Opportunitydb public
[search 0]
More
Download the App!
show episodes
 
Loading …
show series
 
The self-storage industry is booming. Russ Colvin, CEO and president of YourSpace America, joins the show to share his insights on the unique advantages of self-storage development within Opportunity Zones, emphasizing the sector's resilience and potential for outsized returns. Show notes & transcript: https://opportunitydb.com/2024/06/russ-colvin-…
  continue reading
 
Congress' powerful Ways and Means Committee recently took a field trip to Erie, Pennsylvania to talk about Opportunity Zones. Plus: Jimmy recently availed himself of an OZ Open Bar, and the upcoming OZ Pitch Day agenda is shaping up to be a barn-burner. Show notes: https://opportunitydb.com/2024/05/oznh-may-2024/…
  continue reading
 
The Opportunity Zones concept as a place-based economic development policy is a great idea with broad bipartisan support, but some the execution leaves much to be desired. Matthew Rappaport, vice managing partner and co-chair of the tax group at Falcon Rappaport & Berkman, joins the show to discuss a wide range of Opportunity Zone issues, including…
  continue reading
 
The sudden turn from a longstanding zero-interest rate policy to our current environment of higher interest rates has paused capital markets and resulted in a slowdown in real estate investment volume. Michael Tillman, CEO and CIO of PTM Partners, joins the show to discuss why a return to fundamentals is key to any successful Opportunity Zone real …
  continue reading
 
Raising capital for Opportunity Zone projects can be a challenge, especially in today's macroeconomic environment of high interest rates and inflation. But, the OZ incentive itself along with the current equities bull market present a unique fundraising opportunity for OZ project sponsors. On today's episode, OpportunityDb founder Jimmy Atkinson pr…
  continue reading
 
Novogradac has announced a staggering number of homes that Qualified Opportunity Funds have helped to finance, detailed in a new report. Plus: Big OZ development news from Urban Catalyst in San Jose, and Driftwood Capital in Miami. Show notes: https://opportunitydb.com/2024/04/oznh-apr-2024/By OpportunityDb
  continue reading
 
Triple net leasing is a common commercial real estate investing strategy. Unfortunately, it doesn't qualify for the purposes of Opportunity Zone investing. But double net leasing does. And for some investors, it can offer a shortcut to OZ cash flow. Axel Adler, a commercial real estate broker at Centennial Advisers, joins the show to explain how ne…
  continue reading
 
Navigating economic uncertainty requires a bold investor's eye for uncovering emerging opportunities before they hit the mainstream. Bob Clippinger, president of Clippinger Investment Properties, joins the show to discuss Opportunity Zone investing in the California Bay Area, and why he thinks now may be a great time to invest in real estate. Show …
  continue reading
 
In today's high interest rate environment, C-PACE financing can help lower a sophisticated real estate project's cost of capital. Bert Belanger, managing director at PACE Equity, joins the show to discuss Commercial Property Assessed Clean Energy financing, how it can fit into the capital stack for an Opportunity Zone project, and what types of imp…
  continue reading
 
In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of interest rate changes on real estate investments, the resurgence of hospitality, and evolving multi-asset OZ fu…
  continue reading
 
OpportunityDb founder Jimmy Atkinson has announced his new premium, flagship workshop for Opportunity Zone investors... and it's a barn-burner. Plus: Hollywood takes a trip to "OZ, Oklahoma", and the OZ program passes its first "check-up." Show notes: https://opportunitydb.com/2024/03/oznh-mar-2024/By OpportunityDb
  continue reading
 
The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal. Recorded live at OZ Pitch Day on March 7, 2024, featuring panelists Jill Homan of Javelin 19 Investments, Michael O'Mara of Ozone Capital, and Gerry Reihsen of Reihs…
  continue reading
 
While traditional investment strategies often focus on individual assets, "ecosystem investing," or "correlated asset investing" considers the coordination of assets in a way that spurs growth of the entire community, which can lead to reduced risk and increased upside for investors. Kelly Ann Winget and Rachel Vass of EPIC Economies join the show …
  continue reading
 
Jimmy Atkinson of OZ Insiders brings you the latest on Opportunity Zone reform and extension legislation. Find out: what’s inside the OZ extension legislation, updates on the bill’s progress, and Jimmy's real timeline for when it could be enacted. Show notes: https://opportunitydb.com/2024/03/oz-legislation-297/…
  continue reading
 
