OpportunityDb

November 9, 2022

OZ Pitch Day Fall 2022

Thank you to all of our partners and attendees for helping us put together another successful OZ Pitch Day event. Recordings of the event sessions will be posted below over the next few days.

Investor Deck

OZ Pitch Day Investor Deck

Recordings

Urban Catalyst Opportunity Zone Fund II

Fund Pitch: Multi-Asset // Multifamily & Office // San Jose, CA
Pitch Deck [Click to Request]

Caliber Tax Advantaged Opportunity Zone Fund II

Fund Pitch: Multi-Asset // Real Estate // Greater Southwest

Pinnacle Partners Opportunity Zone Fund VIII

Fund Pitch: Multi-Asset // Curated Multifamily // AZ, CO, TN, TX

Origin Investments QOZ Fund II

Fund Pitch: Multi-Asset // Class A Multifamily // Southern U.S.
Pitch Deck [PDF Download]

CBUS OZ Fund III

Fund Pitch: Multi-Asset // Residential // Columbus, OH
Pitch Deck [PDF Download]

Pintar Investment Company

Fund Pitch: Single-Asset // Residential // Austin, TX
Pitch Deck [PDF Download]

Grubb Properties Link Apartments OZ REIT

Fund Pitch: Multi-Asset // Multifamily // Southeast
Pitch Deck [PDF Download]

Puerto Rico Opportunity Zone Fund

Fund Pitch: Multi-Asset // Operating Businesses // Puerto Rico 
Pitch Deck [PDF Download]

Jackson Dearborn Partners

Fund Pitch: Multi-Asset // Mixed-Use & Multifamily // Phoenix & Denver
Pitch Deck [PDF Download]

Nest Opportunity Fund

Fund Pitch: Multi-Asset // Residential Real Estate // OH, KY
Pitch Deck [PDF Download] | Additional Documents

StarPoint Properties

Fund Pitch: Multi-Asset // Multifamily & Industrial // Mesa & Denver
Pitch Deck [PDF Download]

Atlas Real Estate Partners

Fund Pitch: Multi-Asset // Multifamily // Southeast & Texas

Educational Sessions

Keynote Address

Shay Hawkins, Opportunity Funds Association

How To Due Diligence Opportunity Zone Funds

Moderator: Jimmy Atkinson
Panelists: Gordon Goldie (Plante Moran) and Kirk Walton (GPWM Funds)

Opportunity Zone Investing Trends For 2023

Moderator: Jimmy Atkinson
Panelists: Paul Saint-Pierre (PSP Advisers) and John Sciarretti (Novogradac)

Midterm Election Outcome & Opportunity Zones

Moderator: Jimmy Atkinson
Panelists: Alex Bhathal (Revitate) and Brett Siglin (Jennings Strouss)

Ask The Opportunity Zone Expert

OZ Pros Workshop with Ashley Tison

Register Now

Registration is now closed. OZ Pitch Day will return on March 23, 2023.

OZ Pitch Day

One-Day Online Event

Don’t Miss Your 180-Day Investment Deadline.

OZ Pitch Day Title Partner

Thank You To All Of Our Partners

Jimmy Atkinson

Welcome!

Welcome to OZ Pitch Day Fall 2022. This upcoming online event is designed to match investors who have capitals gains with Qualified Opportunity Funds that are seeking capital. Investing within your 180-day window is of crucial importance for OZ investors. This event can help you find the right funds and projects to invest in.

Jimmy Atkinson

Founder of OpportunityDb
Host of the Opportunity Zones Podcast

Full Agenda

All times listed are Eastern Standard Time.

Jimmy Atkinson

10:00 AM — OZ 101 For HNW Investors

Jimmy Atkinson, Founder of OpportunityDb — The day kicks off the day with a welcome address and an overview of Opportunity Zone investing, covering the basics of the tax incentive, and how reform legislation may impact OZ investing.

