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Opportunity Zones Podcast
The Yellow Brick Road To OZ 2.0
On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses the upcoming Yellow Brick Road To OZ 2.0 conference in Park City, plus how the Senate's recent budget vote may impact tax legislation and OZs in the coming weeks and months. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/04/ozoh-338/
2025-04-07
42 min
Opportunity Zones Podcast
Trump's 2025 Plans For Opportunity Zones Legislation (OZ Pitch Day Panel)
President Trump has big plans for Opportunity Zones legislation in 2025. Extending and renewing the OZ incentive is part of his broader tax cuts agenda for his second term in the White House. And with the House passing their 2025 budget resolution last month, the stage is set to accomplish just that. This panel discussion was recorded live at OZ Pitch Day on March 6, 2025, featuring Jimmy Atkinson of OpportunityZones.com, Emily Lavery of Fulcrum Public Affairs, and Peter Lawrence of Novogradac & Company. Show notes & summary: https://opportunityzones.com/2025/03/ozpd-trump-legislation-334/
2025-03-12
1h 02
Opportunity Zones Podcast
House Passes Budget Bill: What's Next For OZs?
On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains what's next for Opportunity Zones legislation after the House passed their 2025 budget bill. Plus, Jimmy takes live OZ questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/03/ozoh-333/
2025-03-03
41 min
Opportunity Zones Podcast
Trump Tariffs & Opportunity Zones
On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains how Trump's tariffs on imported goods from Canada, Mexico, and China will impact Opportunity Zone investors. Plus, Jimmy takes live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & transcript: https://opportunityzones.com/2025/02/ozoh-330/
2025-02-03
50 min
Opportunity Zones Podcast
OZNH Jan '25: Trump's First Week Back
As Trump's second Administration began last week, the OZ industry's lobbying effort kicked into high gear, with op-eds, articles, letters and more. Plus: Jimmy shows off his new studio (with a minor technical glitch), and Andy tips his cap to Melania's inauguration wardrobe. Show notes: https://opportunityzones.com/2025/01/oznh-jan-2025/
2025-01-27
40 min
Opportunity Zones Podcast
Impact Investing In Opportunity Zones, With Noelle St.Clair Lentz
Opportunity Zones aren't just about tax benefits. They're about creating a better future, both for investors and communities. Noelle St.Clair Lentz, CEO at Allivate Impact Capital, joins the show to discuss how her firm is driving innovative investments that elevate communities and foster entrepreneurship. Show notes & transcript: https://opportunityzones.com/2025/01/noelle-lentz-329/
2025-01-17
23 min
Opportunity Zones Podcast
Opportunity Zones In 2025
Here's why 2025 is a do-or-die year for Opportunity Zones. Plus, OpportunityZones.com founder Jimmy Atkinson takes live questions from the audience. Show notes: https://opportunityzones.com/2025/01/ozoh-328/
2025-01-07
41 min
Opportunity Zones Podcast
Webinar: Will Trump Save Opportunity Zones In 2025?
Opportunity Zones are in danger of ending. Will President Trump save them in 2025? In this webinar, Jimmy Atkinson details how Congress and President Trump will work together to both extend and renew the Opportunity Zone tax incentive in 2025… before it's too late, including eight new ideas that are being considered to improve the OZ legislation. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-webinar-327/
2024-12-23
1h 03
Opportunity Zones Podcast
Opportunity Zones & Tax Reform In 2025, An OZ Pitch Day Panel Discussion
The future of Opportunity Zones hangs in the balance. With Trump as President and a Republican Congress, will the tax policy be extended and renewed in 2025? This panel discussion was presented live at OZ Pitch Day on November 14, 2024, featuring Catherine Lyons of the Economic Innovation Group and Jill Homan of Javelin 19 Investments. Moderated by Jimmy Atkinson of OpportunityZones.com. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-panel-326/
2024-12-11
37 min
Opportunity Zones Podcast
Capital Square's 2,000 New OZ Housing Units, With Louis Rogers & Whit Huffman
To date, Capital Square has nine different Opportunity Zone multifamily building projects in various states of development. When completed, these projects will have created roughly 2,000 new residential units in Opportunity Zones located in North Carolina, South Carolina, Tennessee, and Virginia. Capital Square's co-CEOs Louis Rogers and Whit Huffman join the show to discuss how their OZ fund management strategy has evolved over the years since their first OZ project launched in 2019. Show notes & transcript: https://opportunityzones.com/2024/11/louis-rogers-whit-huffman-324/
2024-11-25
39 min
Opportunity Zones Podcast
OZNH Nov '24: Trump Won. What's Next For Opportunity Zones?
