OZ Pitch Day – July 30, 2026
OpportunityZones.com
November 14, 2024 · Free Online Event

OZ Pitch Day Fall 2024

Defer & Eliminate Taxes With Opportunity Zone Investments.

This event has concluded. Recordings are available below.

Watch On-Demand

Investment Pitches

Urban Catalyst Opportunity Zone Fund II

Multi-Asset Real Estate // San Jose, CA

An Opportunity Zone fund in the heart of downtown San Jose, Urban Catalyst offers a dynamic portfolio of properties on the heels of a successful $135 million Fund I. The current Fund II represents a diverse real estate portfolio, with great momentum in a growing tech hub.

Presented by
Erik Hayden
Erik Hayden
Urban Catalyst

Las Vegas Self-Storage QOZ Deal by YourSpace America

Self-Storage

This project is a Class A, institutional quality climate-controlled self-storage facility with state-of-the-art security, located at 120 West Owens Avenue in Las Vegas, Nevada. The 2.39-acre site is in a densely populated residential and commercial area that sits adjacent to Interstate-15, and is visible to over 190,000 vehicles daily.

Presented by
Russ Colvin
Russ Colvin
YourSpace America

Caliber Diversified QOZ Fund II

Multi-Asset // Arizona & Texas

Caliber’s Tax Advantaged Opportunity Zone Fund II 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 multifamily, commercial, hospitality, and industrial properties. The fund also holds Riverwalk PURE Pickelball in Scottsdale, AZ. Earlier this year, the fund completed the first successful QOF merger in the industry.

Presented by
Chris Loeffler
Chris Loeffler
Caliber

San Antonio QOZ Hotel Deal by Peachtree Group

Single-Asset Hotel // San Antonio, TX

Opportunity Zone development of a 171-room ground-up Residence Inn by Marriott, adjacent to the San Antonio Riverwalk.

Presented by
John Schellhase
John Schellhase
Peachtree Group

CSRA Opportunity Zone Fund IX

Single-Asset Multifamily-Hotel // Richmond, VA

Capital Square’s newest qualified Opportunity Zone Fund has been formed to invest in the acquisition of an approximately 2.175-acre property and construction of a Class A multifamily development, with approximately 220 traditional apartment units and 100 furnished apartment hotel rooms, onsite parking, and ground-floor retail space in the Scott’s Addition neighborhood of Richmond, VA.

Presented by
Whitson Huffman
Whitson Huffman
Capital Square

Greater Boston Apartment Building by Procopio Companies

Single-Asset Mixed-Use Multifamily // Greater Boston, MA

The project located at 57 Main Street in Marlborough, Massachusetts showcases a 92 units of wood-framed residential apartments and 3,500sf of restaurant-ready retail space on the Main Street facade. The building will also feature a substantial 2-level amenity package encompassing a double-height clubroom, fitness center, yoga studio, and outdoor pool.

Presented by
Mike Procopio
Mike Procopio
Procopio Companies

Centennial Advisers Double Net Lease QOZ Platform

NN Lease Retail // National

Centennial Advisers helps clients acquire newly constructed triple net lease properties located in Opportunity Zones, pre-TCO and renegotiated as double net lease agreements to fully qualify as an OZ investment.

Presented by
Axel Adler
Axel Adler
Centennial Advisers

Puerto Rico Opportunity Zone Fund II

Multi-Asset Operating Business & Infrastructure // Puerto Rico

Puerto Rico Opportunity Zone Fund II, LP is the second tax advantaged private equity fund organize by Monllor Capital Partners. The Fund is specifically designed to invest in renewable energy, sustainable business, real estate, and infrastructure throughout Qualified Opportunity Zones in Puerto Rico. The Fund’s investment strategy is to maximize after-tax returns for its investors, while improving the quality of life and the economy in Puerto Rico. The Fund’s first investment will be in Palmas Town Center, a 60,000+ sqft Class A commercial real estate development inside of Palmas Del Mar Resort, in the southeast of Puerto Rico.

Presented by
Jose Torres
Jose Torres
Monllor Capital Partners

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
Lev Gershman
Tideline Partners

U.S. Energy Development Corporation

Multi-Asset Oil & Gas // Texas & New Mexico

U.S. Energy Development Corporation (USEDC) is a privately held oil and gas operator established in 1980 that provides direct investments in energy for accredited investors and institutional partners. USEDC is one of the largest sponsors of direct energy investments and offers one of the only oil and gas Opportunity Zone funds.

