project in the ICOZ fund are stand-alone developments within the multi-fund platform.

Presented by

Greg Genovese

USG Realty Capital

Nest Opportunity Fund

Multi-Asset Residential Real Estate Portfolio // Midwest

The Nest Opportunity Fund is focused on rehabbing and renting single-family and multi-family properties located in Columbus, OH and Lexington, KY.

Presented by

Clint Edgington

Nest Opportunity Fund

Pepper Tree Lofts by Tideline Partners

Single-Asset Multifamily // San Diego County, CA

Prime location 80-unit development in the charming and walkable downtown of Vista, CA. Pepper Tree is Tideline’s fourth project in the neighborhood, following on the success of its award-winning 42-unit Found Lofts development a few blocks away.

Presented by

Lev Gershman

Tideline Partners

Ellavoz Shared Values Opportunity Fund III

Multi-Asset Real Estate Portfolio

The Ellavoz Shared Values Opportunity Fund III invests in multifamily residential, commercial and industrial properties. Fund III targets New Jersey and Florida communities for investment. The FUND currently has 3 projects under contract with a total of 157 build-to-rent single family homes planned in Jacksonville, Florida.

Presented by

Robert Hutchins

Ellavoz Impact Capital

GTIS Partners

Diversified Real Estate Portfolio

Follow-on to the $630M GTIS Qualified Opportunity Zone Fund, focused on residential and industrial properties in the Sunbelt. The fund is structured as a REIT, investors purchase shares upfront (no capital calls over time), and participate in a diversified portfolio of properties.

Presented by

Peter Ciganik

GTIS Partners

Recording Not Available

Darwin Metals Mining Opportunity Zone Fund

Operating Business // Inyo County, CA

Darwin Metals Mining OZ Fund (Legal Name: InyoAg OZ Funding LLC) is raising $66 million in capital via Series A Units (limited to accredited investors with capital gains) and Series B units (accredited investors only). Series A shares are offered under the Opportunity Zone program and have the potential for significant tax benefits. Upon completion of the capital raise, the Fund will own 22% of Inyoag LLC which is the business that will be operating the Darwin Mine.

Presented by

Wally Sullivan

Javelin Securities

Educational Sessions

Recording Not Available

Opportunity Zones For High Net Worth Investors

Keynote

OpportunityDb founder Jimmy Atkinson kicks off the event with a 101 crash course on Opportunity Zones, and how to invest in Qualified Opportunity Funds. Learn about the tax advantages associated with OZ investing.

Speakers

Jimmy Atkinson

OpportunityZones.com

Investor Roundtable: How Opportunity Zones Fit Into Our Investment Portfolios

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 investment portfolios.

Speakers

Jimmy Atkinson

OpportunityZones.com

Jack Cust

OZ Investor

Seth Rosenberg

OZ Investor

Remy Szykier

OZ Investor

Recording Not Available

OZPros Workshop: Ask The OZ Expert

The OZ Sherpa himself… Opportunity Zone attorney and OZPros founder Ashley Tison will field rapid fire Q&A from live attendees. Go ahead and ask this guy anything… and try to stump the attorney!

Speakers

Jimmy Atkinson

OpportunityZones.com