Pairing Tax Credits with the Opportunity Zone Tax Incentive, with Michael Novogradac

How can different real estate tax credits (New Markets, Low Income Housing, Renewable Energy, and Historic) be paired with the Opportunity Zones tax incentive? Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm and thought leader in the Opportunity Zone industry. Click the play button below to listen to my conversation with … Read more

Over $3.9 Billion Raised by Opportunity Zone Funds, with Michael Novogradac

Are Opportunity Zone funds having success raising enough capital? Will capital raising reach federal government estimates? Find out why one prominent tax accountant thinks so. Michael Novogradac is managing partner of Novogradac, a top 50 accounting firm and thought leader in the Opportunity Zone industry. Click the play button below to listen to my conversation … Read more

The Biggest Misconceptions About Opportunity Zones, with Bob Richardson

What are some of the biggest misconceptions, inconsistencies, and disconnects surrounding the Opportunity Zone tax incentive? Bob Richardson is managing partner of Blue Cardinal Capital, a real estate private equity firm with Opportunity Zone projects in upstate New York. Click the play button below to listen to my conversation with Bob. Episode Highlights The key … Read more

How OZ Communities, Sponsors, and Investors Can Connect, with The Opportunity Exchange

Can an Opportunity Zone marketplace connect communities, OZ project sponsors, and investors to advance capital deployment and community impact? Peter Truog is founder of The Opportunity Exchange — a marketplace that connects impactful Opportunity Zone projects to capital sources. Also joining today’s podcast episode from The Opportunity Exchange are Leo Peña and Ayat Amin. Click … Read more

Raising Opportunity Zone Capital for Business Investment, with Len Mills

For business owners, what are some tips for approaching investors and raising Opportunity Zone capital? Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses. Click the play button below to listen to my conversation with Len. Episode Highlights The characteristics that … Read more

How to Form Your Own Qualified Opportunity Zone Business (QOZB)

Are you considering starting your own Qualified Opportunity Zone Business or converting an existing business into a QOZB? Or perhaps you need a QOZB for your Qualified Opportunity Fund? In today’s episode, we highlight some of the most important considerations when structuring your QOZB entity, and best practices for regulatory compliance. Opportunity Zones Podcast host … Read more

How to Form Your Own Opportunity Zone Fund

How can you form your own Opportunity Zone fund? What are the most important considerations when structuring your entity, and what are some best practices for regulatory compliance? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison have teamed up to create OZ Pros — Qualified Opportunity Fund and Qualified Opportunity Zone … Read more

Philanthropic Investment in Opportunity Zones Is Lacking, with John Lettieri

Philanthropic capital will be crucial to achieving large-scale success in Opportunity Zones nationwide. So why has the philanthropic community’s response been tepid thus far? John Lettieri is co-founder, president, and CEO of the Economic Innovation Group (EIG), a Washington DC-based policy group that helped create the Opportunity Zone tax policy. Click the play button below … Read more

OZ Lessons from Opportunity Alabama, with Alex Flachsbart

How can Opportunity Zones ignite a place-based economic development revolution in one of the nation’s poorest states? Alex Flachsbart is president and CEO of Opportunity Alabama, the nation’s first nonprofit organization to create a marketplace for Opportunity Zone investment in a particular state. Click the play button below to listen to my conversation with Alex. … Read more

The First Venture Capital Opportunity Zone Fund

It’s been nearly six months since the IRS issued its second tranche of regulatory guidance on Qualified Opportunity Funds. How are business Opportunity Zone funds proceeding? Brian Phillips is managing partner of The Pearl Fund, the first Opportunity Zone fund to focus exclusively on business, using a venture capital model. Click the play button below … Read more