Shows
Opportunity Zones PodcastOZ 2.0 Effective Dates + Office Hours Q&AOn this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses key dates related to OZ 2.0, plus answers 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 & summary: https://opportunityzones.com/2025/08/ozoh-355/
2025-08-0444 min
Opportunity Zones PodcastOpportunity Zones 2.0 Explained: Ultimate Crash CourseGet the full breakdown of the biggest update to Opportunity Zones since 2017. OpportunityZones.com founder Jimmy Atkinson covers everything investors, developers, and communities need to know about the new OZ 2.0 rules signed into law by President Trump on July 4, 2025. Watch the video version of this episode and download our OZ 2.0 resources: https://opportunityzones.com/crashcourse/
2025-07-2352 min
Opportunity Zones PodcastThe Yellow Brick Road To OZ 2.0On 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/
2025-04-0742 min
Opportunity Zones PodcastTrump'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/
2025-03-121h 02
Opportunity Zones PodcastHouse 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/
2025-03-0341 min
Opportunity Zones PodcastTrump Tariffs & Opportunity ZonesOn 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/
2025-02-0350 min
Opportunity Zones PodcastOpportunity Zones In 2025Here'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/
2025-01-0741 min
Opportunity Zones PodcastWebinar: 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/
2024-12-231h 03
Opportunity Zones PodcastOpportunity Zones & Tax Reform In 2025, An OZ Pitch Day Panel DiscussionThe 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/
2024-12-1137 min
Opportunity Zones PodcastCapital Square's 2,000 New OZ Housing Units, With Louis Rogers & Whit HuffmanTo 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/
2024-11-2539 min
Opportunity Zones PodcastOZNH 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/
2024-11-2035 min
Opportunity Zones PodcastElection Analysis At The Novogradac 2024 OZ Summit, With Mike NovogradacLast 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/
2024-11-1308 min
Opportunity Zones PodcastHow Trump Will Reshape Opportunity Zones, With Ashley TisonDonald 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/
2024-11-1120 min
Opportunity Zones PodcastA Sound Money OZ Investing Strategy, With Josh PhairUnlike 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/
2024-11-0634 min
Opportunity Zones PodcastA Build-To-Rent Opportunity Zone Investment Strategy, With Pinnacle PartnersBuild-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/
2024-10-301h 04
Opportunity Zones PodcastOZNH Oct '24: Election 2024 Special EpisodeIt'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/
2024-10-2959 min
Opportunity Zones PodcastInside Caliber's OZ Fund Merger Program, With Chris LoefflerEarlier 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/
2024-10-2341 min
Opportunity Zones PodcastHow The Election Will Impact Opportunity Zones, With John Sciarretti & Jason WatkinsThe 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/
2024-10-1649 min
Opportunity Zones PodcastOZNH Sep '24: Introducing The BRAND NEW OpportunityZones.comOpportunityDb 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/
2024-10-0149 min
Opportunity Zones PodcastFamily Office Real Estate Insights, With DJ Van KeurenDespite 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/
2024-09-2535 min
Opportunity Zones PodcastLive Q&A With Opportunity Zone ExpertsProminent 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/
2024-09-1936 min
Opportunity Zones PodcastDeveloping Hotels In Opportunity Zones, With John SchellhaseHotel 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/
2024-09-1128 min
Opportunity Zones PodcastOZNH Aug '24: Opportunity Zones Go MainstreamThe 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/
2024-08-2653 min
Opportunity Zones PodcastMiami Opportunity Zone Investing, With Liam Krahe & David CohenMiami 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/
2024-08-1449 min
Opportunity Zones PodcastOZNH 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/
2024-07-3044 min
Opportunity Zones PodcastThe Next Steps For Opportunity Zones, With Ja'Ron SmithCan 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/
2024-07-2436 min
Opportunity Zones PodcastOZNH 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/
2024-06-2545 min
Opportunity Zones PodcastThe Rise Of Self-Storage Real Estate, With Russ ColvinThe 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/
2024-06-1937 min
Opportunity Zones PodcastStump The OZ Sherpa At OZ Pitch DayAshley 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/
2024-06-1230 min
Opportunity Zones PodcastOZNH May '24: Congress Takes A Field Trip To OZsCongress' 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/
2024-05-3048 min
Opportunity Zones PodcastOpportunity Zone Limitations & Ideas For Improvement, With Matthew RappaportThe 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/
