OZ Pitch Day – July 30, 2026
OpportunityZones.com
November 13, 2025 · Free Online Event

OZ Pitch Day Fall 2025

Defer & Eliminate Taxes With Opportunity Zone Investments.

This event has concluded. Recordings are available below.

Watch On-Demand

Investment Pitches

Green Street NYC

Multifamily // Brooklyn, NY

The Metropolitan Avenue Assemblage in the Williamsburg neighborhood of Brooklyn, NY is a 150-unit ground-up development multifamily building.

Presented by
Joshua Greenberg
Joshua Greenberg
Green Street
Daniel Greenberg
Daniel Greenberg
Green Street

Bakersfield Self-Storage QOZ Project by YourSpace America

Self-Storage // Bakersfield, CA

The proposed project is a ground-up, fully climate-controlled self-storage development located in an Opportunity Zone at 141 N. Chester Avenue in Bakersfield, CA. The 1.71-acre site will feature a state-of-the-art, institutional-quality Generation V facility.

Presented by
Russ Colvin
Russ Colvin
YourSpace America

Liva by Clear Mountain Properties

Multifamily // Travelers Rest, SC

Liva is a shovel-ready residential development in Travelers Rest, SC, 15 minutes from downtown Greenville, SC. Featuring 152 rental units in a mix of apartments and townhomes, and thoughtfully designed to reflect the character of Travelers Rest, Liva will enhance the community and contribute to the town’s long-term vibrancy.

Presented by
Christopher Rizzo
Christopher Rizzo
Clear Mountain Properties

Solmar St. Pete OZ Fund

Multifamily // St. Petersburg, FL

Class A, 266-unit, 18-story ground-up high rise development located in Downtown St. Pete, one of the most highly sought after neighborhoods in the nation. The site has easy access to multiple highways and major employment hubs.

Presented by
Anthony Cheng
Anthony Cheng
Anchorvest RE

The Wyoming Reserve Offering II

Operating Business // Casper, WY

The Wyoming Reserve offers investors a precious metals operating business designed to generate diversified revenue streams and preserve capital, with Opportunity Zone tax advantages.

Presented by
Josh Phair
Josh Phair
The Wyoming Reserve

Origin Investments QOZ Fund III

Multifamily // National

The Fund intends to invest in projects that Origin believes will likely produce risk-adjusted returns before factoring in the QOZ tax incentives. After the properties are built, the QOZ Fund intends to be a geographically diversified portfolio of Class A properties that aims to produce stable cash flow for investors.

Presented by
Michael Episcope
Michael Episcope
Origin Investments

San Diego Tideline QOZ II Apartment Development

Multifamily // San Diego County, CA

Minutes from the beach in San Diego, a 109 unit apartment development in a top growth market. Trophy location, walking to shopping, dining and entertainment, just blocks from Tideline’s QOZ I award-winning project completed in 2022.

Presented by
Lev Gershman
Lev Gershman
Tideline Partners

Capital Square OZ Fund IX

Mixed-Use Multifamily // Richmond, VA

Multifamily development, with approximately 220 traditional apartment units and 100 furnished apartment hotel rooms, onsite parking and ground-floor retail space. The project is located at 1600 Roseneath Road and 3406 W. Moore Street in the Scott’s Addition neighborhood of Richmond, VA. Site will include 15,000 square feet of retail space and 300+ parking spaces.

Presented by
Louis Rogers
Louis Rogers
Capital Square
Natalie Mason
Natalie Mason
Capital Square

AWP Overmatch Fund I LP

Defense Manufacturing

The AWP Overmatch Fund I is a Qualified Opportunity Zone Fund (QOZF) focused on revitalizing U.S. defense and critical supply chain infrastructure.

Presented by
Kelly Ann Winget
Kelly Ann Winget
AWP Overmatch Fund

USEDC Oil & Gas QOZ Fund III

Oil & Gas // Permian Basin

U.S. Energy Development Corporation is a privately held oil and gas operator established in 1980 that provides direct investments in energy for accredited investors and institutional partners.