Donald Trump won a decisive victory in the Presidential election. Does that mean an OZ extension is a “lock”? Plus: Jimmy provides a recap of the 2024 Novogradac Opportunity Zones Summit, and the team at OpportunityZones.com has released a groundbreaking new survey. Show notes: https://opportunityzones.com/2024/11/oznh-nov-2024/
2024-11-20
35 min
Opportunity Zones Podcast
Election Analysis At The Novogradac 2024 OZ Summit, With Mike Novogradac
Last week, Novogradac hosted their annual Opportunity Zones Summit, a convening of key OZ stakeholders and professionals. Mike Novogradac, managing partner at Novogradac & Company, joins the show from the conference site in Washington DC to discuss the optimistic outlook for the Opportunity Zones incentive following the recent election results, and the potential impact on future tax legislation and program extensions. Show notes & transcript: https://opportunityzones.com/2024/11/mike-novogradac-323/
2024-11-13
08 min
Opportunity Zones Podcast
How Trump Will Reshape Opportunity Zones, With Ashley Tison
Donald Trump has won a second Presidential term. And with control of the Senate and House, tax legislation in 2025 looks very likely to extend and possibly renew Opportunity Zones. Mr. Ashley Tison of OZPros joins the show from the site of the Novogradac 2024 OZ Summit in Washington DC to discuss the election outcome and timing of potentially sweeping Opportunity Zone reform in 2025. Show notes & transcript: https://opportunityzones.com/2024/11/ashley-tison-322/
2024-11-11
20 min
Opportunity Zones Podcast
A Sound Money OZ Investing Strategy, With Josh Phair
Unlike more traditional Opportunity Zone Funds that focus on real estate, The Wyoming Reserve is centered around a secure vault operation that holds precious metals, specifically gold and silver, in an Opportunity Zone in Casper, Wyoming. In this sponsored fireside chat, Josh Phair, CEO of The Wyoming Reserve, discusses what makes The Wyoming Reserve truly unique among Opportunity Zone investments. Show notes & transcript: https://opportunityzones.com/2024/11/josh-phair-321/
2024-11-06
34 min
Opportunity Zones Podcast
A Build-To-Rent Opportunity Zone Investment Strategy, With Pinnacle Partners
Build-for-rent properties are newly constructed homes that are purpose-built for renting, and they just may be the next big thing in residential real estate. Leo Backer, Jill Homan, and Mike Nolan join the show to discuss the launch of their new Build-to-Rent Opportunity Zone Fund in this investor webinar sponsored by Pinnacle Partners and Trilogy Investment Company. Show notes & transcript: https://opportunityzones.com/2024/10/pinnacle-partners-319/
2024-10-30
1h 04
Opportunity Zones Podcast
OZNH Oct '24: Election 2024 Special Episode
It's the final episode of OZ NewsHour before the 2024 presidential election, and Jimmy and Andy are providing special coverage of this pivotal moment. Plus: Caliber announces a "first" in the OZ industry, and Pinnacle Partners capitalizes on growing interest in build-to-rent. Show notes: https://opportunityzones.com/2024/10/oznh-oct-24/
2024-10-29
59 min
Opportunity Zones Podcast
Inside Caliber's OZ Fund Merger Program, With Chris Loeffler
Earlier this month, Caliber introduced a new merger program for self-directed Qualified Opportunity Funds (QOFs), allowing them to merge into its larger multi-asset QOFs. Chris Loeffler, co-founder and CEO of Caliber, joins the show to discuss some of the strategic benefits of the merger platform and how it fits into Caliber’s broader goals of economic growth within Opportunity Zones. Show notes & transcript: https://opportunityzones.com/2024/10/chris-loeffler-318/
2024-10-23
41 min
Opportunity Zones Podcast
How The Election Will Impact Opportunity Zones, With John Sciarretti & Jason Watkins
The future of Opportunity Zones may be at stake in next month's election. The outcome is likely to determine whether the program is extended, renewed, or left to phase out by 2026. John Sciarretti and Jason Watkins, partners at Novogradac, join the show to discuss how different election outcomes may impact tax legislation in 2025. Plus, they provide a preview of the upcoming Novogradac Opportunity Zones Summit, taking place in Washington DC next month. Show notes & transcript: https://opportunityzones.com/2024/10/novogradac-317/
2024-10-16
49 min
Opportunity Zones Podcast
OZNH Sep '24: Introducing The BRAND NEW OpportunityZones.com
OpportunityDb has rebranded as OpportunityZones.com. Plus: the Fed’s lower interest rates may spur renewed interest in OZ investing, Jimmy tours a precious metals vault in an Opportunity Zone, and the U.S. Navy turns to an OZ fund to expand their nuclear submarine building capacity. Show notes: https://opportunityzones.com/2024/09/oznh-sep-2024/
2024-10-01
49 min
Opportunity Zones Podcast
Family Office Real Estate Insights, With DJ Van Keuren
Despite being ideally suited for Opportunity Zone investing, less than one-third of family offices have made an OZ investment. DJ Van Keuren, executive director at the Family Office Real Estate Institute, joins the show to discuss why many investors have been hesitant about OZ investing, real estate market cycles, when the U.S. might enter a major recession, and opportunities for distressed asset acquisitions. Show notes & transcript: https://opportunityzones.com/2024/09/dj-van-keuren-315/
2024-09-25
35 min
Opportunity Zones Podcast
Live Q&A With Opportunity Zone Experts
Prominent Opportunity Zone attorneys Gerry Reihsen, Brett Siglin, and Ashley Tison answer your OZ questions. Recorded June 13th, 2024 during OZ Pitch Day. Registration is now open for our next OZ Pitch Day event on November 14th, 2024: https://opportunityzones.com/pitch-day/
2024-09-19
36 min
Opportunity Zones Podcast
Developing Hotels In Opportunity Zones, With John Schellhase
Hotel development deals are benefiting from favorable supply-demand dynamics post-COVID. John Schellhase, assistant vice president of investments at Peachtree Group, joins the show to discuss Peachtree's approach to Opportunity Zone investments, their focus on developing hospitality assets, and the broader real estate market trends currently shaping investment opportunities. Show notes & transcript: https://opportunityzones.com/2024/09/john-schellhase-313/
2024-09-11
28 min
Opportunity Zones Podcast
OZNH Aug '24: Opportunity Zones Go Mainstream
The New York Times recently featured the Opportunity Zones program, and the paper's coverage was surprisingly balanced (headline notwithstanding). Plus: Novogradac announces that 185,000 homes have been built with QOFs, and Jimmy announces a brand new project at OpportunityDb. Show notes: https://opportunityzones.com/2024/08/oznh-aug-2024/
2024-08-26
53 min
Opportunity Zones Podcast
Miami Opportunity Zone Investing, With Liam Krahe & David Cohen
Miami is experiencing steady and comparatively outsized growth, with strategically located Opportunity Zones offering new avenues for investment and development. Liam Krahe and David Cohen, co-founders of the South Florida QOZ Fund, join the show to discuss the challenges and opportunities of investing in Miami's rapidly evolving urban landscape. Show notes & transcript: https://opportunityzones.com/2024/08/liam-krahe-david-cohen-311/
2024-08-14
49 min
Opportunity Zones Podcast
OZNH Jul '24: A Political Earthquake For Opportunity Zones?