2024-05-2253 min
Opportunity Zones PodcastA Return To Real Estate Market Fundamentals, With Michael TillmanThe 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/
2024-05-1540 min
Opportunity Zones Podcast5 Tips For Raising Opportunity Zone Equity From InvestorsRaising 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/
2024-05-0953 min
Opportunity Zones PodcastOZNH Apr '24: The OZ Home Building Boom, & A Meetup In ChicagoNovogradac 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/
2024-04-3047 min
Opportunity Zones PodcastPre-TCO Double Net Leasing In Opportunity Zones, With Axel AdlerTriple 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/
2024-04-2442 min
Opportunity Zones PodcastNavigating Market Uncertainty, With Bob ClippingerNavigating 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/
2024-04-1732 min
Opportunity Zones PodcastC-PACE Financing & Opportunity Zones, With Bert BelangerIn 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/
2024-04-1048 min
Opportunity Zones PodcastEvolving Multi-Asset OZ Fund Strategies, With Chris LoefflerIn 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/
2024-04-0342 min
Opportunity Zones PodcastOZNH Mar '24: Announcing The Opportunity Zones BlueprintOpportunityDb 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/
2024-03-2650 min
Opportunity Zones PodcastHow To Diligence Opportunity Zone Funds & Deals, An OZ Pitch Day PanelThe 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/
2024-03-2030 min
Opportunity Zones PodcastEcosystem Investing In Opportunity Zones, With Kelly Winget & Rachel VassWhile 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/
2024-03-1445 min
Opportunity Zones PodcastThe Truth About Opportunity Zones LegislationJimmy 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/
2024-03-061h 12
Opportunity Zones PodcastOZNH 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/
2024-02-2750 min
Opportunity Zones PodcastThe Fort Knox Of Opportunity Zones | Josh PhairIn 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/
2024-02-2149 min
Opportunity Zones PodcastHow To Offer A Qualified Opportunity Fund To InvestorsWhen 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/
2024-02-071h 03
Opportunity Zones PodcastOZNH Jan '24: Congress Has Work To DoConi 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/
2024-01-3044 min
Opportunity Zones PodcastQOZB Venture Capital Investing | Jack JanuszewskiOpportunity 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/
2024-01-2449 min
Opportunity Zones PodcastOpportunity Zones In 2024Opportunity 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/
2024-01-1758 min
Opportunity Zones PodcastNavigating The Opportunity Zones IndustryIt'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/
2024-01-1052 min
Opportunity Zones PodcastOZ NewsHour 1/24: GTIS Goes Big With IndustrialGTIS 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/
2024-01-0345 min
Opportunity Zones PodcastGenerating Tax Alpha With Opportunity Zones & More, With Clint EdgingtonInvestors 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/
2023-12-2028 min
Opportunity Zones PodcastGround-Up Opportunity Zone Hotel Investing Strategy, With Michael EalyAcquiring 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/
2023-12-1337 min
Opportunity Zones PodcastOZ NewsHour 12/23: Caliber's Pickleball Play, & The OZ Holiday Gift GuideJimmy 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/
2023-12-0558 min
Opportunity Zones PodcastOpportunity Zone Investors Roundtable, An OZ Pitch Day PanelA 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/
2023-11-1638 min
Opportunity Zones PodcastNovogradac 2023 OZ Summit Recap, On-Site With Ashley TisonOn 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/
2023-11-0811 min
Opportunity Zones PodcastOZ NewsHour 11/23: Legislative Updates & MoreOZ 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/
2023-11-0756 min
Opportunity Zones PodcastA Mission-Driven Rural OZ Project, With Brian England & Tess YoungMonte 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/
2023-10-2526 minOpportunity Zones PodcastLIVE Episode: Emerging OZ Trends And Live Q&A, With Ashley TisonWith 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/
2023-10-181h 17Opportunity Zones PodcastFinding Value In Times Of Stress, With Taylor TrautloffRising 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/
2023-10-1128 minOpportunity Zones PodcastNew Opportunity Zone Legislation & Novogradac's Upcoming OZ Summit, With Brent Parker & Jason WatkinsOn 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/
2023-10-0441 minOpportunity Zones PodcastBuild-To-Rent Strategies In Opportunity Zones, With Leo Backer & Jason JosephGiven 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/
2023-09-2735 minOpportunity Zones PodcastOpportunity Zone Tax Implications For CPAs, With Kirk WaltonThe 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...
