Opportunity Zones Podcast

Opportunity Zones Podcast

opportunitydb.com/podcast
Weekly show featuring interviews with opportunity zones professionals and experts. If it impacts opportunity zones or the opportunity funds industry, we cover it here.


Why Mobile Home Parks May Be the Perfect OZ Investment, with Sam Hales (Episode #98)
Jul 1 • 29 min
Could mobile home parks be the perfect (recession-resistant) Opportunity Zone investment? Sam Hales is CEO of Saratoga Group, a real estate investment firm focused on investing in affordable housing, specifically through mobile home communities located in…
Opportunity Zone Expansion Ideas to Aid in COVID-19 Recovery, with Blake Christian (Episode #97)
Jun 24 • 41 min
Opportunity Zones may just be the perfect vehicle to deliver economic relief to the areas hardest hit by the coronavirus pandemic. How can the incentive be expanded to further catalyze the recovery effort? Blake Christian is a tax CPA for Holthouse Carlin…
Updates from the White House Council on Opportunity Zones, with Scott Turner (Episode #96)
Jun 17 • 19 min
What is the state of Opportunity Zones from the perspective of the White House Opportunity and Revitalization Council, now one year into its mission? Scott Turner is executive director of the Council — a collaboration of 17 Federal agencies and…
Why Attend the Opportunity Zone Expo, with Rich Zhang (Episode #95)
Jun 10 • 30 min
Last year, the Opportunity Zone Expo hosted six live, in-person events. But due to the ongoing coronavirus pandemic, their 2020 conference will be entirely online. Learn how you can still benefit from attending, who you will meet, and how you can save 20…
Pros and Cons of the 180-Day Opportunity Zone Deadline Extension (Episode #94)
Jun 8 • 20 min
On June 4, the IRS issued a new notice that provides a lot of additional coronavirus relief for Opportunity Zone investors and Opportunity Zone funds. Will this relief pose short-term challenges for Opportunity Zone capital raising? And might it cause a…
Opportunity Zone Funds as 1031 Exchange Alternatives, with Erik Hayden (Episode #93)
Jun 3 • 41 min
During this current economic crisis that has resulted from our response to COVID-19, how can Opportunity Zone funds serve as alternatives for 1031 exchange investors? Erik Hayden is founder of Urban Catalyst, a San Jose-based real estate Opportunity Zone…
Opportunity Zone Fundraising Trends, with Nick Parrish (Episode #92)
May 27 • 35 min
What Opportunity Zone fundraising trends can be gleaned after raising $465 million? And what’s next for Opportunity Zones in the midst of the coronavirus pandemic? Nick Parrish is managing director and head of business development at Cresset Partners, a…
IRS Correcting Amendments to OZ Final Regs, with Ashley Tison and Jessica Millett (Episode #91)
May 20 • 30 min
In April, the IRS published correcting amendments to the final regulations on Qualified Opportunity Funds. What are the key changes that Opportunity Zone participants need to be aware of? Jessica Millett is partner and chair of Duval & Stachenfeld’s tax…
Urban Core Development in Opportunity Zones, with Alex Bhathal (Episode #90)
May 13 • 31 min
The Sacramento Kings ownership group successfully spearheaded downtown Sacramento’s revitalization, which by the end of 2018 had resulted in a hugely positive community impact and a downtown job increase of 38 percent. Now can they leverage the…
How to Raise Capital for Opportunity Zone Deals, an OZ Pros Webinar (Episode #89)
May 11 • 51 min
Are you ready to attract investors for your Opportunity Zone deals? Learn how to form an Opportunity Zone fund and raise capital for your OZ deals. Receive valuable information on legal structuring, compiling a pitchbook, and crafting the perfect pitch…
Social Impact in L.A.’s Opportunity Zones, with Martin Muoto and Reid Thomas (Episode #88)
May 6 • 45 min
Why is social impact crucial to the long-term success of the Opportunity Zone initiative? Hear from the top urban Opportunity Zone fund, as awarded by the Forbes OZ 20, and the positive story of the impact that they are delivering in South Central Los…
Opportunity Zone Success Strategies During COVID-19, with Jill Homan (Episode #87)
Apr 29 • 29 min
