Defer and eliminate capital gains tax with Opportunity Zone investments.
…
continue reading
The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, private credit, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.
…
continue reading

1
Executing A Location-Driven OZ Strategy, With Alicia Miller (Episode 352)
34:10
34:10
Play later
Play later
Lists
Like
Liked
34:10How does a prime neighborhood drive an Opportunity Zone project’s success? Alicia Miller of Black Salmon joins the show to discuss her firm’s “location-first” strategy. Alicia shares details on Black Salmon’s new multifamily development in downtown St. Petersburg and a flagship retail project in Miami’s Design District, and explains how a single-as…
…
continue reading

1
Trump Signs Megabill: Opportunity Zones Made Permanent! (Episode 351)
23:11
23:11
Play later
Play later
Lists
Like
Liked
23:11As President Trump signs the “One Big Beautiful Bill,” Opportunity Zones are made permanent. In this live episode, Jimmy Atkinson and Andy Hagans recap Congressional passage of H.R. 1 and the signing ceremony at the White House. Plus, a breakdown of exactly how OZ 2.0 reshapes the incentive for investors, developers, and communities. Show notes & e…
…
continue reading

1
Senate Passes Opportunity Zones 2.0 Legislation (Episode 350)
1:00:37
1:00:37
Play later
Play later
Lists
Like
Liked
1:00:37The U.S. Senate passed H.R. 1, the One Big Beautiful Bill, which will make Opportunity Zones permanent. The bill now heads back to the House for final passage before going to President Trump for enactment. Show notes & summary: https://opportunityzones.com/2025/07/senate-bill-passes-350/By OpportunityZones.com
…
continue reading

1
Will The Senate Make Opportunity Zones Permanent? (OZNH June 2025)
41:01
41:01
Play later
Play later
Lists
Like
Liked
41:01The U.S. Senate has released draft legislation that could make Opportunity Zones a permanent part of the tax code. In this special OZ NewsHour edition of the podcast, Jimmy Atkinson and Andy Hagans break down what’s in the Senate’s proposal, how it compares to the House version, and what it could mean for investors, fund managers, and the future of…
…
continue reading

1
The 2025 Tax Cuts & Opportunity Zones 2.0 (Episode 349)
46:36
46:36
Play later
Play later
Lists
Like
Liked
46:36Capitol Hill is moving toward a permanent Opportunity Zones program, but the fine print matters. In this OZ Pitch Day panel, Jimmy Atkinson is joined by Blake Christian and Jim Lang to unpack the Senate’s draft OZ 2.0 bill. They explore the proposal’s major reforms, potential pitfalls, and what developers and investors need to know right now. Show …
…
continue reading

1
How OZ Capital Revived a Vacant Landmark, With Joel Mazza & Bob Erlanger (Episode 348)
28:45
28:45
Play later
Play later
Lists
Like
Liked
28:45Can Opportunity Zone capital bring a long-abandoned property back to life? Joel Mazza and Bob Erlanger of Erma Capital tell the incredible story of The GRAD Apartments in Mount Vernon, Ohio—a 1939 high school building that sat vacant for over 25 years, before being transformed into new apartments with Opportunity Zone capital. Show notes & transcri…
…
continue reading

1
Fixing Opportunity Zones For Small Business Investment, With Jonathan Goldstein (Episode 347)
30:34
30:34
Play later
Play later
Lists
Like
Liked
30:34While the original policy intent behind Opportunity Zones was to catalyze more entrepreneurship and small business investment in disadvantaged communities all across the nation, most OZ capital has flowed into real estate. Jonathan Goldstein of Advantage Capital joins the show to discuss how a few targeted legislative fixes could finally make the O…
…
continue reading

1
Live From The Opportunity Zone & Multifamily Investing Summit (Episode 346)
58:13
58:13
Play later
Play later
Lists
Like
Liked
58:13The Opportunity Zones program is on the verge of major reform. In this live panel recording from Capital Square's Opportunity Zones & Multifamily Investing Summit, Jimmy Atkinson is joined by Shay Hawkins (Sen. Tim Scott's tax counsel), Emily Lavery (Fulcrum Public Affairs), Catherine Lyons (EIG), Louis Rogers (Capital Square), and Jay Parsons (ren…
…
continue reading