In times of uncertainty, gold is often considered a safe-haven asset. But is it possible to gain exposure to gold within an Opportunity Zone investment? Josh Phair, CEO of The Wyoming Reserve Opportunity Zone Fund Corporation, joins the show to discuss his innovative approach to combining the advantages of Opportunity Zones with actively managed in…
  continue reading
 
When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson details the implications of offering an investment security, and the five critical things that every sponsor n…
  continue reading
 
In order to beat 90 percent of investors, meet your investment goals, and enjoy a worry-free retirement, you need to understand just a few basic concepts. Michael Johnston, president of WealthChannel, joins the show to discuss the 7 things that every investor needs to know, and the launch of WealthChannel Academy. Learn more: https://wealthchannel.…
  continue reading
 
Coni Rathbone pens an incisive op-ed that advocates for OZ reform legislation, but she reaches a somewhat pessimistic conclusion. Plus: Andy plays a wild game of "what if," if Sen. Tim Scott were to be elected Vice President (and what that would mean for the Opportunity Zones program). Show notes: https://opportunitydb.com/2024/01/oznh-jan-2024/…
  continue reading
 
Opportunity Zones aren't just for real estate. The OZ tax incentive can be leveraged to drive investment into early-stage companies that are structured as Qualified Opportunity Zone Businesses (QOZBs). Jack Januszewski, vice president at Spring Mountain Capital, joins the show to discuss the intersection of venture capital, Opportunity Zones, and c…
  continue reading
 
Opportunity Zones have greatly exceeded initial expectations as we enter Year 6 of the tax incentive program. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for the Opportunity Zone industry in 2024. Show notes & transcript: https://opportunitydb…
  continue reading
 
It's Year 6 of Opportunity Zones. The marketplace has matured a lot over the years. Industry best practices are still being formed, but more or less have reached a point of stability. Ashley Tison of OZPros and Chris Cooley of OZworks Group join Jimmy Atkinson of OZ Insiders on this LIVE edition of The Opportunity Zones Podcast to discuss three mem…
  continue reading
 
Investors cannot always rely on market valuations increasing. Especially with uncertain market conditions and asset values potentially pulling back in the near-term, it may behoove investors to return to basics, and find other ways to generate alpha. Clint Edgington, founder of Nest Opportunity Fund, joins the show to discuss how to keep costs low …
  continue reading
 
Acquiring distressed hotel properties during the peak of the pandemic has proved profitable for value-add investors. The next opportunity may lie in ground-up hotel development deals. Michael Ealy, CEO of Nassau Investments, joins the show to explain how he used real estate investments to go "From Broke to Millions," and why he's now spearheading a…
  continue reading
 
Jimmy and Andy go LIVE with their 2023 OZ Gift Guide… for that “special Opportunity Zone someone” in your life! Plus: Caliber promotes a premier pickleball project, and Revitate celebrates breaking ground in Albuquerque. Show notes: https://opportunitydb.com/2023/12/oz-newshour-1223/By OpportunityDb
  continue reading
 
OZ Insiders is the first mastermind group of its kind... a private, closed-door community of Opportunity Zone professionals and investors, all focused on getting to the next level with their OZ strategy. Today's episode is a recording of a live webinar on November 28, 2023 to officially launch OZ Insiders. Get Started Today: ⁠https://ozinsiders.com…
  continue reading
 
A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios. Featuring Jack Cust, Seth Rosenberg, and Remy Szykier. Recorded live at OZ Pitch Day on November 9, 2023. Show notes & transcript: https://opport…
  continue reading
 
On November 1, 2023, 150 of the top Opportunity Zone professionals and investors gathered in Washington DC for the Novogradac 2023 Fall Opportunity Zones Summit. Ashley Tison of OZPros joined Jimmy Atkinson live on-site to recap the event, and discuss some key takeaways on 2023/2024 OZ legislative timing and likelihood, as well as other OZ trends. …
  continue reading
 
Monte Dei Globe is a rural Opportunity Zone development project that will be a luxury, sustainable retirement mountain top village where a portion of the profits are tithed to build co-located free housing for retired religious clergy. Brian England and Tess Young of Monte Dei Globe join the show to discuss the unique opportunity in Globe, AZ, and …
  continue reading
 
With year-end approaching and new legislation introduced last month, there's a lot of momentum in the Opportunity Zones industry. Ashley Tison at OZPros joins the first ever LIVE edition of The Opportunity Zones Podcast with Jimmy Atkinson to discuss the latest industry trends, plus answer technical questions from the live audience. Show notes & tr…
  continue reading
 