How has the Opportunity Zone marketplace matured over the past 12 months? What has the investor response been? And is the current pandemic-instigated economic downturn threatening to change everything? Jill Homan is founder and president of Javelin 19…
The Book on Opportunity Zone Investing, with Jim White (Episode #86)
Apr 22 • 39 min
What insights can be gleaned from the newest book on Opportunity Zone investing? Jim White, PhD is chairman and CEO of Post Harvest Technologies and founder of the PHT Opportunity Fund. He is also a best-selling author; his latest book is Opportunity…
COVID-19: How OZ Funds and Investors Are Responding, with Chris Loeffler (Episode #85)
Apr 15 • 37 min
How are Opportunity Zone funds responding to the ongoing coronavirus pandemic? Find out why one Opportunity Zone fund walked away from $500 million worth of real estate deals last month. And could the current economic climate present some unique…
Opportunity Zone Strategies for Community Development, with Jeanne Bonds (Episode #84)
Apr 8 • 44 min
How can investors, financial institutions, and other local stakeholders leverage the Opportunity Zone incentive to improve community development results? Jeanne Bonds is a professor of the Practice of Impact Investment and Sustainable Finance at UNC’s…
COVID-19 Relief for Opportunity Zone Businesses, a Zoom Meeting with OZ Pros (Episode #83)
Apr 1 • 76 min
Congress has passed three phases of coronavirus relief packages, with a fourth potentially on the way soon. How can Opportunity Zone businesses seek relief? And how can Opportunity Zones assist with economic recovery? OZ Pros hosted a Zoom meeting with 80…
Creating Catalytic Impact in Rural Opportunity Zones, with Chris Montgomery (Episode #82)
Mar 25 • 35 min
What is an OZ fund on Colorado’s western slope doing to spark catalytic impact and serve the long-term needs of rural communities? Chris Montgomery is partner at Four Points Funding, whose Opportunity Zone fund was recently awarded the Grand Prize as the…
COVID-19: Impact on Financial Markets and Opportunity Zones, with Craig Bernstein (Episode #81)
Mar 23 • 29 min
How will the ongoing coronavirus pandemic affect financial markets and Opportunity Zones? Craig Bernstein is principal of OPZ Capital, which launched the OPZ Capital Opportunity Zone Fund in 2018. Craig has over 20 years of real estate experience, and is…
The First OZ Fund to Deploy Capital to Businesses, with Len Mills & Natalie Elder (Episode #80)
Mar 18 • 25 min
What is the capital raising and investment portfolio strategy for the first Opportunity Zone Fund to deploy capital to business ventures? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in…
Our First 100 Opportunity Zone Strategy Calls, with OZ Pros (Episode #79)
Mar 11 • 28 min
What are the biggest Opportunity Zone lessons we’ve discovered and Qualified Opportunity Fund best practices we’ve formed after our first 100 Opportunity Strategy Calls at OZ Pros? And how can they apply to you? Opportunity Zones Podcast host Jimmy…
Novogradac’s OZ Working Group and Conference, with John Sciarretti (Episode #78)
Mar 4 • 37 min
What Opportunity Zones regulatory issues does the Novogradac Working Group address in their recent comment letter to the IRS? And what can you expect at the upcoming Novogradac OZ conference? John Sciarretti is a partner at Novogradac, a top 50 accounting…
Fund Custody and Opportunity Zones, with Jeremy Christensen (Episode #77)
Feb 26 • 29 min
What level of transparency does your Opportunity Zone fund provide? Is it verified by a third-party fund custodian? Jeremy Christensen is director of fund custody at Millennium Trust Company. Show notes and transcript at OpportunityDb.com
PropTech and Opportunity Zones, with Steve Nson (Episode #76)
Feb 19 • 35 min
How can real estate technology, or property technology, benefit Opportunity Zone marketplace participants? Steve Nson is founder of AnySizeDeals, a matchmaking platform for real estate investors that also organizes live events. Their upcoming AnySizeDeals…
A Graduate Tax Course in Opportunity Zones, with Jay Darby (Episode #75)
Feb 12 • 40 min
What are students learning in the nation’s first LLM-level tax course on Opportunity Zones? Joseph “Jay” Darby is a partner in Sullivan & Worcester’s tax group in Boston and has been a member of the adjunct faculty at Boston University School of Law since…
Investing for Impact in Opportunity Zones, with Jim Sorenson & Patrick McKenna (Episode #74)
