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OpportunityZones.com
July 27, 2021 · Free Online Event

OZ Pitch Day Summer 2021

Thank you to all of the OZ Pitch Day partners and attendees for making this a successful event! Recordings of all of the sessions are available below.

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

After successfully raising $131 million for Fund I, Urban Catalyst Fund II is seeking $200 million for construction of ICON/ECHO, a single-site ground-up development project which will build 300 units of multifamily rental units and 420,000 square feet of office space in the heart of downtown San Jose, CA.

Presented by
Erik Hayden
Erik Hayden
Urban Catalyst

Caliber Tax-Advantaged OZ Fund

Multi-Asset // Real Estate // Greater Southwest

Caliber is designed to acquire, redevelop, and manage a portfolio of diversified commercial properties located in Opportunity Zones. The Caliber Tax Advantaged Opportunity Zone Fund has acquired holdings in Arizona, and is targeting additional holdings in Colorado, Texas, Nevada, and Utah; Caliber believes these states have the potential to possess some of the top OZs due to long-term population and job growth trends.

Presented by
Chris Loeffler
Chris Loeffler
Caliber

Investors Choice OZ Fund by USG/OZI

Multi-Asset // Real Estate // National

Using the proprietary USG/OZI risk mitigation strategy, the Investors Choice OZ Fund, is a first-of-its-kind Opportunity Zone fund that allows investors to choose between a number of project specific Opportunity Zone developments within the fund, to allow for as much project concentration or diversification as they desire.

Presented by
Greg Genovese
Greg Genovese
USG Realty Capital

Shopoff DLV QOF

Single-Asset // Hotel // Las Vegas, NV

Shopoff Realty's DLV QOF is a $200 million OZ fund that will provide the equity for construction of the new $545 million Dream Las Vegas hotel on the southern end Las Vegas Strip, conveniently located adjacent to McCarran International Airport.

Presented by
Bill Shopoff
Bill Shopoff

Riaz Capital Ozone Fund III

Multi-Asset // Workforce Housing // Oakland, CA

Riaz Capital aims to build workforce housing to address the San Francisco Bay Area's substantial housing shortfall for single-income households earning $40,000-$120,000 annually. They have more than 2,000 OZ-located units in various stages of planning and construction.

Presented by
Garrick Monaghan
Garrick Monaghan

CRE Development Capital

Multi-Asset // Mixed-Use Residential // Phoenix & Cleveland

CRE Development Capital is developing two Opportunity Zone projects. Their downtown Phoenix deal is a mixed-use residential featuring 225 hotel guest rooms and 180 condo units. Their downtown Cleveland deal is a multifamily high-rise that will feature 173 apartment units.

Presented by
Lawrence Jatsek
Lawrence Jatsek
CRE Development Capital

Nest Opportunity Fund

Multi-Asset // Residential // Midwest

The Nest Opportunity Fund is focused on residential real estate in the single-family and multi-family asset classes. The fund invests in Midwest cities with favorable demographics.

Presented by
Clint Edgington
Clint Edgington
Nest Opportunity Fund

Capital Square CSR Opportunity Zone Fund VI

Single-Asset // Multifamily // Raleigh, NC

CSRA Opportunity Zone Fund VI is a luxury, mixed-use, 297-unit multifamily and retail development located at 320 West South Street in the Warehouse District of Raleigh, NC.

Presented by
James Brunger
James Brunger
Capital Square

Starpoint Properties

Multi-Asset // Real Estate // National

Starpoint Properties brings a 25-year track record and offers a mix of multifamily, mixed-use, industrial, and retail real estate properties located in Opportunity Zones across the entire country.

Presented by
Sandy Schmid
Sandy Schmid
Starpoint Properties
Neil Sherlock
Neil Sherlock

Darwin Mining / Inyoag OZ Fund

Single-Asset // Mining Operation // Inyo County, CA

The Darwin Mines Project represents a unique investment opportunity to participate in the reopening of one of the most storied and significant mining districts in the U.S. Located in California's Inyo County, Darwin was America's largest silver and strategic metals mining operation during WW1 and WW2.