Kamala Harris is the new Democratic nominee for President, but does she hate Opportunity Zones? Plus: Polymarket believes President Trump is still favored to win the election, and Capital Square prepares to open yet another OZ building. Show notes: https://opportunityzones.com/2024/07/oznh-jul-2024/
2024-07-30
44 min
Opportunity Zones Podcast
The Next Steps For Opportunity Zones, With Ja'Ron Smith
Can Opportunity Zones be re-tooled to help create additional social impact for years to come? Ja'Ron Smith, chief advocacy officer at the Opportunity Funds Association, joins the show to discuss efforts to reauthorize the Opportunity Zones legislation, grow the coalition, and implement new incentives to boost community development. Show notes & transcript: https://opportunityzones.com/2024/07/jaron-smith-310/
2024-07-24
36 min
Opportunity Zones Podcast
OZNH Jun '24: Will Opportunity Zones Make A Comeback?
According to Novogradac’s poll of experts, an OZ program extension would likely spur an avalanche of new investment activity. Plus: Inland’s Keith Lampi provides insights on the self storage sector, and Capital Square launches their ninth OZ project. Show notes: https://opportunityzones.com/2024/06/oznh-jun-2024/
2024-06-25
45 min
Opportunity Zones Podcast
The Rise Of Self-Storage Real Estate, With Russ Colvin
The self-storage industry is booming. Russ Colvin, CEO and president of YourSpace America, joins the show to share his insights on the unique advantages of self-storage development within Opportunity Zones, emphasizing the sector's resilience and potential for outsized returns. Show notes & transcript: https://opportunityzones.com/2024/06/russ-colvin-308/
2024-06-19
37 min
Opportunity Zones Podcast
Stump The OZ Sherpa At OZ Pitch Day
Ashley Tison Fields Your OZ Questions LIVE at OZ Pitch Day Spring 2024. Recorded on March 7, 2024. Learn more about OZ Pitch Day: https://opportunityzones.com/pitch-day/
2024-06-12
30 min
Opportunity Zones Podcast
OZNH May '24: Congress Takes A Field Trip To OZs
Congress' powerful Ways and Means Committee recently took a field trip to Erie, Pennsylvania to talk about Opportunity Zones. Plus: Jimmy recently availed himself of an OZ Open Bar, and the upcoming OZ Pitch Day agenda is shaping up to be a barn-burner. Show notes: https://opportunityzones.com/2024/05/oznh-may-2024/
2024-05-30
48 min
Opportunity Zones Podcast
Opportunity Zone Limitations & Ideas For Improvement, With Matthew Rappaport
The Opportunity Zones concept as a place-based economic development policy is a great idea with broad bipartisan support, but some the execution leaves much to be desired. Matthew Rappaport, vice managing partner and co-chair of the tax group at Falcon Rappaport & Berkman, joins the show to discuss a wide range of Opportunity Zone issues, including its limitations, ideas for improvement, the IRS enforcement environment, and how politics are endangering the future of the policy. Show notes & transcript: https://opportunityzones.com/2024/05/matthew-rappaport-306/
2024-05-22
53 min
Opportunity Zones Podcast
A Return To Real Estate Market Fundamentals, With Michael Tillman
The sudden turn from a longstanding zero-interest rate policy to our current environment of higher interest rates has paused capital markets and resulted in a slowdown in real estate investment volume. Michael Tillman, CEO and CIO of PTM Partners, joins the show to discuss why a return to fundamentals is key to any successful Opportunity Zone real estate investment strategy in today's market. Show notes & transcript: https://opportunityzones.com/2024/05/michael-tillman-305/
2024-05-15
40 min
Opportunity Zones Podcast
5 Tips For Raising Opportunity Zone Equity From Investors
Raising capital for Opportunity Zone projects can be a challenge, especially in today's macroeconomic environment of high interest rates and inflation. But, the OZ incentive itself along with the current equities bull market present a unique fundraising opportunity for OZ project sponsors. On today's episode, OpportunityDb founder Jimmy Atkinson presents his 5 tips for raising equity from Opportunity Zone investors. Show notes: https://opportunityzones.com/2024/05/304-oz-fundraising-tips/
2024-05-09
53 min
Opportunity Zones Podcast
OZNH Apr '24: The OZ Home Building Boom, & A Meetup In Chicago
Novogradac has announced a staggering number of homes that Qualified Opportunity Funds have helped to finance, detailed in a new report. Plus: Big OZ development news from Urban Catalyst in San Jose, and Driftwood Capital in Miami. Show notes: https://opportunityzones.com/2024/04/oznh-apr-2024/
2024-04-30
47 min
Opportunity Zones Podcast
Pre-TCO Double Net Leasing In Opportunity Zones, With Axel Adler
Triple net leasing is a common commercial real estate investing strategy. Unfortunately, it doesn't qualify for the purposes of Opportunity Zone investing. But double net leasing does. And for some investors, it can offer a shortcut to OZ cash flow. Axel Adler, a commercial real estate broker at Centennial Advisers, joins the show to explain how newly constructed NNN lease properties located in Opportunity Zones can be acquired pre-CO and renegotiated as double net lease agreements to fully qualify as an OZ investment. Show notes & transcript: https://opportunityzones.com/2024/04/axel-adler-303/
2024-04-24
42 min
Opportunity Zones Podcast
Navigating Market Uncertainty, With Bob Clippinger
Navigating economic uncertainty requires a bold investor's eye for uncovering emerging opportunities before they hit the mainstream. Bob Clippinger, president of Clippinger Investment Properties, joins the show to discuss Opportunity Zone investing in the California Bay Area, and why he thinks now may be a great time to invest in real estate. Show notes & transcript: https://opportunityzones.com/2024/04/bob-clippinger-302/
2024-04-17
32 min
Opportunity Zones Podcast
C-PACE Financing & Opportunity Zones, With Bert Belanger
In today's high interest rate environment, C-PACE financing can help lower a sophisticated real estate project's cost of capital. Bert Belanger, managing director at PACE Equity, joins the show to discuss Commercial Property Assessed Clean Energy financing, how it can fit into the capital stack for an Opportunity Zone project, and what types of improvements are eligible. Show notes & transcript: https://opportunityzones.com/2024/04/bert-belanger-301/
