OZ Pitch Day

Summer 2024

Discover Your Next Opportunity Zone Investment.

This event has ended. Watch on-demand below.

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Las Vegas Self-Storage OZ Deal By YourSpace America

Pitch Deck: [Click To Download]

Self-Storage // Las Vegas, NV — Located on Owens Avenue, adjacent to I-15 in Las Vegas, NV, this project will be a Class A, institutional quality self-storage facility, with approximately 1,189 units and an estimated average unit size of 97.78 SF. The subject property will be the highest quality self-storage facility in the market.

Russ Colvin

Russ Colvin

CEO

YourSpace America Breakout Session

Video recording coming soon.

Russ Colvin

Russ Colvin

CEO

Urban Catalyst Opportunity Zone Fund II

Pitch Deck: [Click To Request]

Multi-Asset Real Estate // San Jose, CA — An Opportunity Zone fund in the heart of downtown San Jose, Urban Catalyst offers a dynamic portfolio of properties on the heels of a successful $135 million Fund I. The current Fund II represents a diverse real estate portfolio, with great momentum in a growing tech hub.

Erik Hayden

Erik Hayden

CEO

Savoy Equity Partners

Pitch Deck: [Click To Download]

Multifamily // Texas — Savoy specializes in developing and renovating excellent apartment buildings in Texas, targeting high returns. To date, Savoy has invested over $63 million in qualified capital gains across 20+ real estate projects in Texas, leveraging the Opportunity Zone tax incentives.

Barrett Linburg

Barrett Linburg

Principal

Centennial Advisers Double Net Leasing OZ Strategy

Pitch Deck: [Click To Download]

NN Lease Retail — Centennial Advisers helps clients acquire newly constructed triple net lease properties located in Opportunity Zones, pre-TCO and renegotiated as double net lease agreements to fully qualify as an OZ investment.

Axel Adler

Axel Adler

Investment Adviser

SF QOZ Fund

Pitch Deck: [Click To Download]

Multifamily // Miami, FL — The Fund is targeting the development of a 438-unit multifamily building with ground-floor retail space in Miami’s Arts & Entertainment district, ideally situated within walking distance to various amenities, businesses, and restaurants, as well as Brightline stations.

Liam Krahe

Liam Krahe

Co-Founder

U.S. Energy Development Corporation OZ Fund

Pitch Deck: [Click To Download]

Oil & Gas — U.S. Energy Development Corporation (USEDC) is a privately held oil and gas operator established in 1980 that provides direct investments in energy for accredited investors and institutional partners. USEDC is one of the largest sponsors of direct energy investments and offers one of the only oil and gas Opportunity Zone funds.

Matthew Iak

Matthew Iak

Executive Vice President

Phoenix OZ Fund

Pitch Deck: [Click To Download]

Video recording coming soon.

Affordable Housing // Columbus, OH — Like a Phoenix rising from the ashes, this fund from Opportunity Zone Development Group will develop a 10-unit, 50-bed multifamily project, leased to a nonprofit corporation that provides safe affordable housing for ex-offenders to reintegrate as contributors to society in Columbus, OH.

Graham Allison

Graham Allison

Managing Partner

Monte Dei Globe

Pitch Deck: [Click To Download]

Video recording coming soon.

Mixed-Use Real Estate // Globe, AZ — Monte Dei Globe’s multi-phase mixed-use development will revitalise the charming City of Globe by funding much needed affordable single-family residences, multi-family housing and commercial/retail including a hotel and event space in a Masterplan community.

Tess Young

Tess Young

Co-Founder

Brian England

Brian England

Co-Founder

Panel: Ask The OZ Experts

Video recording coming soon.

Interactive Q&A Session — Opportunity Zone attorneys from our OZ Insiders mastermind community answer questions from the live OZ Pitch Day audience.

Jimmy Atkinson

Jimmy Atkinson

OpportunityDb

Gerry Reihsen

Gerry Reihsen

Reihsen & Associates

Brett Siglin

Brett Siglin

Fennemore Law

Mr. Ashley Tison

OZPros

Panel: Why Invest In Opportunity Zones Now?

Video recording coming soon.

