Opportunity Zones News

Chris Rawley

Chris Rawley: Agriculture Investing in Opportunity Zones

How can agribusiness capitalize on the Opportunity Zones program? Chris Rawley is founder and CEO of Fort Worth, TX-based Harvest Returns, an investment firm that facilitates capital raises for small- to medium-sized farmers. They launched the Sustainable Agriculture Opportunity Zone Fund earlier this summer. Click the play button below to listen to my conversation with

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Nick Andrews

Nick Andrews: Renewable Energy Production in Opportunity Zones

Can Opportunity Zones be leveraged for biorefinery development and renewable fuel production? Nick Andrews is founder and CEO of Scottsdale, AZ-based USA BioEnergy, a multi-disciplinary company with experience in real estate development and renewable diesel biofuel production. Click the play button below to listen to my conversation with Nick. Episode Highlights How advanced biorefineries work

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Valerie Grunduski

Valerie Grunduski: Opportunity Zone Fund Tax Accounting Considerations

What are some of the most important tax accounting considerations when forming and managing an Opportunity Zone Fund? Valerie Grunduski is a real estate tax accounting specialist and leads Plante Moran’s Opportunity Zones practice. Click the play button below to listen to my conversation with Valerie. Episode Highlights Tax considerations when creating a Qualified Opportunity

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SEC Headquarters Building in Washington DC

SEC, NASAA issue staff guidance on Opportunity Zone investing

The staffs of the Securities and Exchange Commission and the North American Securities Administrators Association (NASAA) have issued preliminary guidance on how Qualified Opportunity Fund (QOF) investing may be subject to securities law. The joint statement issued last week is not official rules or regulations, and therefore has no legal force. It is merely a

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Taylor Lembi

Taylor Lembi: How OZs Can Address the Housing Crisis

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 in multi-family housing redevelopments in the Bay Area. Click the play button below to listen to my conversation with Taylor.

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Department of the Treasury

July 9 IRS Hearing: Podcast Episode Recap

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 hearing took place at the IRS New Carrollton Federal Building just northeast of Washington DC. There were 19 groups of

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July 9 IRS hearing on Qualified Opportunity Funds

Complete recap of the July 9 IRS public hearing on Opportunity Zones

On Tuesday, July 9, approximately 100 people attended the auditorium at the IRS New Carrollton Federal Building just outside of Washington DC as 19 groups of Opportunity Zone stakeholders testified during the public hearing on proposed regulations: “Investing in Qualified Opportunity Funds” [REG-120186-18]. This was the second hearing on proposed IRS regulations, following the second

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