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OpportunityZones.com
June 19, 2025 · Free Online Event

OZ Pitch Day Summer 2025

Defer & Eliminate Taxes With Opportunity Zone Investments.

This event has concluded. Recordings are available below.

Watch On-Demand

Investment Pitches

YourSpace America Self-Storage

Self-Storage // Tucson, AZ and Bakersfield, CA

Two separate self-storage development projects located in prime highway-adjacent locations in Tucson, AZ and Bakersfield, CA. Each property will be a Generation V, state-of-the-art climate-controlled self-storage facility, with a state-of-the-art security system.

Presented by
Russ Colvin
Russ Colvin
YourSpace America

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
Whit Huffman
Whit Huffman
Capital Square
Natalie Mason
Natalie Mason
Capital Square

Urban Catalyst OZ Fund II

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.

Presented by
Erik Hayden
Erik Hayden
Urban Catalyst

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. Developed by Sinatra & Co. Real Estate, an owner-operator of 4,000+ multifamily units with over $800M AUM.

Presented by
Anthony Cheng
Anthony Cheng
Anchorvest RE

The GRAD Apartments in Mount Vernon OH

Multifamily // Mount Vernon, OH

The GRAD at 301 N. Mulberry in Mount Vernon, OH is a landmark reimagined into luxury living while cherishing its profound historical essence.

Presented by
Joel Mazza
Joel Mazza
The GRAD
Bob Erlanger
Bob Erlanger
Managing Partner

Altes Capital OZ Program

Multifamily // National

The Altes Fund is focused on investing in multifamily development projects located in high-growth, high-conviction OZ areas across the country. Fund II so far has allocated capital to Austin, Charlotte, and Washington DC. The investment management and property team at Altes brings extensive investment experience, having managed over $2 billion in funded real estate investments.

Presented by
Jeff Tompkins
Jeff Tompkins
Managing Director

Centennial Advisers Golden Opportunity Strategy

Real Estate // National

This presentation will highlight standout Opportunity Zone deals that successfully closed using Centennial’s Golden Opportunity Strategy. A must-watch for anyone exploring compliant and cash-flowing OZ strategies.

Presented by
Axel Adler
Axel Adler
Centennial Advisers

LaunchPad Collective

Mixed-Use // San Bernardino, CA

Development of a game-changing mixed-use community hub, featuring ground floor commercial and upper floor residential for vulnerable populations.

Presented by
Robert Carrillo
Robert Carrillo
LaunchPad Collective

Educational Sessions

Panel: 2025 Tax Cuts — OZ 2.0, Bonus Depreciation, & More

A fast-moving roundtable discussion on the marquee provisions Congress is weighing as it works to extend (and in some cases expand) the 2017 Tax Cuts and Jobs Act under President Trump’s second term. Panelists will unpack: Opportunity Zones 2.0, 100 % Bonus Depreciation, the Section 199A (QBI) Deduction, and Possible SALT Cap Relief & Estate Tax Thresholds.

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

Opportunity Zones Explained (For High Net Worth Investors)

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 2025.

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Recording Not Available

Panel: Ask The OZ Experts

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

Speakers
Jimmy Atkinson
Jimmy Atkinson
OpportunityZones.com
Andrew Doup
Andrew Doup
Syndication Counsel
Brett Siglin
Brett Siglin
Fennemore Law
Ashley Tison
Ashley Tison
OZPros

Partners

  • YourSpace America
  • Urban Catalyst
  • Capital Square
  • Sinatra & Co.
  • Altes Capital
  • Centennial Advisers
  • LaunchPad Collective
  • Syndication Counsel
  • Fennemore
  • Greenberg Traurig
  • HCVT
  • Opportunity Funds Association
  • OZPros

Speakers

  • Jimmy Atkinson
    Jimmy Atkinson
    OpportunityZones.com
  • Axel Adler
    Axel Adler
    Centennial Advisers
  • Robert Carrillo
    Robert Carrillo
    LaunchPad Collective
  • Anthony Cheng
    Anthony Cheng
    Anchorvest RE
  • Blake Christian
    Blake Christian
    HCVT
  • Russ Colvin
    Russ Colvin
    YourSpace America
  • Andrew Doup
    Andrew Doup
    Syndication Counsel
  • Bob Erlanger
    Bob Erlanger
    Managing Partner
  • Erik Hayden
    Erik Hayden
    Urban Catalyst
  • Whit Huffman
    Whit Huffman
    Capital Square
  • Jim Lang
    Jim Lang
    Greenberg Traurig
  • Natalie Mason
    Natalie Mason
    Capital Square
  • Joel Mazza
    Joel Mazza
    The GRAD
  • Louis Rogers
    Louis Rogers
    Capital Square
  • Brett Siglin
    Brett Siglin
    Fennemore Law
  • Ashley Tison
    Ashley Tison
    OZPros
  • Jeff Tompkins
    Jeff Tompkins
    Managing Director
  • Jeffrey Tompkins
    Jeffrey Tompkins
    Altes Capital