Educational Session — Professional members of our OZ Insiders mastermind community will discuss why Opportunity Zones are still a great option for investors in 2024. Plus, discussion of how OZs compare with other tax-advantaged programs.

Jimmy Atkinson

Jimmy Atkinson

OpportunityDb

Andrew Doup

Andrew Doup

SyndicationCounsel

Jill Homan

Jill Homan

Javelin 19 Investments

Coni Rathbone

Coni Rathbone

Vial Fotheringham Law

Opportunity Zones Explained (For High Net Worth Investors)

Video recording coming soon.

Educational Session — OpportunityDb founder Jimmy Atkinson kicks off the event with a crash course on Opportunity Zones, and how to invest in Qualified Opportunity Funds. Learn about the tax benefits associated with OZ investing in 2024.

Jimmy Atkinson

Jimmy Atkinson

OpportunityDb

Speakers

Axel Adler

Axel Adler
Centennial Advisers

Graham Allison

Graham Allison
OZ Development Group

Jimmy Atkinson
OpportunityDb

Russ Colvin

Russ Colvin
YourSpace America

Andrew Doup

Andrew Doup
SyndicationCounsel

Brian England

Brian England
Monte Dei

Erik Hayden

Erik Hayden
Urban Catalyst

Jill Homan

Jill Homan
Javelin 19 Investments

Matthew Iak

Matthew Iak
USEDC

Liam Krahe

Liam Krahe
SF QOZ Fund

Barrett Linburg

Barrett Linburg
Savoy Equity Partners

Coni Rathbone

Coni Rathbone
Vial Fotheringham Law

Gerry Reihsen

Gerry Reihsen
Reihsen & Associates

Brett Siglin

Brett Siglin
Fennemore Law

Ashley Tison

Ashley Tison
OZPros

Tess Young

Tess Young
Monte Dei

FAQs

This is a one-day event, taking place entirely online on Thursday, June 13th. Programming will begin at 10:00 AM EDT.

If you are a financial advsior or High Net Worth investor with capital gains, and you’re thinking about making an Opportunity Zone investment, this is a great opportunity for you to learn about several Qualified Opportunity Funds who are seeking investors. Particularly if you have already realized your gain and are facing a 180-day deadline, this event is specifically designed to help you make a decision on how to proceed.

The “accredited investor” definition is important because many types of alternative investments are only open to accredited investors.

You meet the definition of an accredited investor if at least one of the following applies to you:

  • You are an individual investor with an annual income of at least $200,000 (or, $300,000 if combined with a spouse’s income), OR
  • You are an individual investor with a net worth in excess of $1 million (excluding your primary residence), OR
  • You are a financial advisor who holds in good standing a Series 7, 65, or 82 license.

Up to 12 Qualified Opportunity Funds will present their investment offerings during the course of the day. We will send the agenda to everyone who registers for the event at least a few days in advance. Click here for the current agenda, subject to change. All times listed are Eastern.

The event will be hosted 100% online, via Zoom. Registration is required. Click here to register now. After you register, you will receive instructions via email on how to add the event to your calendar and attend the live Zoom session on June 13th. You will be sent a unique login link that is tied to your individual registration. You can use this link the day of the event to join the Zoom session.

No. In an attempt to open up this event to as many investors as possible, we are not charging a fee to attendees.

No. When the final agenda is announced, you can feel free to pop in and out at your leisure throughout the day. If you only want to see presentations from a few of the funds, you can choose to attend only during their presentation slots.

Yes! The entire event will be recorded, so you can watch at a later date if you so choose. Everyone who registers for the event will receive access to the recording. So even if you cannot attend the event live, we would still encourage you to register now, so you can view the recording at a later date.

While this event is mainly focused on matching investors with funds, there will be a keynote address and at least two educational panels/workshops.

Yes! Throughout the day, we will have live Q&A sessions with Qualified Opportunity Fund managers and other Opportunity Zone experts. This will present a great chance for you to get your OZ questions answered!

If you are interested in partnering with OpportunityDb, fill out the OZ Pitch Day Partner interest form, and we will follow up with more information.

Partner With OZ Pitch Day