Opportunity Zones News

Kevin Shields

Kevin Shields: Strategies for Maximizing Opportunity Zone Returns

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 firm with over $17 billion in assets under management. Click the play button below to listen to my conversation with

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Quinn Palomino

Quinn Palomino: The First Opportunity Zone Fund, One Year Later

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, and have a pipeline of about 100 more. Quinn Palomino is principal at Virtua Partners, a global private equity firm

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Reid Thomas

Reid Thomas: Third-Party Administration for Opportunity Zone Funds

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 Financial — a Silicon Valley-based fintech company that provides a purpose-built administration solution for Qualified Opportunity Funds. Click the play

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Justin Wolk

Justin Wolk: The Biggest Problem with Opportunity Zones

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 estate technology company that connects commercial real estate developers with lenders. Click the play button below to listen to my

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Jessica Millett

Jessica Millett: QOF Formation Legal Considerations

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, chair, and “Wizard of OZ” of the tax practice group at Duval & Stachenfeld, a real estate law firm headquartered

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Ashley Tison

Ashley Tison: Operating Business OZ Fund Strategies

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 is founder and CEO of the Charlotte, NC-based Ōz group of companies (pronounced OHz). Ōz is an opportunity zone consulting

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Shay Hawkins

Shay Hawkins: The OZ Fund Trade Group Aiming to Renew the Program

Why does a trade association for Qualified Opportunity Funds want more data collection and reporting? And could the Opportunity Zone program be renewed at some point in the future? Senator Tim Scott’s former tax adviser, Shay Hawkins is founder and CEO of the Opportunity Funds Association (OFA) — a Washington, DC-based advocacy, education, and communications

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Sasha Favelukis

Sasha Favelukis: Activating OZ Communities with Business Container Parks

How can incubating local businesses in shipping containers achieve Opportunity Zone community activation and gentrification without displacement? Sasha Favelukis is founder of CoPlace, a San Diego-based investment and advisory firm that performs a mix of real estate and local business investing. They specialize in community activation in Opportunity Zones. Click the play button below to

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Clint Myers

Clint Myers: Rise of the Rest and OZ Office Real Estate

Will office real estate be the driver for much of the economic growth across the nation’s Opportunity Zones? Clint Myers is partner at Revolution’s Rise of the Rest, a seed fund that invests in startups located outside of locations that traditionally receive startup funding — an approach that has a lot of overlap with the

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