Feb 5 • 39 min
How does impact investing pioneer Jim Sorenson invest for impact in Opportunity Zones? Can Catalyst Opportunity Funds serve as both a counterexample to the wave of negative OZ publicity and a model for OZ fund investing? Impact investing pioneer Jim…
Indoor Vertical Farming in Opportunity Zones, with Zale Tabakman (Episode #73)
Jan 29 • 44 min
Why might indoor vertical farming be ideally suited for Opportunity Zones? Zale Tabakman is founder and president of Baltimore-based Local Grown Salads, an indoor vertical farming company that has its own Opportunity Zone fund. Show notes and transcript…
The OZ Regulatory Process, with Treasury’s Dan Kowalski (Episode #72)
Jan 22 • 58 min
What are the five most impactful changes in the final IRS regulations on Opportunity Zones? And what’s the true story behind the Opportunity Zone designation in Storey County, NV? Daniel Kowalski is counselor to Treasury Secretary Steven Mnuchin and led…
How Foreign Taxpayers Can Invest in Opportunity Zones, with Steve Christiano (Episode #71)
Jan 15 • 34 min
What types of foreign investors may be ideal candidates for Opportunity Zone investing? And is there an opportunity for OZ fund sponsors to raise capital overseas? Stephen Christiano is an associate tax director of Frank Hirth’s business tax group,…
How CDFIs Can Help Raise Opportunity Zone Capital, with Ruben Alonso & Emily Lecuyer (Episode #70)
Jan 8 • 26 min
What is a Community Development Financial Institution, or CDFI? And how can Opportunity Zone fund sponsors, real estate developers, and QOZB business owners leverage their local CDFIs as a capital raising resource? Ruben Alonso is president of AltCap, a…
IRS Final Regulations on Opportunity Zones, with Tony Nitti (Episode #69)
Dec 26, 2019 • 55 min
Final regulations on Opportunity Zones have been issued by the IRS. What are the most meaningful changes and additions to be aware of? Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. He serves on the…
How Opportunity Zones Can Help Solve the Climate Crisis, with Jack Sullivan (Episode #68)
Dec 23, 2019 • 41 min
Does the climate change mitigation industry pose a huge OZ business opportunity? Jack Sullivan is founder and CEO of RedCarbon, a Qualified Opportunity Zone Business that focuses on carbon sequestration technologies and processes. Transcript and show…
The OZ Fund that Lined up $105 Million in 17 Hours, with Michael Episcope (Episode #67)
Dec 18, 2019 • 40 min
How did Origin Investments line up over $100 million for their Opportunity Zone fund in less than 24 hours? And what are some of the biggest challenges and complexities of managing an OZ fund? Michael Episcope is co-founder and principal of Origin…
How OZ Funds Are Adhering to Policy Intent, with Greg Genovese and Steve Sego (Episode #66)
Dec 11, 2019 • 60 min
Are Opportunity Zone funds living up to the spirit and intent of the initiative? And how should social impact reporting be conducted? Greg Genovese is president of Sound West Realty Capital, a real estate development group based in the Seattle area. Steve…
Pairing Tax Credits with the Opportunity Zone Tax Incentive, Part 2 with Michael Novogradac (Episode #65)
Dec 4, 2019 • 32 min
How can different real estate tax credits (New Markets, Low Income Housing, Renewable Energy, and Historic) be paired with the Opportunity Zones tax incentive? This is Part 2 of my two-part conversation with Michael Novogradac. Michael Novogradac is…
Over $3.9 Billion Raised by Opportunity Zone Funds, Part 1 with Michael Novogradac (Episode #64)
Dec 4, 2019 • 24 min
Are Opportunity Zone funds having success raising enough capital? Will capital raising reach federal government estimates? Find out why one prominent tax accountant thinks so. This is Part 1 of my two-part conversation with Michael Novogradac. Michael…
The Biggest Misconceptions About Opportunity Zones, with Bob Richardson (Episode #63)
Nov 20, 2019 • 50 min
What are some of the biggest misconceptions and inconsistencies surrounding the Opportunity Zone tax incentive? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zone projects in upstate New…
How OZ Communities, Sponsors, and Investors Can Connect, with The Opportunity Exchange (Episode #62)
Nov 13, 2019 • 36 min