2024-04-10
48 min
Opportunity Zones Podcast
Evolving Multi-Asset OZ Fund Strategies, With Chris Loeffler
In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of interest rate changes on real estate investments, the resurgence of hospitality, and evolving multi-asset OZ fund strategies. Show notes & transcript: https://opportunityzones.com/2024/04/chris-loeffler-300/
2024-04-03
42 min
Opportunity Zones Podcast
OZNH Mar '24: Announcing The Opportunity Zones Blueprint
OpportunityDb founder Jimmy Atkinson has announced his new premium, flagship workshop for Opportunity Zone investors... and it's a barn-burner. Plus: Hollywood takes a trip to "OZ, Oklahoma", and the OZ program passes its first "check-up." Show notes: https://opportunityzones.com/2024/03/oznh-mar-2024/
2024-03-26
50 min
Opportunity Zones Podcast
How To Diligence Opportunity Zone Funds & Deals, An OZ Pitch Day Panel
The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal. Recorded live at OZ Pitch Day on March 7, 2024, featuring panelists Jill Homan of Javelin 19 Investments, Michael O'Mara of Ozone Capital, and Gerry Reihsen of Reihsen & Associates. Moderated by Jimmy Atkinson of OpportunityDb and OZ Insiders. Show notes: https://opportunityzones.com/2024/03/oz-panel-299/
2024-03-20
30 min
Opportunity Zones Podcast
Ecosystem Investing In Opportunity Zones, With Kelly Winget & Rachel Vass
While traditional investment strategies often focus on individual assets, "ecosystem investing," or "correlated asset investing" considers the coordination of assets in a way that spurs growth of the entire community, which can lead to reduced risk and increased upside for investors. Kelly Ann Winget and Rachel Vass of EPIC Economies join the show to discuss how their Opportunity Zone fund aims to produce strong financial returns with positive community outcomes. Show notes & transcript: https://opportunityzones.com/2024/03/epic-oz-298/
2024-03-14
45 min
Opportunity Zones Podcast
The Truth About Opportunity Zones Legislation
Jimmy Atkinson of OZ Insiders brings you the latest on Opportunity Zone reform and extension legislation. Find out: what’s inside the OZ extension legislation, updates on the bill’s progress, and Jimmy's real timeline for when it could be enacted. Show notes: https://opportunityzones.com/2024/03/oz-legislation-297/
2024-03-06
1h 12
Opportunity Zones Podcast
OZNH Feb '24: OZ Pitch Day Is Almost Here!
The OpportunityDb team prepares for the first OZ Pitch Day of 2024, and it's going to be one for the record books. Plus: Jimmy's breaks down the recent data from Novogradac, with emphasis on two "headline" numbers. Show notes: https://opportunityzones.com/2024/02/oznh-feb-2024/
2024-02-27
50 min
Opportunity Zones Podcast
The Fort Knox Of Opportunity Zones | Josh Phair
In times of uncertainty, gold is often considered a safe-haven asset. But is it possible to gain exposure to gold within an Opportunity Zone investment? Josh Phair, CEO of The Wyoming Reserve Opportunity Zone Fund Corporation, joins the show to discuss his innovative approach to combining the advantages of Opportunity Zones with actively managed investments in precious metals. Show notes & transcript: https://opportunityzones.com/2024/02/josh-phair-296/
2024-02-21
49 min
Opportunity Zones Podcast
How To Offer A Qualified Opportunity Fund To Investors
When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson details the implications of offering an investment security, and the five critical things that every sponsor needs before offering a Qualified Opportunity Fund. Show notes & transcript: https://opportunityzones.com/2024/02/qof-offering-295/ ... Sponsored by OZ Insiders. Learn more: https://ozinsiders.com/
2024-02-07
1h 03
Opportunity Zones Podcast
OZNH Jan '24: Congress Has Work To Do
Coni Rathbone pens an incisive op-ed that advocates for OZ reform legislation, but she reaches a somewhat pessimistic conclusion.Plus: Andy plays a wild game of "what if," if Sen. Tim Scott were to be elected Vice President (and what that would mean for the Opportunity Zones program).Show notes: https://opportunityzones.com/2024/01/oznh-jan-2024/
2024-01-30
44 min
Opportunity Zones Podcast
QOZB Venture Capital Investing | Jack Januszewski
Opportunity Zones aren't just for real estate. The OZ tax incentive can be leveraged to drive investment into early-stage companies that are structured as Qualified Opportunity Zone Businesses (QOZBs). Jack Januszewski, vice president at Spring Mountain Capital, joins the show to discuss the intersection of venture capital, Opportunity Zones, and community impact. Show notes & transcript: https://opportunityzones.com/2024/01/jack-januszewski-293/
2024-01-24
49 min
Opportunity Zones Podcast
Opportunity Zones In 2024
Opportunity Zones have greatly exceeded initial expectations as we enter Year 6 of the tax incentive program.To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for the Opportunity Zone industry in 2024.Show notes & transcript: https://opportunityzones.com/2024/01/2024-opportunity-zones-292/
2024-01-17
58 min
Opportunity Zones Podcast
Navigating The Opportunity Zones Industry
It's Year 6 of Opportunity Zones. The marketplace has matured a lot over the years. Industry best practices are still being formed, but more or less have reached a point of stability.Ashley Tison of OZPros and Chris Cooley of OZworks Group join Jimmy Atkinson of OZ Insiders on this LIVE edition of The Opportunity Zones Podcast to discuss three membership groups that serve the Opportunity Zones industry.Show notes: https://opportunityzones.com/2024/01/ashley-tison-chris-cooley-291/
2024-01-10
52 min
Opportunity Zones Podcast
OZ NewsHour 1/24: GTIS Goes Big With Industrial
GTIS Partners has announced a joint venture with Collett Industrial, and it's a big one.Plus: Rep. Mike Kelly sings the praises of the OZ program, and Jimmy brings in the new year with a tip of his party cap.Show notes: https://opportunityzones.com/2024/01/oz-newshour-0124/
2024-01-03
45 min
Opportunity Zones Podcast
Generating Tax Alpha With Opportunity Zones & More, With Clint Edgington
