OZ Pitch Day - Nov 14th
OZ Pitch Day
Summer 2024
This event has ended. Watch on-demand below.
- June 13, 2024
- Live Online Event
- Watch On-Demand
Our next OZ Pitch Day is November 14, 2024. Registration will open in September.
OZ Pitch Day - Nov 14th
Watch On-Demand
Las Vegas Self-Storage OZ Deal By YourSpace America
Pitch Deck: [Click To Download]
Self-Storage // Las Vegas, NV — Located on Owens Avenue, adjacent to I-15 in Las Vegas, NV, this project will be a Class A, institutional quality self-storage facility, with approximately 1,189 units and an estimated average unit size of 97.78 SF. The subject property will be the highest quality self-storage facility in the market.
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
Savoy Equity Partners
Pitch Deck: [Click To Download]
Multifamily // Texas — Savoy specializes in developing and renovating excellent apartment buildings in Texas, targeting high returns. To date, Savoy has invested over $63 million in qualified capital gains across 20+ real estate projects in Texas, leveraging the Opportunity Zone tax incentives.
Barrett Linburg
Principal
Centennial Advisers Double Net Leasing OZ Strategy
Pitch Deck: [Click To Download]
NN Lease Retail — 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
SF QOZ Fund
Pitch Deck: [Click To Download]
Multifamily // Miami, FL — The Fund is targeting the development of a 438-unit multifamily building with ground-floor retail space in Miami’s Arts & Entertainment district, ideally situated within walking distance to various amenities, businesses, and restaurants, as well as Brightline stations.
Liam Krahe
Co-Founder
U.S. Energy Development Corporation OZ Fund
Pitch Deck: [Click To Download]
Oil & Gas — 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
Phoenix OZ Fund
Pitch Deck: [Click To Download]
Affordable Housing // Columbus, OH — Like a Phoenix rising from the ashes, this fund from Opportunity Zone Development Group will develop a 10-unit, 50-bed multifamily project, leased to a nonprofit corporation that provides safe affordable housing for ex-offenders to reintegrate as contributors to society in Columbus, OH.
Graham Allison
Managing Partner
Monte Dei Globe
Pitch Deck: [Click To Download]
Mixed-Use Real Estate // Globe, AZ — Monte Dei Globe’s multi-phase mixed-use development will revitalize the charming City of Globe, AZ by funding much needed affordable single-family residences, multifamily housing, and commercial/retail space that will include a hotel and event space in the master-planned community of Marigold Village.
Tess Young
Co-Founder
Brian England
Co-Founder
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.
Jimmy Atkinson
OpportunityDb
Gerry Reihsen
Reihsen & Associates
Brett Siglin
Fennemore Law
Mr. Ashley Tison
OZPros
Panel: Why Invest In Opportunity Zones Now?
Educational Session — Professional members of our OZ Insiders mastermind community will discuss why Opportunity Zones are still a great option for investors in 2024. Plus, discussion of how OZs compare with other tax-advantaged programs.
Jimmy Atkinson
OpportunityDb
Andrew Doup
SyndicationCounsel
Jill Homan
Javelin 19 Investments
Coni Rathbone
Vial Fotheringham Law
Opportunity Zones Explained (For High Net Worth Investors)
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
Speakers
Axel Adler
Centennial Advisers
Graham Allison
OZ Development Group
Jimmy Atkinson
OpportunityDb
Russ Colvin
YourSpace America
Andrew Doup
SyndicationCounsel
Brian England
Monte Dei
Erik Hayden
Urban Catalyst
Jill Homan
Javelin 19 Investments
Matthew Iak
USEDC
Liam Krahe
SF QOZ Fund
Barrett Linburg
Savoy Equity Partners
Coni Rathbone
Vial Fotheringham Law
Gerry Reihsen
Reihsen & Associates
Brett Siglin
Fennemore Law
Ashley Tison
OZPros
Tess Young
Monte Dei
FAQs
This is a one-day event, taking place entirely online on Thursday, June 13th. Programming will begin at 10:00 AM EDT.
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 June 13th. 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 Summer 2024 will be the 12th 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.