Can an Opportunity Zone marketplace connect communities, OZ project sponsors, and investors to advance capital deployment and community impact? Peter Truog is founder of The Opportunity Exchange — a marketplace that connects impactful Opportunity Zone…
Raising Opportunity Zone Capital for Business Investment, with Len Mills (Episode #61)
Nov 6, 2019 • 43 min
For business owners, what are some tips for approaching investors and raising Opportunity Zone capital? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses.…
How to Form Your Own Qualified Opportunity Zone Business (QOZB), with Ashley Tison (Episode #60)
Oct 31, 2019 • 37 min
Are you considering starting your own Qualified Opportunity Zone Business or converting an existing business into a QOZB? Or perhaps you need a QOZB for your Qualified Opportunity Fund? This episode is for you. What are the most important considerations…
How to Form Your Own Opportunity Zone Fund, with Ashley Tison (Episode #59)
Oct 29, 2019 • 28 min
How can you form your own Opportunity Zone fund? What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO…
Philanthropic Investment in Opportunity Zones Is Lacking, with John Lettieri (Episode #58)
Oct 23, 2019 • 44 min
Philanthropic capital will be crucial to achieving large-scale success in Opportunity Zones nationwide. So why has the philanthropic community’s response been tepid thus far? John Lettieri is co-founder, president, and CEO of the Economic Innovation Group…
OZ Lessons from Opportunity Alabama, with Alex Flachsbart (Episode #57)
Oct 16, 2019 • 46 min
How can Opportunity Zones ignite a place-based economic development revolution in one of the nation’s poorest states? Alex Flachsbart is president and CEO of Opportunity Alabama, the nation’s first nonprofit organization to create a marketplace for…
The First Venture Capital Opportunity Zone Fund, with Brian Phillips (Episode #56)
Oct 9, 2019 • 35 min
It’s been nearly six months since the IRS issued its second tranche of regulatory guidance on Qualified Opportunity Funds. How are business Opportunity Zone funds proceeding? Brian Phillips is managing partner of The Pearl Fund, the first Opportunity Zone…
Revitalizing America’s Poorest ZIP Code with Opportunity Zone Capital, with John Persinger and Matt Wachter (Episode #55)
Oct 2, 2019 • 43 min
Erie, Pennsylvania is home to the nation’s poorest ZIP code, and the nation’s first organization dedicated to promoting a municipality’s Opportunity Zones. Erie Downtown Development Corporation is led by CEO John Persinger and VP for finance and…
Listener Questions: Options for Existing OZ Property Owners (Episode #54)
Sep 25, 2019 • 27 min
You’ve got Opportunity Zone questions. We’ve got Opportunity Zone answers. This is the inaugural edition of Opportunity Zones Podcast Listener Questions. Today’s listener questions deal with options for existing Opportunity Zone property owners,…
Opportunity Zone Deal Packaging and Capital Raising, with Gabriel Fernandez (Episode #53)
Sep 18, 2019 • 46 min
What are some best practices for packaging an Opportunity Zone real estate deal and raising capital from investors? What are some examples of good deals and bad deals? Gabriel Fernandez is a real estate investment manager in Brooklyn, NY. Show notes and…
The Big Problem with Opportunity Zones, with Thomas Morgan (Episode #52)
Sep 11, 2019 • 35 min
Is there a big problem with the Opportunity Zones program? Thomas Morgan is a real estate developer, broker, and investor who specializes in impact investing and 1031 exchange strategies. On today’s episode, we discuss the recent New York Times article…
Developing OZ Owner Occupied Housing on a Massive Scale, with NeighborBuilt (Episode #51)
Sep 4, 2019 • 46 min
Is the development of owner occupied housing on a massive scale achievable in blighted Opportunity Zone neighborhoods? First, you have to shock the system. Daniel Edwards and Ebony Edwards are founders of Kansas City-based Opportunity Zone development…
The Multi-Asset QOZB That Combines Entertainment and Real Estate, with HEG (Episode #50)
Aug 28, 2019 • 43 min
How can real estate and a unique entertainment product combine into a Qualified Opportunity Zone Business to deliver long-lasting social impact and job creation? Todd Perlmutter is CEO of Hotbed Entertainment Group. He previously spent 19 years at Blue…
Agriculture Investing in Opportunity Zones, with Chris Rawley (Episode #49)
Aug 21, 2019 • 30 min