2023-09-131h 04Opportunity Zones PodcastIndustrial Sector Growth In Opportunity Zones, An OZ Pitch Day PanelIn 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/
2023-08-2434 minOpportunity Zones PodcastSingle-Tenant Net Lease Funds, With Hannah KirbySingle-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/
2023-08-1733 minOpportunity Zones PodcastOpportunity Zone Interim Gains, Saving Failed 1031s, & Reform Legislation, With Ashley TisonThe 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/
2023-08-0935 minOpportunity Zones PodcastThe Rising Demand For Class B Industrial Real Estate, With Chris PowersThe 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/
2023-08-0246 minOpportunity Zones PodcastThe Future Of Pre-Manufactured Buildings, With John WolfingtonThe 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/
2023-07-2630 minOpportunity Zones PodcastHistoric Revitalization In Cleveland's Opportunity Zones, With Kevin WojtonThe 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/
2023-07-1931 minOpportunity Zones PodcastAn Introduction To PACE Financing, With Alexandra CooleyPACE 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/
2023-07-0639 minOpportunity Zones PodcastOrigin Investments' $585 Million Of Opportunity Zone Equity, With Michael EpiscopeOrigin 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/
2023-06-2947 minOpportunity Zones PodcastVenture Real Estate In Opportunity Zones, With Kelly Ann Winget & Rachel VassCombining 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/
2023-06-2149 minOpportunity Zones PodcastLessons Learned From $200 Million In Opportunity Zone Equity Invested, With Ross BairdCapital 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/
2023-06-1453 minOpportunity Zones PodcastInvestment Management Tips For Passive LP investors, With Litan YahavLimited 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/
2023-06-0741 minOpportunity Zones PodcastInvestment Property Wealth Management, With Drew ReynoldsTraditional 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/
2023-06-0138 minOpportunity Zones PodcastGrowing Wealth With The Investor Mindset, With Steven PesaventoThe 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/
2023-05-3041 minOpportunity Zones PodcastDe-Risking Real Estate Projects With Tax Credits, With Cullan MaumusThe 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/
2023-05-2631 minOpportunity Zones PodcastOZ Investment Strategies For Uncertain Times, With Ray MazzieRay 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/
2023-05-2341 minOpportunity Zones PodcastThe 3 Essential Habits Of High Net Worth Investors, With Andy HagansReplay 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/
2023-05-1841 minOpportunity Zones PodcastAutomated Opportunity Zone Compliance, With Landon JohnsonOpportunity 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/
2023-05-1648 minOpportunity Zones PodcastCold Storage Real Estate, With Chad DeBoltWith 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/
2023-05-1144 minOpportunity Zones PodcastBuilding Homeownership With Opportunity Zones, With Chris KnoppeCan 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/
2023-05-0936 minOpportunity Zones PodcastCatalyzing Social Impact With Opportunity Zones, An OZ Pitch Day PanelHow 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/
2023-05-0235 minOpportunity Zones PodcastTax Planning With Opportunity Zones, With John BerletThe 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/
2023-04-2738 minOpportunity Zones PodcastThe Forthcoming Distressed Debt Opportunity For Investors, With Nathan WhighamThe 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/
2023-04-2537 minOpportunity Zones PodcastLive OZ Pitch Day Q&A, With Ashley TisonOn 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/
2023-04-2021 minOpportunity Zones PodcastThe 2023 Opportunity Zone Impact Survey, With Reid ThomasInvesting 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/
2023-04-1827 minOpportunity Zones PodcastWhy We Started WealthChannel, With Andy HagansWealthChannel 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/
2023-04-1141 minOpportunity Zones PodcastOpportunity Zone Traps For The Unwary, With Gordon Goldie & Valerie GrunduskiOpportunity 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/
2023-04-0455 minOpportunity Zones PodcastWealth Development Strategies With Opportunity Zones, An OZ Pitch Day PanelHow 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/
2023-03-2833 minOpportunity Zones PodcastOpportunity Zone Investing Made Simple With OZ Pitch DayI'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/
2023-03-2205 minOpportunity Zones PodcastThe Rise Of Industrial Real Estate In Opportunity Zones, With Peter CiganikLogistics-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/
2023-03-1439 minOpportunity Zones PodcastInside Inland's OZ And DST Success, With Keith LampiInland 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/
2023-02-2841 minOpportunity Zones PodcastManufactured Housing & The Affordability Crisis, With Daniel LandyFannie 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/
2023-02-1342 minOpportunity Zones PodcastOZ Reform Legislation 2023 Update, With John Sciarretti & Peter LawrenceOpportunity 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/
2023-02-0847 minOpportunity Zones PodcastThe Great Opportunity For Real Estate Investors, With Mike HardyThis 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/
2023-02-0138 minOpportunity Zones PodcastInside Capital Square's Record Setting Year, With James BrungerLast 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/
2023-01-2551 minOpportunity Zones PodcastThe OZ Opportunity For RIAs And Other Financial Advisors, With Barrett LinburgRIAs 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/
2023-01-1838 minOpportunity Zones PodcastAsk The OZ Expert, With Ashley TisonIn 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/
2023-01-1122 minOpportunity Zones PodcastOpportunity Zones In 2023In 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/
2023-01-0410 min
Opportunity Zones PodcastIntroduction To The Opportunity Zones PodcastHow 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...
2018-11-2701 min