1
5 Ideas To Improve Opportunity Zones 2.0 (Episode 345)
29:24
29:24
Play later
Play later
Lists
Like
Liked
29:24In this June 2025 edition of Opportunity Zones Office Hours, Jimmy Atkinson answers live questions and shares his 5 ideas for improving Opportunity Zones. Plus, how you can sign our OZ 2.0 advocacy letter to Congress.By OpportunityZones.com
…
continue reading

1
OZ 2.0 Bill Heads To The Senate (OZNH May 2025)
41:08
41:08
Play later
Play later
Lists
Like
Liked
41:08The House has passed their OZ 2.0 bill as part of budget reconciliation. The bill now heads to the Senate. How should the Senate address OZ 2.0 and what are the next steps for doing so? Show notes & summary: https://opportunityzones.com/2025/05/oznh-may-2025/By OpportunityZones.com
…
continue reading

1
22% Fewer Opportunity Zones? House Bill's Impact On OZ 2.0
41:58
41:58
Play later
Play later
Lists
Like
Liked
41:58Are Opportunity Zones about to shrink nationwide? Join me for a live deep dive into my new analysis of how the new House bill would result in 22% fewer OZ designations. I'll walk through the latest data, the newly proposed eligibility rules, and what it all means for investors, communities, and the future of OZs. Featuring a state-by-state breakdow…
…
continue reading

1
Opportunity Zones 2.0 Legislation Advances: What's Inside? (Episode 343)
48:23
48:23
Play later
Play later
Lists
Like
Liked
48:23Congress has officially unveiled its draft legislation for Opportunity Zones 2.0—what’s in it, and what’s missing? In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to break down the brand new OZ provisions released by the House Ways and Means Committee as part of a larger tax package. They discuss how the proposal would resh…
…
continue reading
Jimmy Atkinson hosts the May 2025 edition of Opportunity Zones Office Hours, diving into the latest updates on OZ legislation, reform ideas under discussion, and key timelines for potential extension or renewal of the program. He also answers live questions about fund structuring, working capital compliance, census tract remapping, and OZ investing…
…
continue reading

1
Budget Reconciliation Begins: A Green Light For New OZ Legislation (OZNH Apr 2025)
46:23
46:23
Play later
Play later
Lists
Like
Liked
46:23OZ NewsHour episode for April 2025: Budget reconciliation is underway, and new Opportunity Zone legislation now officially has a green light to move forward. Plus, Novogradac has released new QOF survey data, and OZ Insiders is gearing up to host a networking dinner in Los Angeles. Show notes & summary: https://opportunityzones.com/2025/04/oznh-apr…
…
continue reading

1
The Opportunity Zone Deal Onshoring America's Most Critical Resources (Episode 341)
23:54
23:54
Play later
Play later
Lists
Like
Liked
23:54In the age of supply chain insecurity, one Opportunity Zone project is bringing cobalt processing—and critical jobs—back to U.S. soil. Gil Michel-Garcia of EVelution Energy joins the show to discuss how OZs are helping to power a major industrial comeback via a $322 million cobalt processing facility being developed in Arizona. Backed by OZ equity …
…
continue reading

1
What We Learned At The OZ 2.0 Summit, With Jim Lang (Episode 340)
15:05
15:05
Play later
Play later
Lists
Like
Liked
15:05As Congress unlocks the path for major tax legislation, Opportunity Zone leaders gather in Park City, Utah to shape what comes next. Recorded live at the “Yellow Brick Road to QOZ 2.0” summit, Jimmy Atkinson is joined by Jim Lang of Greenberg Traurig to break down the biggest takeaways from the event. They discuss the policy priorities gaining trac…
…
continue reading

1
Inside OZ 2.0: Key Ideas In Play, With Jill Homan (Episode 339)
35:23
35:23
Play later
Play later
Lists
Like
Liked
35:23What would an Opportunity Zones 2.0 look like—and what do investors actually want? Jill Homan from the America First Policy Institute joins the show from the site of The Yellow Brick Road To QOZ 2.0 Event in Park City, UT, to discuss the results of a new investor survey and explore the leading proposals on the table for OZ legislation in 2025. Show…
…
continue reading

