Opportunity Zones [OZs] have been demarcated in the interest of economic development and to attract investors to distressed parts of America. Joining us today is an OZ Fund specialist, the General Partner of Tandem Trust, and the Fund Manager of Coastal Bend OZ, John Berlet. After explaining what he does and breaking down his history as a financial planner, John defines Opportunity Zone Funds, the tax incentives and other reasons that you’d want to start one, why big construction is better for OZ Funds, and how outdated information means that some middle to high-income areas still get classified as Opportunity Zones. We learn about John’s most recent project and what he’s most excited about, before hearing about everything he’s learned as a fund manager. If you are an aspiring OZ Fund manager and would like to know what it takes, then be sure to tune in for helpful, practical examples from the wonderful and wise, John Berlet!
Key Points From This Episode:
Links Mentioned in Today’s Episode:
Texas Windstorm Insurance Association
Asset Management Mastery Facebook Group
