OZ Pitch Day - July 20, 2023
OZ Pitch Day - July 20, 2023
Much of rural America has been left behind in the economic recovery that has transpired since the Great Recession. Can Opportunity Zone investing reverse that trend? The Emerald Coast Opportunity Zone in northwest Washington state…
Can Opportunity Zones help address the nation’s housing crisis? Taylor Lembi is founder and CEO at San Francisco-based real estate developer M31 Capital. Their Morpheus 1 Qualified Opportunity Zone Fund, launched earlier this year, invests…
Are colleges and universities an untapped resource for Opportunity Zone development? Anu Varadharajan is a tax professor at Tulane University. Dr. Michelle Thompson is a planning and urban studies professor at the University of New…
Who spoke at the July 9 IRS public hearing on Investing in Qualified Opportunity Funds? And what are some of the biggest issues that the IRS needs to clarify in final regulations? The Opportunity Zone…
What are some strategies for maximizing Opportunity Zone investment returns? What should investors be aware of and what pitfalls should they avoid? Kevin Shields is founder, chairman, and CEO of Griffin Capital, an alternative investment…
It’s been one year since Virtua Partners launched the very first Qualified Opportunity Fund. Since then, they have raised $100 million, roughly half of which has already been deployed; they’ve broken ground on numerous projects,…
Should Qualified Opportunity Funds best practices include third-party administration? And what are some Opportunity Zone trends being noticed by the industry’s largest service provider? Reid Thomas is executive vice president and general manager of NES…
What is the biggest problem in the Opportunity Zone space today? And why is there pushback from potential investors with capital gains? Justin Wolk is a capital advisor for StackSource, a New York City-based real…
What are some of the most important legal considerations when forming an Opportunity Zone Fund? What are some of the pros and cons of corporation, partnership, REIT, and synthetic fund structures? Jessica Millett is partner,…
The second tranche of regulations that were published two months ago clarified many questions regarding opportunity zone businesses. What are some strategies for operating business investment that OZ funds should consider? M&A attorney Ashley Tison…