OZ Pitch Day - Mar 6, 2025
OZ Pitch Day
Fall 2024
Defer & Eliminate Taxes With Opportunity Zone Investments.
- November 14, 2024
- Free Online Event
- Watch On-Demand
Our next OZ Pitch Day is March 6, 2025. Registration will open in January.
OZ Pitch Day - Mar 6, 2025
Watch On-Demand
Urban Catalyst Opportunity Zone Fund II
Pitch Deck: [Click To Request]
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.
Erik Hayden
CEO
Las Vegas Self-Storage QOZ Deal by YourSpace America
Pitch Deck: [Click To Download]
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.
Russ Colvin
CEO
Caliber Diversified QOZ Fund II
Pitch Deck: [Click To Request]
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.
Chris Loeffler
CEO
San Antonio QOZ Hotel Deal by Peachtree Group
Pitch Deck: [Click To Request]
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.
John Schellhase
Assistant VP of Development Investments
CSRA Opportunity Zone Fund IX
Pitch Deck: [Click To Download]
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.
Whitson Huffman
Co-CEO
Greater Boston Apartment Building by Procopio Companies
Pitch Deck: [Click To Download]
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.
Mike Procopio
CEO
Centennial Advisers Double Net Lease QOZ Platform
Pitch Deck: [Click To Download]
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.
Axel Adler
Investment Adviser
Puerto Rico Opportunity Zone Fund II
Pitch Deck: [Click To Download]
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.
Jose Torres
Managing Partner
Pepper Tree Lofts by Tideline Partners
Pitch Deck: [Click To Request]
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.
Lev Gershman
Managing Partner
Blueprint Local Fireside Chat
Pitch Deck: [Click To Download]
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.
Ross Baird
CEO
U.S. Energy Development Corporation
Pitch Deck: [Click To Download]
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.
Matthew Iak
Executive Vice President
Blended Impact Innovation Lab QOF
Pitch Deck: [Click To Request]
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.
Stacy Cumberbatch
Managing Director
The New OpportunityZones.com & OZ Insiders
Video recording coming soon.
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.
Jimmy Atkinson
Founder
Opportunity Zones Explained (For High Net Worth Investors)
Video recording coming soon.
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.
Jimmy Atkinson
OpportunityZones.com
Panel: Ask The OZ Experts
Video recording coming soon.
Interactive Q&A Session — Opportunity Zone attorneys from our OZ Insiders mastermind community answer questions from the live OZ Pitch Day audience.
Jimmy Atkinson
OpportunityZones.com
Gerry Reihsen
Reihsen & Associates
Brett Siglin
Fennemore Law
Mr. 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?
Jimmy Atkinson
OpportunityZones.com
Jill Homan
Javelin 19 Investments
Catherine Lyons
Economic Innovation Group
Speakers
Jimmy Atkinson
OpportunityZones.com
Axel Adler
Centennial Advisers
Ross Baird
Blueprint Local
Russ Colvin
YourSpace America
Chris Cooley
OZworks Group
Stacy Cumberbatch
Blended Impact
Lev Gershman
Tideline Partners
Shay Hawkins
OFA
Erik Hayden
Urban Catalyst
Jill Homan
Javelin 19 Investments
Whitson Huffman
Capital Square
Matthew Iak
USEDC
Chris Loeffler
Caliber
Catherine Lyons
Economic Innovation Group
Mike Procopio
Procopio Companies
Gerry Reihsen
Reihsen & Associates
Brett Siglin
Fennemore Law
John Schellhase
Peachtree Group
Ashley Tison
OZPros
Jose Torres
Monllor Capital Partners
FAQs
This is a one-day event, taking place entirely online on Thursday, November 14th. Programming will begin at 10:00 AM EST.
If you are a financial advsior or High Net Worth investor with capital gains, and you’re thinking about making an Opportunity Zone investment, this is a great opportunity for you to learn about several Qualified Opportunity Funds who are seeking investors. Particularly if you have already realized your gain and are facing a 180-day deadline, this event is specifically designed to help you make a decision on how to proceed.
The “accredited investor” definition is important because many types of alternative investments are only open to accredited investors.
You meet the definition of an accredited investor if at least one of the following applies to you:
- You are an individual investor with an annual income of at least $200,000 (or, $300,000 if combined with a spouse’s income), OR
- You are an individual investor with a net worth in excess of $1 million (excluding your primary residence), OR
- You are a financial advisor who holds in good standing a Series 7, 65, or 82 license.
Up to 12 Qualified Opportunity Funds will present their investment offerings during the course of the day. We will send the agenda to everyone who registers for the event at least a few days in advance. Click here for the current agenda, subject to change. All times listed are Eastern.
The event will be hosted 100% online, via Zoom. Registration is required. Click here to register now. After you register, you will receive instructions via email on how to add the event to your calendar and attend the live Zoom session on November 14th. You will be sent a unique login link that is tied to your individual registration. You can use this link the day of the event to join the Zoom session.
No. In an attempt to open up this event to as many investors as possible, we are not charging a fee to attendees.
No. When the final agenda is announced, you can feel free to pop in and out at your leisure throughout the day. If you only want to see presentations from a few of the funds, you can choose to attend only during their presentation slots.
Yes! The entire event will be recorded, so you can watch at a later date if you so choose. Everyone who registers for the event will receive access to the recording. So even if you cannot attend the event live, we would still encourage you to register now, so you can view the recording at a later date.
While this event is mainly focused on matching investors with funds, there will be a keynote address and at least two educational panels/workshops.
Yes! Throughout the day, we will have live Q&A sessions with Qualified Opportunity Fund managers and other Opportunity Zone experts. This will present a great chance for you to get your OZ questions answered!
If you are interested in partnering with OpportunityDb, fill out the OZ Pitch Day Partner interest form, and we will follow up with more information.
OZ Pitch Day Fall 2024 will be the 13th OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:
Partner With OZ Pitch Day
- Pitch your OZ fund or deal.
- Interact with accredited investors.
- Generate new investor leads.