Investors cannot always rely on market valuations increasing. Especially with uncertain market conditions and asset values potentially pulling back in the near-term, it may behoove investors to return to basics, and find other ways to generate alpha.Clint Edgington, founder of Nest Opportunity Fund, joins the show to discuss how to keep costs low and generate tax alpha with Opportunity Zones, Roth IRA conversions, and other tax-efficient investments.Show notes & transcript: https://opportunityzones.com/2023/12/clint-edgington-290/
2023-12-20
28 min
Opportunity Zones Podcast
Ground-Up Opportunity Zone Hotel Investing Strategy, With Michael Ealy
Acquiring distressed hotel properties during the peak of the pandemic has proved profitable for value-add investors. The next opportunity may lie in ground-up hotel development deals.Michael Ealy, CEO of Nassau Investments, joins the show to explain how he used real estate investments to go "From Broke to Millions," and why he's now spearheading a new ground-up hotel project in an Opportunity Zone in Sarasota, FL.Show notes & transcript: https://opportunityzones.com/2023/12/mike-ealy-289/
2023-12-13
37 min
Opportunity Zones Podcast
OZ NewsHour 12/23: Caliber's Pickleball Play, & The OZ Holiday Gift Guide
Jimmy and Andy go LIVE with their 2023 OZ Gift Guide… for that “special Opportunity Zone someone” in your life!Plus: Caliber promotes a premier pickleball project, and Revitate celebrates breaking ground in Albuquerque.Show notes: https://opportunityzones.com/2023/12/oz-newshour-1223/
2023-12-05
58 min
Opportunity Zones Podcast
Opportunity Zone Investors Roundtable, An OZ Pitch Day Panel
A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios.Featuring Jack Cust, Seth Rosenberg, and Remy Szykier. Recorded live at OZ Pitch Day on November 9, 2023.Show notes & transcript: https://opportunityzones.com/2023/11/roundtable-287/
2023-11-16
38 min
Opportunity Zones Podcast
Novogradac 2023 OZ Summit Recap, On-Site With Ashley Tison
On November 1, 2023, 150 of the top Opportunity Zone professionals and investors gathered in Washington DC for the Novogradac 2023 Fall Opportunity Zones Summit.Ashley Tison of OZPros joined Jimmy Atkinson live on-site to recap the event, and discuss some key takeaways on 2023/2024 OZ legislative timing and likelihood, as well as other OZ trends.Show notes & transcript: https://opportunityzones.com/2023/11/novogradac-summit-286/
2023-11-08
11 min
Opportunity Zones Podcast
OZ NewsHour 11/23: Legislative Updates & More
OZ NewsHour covers the key stories happening right now in the world of Opportunity Zones. Hosts Andy Hagans & Jimmy Atkinson discuss the powerful trends that investors, fund managers, real estate developers, and industry professionals need to know. Show notes: https://opportunityzones.com/2023/11/oz-newshour-1123/
2023-11-07
56 min
Opportunity Zones Podcast
A Mission-Driven Rural OZ Project, With Brian England & Tess Young
Monte Dei Globe is a rural Opportunity Zone development project that will be a luxury, sustainable retirement mountain top village where a portion of the profits are tithed to build co-located free housing for retired religious clergy.Brian England and Tess Young of Monte Dei Globe join the show to discuss the unique opportunity in Globe, AZ, and how their project will deliver much needed housing to the community, while also helping their investors leave a lasting legacy.Show notes & transcript: https://opportunityzones.com/2023/10/monte-dei-284/
2023-10-25
26 min
Opportunity Zones Podcast
LIVE Episode: Emerging OZ Trends And Live Q&A, With Ashley Tison
With year-end approaching and new legislation introduced last month, there's a lot of momentum in the Opportunity Zones industry.Ashley Tison at OZPros joins the first ever LIVE edition of The Opportunity Zones Podcast with Jimmy Atkinson to discuss the latest industry trends, plus answer technical questions from the live audience.Show notes & transcript: https://opportunityzones.com/2023/10/ashley-tison-283/
2023-10-18
1h 17
Opportunity Zones Podcast
Finding Value In Times Of Stress, With Taylor Trautloff
Rising interest rates, negative investor sentiment, and persistent inflation are taking a toll on real estate investments.Taylor Trautloff at StarPoint Properties joins the show to discuss where investors can find value in these uncertain times, and previews some forthcoming StarPoint Properties Opportunity Zone deals.Show notes & transcript: https://opportunityzones.com/2023/10/taylor-trautloff-282/
2023-10-11
28 min
Opportunity Zones Podcast
New Opportunity Zone Legislation & Novogradac's Upcoming OZ Summit, With Brent Parker & Jason Watkins
On September 27, new Opportunity Zone legislation was introduced into the House of Representatives. H.R. 5761 would extend and improve the tax incentive. If enacted before year-end, this legislation could have a huge impact for Opportunity Zone investors.Plus, Novogradac is hosting their annual Opportunity Zones Summit on November 1, in Washington DC. Brent Parker and Jason Watkins of Novogradac join the show to preview the upcoming OZ Summit, and discuss the potential changes that the new legislation would have on OZs.Show notes & transcript: https://opportunityzones.com/2023/10/brent-parker-jason-watkins-281/
2023-10-04
41 min
Opportunity Zones Podcast
Build-To-Rent Strategies In Opportunity Zones, With Leo Backer & Jason Joseph
Given the existing macroeconomic landscape, the build-to-rent residential asset class is poised for growth.Leo Backer of Pinnacle Partners and Jason Joseph of Trilogy Investment Company join the show to discuss positive trends in BTR, and why it fits so well within an Opportunity Zone dynamic.Show notes & transcript: https://opportunityzones.com/2023/09/leo-backer-jason-joseph-280/
2023-09-27
35 min
Opportunity Zones Podcast
Opportunity Zone Tax Implications For CPAs, With Kirk Walton
The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Opportunity Zone investment strategy over other tax deferral techniques? And how do they compare?Gain a complete understanding of Opportunity Zones and Qualified Opportunity Fund investing in today's episode, which is a recording of a live webinar conducted in August 2023, co-hosted by Jimmy Atkinson of OpportunityDb and Kirk Walton of GPWM Funds.Show notes & transcripts: https...
