OZ Pitch Day - June 13, 2024
OZ Pitch Day - June 13, 2024
The stock market is down more than 20% year to date. Interest rates are on the rise to tackle the highest inflation rate in 40 years, but this may inevitably lead to a recession. How are Opportunity Zones potentially being…
The Section 1031 exchange has been around for over 100 years. Much like Opportunity Zones, chaining together a series of 1031 exchanges can offer an incredible tax incentive for real estate investors. But when might an OZ investment be a…
A housing affordability crisis currently plagues our nation. Can Opportunity Zones be utilized to effect real change that would bring more high density housing stock online? Brad Padden, founder and CEO of Housing Diversity Corporation, joins the show to discuss…
Ultra High Net Worth investors and family offices are ideally suited for real estate investments in Opportunity Zones. The long holding period and strategic differences between OZs and other tax-advantaged investments can be complimentary in a large investment portfolio. Alex…
Oregon has been scrutinized for some of the state’s Opportunity Zone selections, particularly those in downtown Portland. Vanessa Sturgeon, founder of Sturgeon Development Partners, joins the show to discuss how the Opportunity Zone nominating process unfolded in Oregon, why it…
When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. But when is each of these options appropriate?…
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…
Community activation may be the key to long-term success of Opportunity Zones. Chris Cooley, CEO of OZworks Group, joins episode #200 of the Opportunity Zones Podcast to discuss OZ advocacy, why community-led OZ projects are crucial to the long-term success…
It’s incredibly easy for Qualified Opportunity Fund managers and limited partners who invest in such funds to get tripped up by many of the novel complexities that arise from the statute and regulations dictating Opportunity Zone investing. Andrew Gradman, a…
Multifamily is the most popular asset class for Opportunity Zone investors. According to the latest Qualified Opportunity Fund survey data from Novogradac, approximately 80% of all QOFs have exposure to residential real estate. Scott Hawksworth, co-founder of MultifamilyInvestor.com, joins the…