How can agribusiness capitalize on the Opportunity Zones program? Chris Rawley is founder and CEO of Fort Worth, TX-based Harvest Returns, an investment firm that facilitates capital raises for small- to medium-sized farmers. They launched the Sustainable…
Renewable Fuel Production in Opportunity Zones, with Nick Andrews (Episode #48)
Aug 14, 2019 • 39 min
Can Opportunity Zones be leveraged for biorefinery development and renewable fuel production? Nick Andrews is founder and CEO of Scottsdale, AZ-based USA BioEnergy, a multi-disciplinary company with experience in real estate development and renewable…
Opportunity Zone Fund Tax Accounting Considerations, with Valerie Grunduski (Episode #47)
Aug 7, 2019 • 35 min
What are some of the most important tax accounting considerations when forming an Opportunity Zone Fund? Valerie Grunduski is a real estate tax accounting specialist and leads Plante Moran’s Opportunity Zones practice. Show notes and transcript on…
Opportunity Zone Fund Fees, with Jonathan Miller (Episode #46)
Jul 31, 2019 • 49 min
What are the different layers of fees that Opportunity Zone investors should be aware of? And how much can investors expect to pay in fees to Qualified Opportunity Funds? Jonathan Miller is president and CEO of Parsonex Enterprises, a financial services…
Strategies for Collaborative Rural & Tribal Investment, Emerald Coast OZ (Episode #45)
Jul 24, 2019 • 44 min
Much of rural America has been left behind in the economic recovery that has transpired since the Great Recession. Can Opportunity Zone investing reverse that trend? The Emerald Coast Opportunity Zone in northwest Washington state is a unique group of…
How Opportunity Zones Can Address the Housing Crisis, with Taylor Lembi (Episode #44)
Jul 18, 2019 • 40 min
Can Opportunity Zones address the nation’s housing crisis? Taylor Lembi is founder and CEO at San Francisco-based real estate developer M31 Capital. Their Morpheus 1 Qualified Opportunity Zone Fund, launched earlier this year, invests in multi-family…
Academia’s Role in Opportunity Zones, with Anu Varadharajan & Michelle Thompson (Episode #43)
Jul 16, 2019 • 46 min
Are colleges and universities an untapped resource for Opportunity Zone development? Plus, what can we expect to learn from the census tract level sales transaction data that the Mastercard Center for Inclusive Growth is releasing later this month? Anu…
Recap of the July 9 IRS Hearing on Opportunity Zones (Episode #42)
Jul 11, 2019 • 41 min
On Tuesday, July 9, the IRS held a public hearing on Qualified Opportunity Funds. Who spoke at the hearing and what are some of the biggest issues that the IRS needs to clarify? Full recap available at OpportunityDb.com
July 9 IRS Hearing on Qualified Opportunity Funds (Full Hearing)
Jul 10, 2019 • 293 min
Full audio recording of the July 9 IRS public hearing on proposed regulations: “Investing in Qualified Opportunity Funds” [REG-120186-18]. Recorded live on site at the IRS New Carrollton Federal Building Auditorium on July 9, 2019, beginning at 10:00 a.m.…
Strategies for Maximizing Opportunity Zone Returns, with Kevin Shields (Episode #41)
Jul 8, 2019 • 47 min
What are some strategies for maximizing Opportunity Zone investment returns? What should investors be aware of and what pitfalls should they avoid? Kevin Shields is founder, chairman, and CEO of Griffin Capital, an alternative investment firm with over…
The First Opportunity Zone Fund, One Year Later, with Quinn Palomino (Episode #40)
Jul 2, 2019 • 53 min
It’s been one year since Virtua Partners launched the very first Qualified Opportunity Fund. Since then, they have raised $100 million, roughly half of which has already been deployed; they’ve broken ground on numerous projects, and have a pipeline of…
Third-Party Administration for OZ Funds, with Reid Thomas (Episode #39)
Jun 27, 2019 • 39 min
Should Qualified Opportunity Funds best practices include third-party administration? And what are some Opportunity Zone trends being noticed by the industry’s largest service provider? Reid Thomas is executive vice president and general manager of NES…
The Biggest Problem with Opportunity Zones, with Justin Wolk (Episode #38)
Jun 25, 2019 • 52 min
What is the biggest problem in the Opportunity Zone space today? And why is there pushback from potential investors with capital gains? Justin Wolk is a capital advisor for StackSource, a New York City-based real estate technology company that connects…