2023-09-13
1h 04
Opportunity Zones Podcast
Industrial Sector Growth In Opportunity Zones, An OZ Pitch Day Panel
In 2022, the industrial real estate sector was one of the top-performing sectors, with e-commerce growth, supply chain diversification, and new inventory management strategies being key growth drivers. The Opportunity Zone tax incentive further boosts its attractiveness to investors.Today’s episode is a recording of a live segment from OZ Pitch Day on July 20, 2023, wherein panelists Peter Ciganik, Brian Duren, and Jim Lang discussed all things Opportunity Zones and industrial real estate.Show notes & transcript: https://opportunityzones.com/2023/08/industrial-panel-278/
2023-08-24
34 min
Opportunity Zones Podcast
Single-Tenant Net Lease Funds, With Hannah Kirby
Single-tenant net lease private equity real estate funds have many advantages.Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant net lease funds.Show notes & transcript: https://opportunityzones.com/2023/08/hannah-kirby-277/
2023-08-17
33 min
Opportunity Zones Podcast
Opportunity Zone Interim Gains, Saving Failed 1031s, & Reform Legislation, With Ashley Tison
The OZ Sherpa himself, Mr. Ashley Tison returned for another edition of "Ask The OZ Expert" at OZ Pitch Day on July 20, 2023.Today's episode is a recording of that live segment, wherein Ashley addressed several questions from the audience.Show notes & transcript: https://opportunityzones.com/2023/08/ashley-tison-276/
2023-08-09
35 min
Opportunity Zones Podcast
The Rising Demand For Class B Industrial Real Estate, With Chris Powers
The demand for last-mile industrial space located in population centers is growing rapidly.Chris Powers, founder of real estate private equity firm Fort Capital, joins the show to discuss his success as a real estate entrepreneur and why he is bullish on infill Class B industrial real estate.Show notes & transcript: https://opportunityzones.com/2023/08/chris-powers-275/
2023-08-02
46 min
Opportunity Zones Podcast
The Future Of Pre-Manufactured Buildings, With John Wolfington
The use of pre-manufactured building materials is growing rapidly on real estate development sites.John Wolfington at Exceler Building Solutions joins the show to discuss how his firm has has raised $5 million through an Opportunity Zone Fund, and why he's bullish on the future of pre-manufactured buildings.Show notes & transcript: https://opportunityzones.com/2023/07/john-wolfington-274/
2023-07-26
30 min
Opportunity Zones Podcast
Historic Revitalization In Cleveland's Opportunity Zones, With Kevin Wojton
The vast majority of Opportunity Zone projects are ground-up development deals. But in Cleveland, there are numerous opportunities to renovate underutilized historic buildings.Kevin Wojton, managing member at IOTA Development Group, joins the show to discuss how he is acquiring historic buildings in Cleveland's Opportunity Zones for pennies on the dollar, and giving them new life.Show notes & transcript: https://opportunityzones.com/2023/07/kevin-wojton-273/
2023-07-19
31 min
Opportunity Zones Podcast
An Introduction To PACE Financing, With Alexandra Cooley
PACE financing is becoming a more important part of the capital stack as traditional lenders pull back in today's high interest rate environment.Alexandra Cooley, CIO of Nuveen Green Capital, joins the show to discuss commercial Property Assessed Clean Energy (C-PACE) financing, what it is, who's eligible to receive it, and how the loans can be securitized.Show notes & transcript: https://opportunityzones.com/2023/07/alexandra-cooley-271/
2023-07-06
39 min
Opportunity Zones Podcast
Origin Investments' $585 Million Of Opportunity Zone Equity, With Michael Episcope
Origin Investments was one of the early adopters of Opportunity Zones in 2018. They have since raised $585 million across their first two Opportunity Zone funds. And now they are gearing up to launch OZ Fund III.Michael Episcope, principal co-founder at Origin investments, joins the show to discuss Origin's story, where investors can find value right now, and whether Opportunity Zones are still good deals, given current macroeconomic conditions.Show notes & transcript: https://opportunityzones.com/2023/06/michael-episcope-270/
2023-06-29
47 min
Opportunity Zones Podcast
Venture Real Estate In Opportunity Zones, With Kelly Ann Winget & Rachel Vass
Combining safer asset-backed real estate with high-multiple venture investments in untapped markets may be an optimal Opportunity Zone strategy for investors seeking risk diversification.Kelly Ann Winget of Alternative Wealth Partners and Rachel Vass of Syzygy Cities have teamed up to form the EPIC OZ Fund. They join the show to discuss how their fund is unique, and the importance of aligning incentives within public-private partnerships when developing venture real estate.Show notes & transcript: https://opportunityzones.com/2023/06/epic-oz-fund-269/
2023-06-21
49 min
Opportunity Zones Podcast
Lessons Learned From $200 Million In Opportunity Zone Equity Invested, With Ross Baird
Capital markets have been volatile as of late. All forms of investment have been impacted, and Opportunity Zones are no exception.Ross Baird, founder of Blueprint Local, joins the show to discuss that impact, plus, some of the biggest lessons that he has learned after investing $200 million of OZ equity over the past four years.Show notes & transcript: https://opportunityzones.com/2023/06/ross-baird-268/
2023-06-14
53 min
Opportunity Zones Podcast
Investment Management Tips For Passive LP investors, With Litan Yahav
Limited partners (LPs) in private investment funds face many unique challenges when it comes to administration, portfolio management, and cash flow planning.Litan Yahav, founder and CEO of Vyzer, joins the show to discuss these challenges that High Net Worth investors face as LPs in multiple private placement offerings, and how his product can help address their investment management needs.Show notes & transcript: https://opportunityzones.com/2023/06/litan-yahav-267/
2023-06-07
41 min
Opportunity Zones Podcast
Investment Property Wealth Management, With Drew Reynolds