Presented by
Matthew Iak
Matthew Iak
USEDC

Blended Impact Innovation Lab QOF

Venture Capital // Los Angeles, CA

An innovation lab for the built environment. Blended Impact is planning a proposed $10 million venture development engine in the heart of Los Angeles Opportunity Zones.

Presented by
Stacy Cumberbatch
Stacy Cumberbatch
Blended Impact

Educational Sessions

Blueprint Local Fireside Chat

Blueprint Local has established itself as a leader in Opportunity Zone investing with strong sponsor/developer partnerships, a presence in over twenty deals in more than a dozen high-growth cities across the Southeast, Texas, and Mid-Atlantic, which deals represent over $1.5 billion in total built out project capitalization.

Speakers
Ross Baird
Ross Baird
Blueprint Local
Recording Not Available

The New OpportunityZones.com & OZ Insiders

Opportunity Zones Mastermind Group

What’s new at OpportunityZones.com, plus OZ Insiders, the premier private community for high-performing Opportunity Zone professionals and investors who want to network and stay in-the-know on key OZ trends and emerging news.

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Recording Not Available

Opportunity Zones Explained (For High Net Worth Investors)

Educational Session

OpportunityZones.com founder Jimmy Atkinson kicks off the event with a crash course on Opportunity Zones, and how to invest in Qualified Opportunity Funds. Learn about the tax benefits associated with OZ investing in 2024 and 2025.

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Recording Not Available

Panel: Ask The OZ Experts

Interactive Q&A Session

Opportunity Zone attorneys from our OZ Insiders mastermind community answer questions from the live OZ Pitch Day audience.

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Gerry Reihsen
Gerry Reihsen
Reihsen & Associates
Brett Siglin
Brett Siglin
Fennemore Law
Ashley Tison
Ashley Tison
OZPros

Panel: Opportunity Zones & Tax Reform In 2025

Educational Session

Donald Trump has won a second Presidential term. But with his signature Tax Cuts & Jobs Act set to expire after next year, 2025 is likely to see major tax legislation get through Congress. How will next year’s “Super Bowl of Tax” on Capitol Hill impact the future of Opportunity Zones?

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Jill Homan
Jill Homan
Javelin 19 Investments
Catherine Lyons
Catherine Lyons
EIG

Partners

  • YourSpace America
  • Urban Catalyst
  • Peachtree Group
  • Capital Square
  • Blueprint Local
  • Tideline Partners
  • Caliber
  • Centennial Advisers
  • Puerto Rico Opportunity Zone Fund
  • U.S. Energy
  • Blended Impact
  • Reihsen & Associates
  • Fennemore Law
  • Javelin 19 Investments
  • Opportunity Funds Association
  • Novogradac
  • OZPros
  • OZ Listings

Speakers

  • Jimmy Atkinson
    Jimmy Atkinson
    OpportunityZones.com
  • Axel Adler
    Axel Adler
    Centennial Advisers
  • Ross Baird
    Ross Baird
    Blueprint Local
  • Russ Colvin
    Russ Colvin
    YourSpace America
  • Chris Cooley
    Chris Cooley
    OZworks Group
  • Stacy Cumberbatch
    Stacy Cumberbatch
    Blended Impact
  • Lev Gershman
    Lev Gershman
    Tideline Partners
  • Shay Hawkins
    Shay Hawkins
    OFA
  • Erik Hayden
    Erik Hayden
    Urban Catalyst
  • Jill Homan
    Jill Homan
    Javelin 19 Investments
  • Whitson Huffman
    Whitson Huffman
    Capital Square
  • Matthew Iak
    Matthew Iak
    USEDC
  • Chris Loeffler
    Chris Loeffler
    Caliber
  • Catherine Lyons
    Catherine Lyons
    EIG
  • Mike Procopio
    Mike Procopio
    Procopio Companies
  • Gerry Reihsen
    Gerry Reihsen
    Reihsen & Associates
  • John Schellhase
    John Schellhase
    Peachtree Group
  • Brett Siglin
    Brett Siglin
    Fennemore Law
  • Ashley Tison
    Ashley Tison
    OZPros
  • Jose Torres
    Jose Torres
    Monllor Capital Partners