QOF Formation Legal Considerations, with Jessica Millett (Episode #37)
Jun 19, 2019 • 44 min
What are some of the most important legal considerations when forming an Opportunity Zone Fund? What are some of the pros and cons of corporation, partnership, REIT, and synthetic fund structures? Jessica Millett is partner, chair, and “Wizard of OZ” of…
Operating Business Opportunity Zone Fund Strategies, with Ashley Tison (Episode #36)
Jun 17, 2019 • 49 min
The second tranche of regulations that were published two months ago clarified many questions regarding opportunity zone businesses. What are some strategies for operating business investment that OZ funds should consider? M&A attorney Ashley Tison is…
The OZ Fund Trade Group Aiming to Renew the Program, Shay Hawkins (Episode #35)
Jun 12, 2019 • 57 min
Why does a trade association for Qualified Opportunity Funds want more data collection and reporting? And could the Opportunity Zone program be renewed at some point in the future? Senator Tim Scott’s former tax adviser, Shay Hawkins is founder and…
Activating OZ Communities with Business Container Parks, with Sasha Favelukis (Episode #34)
Jun 10, 2019 • 62 min
How can incubating local businesses in shipping containers achieve Opportunity Zone community activation and gentrification without displacement? Sasha Favelukis is founder of CoPlace, a San Diego-based investment and advisory firm that specializes in…
Rise of the Rest and Opportunity Zone Office Real Estate, with Clint Myers (Episode #33)
Jun 5, 2019 • 33 min
Will office real estate be the driver for much of the economic growth across the nation’s Opportunity Zones? Clint Myers is partner at Revolution’s Rise of the Rest, a seed fund that invests in startups located outside of locations that traditionally…
The Opportunity Zone Fund that Raised $40 Million in 5 Months, with Chris Loeffler (Episode #32)
Jun 3, 2019 • 25 min
Are Opportunity Zone Funds actually raising any money yet? Chris Loeffler is co-founder and CEO of Caliber, an Arizona-based alternatives investment management firm that was among the first to launch a Qualified Opportunity Fund last year, a fund which…
The White House’s Vision for Opportunity Zones, with Scott Turner (Episode #31)
May 29, 2019 • 25 min
How can the resources of the Federal government be leveraged to help deliver generational impact to Opportunity Zone communities? Scott Turner is the newly appointed executive director of the White House Opportunity and Revitalization Council — a group of…
Opportunity Zones and Economic Dynamism, with John Lettieri (Episode #30)
May 22, 2019 • 46 min
How was the Opportunity Zones initiative created in the first place? And why is this program so radically different from previous place-based policies? John Lettieri is co-founder and president of the Economic Innovation Group, a Washington, DC-based…
Opportunity Zones as Portfolio Diversifiers, with Tony Chereso (Episode #29)
May 20, 2019 • 45 min
How can retail investors access alternative investments typically reserved for institutional investors? And where do Opportunity Zones fit into the universe of portfolio alternatives? Washington, DC-based Tony Chereso is president and CEO of the Institute…
Developing in Chicago’s Opportunity Zones, with Lennox Jackson (Episode #28)
May 16, 2019 • 30 min
Part 2 of 2 with Lennox Jackson: Which neighborhoods on Chicago’s West and South Sides have the greatest levels of redevelopment need? Chicago is home to 133 opportunity zones. But which neighborhoods on Chicago’s West and South Sides have the greatest…
Why Gentrification Is a Good Thing, with Lennox Jackson (Episode #27)
May 15, 2019 • 28 min
Part 1 of 2 with Lennox Jackson: Is Opportunity Zone gentrification a good thing? And why might affordable rate housing not be the best solution in certain low-income neighborhoods? Lennox Jackson is founder and CEO of Urban Equities, a Chicago-based real…
Common Opportunity Zone Legal Questions, with Steve Schneider (Episode #26)
May 8, 2019 • 40 min
What are some of the most common Opportunity Zones legal questions and issues when it comes to starting or investing in a Qualified Opportunity Fund? Attorney and accountant Steve Schneider is the head of the passthroughs law group at Baker McKenzie, the…
