Opportunity Zone Investing Made Simple With OZ Pitch Day

I’ve been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I’ve traveled the country attending and speaking to investors and OZ professionals at countless in-person events.

And I’ve come to a few conclusions about OZ investing over the course of my journey. But two points really stand out.

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Episode Highlights

  • Why Opportunity Zones may be the greatest tax-incentive investing program ever created.
  • Why Opportunity Zone investing can be a challenge, even for seasoned investors and advisors.
  • Why OZ Pitch Day was created, and the value that it delivers to High Net Worth investors.

Host: Jimmy Atkinson, OpportunityDb

Jimmy Atkinson On The Opportunity Zones & Private Equity Show

About The Opportunity Zones & Private Equity Show

Hosted by OpportunityDb and WealthChannel founder Jimmy Atkinson, The Opportunity Zones & Private Equity Show features guest interviews from fund managers, advisors, policymakers, tax professionals, and other foremost experts in Opportunity Zones and the broader private equity landscape.

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Show Transcript

Welcome to the Opportunity Zones & Private Equity Show. I’m Jimmy Atkinson.

This is the 250th episode of this podcast. I’ve been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I’ve traveled the country attending and speaking to investors and OZ professionals at countless in-person events.

And I’ve come to a few conclusions about OZ investing over the course of my journey. But two points really stand out…

Point #1. Opportunity Zones are the greatest tax incentive ever created, and they are an incredible program for building wealth… both for investors AND for OZ communities.

BUT…

Point #2. Opportunity Zone investing can be really difficult.

Let me explain what I mean…

Understanding how the program works, and finding Qualified Opportunity Funds are challenging tasks, even for seasoned investors. It’s a relatively new program. Not a lot of advisors even know how it operates, or how to incorporate OZ strategies into an investment portfolio for their clients. And it’s tough to even know where to find OZ investment opportunities.

Investing in stocks and mutual funds and ETFs is a pretty straightforward process for most investors. There’s a ton of transparency and data on publicly traded funds. And they’re super easy to buy or sell within minutes.

But the Opportunity Zone marketplace is opaque.

That’s why I started OZ Pitch Day, our live online event that I host 3 times a year.

In one day, I bring together some of the top leaders in the OZ industry to teach you the basics of the Opportunity Zone program. And I connect you with a dozen OZ funds that are open to investors, so you can make an investment, receive massive tax benefits, and ultimately grow your wealth with Opportunity Zones.

If you ever wanted to learn more about OZ investing strategies and meet with some of the top OZ funds that are currently open to investors, attending OZ Pitch Day is simple.

First, you need to register at OZPitchDay.com. By the way, it’s completely free to register for this event.

Then on March 23rd, beginning at 10:00 AM ET, you will be able to logon to the live event. Just check the agenda at OZPitchDay.com, to make sure you watch the presentations that matter the most to you. We have sponsor presentations on a wide variety of asset classes, including several different real estate sectors and operating business investments.

There’s only so much time left to invest in Opportunity Zones before the program is set to expire. And, if you are about to recognize a gain, you typically have only 180 days to make a qualifying OZ investment.

My OZ Pitch Day attendees come away from the event empowered with all of the knowledge they need to use Opportunity Zones in their investment portfolios. And, they are able to compare offerings from a dozen different OZ funds, all in one day.

OZ Pitch Day is Thursday, March 23rd. Won’t you join us?

Visit OZPitchDay.com to register now.

Here’s what you can expect when you attend OZ Pitch Day on Thursday, March 23rd.

We have a mix of educational sessions and investment offering presentations.

We have 5 educational sessions, starting with my “Opportunity Zones 101 For High Net Worth Investors” segment at 10:00 AM Eastern Time.

Our keynote address, delivered by WealthChannel co-founder Andy Hagans will cover “Building Generational Wealth With Alternative Investments”

We have two panels… Our morning panel is “Catalyzing Social Impact With Opportunity Zones” featuring Chris Cooley from OZworks Group, Catherine Lyons from the Economic Innovation Group, and Rachel Reilly from Aces & Archers.

Our afternoon panel is “Wealth Development Strategies With Opportunity Zones” featuring Brad Molotsky of Duane Morris, Gerry Reihsen of Reihsen & Associates, and Kirk Walton of GPWM Funds.

We’ll also get a visit from our friend at OZ Pros, Mr. Ashley Tison, who will lead the OZ Pros Workshop: Ask The OZ Expert, wherein Ashley will field live Q&A on all things Opportunity Zones for 30 minutes.

And of course, we’ll have presentations from 12 Qualified Opportunity Fund sponsors.

Our real estate fund sponsors will include…

  • our Title Partner, Urban Catalyst
  • Capital Square
  • GTIS Partners
  • Nest Opportunity Fund
  • Sandstone Partners
  • Tocqueville Asset Management
  • Coastal Bend OZ
  • Caliber
  • StarPoint Properties
  • And YourSpace America Self-Storage

Projects included in those sponsors’ portfolios include multifamily, single family, retail, hotel, office, and self-storage.

We also have a couple of operating business focused OZ funds from INYOAG’s Darwin Mine and Monllor Capital Partners’ Puerto Rico Opportunity Zone Fund.

You can check the full agenda and sign up for the event at OZPitchDay.com.

I hope to see you there!

Thank you.