Traditional wealth management is very experienced at managing an investor's portfolio of assets at a traditional brokerage account of stocks and bonds. But there's a gap when it comes to portfolio management of real estate properties, and when to utilize 1031s and Opportunity Zones.Drew Reynolds, CIO at Realized, joins the show to discuss how a portfolio of investment properties can be managed with the same level of sophistication as traditional investments.Show notes: https://opportunityzones.com/2023/06/drew-reynolds-266/
2023-06-01
38 min
Opportunity Zones Podcast
Growing Wealth With The Investor Mindset, With Steven Pesavento
The key to investing success starts with having the right mindset.Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with "The Investor Mindset" can help High Net Worth investors generate more wealth.Show notes: https://opportunityzones.com/2023/05/steven-pesavento-265/
2023-05-30
41 min
Opportunity Zones Podcast
De-Risking Real Estate Projects With Tax Credits, With Cullan Maumus
The nation’s housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk.Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs (in addition to Opportunity Zones) can de-risk historic building conversion projects.Show notes: https://opportunityzones.com/2023/05/cullan-maumus-264/
2023-05-26
31 min
Opportunity Zones Podcast
OZ Investment Strategies For Uncertain Times, With Ray Mazzie
Ray Mazzie, managing partner at Southern Waters Capital, joins the show to discuss the current market cycle, his outlook on suburban, secondary, and tertiary markets, and the opportunity that they may present in these uncertain economic times.Show notes: https://opportunityzones.com/2023/05/ray-mazzie-263/
2023-05-23
41 min
Opportunity Zones Podcast
The 3 Essential Habits Of High Net Worth Investors, With Andy Hagans
Replay of a live webinar presented by WealthChannel co-founders Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be essential for High Net Worth investors.Plus, we give a sneak preview of our upcoming event in Fort Worth, TX -- WealthChannel Summit coming on June 16, 2023.Show notes: https://opportunityzones.com/2023/05/essential-habits-262/
2023-05-18
41 min
Opportunity Zones Podcast
Automated Opportunity Zone Compliance, With Landon Johnson
Opportunity Zone investing is simple, until it's not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers, real estate operators, and investors.Landon Johnson, chief marketing officer at CapZone Analytics, joins the show to discuss best practices for Opportunity Zone compliance, and his firm's automated solution.Show notes: https://opportunityzones.com/2023/05/landon-johnson-261/
2023-05-16
48 min
Opportunity Zones Podcast
Cold Storage Real Estate, With Chad DeBolt
With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector?Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state of the cold storage real estate market, and opportunities for investors to consider.Show notes: https://opportunityzones.com/2023/05/chad-debolt-260/
2023-05-11
44 min
Opportunity Zones Podcast
Building Homeownership With Opportunity Zones, With Chris Knoppe
Can Opportunity Zones help build home ownership opportunities in certain locations around the country?Chris Knoppe, president at CBUS OZ Funds, joins the show to discuss how a combination of renovation and new construction can rebuild neighborhoods and create a path to homeownership.Show notes: https://opportunityzones.com/2023/05/chris-knoppe-259/
2023-05-09
36 min
Opportunity Zones Podcast
Catalyzing Social Impact With Opportunity Zones, An OZ Pitch Day Panel
How effective has the Opportunity Zone program been at driving private investment into low income communities? What potential improvements could make the program even more effective?Catherine Lyons, Director of Policy and Coalitions at the Economic Innovation Group, Rachel Reilly, founder at Aces & Archers, and Chris Cooley, CEO of OZworks Group, join the show to discuss how OZs are catalyzing social impact and what the future may hold for the program.Show notes: https://opportunityzones.com/2023/03/social-impact/
2023-05-02
35 min
Opportunity Zones Podcast
Tax Planning With Opportunity Zones, With John Berlet
The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors.John Berlet, president of Coastal Bend OZ Fund, joins the show to discuss how he came to learn about Opportunity Zones after selling his business, and why he believes OZs should be used by more investors and advisors for tax planning and retirement planning.Show notes: https://opportunityzones.com/2023/04/john-berlet-257/
2023-04-27
38 min
Opportunity Zones Podcast
The Forthcoming Distressed Debt Opportunity For Investors, With Nathan Whigham
The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months.Nathan Whigham, founder and president of EN Capital, joins the show to discuss the overall impact of the banking crisis on capital markets, and why he believes it could be a huge opportunity for some investors.Show notes: https://opportunityzones.com/2023/04/nathan-whigham-256/
2023-04-25
37 min
Opportunity Zones Podcast
Live OZ Pitch Day Q&A, With Ashley Tison
On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of "Ask The OZ Expert." We peppered him with live Q&A from our audience of High Net Worth investors, and he didn't skip a beat.Today's podcast episode is a replay of this segment wherein Ashley covers a wide range of topics, including multiple tax incentive stacking, the impact of the banking crisis on OZs, insurance risks of OZ developers, and much more.Show notes: https://opportunityzones.com/2023/04/ashley-tison-255/
2023-04-20
21 min
Opportunity Zones Podcast
The 2023 Opportunity Zone Impact Survey, With Reid Thomas
Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters.Reid Thomas, managing director and chief revenue officer at JTC Americas, joins the show to discuss a new report from JTC and OpportunityDb that offers the results of our 2023 impact investing survey.Show notes: https://opportunityzones.com/2023/04/reid-thomas-254/
2023-04-18
27 min
Opportunity Zones Podcast
Why We Started WealthChannel, With Andy Hagans
WealthChannel has grown into a large, engaged community of High Net Worth investors, but where did it all begin?WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame).Show notes: https://opportunityzones.com/2023/04/andy-hagans-253/
2023-04-11
41 min
Opportunity Zones Podcast
Opportunity Zone Traps For The Unwary, With Gordon Goldie & Valerie Grunduski