HUD’s Role in Opportunity Zones, with Beth Van Duyne (Episode #25)
May 1, 2019 • 33 min
What can the public sector do to magnify the impact of private investment in Opportunity Zones? And specifically, what policy levers is the Department of Housing and Urban Development able to pull? Beth Van Duyne is a former mayor of Irving, TX and…
Opportunity Zone Investing in Puerto Rico, with Maria Rivera (Episode #24)
Apr 24, 2019 • 53 min
Nearly the entire island of Puerto Rico lies in an opportunity zone. But what are some additional taxpayer benefits to investing in Puerto Rico, now a year and a half removed from the destruction of Hurricane Maria? María de los Angeles Rivera is head of…
Takeaways from the Proposed Opportunity Zone Regulations, with Tony Nitti (Episode #23)
Apr 22, 2019 • 64 min
The long-awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds has finally arrived. Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. Additionally, he serves on the editorial…
How to Assess Opportunity Zone Funds, with Chris Paganelli (Episode #22)
Apr 17, 2019 • 31 min
What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund? Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advises high net…
Upcoming IRS Regulations on QOFs, with Dan Kowalski (Episode #21)
Apr 15, 2019 • 32 min
The long awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds will produce a set of principles and safe harbors that will give investors the ability to move forward. The best part? One senior Treasury official has said that…
Community Development in Opportunity Zones, with Jill Homan (Episode #20)
Apr 10, 2019 • 50 min
How has the Opportunity Zones program opened up community development to a different class of investors? And how will revitalization projects impact OZ communities? Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based…
Using AI to Improve Opportunity Zone Investing, with Stefan Schimenes (Episode #19)
Apr 3, 2019 • 45 min
How can AI be leveraged to improve Opportunity Zone investing? Former AirBNB executive Stefan Schimenes founded InvestReal last month with a mission to create the first data-driven real estate marketplace for Opportunity Zones, using AI to support…
Measuring Impact in Opportunity Zones, with USIIA’s OZ Framework (Episode #18)
Mar 27, 2019 • 49 min
Should the Treasury Department impose a community impact reporting requirement on Opportunity Zone investing? And what would a reporting framework even look like? John Cochrane is senior associate at the U.S. Impact Investing Alliance, which recently…
Blockchain Technology for Opportunity Zone Investing, with Activated Capital (Episode #17)
Mar 20, 2019 • 39 min
Can blockchain technology revolutionize Opportunity Zones real estate investing? Josh Burrell and Lane Campbell at Activated Capital have an opportunity zone fund that may become one of the first to make use of a security token offering utilizing…
Triple Bottom Line Returns in Opportunity Zones, with Loren Schirber (Episode #16)
Mar 13, 2019 • 51 min
How can real estate investing in Opportunity Zones create triple bottom line returns? Loren Schirber is project pipeline manager for Minnesota Opportunity Zone Advisors, which recently started raising capital for their DREAM Fund. DREAM stands for…
Coworking Hubs & Startups in Opportunity Zones, with Launch Pad (Episode #15)
Mar 6, 2019 • 47 min
What will business investing in Opportunity Zones look like? Coworking hub and startup incubator Launch Pad may offer the best example I’ve seen so far. The husband-wife team of CEO Chris Schultz and president Anne Driscoll are on a mission to create the…
Community-Driven Opportunity Zone Investing, with Erin Gillespie (Episode #14)
Feb 27, 2019 • 42 min
What types of opportunity zone investments are community leaders looking for? And what can local communities do to incentivize investment in their opportunity zones? Erin Gillespie is principal at economic development consulting firm Madison Street…
The IRS Hearing on Opportunity Zones: A Complete Recap (Episode #13)
Feb 20, 2019 • 39 min
Last Thursday, February 14, the IRS Auditorium in Washington DC was packed to capacity with over 200 attendees as stakeholders spoke during the public hearing on proposed regulations: “Investing in Qualified Opportunity Funds” (REG-115420-18). For the…