Rising interest rates, negative investor sentiment, and persistent inflation are taking a toll on real estate investments. Taylor Trautloff at StarPoint Properties joins the show to discuss where investors can find value in these uncertain times, and previews some forthcoming StarPoint Properties Opportunity Zone deals. Show notes & transcript: ⁠ht…
  continue reading
 
On September 27, new Opportunity Zone legislation was introduced into the House of Representatives. H.R. 5761 would extend and improve the tax incentive. If enacted before year-end, this legislation could have a huge impact for Opportunity Zone investors. Plus, Novogradac is hosting their annual Opportunity Zones Summit on November 1, in Washington…
  continue reading
 
Given the existing macroeconomic landscape, the build-to-rent residential asset class is poised for growth. Leo Backer of Pinnacle Partners and Jason Joseph of Trilogy Investment Company join the show to discuss positive trends in BTR, and why it fits so well within an Opportunity Zone dynamic. Show notes & transcript: https://opportunitydb.com/202…
  continue reading
 
The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Opportunity Zone investment strategy over other tax deferral techniques? And how do they compare? Gain a complete u…
  continue reading
 
In 2022, the industrial real estate sector was one of the top-performing sectors, with e-commerce growth, supply chain diversification, and new inventory management strategies being key growth drivers. The Opportunity Zone tax incentive further boosts its attractiveness to investors. Today’s episode is a recording of a live segment from OZ Pitch Da…
  continue reading
 
Single-tenant net lease private equity real estate funds have many advantages. Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant net lease funds. Show notes & transcript: https://opportunitydb.com/2023/08/hannah-kirby-277/…
  continue reading
 
The OZ Sherpa himself, Mr. Ashley Tison returned for another edition of "Ask The OZ Expert" at OZ Pitch Day on July 20, 2023. Today's episode is a recording of that live segment, wherein Ashley addressed several questions from the audience. Show notes & transcript: https://opportunitydb.com/2023/08/ashley-tison-276/…
  continue reading
 
The demand for last-mile industrial space located in population centers is growing rapidly. Chris Powers, founder of real estate private equity firm Fort Capital, joins the show to discuss his success as a real estate entrepreneur and why he is bullish on infill Class B industrial real estate. Show notes & transcript: https://opportunitydb.com/2023…
  continue reading
 
The use of pre-manufactured building materials is growing rapidly on real estate development sites. John Wolfington at Exceler Building Solutions joins the show to discuss how his firm has has raised $5 million through an Opportunity Zone Fund, and why he's bullish on the future of pre-manufactured buildings. Show notes & transcript: https://opport…
  continue reading
 
The vast majority of Opportunity Zone projects are ground-up development deals. But in Cleveland, there are numerous opportunities to renovate underutilized historic buildings. Kevin Wojton, managing member at IOTA Development Group, joins the show to discuss how he is acquiring historic buildings in Cleveland's Opportunity Zones for pennies on the…
  continue reading
 
PACE financing is becoming a more important part of the capital stack as traditional lenders pull back in today's high interest rate environment. Alexandra Cooley, CIO of Nuveen Green Capital, joins the show to discuss commercial Property Assessed Clean Energy (C-PACE) financing, what it is, who's eligible to receive it, and how the loans can be se…
  continue reading
 
Origin Investments was one of the early adopters of Opportunity Zones in 2018. They have since raised $585 million across their first two Opportunity Zone funds. And now they are gearing up to launch OZ Fund III. Michael Episcope, principal co-founder at Origin investments, joins the show to discuss Origin's story, where investors can find value ri…
  continue reading
 
Combining safer asset-backed real estate with high-multiple venture investments in untapped markets may be an optimal Opportunity Zone strategy for investors seeking risk diversification. Kelly Ann Winget of Alternative Wealth Partners and Rachel Vass of Syzygy Cities have teamed up to form the EPIC OZ Fund. They join the show to discuss how their …
  continue reading
 
Capital markets have been volatile as of late. All forms of investment have been impacted, and Opportunity Zones are no exception. Ross Baird, founder of Blueprint Local, joins the show to discuss that impact, plus, some of the biggest lessons that he has learned after investing $200 million of OZ equity over the past four years. Show notes & trans…
  continue reading
 
Loading …

Quick Reference Guide