OZ Pitch Day - July 20, 2023
OZ Pitch Day - July 20, 2023
Do you have realized or unrealized capital gains to invest in Opportunity Zones? At OpportunityDb, we help High Net Worth investors and financial advisors make successful investments in Opportunity Zones.
New to Opportunity Zones? Start with our free Beginner’s Guide to Opportunity Zones…
Jimmy Atkinson, founder of OpportunityDb and Host of The Opportunity Zones & Private Equity Show
Opportunity Zones
The total number of census tracts certified as Opportunity Zones by the U.S. Treasury. (Full List)
Unrealized capital gains eligible for Opportunity Zones investment and tax treatment. (Source)
Former Treasury Secretary Mnuchin’s estimate of private capital that will flow into QOZs. (Source)
When you invest a capital gain in a Qualified Opportunity Fund, recognition of your gain is deferred until December 31, 2026.
After holding your Opportunity Zone investment for a 5-year period, your initial capital gain recognition is reduced by 10%. (Note: This benefit expired on 12/31/21.)
Any capital gain resulting from your Opportunity Zone investment is tax-free after holding for at least 10 years.
Traditional wealth management is very experienced at managing an investor’s portfolio of assets at a traditional brokerage account of stocks and bonds. But there’s a gap when it comes to portfolio management of real estate
The key to investing success starts with having the right mindset. Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with “The Investor Mindset” can help investors generate more wealth. Watch
The nation’s housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk. Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs
OpportunityDb will host OZ Pitch Day Spring 2023 on Thursday, March 23rd, beginning at 10:00 AM Eastern Time. Silicon Valley OZ fund manager Urban Catalyst is the Title Partner for this event. This will be
USG Realty Capital has announced the addition of a 176-unit multifamily development in Tacoma, Washington to its portfolio of Opportunity Zone projects. The Market Square Apartments will be located near the Greater Tacoma Convention Center
Revitate has made an investment from its Impact OZ Fund 2022 into Victory Logistics District, a 4,300 acre industrial development located in Fernley, Nevada. “This community is the perfect location for our investment, both as
In this webinar, Erik Hayden reviews many of the projects from Urban Catalyst’s first OZ fund, and also provides details on the multiple projects in UC’s second OZ fund. Interested In Learning More About This
In this webinar, James Brunger discusses Capital Square’s extensive history in the Opportunity Zone industry and reviews a project breaking ground shortly in Richmond, Virginia. Interested In Learning More About This Opportunity? You can visit
In this webinar, Peter Ciganik discusses how GTIS assesses individual census tracts to identify locations that are ideal for making long-term residential and industrial investments. Interested In Learning More About This Opportunity? You can visit