Shay Hawkins

10:15 AM — Keynote Address

Shay Hawkins, Opportunity Funds Association — Formerly Senator Tim Scott's tax policy adviser, Shay was instrumental in drafting the Opportunity Zones legislation. His keynote address will address how expectations have changed over the first four years of the policy and how he anticipates OZs may change going forward.

James Holleman

10:35 AM — Grubb Properties

Fund Pitch: Multi-Asset // Multifamily // Southeast
James Holleman — The Link Apartments OZ REIT launches with total assets under management of $350 million, comprising 19 properties in resilient and high-growth markets nationwide, including NYC, Oakland, LA, Denver, and Charlotte. The Link Apartments Opportunity Zone REIT will fundraise through the end of 2023.

Chris Loeffler

11:00 AM — Caliber Tax Advantaged OZ Fund II

Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Chris Loeffler — To provide you with diversified exposure to real estate and the potential for significant tax benefits. Caliber’s documented history of investing in mixed, discretionary private real estate funds has led the company to be recognized as a thought and market leader in OZ investments.

OZ Pitch Day

11:35 AM — How To Due Diligence OZ Funds

Educational Panel
Important considerations for investors when rolling capital gains into a Qualified Opportunity Fund. Why Opportunity Zone investing is so powerful for investors, what to look for in any OZ fund, how to compare different fee structures, and the most common types of OZ investments and fund structures.

Jimmy Atkinson

Jimmy Atkinson
Moderator

Gordon Goldie

Gordon Goldie
Plante Moran

Kirk Walton

Kirk Walton
GPWM Funds

Chris Knoppe

12:00 PM — CBUS OZ Fund III

Fund Pitch: Multi-Asset // Residential // Columbus, OH
Chris Knoppe — The fund delivers value to investors while improving the urban neighborhoods of Columbus, Ohio by renovating and building housing and mixed-used properties. Building on the success of CBUS OZ Fund I in 2019 and Fund II in 2020, Fund III was launched in late 2021 to raise up to $50 million.

Erik Hayden

12:25 PM — Urban Catalyst OZ Fund II

Fund Pitch: Multi-Asset // Multifamily & Office // San Jose, CA
Erik Hayden — Urban Catalyst Opportunity Zone Fund II LLC (“Fund II”) was launched in 2021 with Icon/Echo. Urban Catalyst is already in control of the property for this Fund, which will focus on multifamily rental units and office space in downtown San Jose.

Ashley Tison

1:00 PM — Ask The OZ Expert

OZ Pros Workshop
Ashley Tison — Opportunity Zone attorney and OZ Pros founder Ashley Tison will field rapid fire Q&A from live attendees. Go ahead and ask this guy any Opportunity Zone question under the sun.

Jose Torres

1:25 PM — PROZ Fund

Fund Pitch: Multi-Asset // Operating Businesses // Puerto Rico
Jose Torres — Puerto Rico Opportunity Zone Fund, LP is the first tax advantaged private equity fund specifically designed to invest in renewable energy, sustainable business, and infrastructure throughout Qualified Opportunity Zones in Puerto Rico. The fund’s investment strategy is to actively manage investments to maximize capital gains treatment, while following ESG guidelines.

Jeff Feinstein

1:40 PM — Pinnacle Partners

Fund Pitch: Multi-Asset // Multifamily // National
Jeff Feinstein, Jill Homan, & Mollie Fadule — Pinnacle Partners has sourced a robust pipeline of new multifamily development projects to create a diversified multi-asset fund. Pinnacle Partners Opportunity Zone Fund VIII, LP will invest in multifamily development projects in carefully selected Opportunity Zones in high growth markets throughout the U.S.

OZ Pitch Day

2:15 PM — Opportunity Zone Investing Trends

Educational Panel
QOF equity raising data from Novogradac's recent survey, OZ investing from the perspective of a wealth advisor, and how the current macroeconomic climate may impact Opportunity Zone equity raising and capital deployment.