1
The Yellow Brick Road To OZ 2.0 (Episode 338)
42:39
42:39
Play later
Play later
Lists
Like
Liked
42:39On 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 ge…
…
continue reading

1
Trump's Big Budget Win Lifts Opportunity Zone Outlook
1:01:03
1:01:03
Play later
Play later
Lists
Like
Liked
1:01:03Trump's recent budget win has sparked renewed enthusiasm for new Opportunity Zones legislation in 2025. Plus, OZ Pitch Day attracted a record audience, proving the program's growing popularity among investors. Show notes & summary: https://opportunityzones.com/2025/03/oznh-mar-2025/By OpportunityZones.com
…
continue reading

1
Previewing The OZ Event In Park City & The Road To OZ 2.0, With Jim Lang (Episode 337)
32:19
32:19
Play later
Play later
Lists
Like
Liked
32:19A big Opportunity Zones event coming to Park City, UT next month is set to be the premier gathering for Opportunity Zone investors and other stakeholders ahead of much anticipated OZ 2.0 legislation. Jim Lang of Greenberg Traurig join the show to discuss what attendees can expect, how the OZ market has evolved since its inception, and why upcoming …
…
continue reading

1
The Future Of Multifamily Real Estate & Opportunity Zones (Episode 336)
27:38
27:38
Play later
Play later
Lists
Like
Liked
27:38Multifamily real estate development has become the dominant strategy in Opportunity Zones, and with a nationwide housing shortage, the demand for new projects is stronger than ever. Jeff Tompkins and Joseph Julian of Altes Capital join the show to discuss their approach to OZ investing, the role of workforce housing, and why now may be the right ti…
…
continue reading

1
The Future Of Opportunity Zone Deal Flow, With Todd Vitzthum (Episode 335)
35:22
35:22
Play later
Play later
Lists
Like
Liked
35:22With hundreds of thousands of housing units developed and billions of dollars in capital raised, Opportunity Zones have become a major force in real estate. But how do investors find the best projects? Todd Vitzthum, president at ACARA, joins the show to discuss the evolution of Opportunity Zone investing, the role of development in OZ projects, an…
…
continue reading

1
Trump's 2025 Plans For Opportunity Zones Legislation, An OZ Pitch Day Panel (Episode 334)
1:02:58
1:02:58
Play later
Play later
Lists
Like
Liked
1:02:58President 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 Pi…
…
continue reading

1
House Passes Budget Bill: What's Next For OZs? (Episode 333)
41:32
41:32
Play later
Play later
Lists
Like
Liked
41:32On 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 qu…
…
continue reading
President Donald J. Trump just said that Opportunity Zones are "probably the number one economic development project ever." Plus, two more OZ champions join the Administration, and Jimmy highlights the upcoming OZ Pitch Day agenda. Show notes & summary: https://opportunityzones.com/2025/02/oznh-feb-2025/…
…
continue reading

1
Revitalizing Cities With Opportunity Zones - Jonathan Tower (Episode 332)
42:12
42:12
Play later
Play later
Lists
Like
Liked
42:12Opportunity Zones have driven over $150 billion in investment into underdeveloped areas, but their future depends on Congressional action. Jonathan Tower, founder and CEO of Arctaris Impact Investors, joins the show to discuss the next phase of Opportunity Zone policy, the role of public-private partnerships, and the investment strategies that can …
…
continue reading

1
Learn How To Start A Fund... My New Podcast!
2:09
2:09
Play later
Play later
Lists
Like
Liked
2:09Follow my new "Fund Playbook" podcast, so you don't miss any new episodes. Just go to fundplaybook.com ... and click the Apple Podcasts or Spotify button. Or, search for "Fund Playbook" in your podcast app, and subscribe right now.By OpportunityZones.com
…
continue reading

1
How To Legally Raise Opportunity Zone Capital, With Andrew Doup (Episode 331)
33:52
33:52
Play later
Play later
Lists
Like
Liked
33:52Raising capital for an Opportunity Zone project isn't easy. Plus, there are numerous legal complexities to consider if you want to avoid potential civil and criminal penalties. Andrew Doup, founder of SyndicationCounsel, joins the show to discuss how OZ project sponsors and investors can protect themselves legally by making appropriate SEC filings,…
…
continue reading

