OZ Pitch Day - Nov 14th
OZ Pitch Day
Spring 2024
Discover Your Next Opportunity Zone Investment.
- March 7, 2024
- Live Online Event
- Watch On-Demand
This event has ended. Watch on-demand below.
OZ Pitch Day - Nov 14th
Watch On-Demand
OZ Pitch Day Title Sponsor
YourSpace America Self Storage
Pitch Deck: [Click To Download]
Single-Asset // Self-Storage // Las Vegas, NV — YourSpace America is raising capital for multiple self-storage deals located in Opportunity Zones, including growth markets of Phoenix and Las Vegas.
Russ Colvin
CEO
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
Monte Dei Globe
Pitch Deck: [Click To Download]
Mixed-Use Real Estate // Globe, AZ — Monte Dei Globe’s multi-phase mixed-use development will revitalise the charming City of Globe by funding much needed affordable single-family residences, multi-family housing and commercial/retail including a hotel and event space in a Masterplan community.
Tess Young
Founder
CA South Nashville Mixed-Use Project
Pitch Deck: [Click To Download]
Mixed-Use Real Estate // Nashville, TN — 131-unit short-term-rental apartment development in the Wedgewood-Houston neighborhood of Nashville, a fast-growing submarket a few minutes south of downtown near the new Soho House. The site is walkable to dining / entertainment options within the neighborhood, as well as the new MLS stadium.
Meg Epstein
CEO
Driftwood Capital Riverside Wharf Miami QOZ Development
Pitch Deck: [Click To Download]
Learn More: [Click Here]
Hospitality & Entertainment // Miami, FL — A transformative hospitality & entertainment complex in the heart of Downtown Miami, on the Miami River. The property will include an upper-upscale lifestyle 167- key Dream Hotel, three-meal French bistro, rooftop pool, and a lobby bar. The entire complex will feature a rooftop day club, a night club, approximately 18,000 square feet of meeting & event space, two high-end restaurants, and a renewed “The Wharf”—a locally, proven F&B concept.
Carlos Rodriguez, Jr.
President & COO
Nest Opportunity Fund
Residential Rehabs // Ohio & Kentucky — The Nest Opportunity Fund, a qualified Opportunity Zone fund in Ohio and Kentucky, is a positive impact investment that combines an opportunistic strategy with lower-risk, residential investments.
Clint Edgington
Partner
The Wyoming Reserve
Operating Business // Casper, WY — The Wyoming Reserve is a high-security, fully insured, precious metals focused vault facility for international and U.S. domestic commercial and industrial clients. Our core business offerings are the buying, selling, and vaulting of precious metals, provision of fulfillment services and metal availability. The vault is located in an Opportunity Zone in Casper, WY.
Josh Phair
CEO
How To Diligence OZ Funds & Deals
Educational Session — The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal.
Jimmy Atkinson
OpportunityDb
Jill Homan
Javelin 19 Investments
Michael O'Mara
Ozone Capital
Gerry Reihsen
Reihsen & Associates
Opportunity Zones Explained (For High Net Worth Investors)
Video replay coming soon.
Educational Session — OpportunityDb 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.
Jimmy Atkinson
OpportunityDb
OZPros Workshop: Ask The OZ Expert
Video replay coming soon.
Interactive Q&A — The OZ Sherpa Ashley Tison answers questions from the live OZ Pitch Day audience.
Jimmy Atkinson
OpportunityDb
Mr. Ashley Tison
OZPros
Speakers
Jimmy Atkinson
OpportunityDb
Russ Colvin
YourSpace America
Clint Edgington
Nest Opportunity Fund
Meg Epstein
CA South
Erik Hayden
Urban Catalyst
Jill Homan
Javelin 19 Investments
Michael O'Mara
Ozone Capital
Josh Phair
The Wyoming Reserve
Gerry Reihsen
Reihsen & Associates
Carlos Rodriguez, Jr.
Driftwood Capital
Ashley Tison
OZPros
Tess Young
Monte Dei
FAQs
This is a one-day event, taking place entirely online on Thursday, March 7th. 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 9th. 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 Spring 2024 will be the 11th 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.
- Interact with accredited investors.
- Generate new investor leads.