OZ Pitch Day - March 23rd
OZ Pitch Day - March 23rd
How do multi-family offices invest in Opportunity Zones? And as we head to year end, where might OZs head in the future? Zane Beadles, vice president at Mercatus Partners, joins the show to discuss how…
The vast majority of Opportunity Zone developments are urban. But there are also rural areas taking advantage of the Opportunity Zone tax incentive to raise equity for community projects. Jennifer Whitney, founder of River Queen…
Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact. Kevin Maher, founder of CrannMor Advisors, joins the…
This year has been a turbulent one for investors. But does economic turmoil and fear in the market create a unique opportunity for investors and fund sponsors? Noah Weiss, managing director and COO at Atlas…
The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same? Erik Hayden, founder and CEO…
The economic recession of this year has had impacts across the broad financial markets, including real estate transactions, impacting Opportunity Zone investors. Brett Siglin, partner at Jennings Strouss, joins the show to discuss the impact…
The Inflation Reduction Act of 2022 restored and enhanced more than two dozen clean energy tax credits. But how can these tax credits be applied to Opportunity Zone projects? Marc Schultz, partner at Snell &…
In October, GTIS Partners hosted their GTIS Investor Day at their headquarters in New York City, which included market insights panels, followed by an Opportunity Zone project tour in New Jersey. Today’s podcast episode a…
Opportunity Zones can be a powerful tool in wealth creation and wealth preservation. The tax benefit has the ability to compound, which not only preserves but creates wealth. Brian Duren, signing director at CliftonLarsonAllen (CLA),…
In this panel from OZ Pitch Day Fall 2022, Kirk Walton and Gordon Goldie review strategies for performing due diligence on OZ funds. Episode Highlights What investors should consider when evaluating Qualified Opportunity Funds (QOFs);…