OZ Pitch Day Fall 2023

Discover Your Next Opportunity Zone Investment.

Why Attend

Learn

Gain access to investment strategies and ideas from top OZ industry leaders.

Interact

Attend live event sessions and talk with event speakers and other investors.

Take Action

Compare different OZ funds, and invest before your 180-day deadline expires.

Register Now

Registration form coming soon.

One-Day Online Event

For High Net Worth investors and advisors seeking Qualified Opportunity Fund investments.

OZ Pitch Day

Welcome!

Welcome to OZ Pitch Day Fall 2023. This upcoming online event is designed to match High Net Worth 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

Agenda

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

10:00 AM – 10:25 AM

Opportunity Zones For High Net Worth Investors

Educational Session — OpportunityDb founder Jimmy Atkinson kicks off the event with a 101 crash course on Opportunity Zones, and how to invest in Qualified Opportunity Funds. Learn about the tax advantages associated with OZ investing.

Jimmy Atkinson

OpportunityDb

10:30 AM – 10:50 AM

Grubb Properties Link Apartment OZ REIT

Multi-Asset Multifamily Real Estate Portfolio — The investment strategy for Link Apartments focuses on building new Essential Housing, one of the most resilient asset classes with high resident demand and very little new moderate-priced apartment inventory.

Clark Spencer

Clark Spencer

Managing Director

10:55 AM – 11:05 AM

Veterans Villa by Tocqueville Asset Management

Single-Asset Mixed Use Real Estate Development // Colorado Springs, CO — Helping U.S. veterans live better lives, Veterans Villa and Small Business Center in Colorado Springs, CO is a mixed-use property marketed to veterans, resulting in ADA-accessible, green multifamily apartments, business offices and programs for veterans that are intended to create above-market returns for the investor.

Joseph Zock

Joseph Zock

Managing Director

11:10 AM – 11:40 AM

Title Partner: Urban Catalyst Opportunity Zone Fund II

Multi-Asset Real Estate Portfolio // San Jose, CA — Focused entirely on ground-up construction in downtown San Jose, CA, the fund intends to redevelop one side of a city block into an approximately 500,000-square-foot office tower (Icon) and an apartment high-rise with nearly 400 units (Echo). Additionally, the fund will also consist of a 176-key Marriott TownePlace Suites (Keystone) and a 169-unit senior living facility (Gifford Place).

Erik Hayden

Founder & CEO

11:45 AM – 12:25 PM

Investor Roundtable: How Opportunity Zones Fit Into Our Investment Portfolios

Educational Session — A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios.

Jimmy Atkinson

Jimmy Atkinson

OpportunityDb

OZ Pitch Day

Panelist TBD

Company TBD

OZ Pitch Day

Panelist TBD

Company TBD

OZ Pitch Day

Panelist TBD

Company TBD

11:45 AM – 12:25 PM

Concurrent Track: Urban Catalyst Breakout Session

Erik Hayden

Erik Hayden

Urban Catalyst

Michael Johnston

Michael Johnston

OpportunityDb

12:30 PM – 12:50 PM

Caliber Tax Advantaged OZ Fund II

Multi-Asset Real Estate Portfolio // Greater Southwest — Caliber’s Tax Advantaged Opportunity Zone Fund is specifically designed to invest in attractive commercial real estate projects located within Qualified Opportunity Zones. The fund invests primarily in Arizona and the Southwest U.S., including multi-family, commercial, hospitality, and industrial properties.

Chris Loeffler

Chris Loeffler

CEO

12:55 PM – 1:15 PM

Capital Square

Single-Asset Multifamily Real Estate Property — Property details TBD.

James Brunger

James Brunger

Chief Sales Officer

1:20 PM – 1:30 PM

Nest Opportunity Fund

Multi-Asset Residential Real Estate Portfolio // Midwest — The Nest Opportunity Fund is focused on rehabbing and renting single-family and multi-family properties located in Columbus, OH and Lexington, KY.

Clint Edgington

Clint Edgington

Partner

1:35 PM – 1:55 PM

GTIS Partners

Asset Class TBD — Description coming soon.

Peter Ciganik

Peter Ciganik

Senior Managing Director

2:00 PM – 2:30 PM

OZPros Workshop: Ask The OZ Expert

Educational Session — The OZ Sherpa himself… Opportunity Zone attorney and OZPros founder Ashley Tison will field rapid fire Q&A from live attendees. Go ahead and ask this guy anything… and try to stump the attorney!

Jimmy Atkinson

Jimmy Atkinson

OpportunityDb

Mr. Ashley Tison

OZPros

2:35 PM – 2:55 PM

Phoenix Stadium Self-Storage by YourSpace America

Single-Asset Self-Storage // Phoenix, AZ — Development of a state-of-the-art, fifth-generation, institutional quality, climate controlled self-storage facility in an Opportunity Zone in downtown Phoenix, AZ, adjacent to Chase Field. Approximately 125,000 net rentable square footage, with 1,225 units, plus an office of 1,300 square feet.

Russ Colvin

Russ Colvin

CEO

3:00 PM – 3:20 PM

USG Realty Capital Investors Choice OZ Fund

Multi-Asset Real Estate Portfolio — Investors Choice OZ Fund is a first-of-its-kind opportunity zone fund that allows investors to choose between a number of project-specific OZ developments. ICOZ is a multi-asset fund, however the fund dynamics are analogous to single-asset funds since investors are allowed to choose from either one or many available project-specific OZ developments. Each OZ project in the ICOZ fund are stand-alone developments within the multi-fund platform.

Greg Genovese

Greg Genovese

CEO

3:25 PM – 3:35 PM

StarPoint Properties

Asset Class TBD — Description coming soon.

Taylor Trautloff

Taylor Trautloff

Senior Analyst

3:40 PM – 3:50 PM

Presentation TBD

Asset Class TBD — Description coming soon.

OZ Pitch Day

Presenter TBD

Title TBD

3:55 PM – 4:05 PM

Presentation TBD

Asset Class TBD — Description coming soon.

OZ Pitch Day

Presenter TBD

Title TBD

4:10 PM – 4:15 PM

Concluding Remarks

Jimmy Atkinson

OpportunityDb

Speakers

Jimmy Atkinson
OpportunityDb

James Brunger

James Brunger
Capital Square

Peter Ciganik

Peter Ciganik
GTIS Partners

Russ Colvin

Russ Colvin
YourSpace America

Clint Edgington

Clint Edgington
Nest Opportunity Fund

Greg Genovese

Greg Genovese
USG Realty Capital

Erik Hayden

Erik Hayden
Urban Catalyst

Chris Loeffler

Chris Loeffler
Caliber

Gerry Reihsen

Gerry Reihsen
Reihsen & Associates

Ashley Tison

Ashley Tison
OZ Pros

Taylor Trautloff

Taylor Trautloff
StarPoint Properties

Joseph Zock

Joseph Zock
Tocqueville Asset Management

FAQs

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

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 November 9th. 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