Presented by
Wally Sullivan
Wally Sullivan
Javelin Securities

Eagle OZ Fund

Multi-Asset // Multifamily // Chicago, IL

Eagle OZ invests in new construction of apartment buildings in Chicago's historic Bronzeville neighborhood, home to the $3.5 billion planned redevelopment of the Michael Reese Hospital site, and adjacent to the University of Chicago and future home of the Obama Presidential Library.

Presented by
Jamie Nahon
Jamie Nahon

Chicago Musictown

Multi-Asset // Chicago, IL

Music Town is a first-of-its-kind master planned Opportunity Zone. The fund will invest in a few Opportunity Zones on the west side of Chicago with a total population of approximately 150,000 residents.

Presented by
Powers Miller
Powers Miller

Educational Sessions

Welcome Address

Welcome

OpportunityDb founder and Opportunity Zones Podcast host Jimmy Atkinson kicks off the day.

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com

Opening Keynote Address

Keynote

John is co-founder, president, and CEO of EIG. He will address the current state of the Opportunity Zones marketplace and the potential impact that impending tax policy changes may have on the OZ incentive.

Speakers
John Lettieri
John Lettieri
Economic Innovation Group

Tax Policy & Opportunity Zones

Panel

Moderated by Jimmy Atkinson. What impact will impending tax policy changes by the Biden administration and Congress have on the Opportunity Zones tax incentive? Panelists include Shay Hawkins, chairman and CEO of the Opportunity Funds Association; Kunal Merchant, president and co-founder of CalOZ; and John Sciarretti, partner at Novogradac and coordinator of the Novogradac Opportunity Zones Working Group.

Speakers
Shay Hawkins
Shay Hawkins
OFA

Successful OZ Investing Tactics

Workshop

What are some of the most popular and successful Opportunity Zone investing strategies? Ashley Tison and Graham Allison of OZ Pros will walk you through real world case studies to highlight some of the best tactics.

Speakers
Ashley Tison
Ashley Tison
OZPros
Graham Allison
Graham Allison
OZ Development Group

Concluding Remarks

Closing

OZ Pitch Day host Jimmy Atkinson closes down the event. Thank you to all attendees and partners!

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com

Partners

  • Caliber
  • Shopoff
  • Riaz Capital
  • StarPoint Properties
  • Capital Square
  • Chicago Musictown
  • Novogradac
  • CalOZ
  • EIG
  • Opportunity Funds Association
  • OZPros

Speakers

  • Jimmy Atkinson
    Jimmy Atkinson
    OpportunityZones.com
  • Graham Allison
    Graham Allison
    OZ Development Group
  • James Brunger
    James Brunger
    Capital Square
  • Clint Edgington
    Clint Edgington
    Nest Opportunity Fund
  • Greg Genovese
    Greg Genovese
    USG Realty Capital
  • Shay Hawkins
    Shay Hawkins
    OFA
  • Erik Hayden
    Erik Hayden
    Urban Catalyst
  • Lawrence Jatsek
    Lawrence Jatsek
    CRE Development Capital
  • John Lettieri
    John Lettieri
    Economic Innovation Group
  • Chris Loeffler
    Chris Loeffler
    Caliber
  • Powers Miller
    Powers Miller
  • Garrick Monaghan
    Garrick Monaghan
  • Jamie Nahon
    Jamie Nahon
  • Sandy Schmid
    Sandy Schmid
    Starpoint Properties
  • Neil Sherlock
    Neil Sherlock
  • Bill Shopoff
    Bill Shopoff
  • Wally Sullivan
    Wally Sullivan
    Javelin Securities
  • Ashley Tison
    Ashley Tison
    OZPros