Wealth Advisors
Opportunity Zone Investing Made Simple With OZ Pitch Day
I've been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I've traveled the country attending and speaking to investors and OZ professionals at countless in-person events. And I've com
The Great Opportunity For Real Estate Investors, With Mike Hardy
This current point in time may offer a great opportunity for real estate investors, despite (or perhaps partly due to) negative investor and consumer sentiment. Mike Hardy, principal and co-founder at Cyrus Capital Management, joins the sho
The OZ Opportunity For RIAs And Other Financial Advisors, With Barrett Linburg
RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals. Barrett Linburg, founder of Savoy Equity Partners, joins the show to discuss the opportunity for OZ developers and fund sp
How To Due Diligence OZ Funds, An OZ Pitch Day Panel
In this panel from OZ Pitch Day Fall 2022, Kirk Walton and Gordon Goldie review strategies for performing due diligence on OZ funds. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%
The Prototypical Opportunity Zone Investor, with Erik Hayden
Who is the prototypical direct retail Opportunity Zone investor? Erik Hayden is founder and CEO of Urban Catalyst, the largest developer of Opportunity Zone real estate in Silicon Valley. Click the play button above to listen to my conversa
How to Be a Shrewd Opportunity Zone Investor
What does it take to be a shrewd Opportunity Zone investor? Several Opportunity Zone experts provided their insights on a live panel recorded on November 17, 2020 during OZ Pitch Day, titled "Being a Shrewd Opportunity Zone Investor." Today
The Biggest Misconceptions About Opportunity Zones, with Bob Richardson
What are some of the biggest misconceptions, inconsistencies, and disconnects surrounding the Opportunity Zone tax incentive? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zo
1031 Exchanges vs. Opportunity Zones, with Thomas Morgan
What are some of the key similarities and differences between a 1031 exchange and an Opportunity Zones investment? And how do the investor profiles of the two programs differ? Real estate broker, developer, investor, and 1031 expert Thomas
Opportunity Zone Investing for Family Offices, with DJ Van Keuren
Family offices and high net worth individuals: if you have questions about investing in opportunity zones, this is the episode for you. Joining me is DJ Van Keuren -- a top 10 U.S. family office real estate professional. DJ literally wrote