Presented by
Fred Gratz
Fred Gratz
USEDC

Winchester, VA QOZ Multifamily by Blueprint Local

Multifamily // National

Blueprint Local is advancing a 175-unit Opportunity Zone multifamily project in downtown Winchester, Virginia, the fastest-growing city in the Northern Virginia data-center corridor, yet one with almost no new apartment supply. The site sits directly on the pedestrian mall, surrounded by restaurants, employers, and major institutions. With a GMP finalized, debt secured, and most of the equity already committed, the project is ready to move. Investors gain access to an experienced team, strong local incentives, 100% bonus depreciation eligibility, and a market with exceptional, fully proven demand.

Presented by
Ross Baird
Ross Baird
Blueprint Local

The Modernest: OZ Condominium Investments

Condominiums // Nashville, TN

The Modernest is an exclusive collection of modern condominium residences located in Opportunity Zones in Nashville, developed by CA South. Investors can purchase individual units at 1425 4th Avenue South or 1107 8th Avenue South to benefit from Opportunity Zone tax advantages and income potential through flexible rental options. Construction is underway with completion expected in early 2027 and pricing from the mid-$300s to $1.4 million.

Presented by
Heather Gustafson
Heather Gustafson
CA South
Josh Prywes
Josh Prywes
Winstead PC

HotelSHIFT

Hotel to Apartment Conversions

HotelSHIFT buys extended stay and distressed hotels with large rooms, in high traffic locations within growing metros, below market value, then renovates the building into workforce housing.

Presented by
Alex Cartwright
Alex Cartwright
HotelSHIFT

Educational Sessions

Recording Not Available

Opportunity Zone Investing Explained

Keynote

Learn what you need to know right now about the tax benefits associated with OZ investing in 2025-2026, plus a preview of OZ 2.0 coming in 2027, in this crash course presented by OpportunityZones.com founder Jimmy Atkinson.

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Recording Not Available

Panel: Ask The OZ Experts

Interactive Q&A Session

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

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Blake Christian
Blake Christian
HCVT
Jim Lang
Jim Lang
Greenberg Traurig
Ashley Tison
Ashley Tison
OZPros
Recording Not Available

Panel: A Preview Of OZ 2.0

Educational Session

OZ 2.0 is official. And some of it is already in effect! Learn how investors, developers, and communities can best leverage the new OZ 2.0 designations and tax incentives when the new program goes into full effect on January 1, 2027.

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Catherine Lyons
Catherine Lyons
EIG
Jason Watkins
Jason Watkins
Novogradac & Company

Partners

  • YourSpace America
  • Clear Mountain Properties
  • Sinatra & Co.
  • The Wyoming Reserve
  • Origin Investments
  • U.S. Energy
  • Capital Square
  • Tideline Partners
  • AWP
  • Blueprint Local
  • CA South
  • HotelSHIFT
  • HCVT
  • Greenberg Traurig
  • EIG
  • Novogradac
  • OZPros

Speakers

  • Jimmy Atkinson
    Jimmy Atkinson
    OpportunityZones.com
  • Ross Baird
    Ross Baird
    Blueprint Local
  • Alex Cartwright
    Alex Cartwright
    HotelSHIFT
  • Anthony Cheng
    Anthony Cheng
    Anchorvest RE
  • Blake Christian
    Blake Christian
    HCVT
  • Russ Colvin
    Russ Colvin
    YourSpace America
  • Michael Episcope
    Michael Episcope
    Origin Investments
  • Lev Gershman
    Lev Gershman
    Tideline Partners
  • Fred Gratz
    Fred Gratz
    USEDC
  • Daniel Greenberg
    Daniel Greenberg
    Green Street
  • Joshua Greenberg
    Joshua Greenberg
    Green Street
  • Heather Gustafson
    Heather Gustafson
    CA South
  • Jim Lang
    Jim Lang
    Greenberg Traurig
  • Catherine Lyons
    Catherine Lyons
    EIG
  • Natalie Mason
    Natalie Mason
    Capital Square
  • Josh Phair
    Josh Phair
    The Wyoming Reserve
  • Josh Prywes
    Josh Prywes
    Winstead PC
  • Christopher Rizzo
    Christopher Rizzo
    Clear Mountain Properties
  • Louis Rogers
    Louis Rogers
    Capital Square
  • Ashley Tison
    Ashley Tison
    OZPros
  • Jason Watkins
    Jason Watkins
    Novogradac & Company
  • Kelly Ann Winget
    Kelly Ann Winget
    AWP Overmatch Fund