Opportunity Zones have been around for about 5 years, but it's still a relatively new tax policy. A lot of investors, fund managers, and even advisors are still getting up to speed on how to operate within the statutory and regulatory requirements.Gordon Goldie and Valerie Grunduski from Plante Moran join the show to discuss 20+ traps that Opportunity Zone investors can fall into without the right guidance.Show notes: https://opportunityzones.com/2023/04/plante-moran-252/
2023-04-04
55 min
Opportunity Zones Podcast
Wealth Development Strategies With Opportunity Zones, An OZ Pitch Day Panel
How are High Net Worth investors using Opportunity Zones to build generational wealth? What opportunities are investors overlooking when it comes to this program?Brad Molotsky at Duane Morris, Gerry Reihsen at Reihsen & Associates, and Kirk Walton at GPWM Funds, participated in a live OZ Pitch Day panel on March 23rd to discuss some best practices to develop wealth with Opportunity Zones.Show notes: https://opportunityzones.com/2023/03/wealth-development-strategies/
2023-03-28
33 min
Opportunity Zones Podcast
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 come to a few conclusions about OZ investing over the course of my journey. But two points really stand out.Show notes: https://opportunityzones.com/2023/03/jimmy-atkinson-250/
2023-03-22
05 min
Opportunity Zones Podcast
The Rise Of Industrial Real Estate In Opportunity Zones, With Peter Ciganik
Logistics-based industrial real estate has been a strong sector in recent years, with the growth of e-commerce continuing to fuel its rise. Will industrial continue to outperform in 2023?Peter Ciganik, senior managing director at GTIS Partners, joins the show to discuss the bull case for the industrial sector and how Opportunity Zones may be utilized to help accelerate its growth.Show notes: https://opportunityzones.com/2023/03/peter-ciganik-249/
2023-03-14
39 min
Opportunity Zones Podcast
Inside Inland's OZ And DST Success, With Keith Lampi
Inland Private Capital has over $12 billion in assets under management, across over 300 private placements, and they are the nation's largest sponsor of Delaware Statutory Trusts.Keith Lampi, CEO of Inland Private Capital Corporation, joins the show to discuss how Inland helped create the modern-day DST, and how they leveraged their success with that structure to expand into Opportunity Zone offerings.Show notes: https://opportunityzones.com/2023/02/keith-lampi-248/
2023-02-28
41 min
Opportunity Zones Podcast
Manufactured Housing & The Affordability Crisis, With Daniel Landy
Fannie Mae estimates that the nation is facing an affordable housing shortage of close to 4 million units. Can manufactured housing help solve this societal problem?Daniel Landy, executive vice president at UMH Properties, joins the show to discuss the role of manufactured housing in the private equity real estate marketplace and how the Opportunity Zones policy is catalyzing more of this product in some of the areas that need housing the most.Show notes: https://opportunityzones.com/2023/02/daniel-landy-247/
2023-02-13
42 min
Opportunity Zones Podcast
OZ Reform Legislation 2023 Update, With John Sciarretti & Peter Lawrence
Opportunity Zone reform legislation introduced in April 2022 failed to pass before the end of last year. But extending and improving the tax policy remains a priority for the industry and key supporters in Congress.John Sciarretti, head of the Novogradac Opportunity Zones Working Group, and Peter Lawrence, director of public policy and government relations at Novogradac, join the show to discuss the status of the "Opportunity Zones Improvement, Transparency, and Extension Act," including when and how it may be re-introduced and eventually passed by Congress.Show notes: https://opportunityzones.com/2023/02/novogradac-246/
2023-02-08
47 min
Opportunity Zones Podcast
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 show to discuss his macroeconomic view of the residential real estate market, and how his Opportunity Zone fund may be poised to take advantage of a generational opportunity.Show notes: https://opportunityzones.com/2023/01/mike-hardy-245/
2023-02-01
38 min
Opportunity Zones Podcast
Inside Capital Square's Record Setting Year, With James Brunger
Last year's economic turbulence posed a challenge to investors as well as real estate fund sponsors raising equity. But amidst the economic headwinds, there have been a few success stories.James Brunger, chief sales officer at Capital Square, joins the show to discuss how his team was able to set new records by raising over $1 billion in equity in 2022.Show notes: https://opportunityzones.com/2023/01/james-brunger-244/
2023-01-25
51 min
Opportunity Zones Podcast
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 sponsors to tap into the RIA market, as well as the opportunity for RIAs to bolster their clients' portfolios with Qualified Opportunity Fund holdings.Show notes & transcript: https://opportunityzones.com/2023/01/barrett-linburg-243/
2023-01-18
38 min
Opportunity Zones Podcast
Ask The OZ Expert, With Ashley Tison
In this segment from OZ Pitch Day Fall 2022, Ashley Tison from OZ Pros takes live questions from Opportunity Zone investors on a wide range of topics.Show notes: https://opportunityzones.com/2022/11/ashley-tison-242/
2023-01-11
22 min
Opportunity Zones Podcast
Opportunity Zones In 2023
In many ways, Opportunity Zones have exceeded initial expectations, roughly four-and-a-half years into the place-based tax policy.To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for OZs in 2023.Show notes: https://opportunityzones.com/2023/01/2023-opportunity-zones-241/
2023-01-04
10 min
Opportunity Zones Podcast
Introduction To The Opportunity Zones Podcast
How much do you know about opportunity zones? Maybe you know the basics — that the opportunity zones program is an economic policy intended to revitalize some of the most economically distressed areas of the country, and that to encourage investment in such communities, huge tax benefits await investors. Capital gains deferral on the front end, as well as capital gains exclusion on the back end. But if you’re like most people, you only have a rough grasp of how it all works. On this podcast, I want to transform you into an opportunity zone expert… or at least give y...
2018-11-27
01 min