Opportunity Zone Deal Flow, with Craig Bernstein (Episode #12)
Feb 13, 2019 • 48 min
What does Opportunity Zone deal flow actually look like at the deal level, fund level, and investor level? And which Opportunity Zones are seeing the greatest amount of deal flow? Craig Bernstein is principal at OPZ Bernstein, which recently launched the…
Income, Impact, and Return in Opportunity Zones, with Thomas Morgan (Episode #11)
Feb 6, 2019 • 28 min
Part 2 of 2 with Thomas Morgan: How is the Opportunity Zones program stimulating more impact investing across the United States? Real estate broker, developer, investor, and impact investing expert Thomas Morgan joins me today to discuss this topic and…
1031 Exchanges vs. Opportunity Zones, with Thomas Morgan (Episode #10)
Feb 6, 2019 • 25 min
Part 1 of 2 with Thomas Morgan: What are some of the key similarities and differences between a 1031 exchange and an Opportunity Zones investment? And how do the investor profiles of the two programs differ? Real estate broker, developer, investor, and…
Twinning Historic Tax Credits & Opportunity Zones, with Rich Rogers (Episode #9)
Jan 30, 2019 • 43 min
Are two tax incentives better than one? Stacking, or twinning, multiple tax credits can oftentimes help bridge a funding gap on certain real estate projects. The Opportunity Zones program can be paired with a variety of other tax credits, including the…
Creating Positive Social Impact in Opportunity Zones, with Gerry Reihsen (Episode #8)
Jan 23, 2019 • 66 min
How do we prevent the Opportunity Zones program from becoming merely a subsidy for gentrification? How can we instead ensure that opportunity zone investments actually benefit the people who live in the designated zones so that they can participate in any…
Rural Opportunity Zone Community Revitalization, with Colorado Outdoors (Episode #7)
Jan 16, 2019 • 44 min
What does a rural opportunity zone revitalization project look like? And how can public-private partnerships help to accelerate a community’s renewal? The Colorado Outdoors project in Montrose County offers an excellent case study to answer these…
Solar Energy Development in Opportunity Zones, with Allen Alley (Episode #6)
Jan 9, 2019 • 47 min
Will the opportunity zone initiative accelerate the nation’s transition to renewable energy? Find out why solar energy development and opportunity zone investing may be ideally suited for each other. Allen Alley is a technology investor, former Republican…
Project-Driven Opportunity Zone Funds, with Greg Genovese (Episode #5)
Jan 2, 2019 • 56 min
What does a project-driven opportunity zone fund actually look like? Where do investor dollars go? What’s the fee structure? And what kind of positive social impact does it have on the community? Greg Genovese is president of Seattle-based Sound West…
Small Business Investing in Opportunity Zones, with Vijar Kohli (Episode #4)
Dec 19, 2018 • 35 min
Nearly every opportunity zone fund in existence today invests primarily in real estate development. But what about investing in business? Vijar Kohli is co-founder and portfolio manager at Golden Door Asset Management, a micro private equity firm that…
Family Office Opportunity Zone Investing, with DJ Van Keuren (Episode #3)
Dec 12, 2018 • 46 min
Family offices and high net worth individuals: if you have questions about investing in opportunity zones, this is the episode for you. Joining me is DJ Van Keuren — a top 10 U.S. family office real estate professional. DJ Van Keuren literally wrote the…
Tips for Creating an OZ Fund, with David Sillaman (Episode #2)
Dec 5, 2018 • 50 min
Opportunity fund consultant David Sillaman and host Jimmy Atkinson discuss the potential of the opportunity zone incentive to transform America and then dive into some tips for creating an opportunity fund, including the benefits and drawbacks of…
Opportunity Zones Tax Benefits and Unintended Consequences, with Tony Nitti (Episode #1)
Nov 28, 2018 • 56 min
Real estate tax law expert Tony Nitti and host Jimmy Atkinson discuss the basics of the Opportunity Zones tax incentive and then dive into some unintended consequences introduced by the proposed IRS regulations. Self-described “codehead” Tony Nitti is a…
Introduction to the Opportunity Zones Podcast
Nov 27, 2018 • 1 min
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…