The Opportunity Zones Podcast is now on YouTube!
Real estate securities laws that apply to Qualified Opportunity Funds can have a huge (and often times ignored) impact on OZ developers and project sponsors.
Coni Rathbone, real estate and securities attorney at Dunn Carney, joins the show to discuss what real estate developers and fund operators need to be aware of before raising Opportunity Zone capital from investors.
Watch On YouTube
- The four prongs of the Howey test, and why it often times applies to Opportunity Zone funds.
- When real estate developers and fund issuers should be afraid of securities laws.
- The different options for Qualified Opportunity Fund sponsors when issuing their fund offerings.
- The key differences between registered public offerings, Regulation A, and Regulation D.
- The key differences between Regulation D Rule 506(b) private placement offerings and Regulation D Rule 506(c) general solicitation offerings, and when funds should opt for SEC exemption under one rule or the other.
- How Opportunity Zone reform may impact funds and investors.
Featured On This Episode
- Howey Test (Investopedia)
- Public Offerings (SEC.gov)
- Regulation A (SEC.gov)
- Regulation D (Investor.gov)
- Reg D Rule 506(b) (SEC.gov)
- Reg D Rule 506(c) (SEC.gov)
- Accredited Investor Definition (Investopedia)
- JOBS Act of 2008 (Wikipedia)
Today’s Guest: Coni Rathbone, Dunn Carney LLP
- Coni Rathbone on LinkedIn
- Dunn Carney – Opportunity Zones Practice
- Dunn Carney on LinkedIn
- Get Coni’s 120-page OZ packet: Email [email protected] and [email protected]
About The Opportunity Zones Podcast
Hosted by OpportunityDb.com founder Jimmy Atkinson, The Opportunity Zones Podcast features guest interviews from fund managers, advisors, policymakers, tax professionals, and other foremost experts in opportunity zones.