1
Trump Tariffs & Opportunity Zones // OZ Office Hours (Episode 330)
50:38
50:38
Play later
Play later
Lists
Like
Liked
50:38On 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 Opportu…
…
continue reading
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/…
…
continue reading

1
Impact Investing In Opportunity Zones, With Noelle St.Clair Lentz (Episode 329)
23:26
23:26
Play later
Play later
Lists
Like
Liked
23:26Opportunity 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://opportuni…
…
continue reading

1
Opportunity Zones In 2025 // OZ Office Hours (Episode 328)
41:08
41:08
Play later
Play later
Lists
Like
Liked
41:08Here'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/By OpportunityZones.com
…
continue reading

1
Webinar: Will Trump Save Opportunity Zones In 2025? (Episode 327)
1:03:41
1:03:41
Play later
Play later
Lists
Like
Liked
1:03:41Opportunity 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. S…
…
continue reading

1
OZNH Dec '24: 2025 Opportunity Zones Preview & Holiday Gift Guide
41:51
41:51
Play later
Play later
Lists
Like
Liked
41:51Trump makes several OZ-friendly picks. Plus, our annual holiday gift guide for that special OZ someone in your life.By OpportunityZones.com
…
continue reading

1
Opportunity Zones & Tax Reform In 2025, An OZ Pitch Day Panel Discussion (Episode 326)
37:30
37:30
Play later
Play later
Lists
Like
Liked
37:30The 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…
…
continue reading
Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.By OpportunityZones.com
…
continue reading

1
Capital Square's 2,000 New OZ Housing Units, With Louis Rogers & Whit Huffman (Episode 324)
39:38
39:38
Play later
Play later
Lists
Like
Liked
39:38To 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 Huffm…
…
continue reading

1
OZNH Nov '24: Trump Won. What's Next For Opportunity Zones?
35:46
35:46
Play later
Play later
Lists
Like
Liked
35:46Donald 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/…
…
continue reading

1
Election Analysis At The Novogradac 2024 OZ Summit, With Mike Novogradac (Episode 323)
8:57
8:57
Play later
Play later
Lists
Like
Liked
8:57Last 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…
…
continue reading

1
How Trump Will Reshape Opportunity Zones, With Ashley Tison (Episode 322)
20:10
20:10
Play later
Play later
Lists
Like
Liked
20:10Donald 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 sweep…
…
continue reading

1
A Sound Money OZ Investing Strategy, With Josh Phair (Episode 321)
34:06
34:06
Play later
Play later
Lists
Like
Liked
34:06Unlike 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 Reser…
…
continue reading
Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.By OpportunityZones.com
…
continue reading

1
A Build-To-Rent Opportunity Zone Investment Strategy, With Pinnacle Partners (Episode 319)
1:04:51
1:04:51
Play later
Play later
Lists
Like
Liked
1:04:51Build-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 …
…
continue reading

1
OZNH Oct '24: Election 2024 Special Episode
59:47
59:47
Play later
Play later
Lists
Like
Liked
59:47It'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/…
…
continue reading

1
Inside Caliber's OZ Fund Merger Program, With Chris Loeffler (Episode 318)
41:10
41:10
Play later
Play later
Lists
Like
Liked
41:10Earlier 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 econ…
…
continue reading

1
How The Election Will Impact Opportunity Zones, With John Sciarretti & Jason Watkins (Episode 317)
49:04
49:04
Play later
Play later
Lists
Like
Liked
49:04The 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 provid…
…
continue reading
Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.By OpportunityZones.com
…
continue reading

1
OZNH Sep '24: Introducing The BRAND NEW OpportunityZones.com
49:45
49:45
Play later
Play later
Lists
Like
Liked
49:45OpportunityDb 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/…
…
continue reading

1
Family Office Real Estate Insights, With DJ Van Keuren (Episode 315)
35:29
35:29
Play later
Play later
Lists
Like
Liked
35:29Despite 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 …
…
continue reading

1
Live Q&A With Opportunity Zone Experts (Episode 314)
36:47
36:47
Play later
Play later
Lists
Like
Liked
36:47Prominent 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/By OpportunityZones.com
…
continue reading