Timing Considerations for Opportunity Zone Investors, with Ashley Tison

As we approach the fourth quarter of 2020, what are some of the most important timing considerations for Opportunity Zone investors and Qualified Opportunity Fund issuers? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. … Read more

Family Office Investing in Provo OZ Tech Accelerator Campus, with Hall Labs

What are the strategic advantages to investing in early growth, patent-protected technology companies located in Opportunity Zones? Matt Van Dyke and David Kunz are managing partners at Hall Labs, a Provo, UT-based family office and tech accelerator located in an Opportunity Zone. Click the play button below to listen to the condensed audio recording of … Read more

Opportunity Zone Investing in Silicon Valley, with Urban Catalyst

Does the Silicon Valley tech migration create a unique investment case for ground-up development in fast-growing downtown San Jose’s Opportunity Zones? Erik Hayden is founder and managing partner at Urban Catalyst, a Silicon Valley-based real estate developer and Opportunity Zone fund manager. Click the play button below to listen to the condensed audio recording of … Read more

Challenges for Smaller Opportunity Zone Developers, with Garth Everhart

What are some challenges that smaller Opportunity Zone project developers face? And are there benefits to investing in a smaller OZ fund? Garth Everhart is president of The Everhart Company and the developer and promoter of the Ceeley Opportunity Fund, a small, single-asset, project-specific fund located in greater Portland, Oregon. Click the play button below … Read more

Potential Legislative Improvements to Opportunity Zones, with Emily Lavery

Why are Opportunity Zones more important now than ever before, and what legislative changes are being considered to improve the impact of the policy initiative? Emily Lavery is a legislative analyst for Senator Tim Scott (R-SC), one of the original co-sponsors of the Opportunity Zones legislation. Click the play button below to listen to my … Read more

Can Opportunity Zones Recover from the COVID-19 Crisis? (Episode #104)

Do Opportunity Zones have the potential to create a more optimistic and hopeful outlook, and to help build national recovery and resiliency in the wake of the COVID-19 pandemic and economic crisis? On August 5, OpportunityDb co-hosted a live national webinar briefing with Egils Milbergs at OZ Accelerator. The webinar featured opening remarks from Senator … Read more

Finding Uncommon Value in Untapped OZ Markets, with Four Points Funding

What are some of the economic advantages of rural multi-asset multifamily and outdoor-focused hospitality Opportunity Zone fund investing? Chris Montgomery and Stephanie Copeland are partners at Four Points Funding, who earlier this year was awarded the Forbes OZ 20 Grand Prize for Top Rural Opportunity Zone Fund Catalyst. Click the play button below to listen … Read more

9 Early Conclusions of Opportunity Zones for Equitable Development, with Brett Theodos

In its early days, how effective has the Opportunity Zone incentive been for equitable development projects? Brett Theodos is senior fellow at the Urban Institute, where he recently co-authored a research report titled, “An Early Assessment of Opportunity Zones for Equitable Development Projects.” The report aims to comment on how the incentive is working for … Read more

Key Takeaways from the Novogradac OZ Conference, with Mike Novogradac and John Sciarretti

What were the biggest highlights from last week’s Novogradac Opportunity Zones Virtual Conference? Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac Opportunity Zones conferences and leader of the Novogradac Opportunity Zones Working Group. Click the play button below to listen … Read more

Conscious Capitalism in Opportunity Zones, with Travis Steffens

What is conscious capitalism, and how can choosing to adhere to this concept create positive social impact in Opportunity Zones? Travis Steffens is founder and CEO of Denver-based R Investments, a real estate firm focused on full cycle wealth generation through planning, development, construction, rehabilitation, leasing, property management, and brokerage. Click the play button below … Read more