Jimmy Atkinson

Jimmy Atkinson
Moderator

Paul Saint-Pierre

Paul Saint-Pierre
PSP Advisers

John Sciarretti

John Sciarretti
Novogradac

Clint Edgington

2:40 PM — Nest Opportunity Fund

Fund Pitch: Multi-Asset // Residential // Midwest
Clint Edgington — We are focused on rehabbing smaller residential real estate in the single-family and multi-family asset classes. The real estate is located in Midwest cities with favorable demographics that include stable and diverse employment, population growth, and favorable pricing and rent.

Joe Stampone

2:55 PM — Atlas Real Estate Partners

Fund Pitch: Multi-Asset // Multifamily // Southeast & Texas
Joe Stampone & Noah Weiss — Atlas targets undervalued multifamily and other housing investments including value-add acquisitions, ground-up development, opportunity zones, and covered land plays, located across the country with a primary focus on the Southeast, Mid-Atlantic, and Texas.

OZ Pitch Day

3:30 PM — The New Congress & Opportunity Zones

Educational Panel
In the wake of the midterm elections, how might the balance of power in the next session of Congress affect Opportunity Zones in 2023 and beyond? Also, potential legislative changes that could form a new "Version 2.0" of Opportunity Zones, and what the OZ industry can do to help its own cause.

Jimmy Atkinson

Jimmy Atkinson
Moderator

Alex Bhathal

Alex Bhathal
Revitate

Brett Siglin

Brett Siglin
Jennings Strouss

Michael Episcope

3:55 PM — Origin Investments QOZ Fund II

Fund Pitch: Multi-Asset // Class A Multifamily // National
Michael Episcope — Origin QOZ Fund II will be a diversified portfolio of transformational ground-up Class A multifamily real estate developments located across fast-growing markets throughout the southwest and southeast U.S. The Fund is targeting a net equity multiple of 2.25-2.50x and a net IRR of 10-12%.

Jeff Pintar

4:20 PM — Pintar Investment Company OZ Fund

Fund Pitch: Multi-Asset // Build-To-Rent Residential // Austin, TX
Jeff Pintar — Closed end project specific offering to accredited investors. Once completed project will consist of nearly 900 residential units with projected project cost to exceed $300M.

Ryan Tobias

4:45 PM — Jackson Dearborn Partners

Fund Pitch: Multi-Asset // Mixed-Use & Multifamily // Phoenix & Denver
Ryan Tobias — Jackson Dearborn Partners was one of the first groups in the country to launch, fulfill, and deploy an Opportunity Zone Fund. The $10M Campustown Opportunity Zone Fund I was oversubscribed in June 2019 and fully deployed by August 2019. JDP is actively raising capital for new Opportunity Zone funds and individual projects in Phoenix and Denver.

Sandy Schmid

5:00 PM — StarPoint Properties

Fund Pitch: Multi-Asset // Multifamily & Industrial // Mesa & Denver
Sandy Schmid — StarPoint focuses on the most favorable real estate sectors, multifamily and industrial, targeting the strongest domains and developing within select Opportunity Zones. The StarPoint OZ advantage is its unique ability to acquire the highest quality investments within the most desirable locations.

OZ Pitch Day

5:15 PM — Happy Hour Mixer

Meet and mingle with fund managers and other Opportunity Zone investors and participants.

Schedule

All times listed are Eastern Standard Time. Agenda is subject to change.

Register Now

Registration is now closed. OZ Pitch Day will return on March 23, 2023.

All Speakers

Jimmy Atkinson

Jimmy Atkinson
OpportunityDb

Alex Bhathal

Alex Bhathal
Revitate

Clint Edgington

Clint Edgington
Nest Opportunity Fund

Michael Episcope

Michael Episcope
Origin Investments

Mollie Fadule

Mollie Fadule
Cephas Partners

Jeff Feinstein

Jeff Feinstein
Pinnacle Partners

Gordon Goldie

Gordon Goldie
Plante Moran

Shay Hawkins

Shay Hawkins
Opportunity Funds Assn.

Erik Hayden

Erik Hayden
Urban Catalyst

James Holleman

James Holleman
Grubb Properties

Jill Homan

Jill Homan
Javelin 19 Investments

Chris Knoppe

Chris Knoppe
CBUS OZ Funds

Chris Loeffler

Chris Loeffler
Caliber

Jeff Pintar

Jeff Pintar
PICOZ Fund

Paul Saint-Pierre

Paul Saint-Pierre
PSP Advisors

Sandy Schmid

Sandy Schmid
Starpoint Properties

John Sciarretti

John Sciarretti
Novogradac

Brett Siglin

Brett Siglin
Jennings Strouss

Joe Stampone

Joe Stampone
Atlas Real Estate Partners

Ashley Tison

Ashley Tison
OZ Pros

Ryan Tobias

Ryan Tobias
Jackson Dearborn Partners

Jose Torres

Jose Torres
PROZ Fund

Kirk Walton

Kirk Walton
GPWM Funds

Noah Weiss

Noah Weiss
Atlas Real Estate Partners

FAQs

This is a one-day event, taking place entirely online on Wednesday, November 9th. Programming will begin at 10:00 AM EST.

If you are a wealth manager, family office, 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.

12 Qualified Opportunity Funds will pitch during the course of the day. We will send around an 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 November 9th, complete with a link that is unique to you.

No. In an attempt to open up this event to as many investors as possible, I am 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 pitches from a few of the funds, you can choose to attend only during their pitch 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 live event on November 9th, 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 fund managers and other Opportunity Zone experts. This will present a great chance for you to get your Opportunity Zone questions answered!

We have a limited amount of presentation slots still available for OZ Pitch Day Fall 2022. If you are interested in partnering on this event with OpportunityDb, fill out the Pitch Day Partner interest form, and we will follow up with more information.

OZ Pitch Day Fall 2022 will be the seventh OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:

Partner with OZ Pitch Day

Past Events

Every OZ Pitch Day is recorded and available for free viewing. Click the links below to watch on-demand…

OZ Pitch Day 2020

  • Keynote Address: Rachel Reilly, EIG
  • Diamond Partners: Origin Investments | USG/OZI | Urban Catalyst
  • Panels: Opportunity Zone Investing 101 | Being a Shrewd Opportunity Zone Investor  

OZ Pitch Day Spring 2021

  • Keynote Fireside Chat: Steve Glickman, Develop Advisors
  • Diamond Partners: Urban Catalyst | Grubb Properties | USG/OZI
  • Panels: How to Invest in Opportunity Zones | Structuring a Captive QOF

OZ Pitch Day Summer 2021

  • Keynote Address: John Lettieri, EIG
  • Title Partner: Urban Catalyst
  • Diamond Partners: Caliber | USG/OZI
  • Panels: Tax Policy Changes & Opportunity Zones | Successful OZ Tactics

OZ Pitch Day Fall 2021

  • Keynote Presentation: OZ Investing 101, by Jimmy Atkinson & Andy Hagans
  • Fireside Chat: Shay Hawkins, OFA
  • Title Partner: Urban Catalyst
  • Diamond Partners: Origin Investments | USG/OZI | Grubb Properties | Caliber | CRE Development Capital
  • Panels: State of the OZ Marketplace | How to Evaluate OZ Deals

OZ Pitch Day Spring 2022

  • Keynote Address: Shay Hawkins, OFA
  • Title Partner: Urban Catalyst
  • Diamond Partners: USG/OZI | Caliber | Origin Investments
  • Panels: State Of The OZ Marketplace in 2022 | Ask The OZ Expert | OZ Strategies For High Net Worth Investors

OZ Pitch Day Summer 2022

  • Keynote Address: Jimmy Atkinson, OpportunityDb
  • Title Partner: Urban Catalyst
  • Diamond Partners: Caliber | Xebec
  • Panels: OZs vs. 1031s, DSTs, And Other Tax Mitigation Strategies | Ask The OZ Expert | OZ Reform Legislation: What Investors Need To Know