OZ Pitch Day - June 13, 2024
November 3-4, 2021
OZ Pitch Day Fall 2021
Thank you to all of our OZ Pitch Day partners and attendees for making this a successful event! Recordings of all of the sessions are available below.
OZ Pitch Day - June 13, 2024
Investor Deck
OZ Pitch Day Investor Deck
- In-depth summary of all 16 OZ Pitch Day fund partners.
- Compare minimums and fees.
- Contact information for each fund.
Recordings
Urban Catalyst OZ Fund II
Fund Pitch: Multi-Asset // Real Estate // San Jose, CA
Erik Hayden
Building on the success of Fund I (which closed in December 2020 after successfully raising $131 million), Urban Catalyst Opportunity Zone Fund II was launched in 2021 with Icon/Echo. Urban Catalyst is already in control of the property for this Fund, which will feature 300 units of multifamily rental units and approximately 450,000 square feet of office space in downtown San Jose.
Origin Investments QOZ Fund II
Fund Pitch: Multi-Asset // Class A Multifamily // National
Michael Episcope
Origin Investments QOZ Fund II invests in institutional-quality multifamily development projects located across some of the fastest-growing markets in the United States. Origin's QOZ Fund I closed earlier this year after successfully raising $275 million.
Pitch Deck [PDF Download]
Investors Choice OZ Fund by USG/OZI
Fund Pitch: Multi-Asset // Real Estate // National
Greg Genovese
Using the proprietary USG/OZI risk mitigation strategy, the Investors Choice OZ Fund, is a first-of-its-kind Opportunity Zone fund that allows investors to choose between a number of project specific Opportunity Zone developments within the fund, to allow for as much project concentration or diversification as they desire.
Pitch Deck [PDF Download]
Grubb Properties 2021 QOF
Fund Pitch: Multi-Asset // Multifamily // National
James Holleman & Clark Spencer
Building on the success of their 2019 and 2020 Qualified Opportunity Funds, the 2021 Grubb Qualified Opportunity Fund intends to invest in branded, moderate-priced rental housing properties, focusing on several highly resilient Tier 1 and select Tier 2 U.S. markets and several high growth Tier 2 U.S markets.
Pitch Deck [PDF Download]
Caliber Tax-Advantaged OZ Fund
Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Chris Loeffler
Caliber is designed to acquire, redevelop, and manage a portfolio of diversified commercial properties located in Opportunity Zones. The Caliber Tax Advantaged Opportunity Zone Fund has acquired holdings in Arizona, and is targeting additional holdings in Colorado, Texas, Nevada, and Utah; Caliber believes these states have the potential to possess some of the top OZs due to long-term population and job growth trends.
CRE Development Capital OZ Funds
Midwest Fund: Multi-Asset // Real Estate // Cleveland & Midwest
U.S. Fund: Multi-Asset // Real Estate // Nationwide
Phoenix Fund: Single-Asset // Mixed-Use // Phoenix, AZ
Lawrence Jatsek
CRE Development Capital is developing multiple Opportunity Zone projects. Their downtown Phoenix deal is a mixed-use residential featuring 225 hotel guest rooms and 180 condo units. Their downtown Cleveland deal is a multifamily high-rise that will feature 173 apartment units. Additionally, CRE is developing a multi-family project in Las Vegas, Nevada.
Capital Square OZ Funds
Fund IV: Single-Asset // Multifamily // Raleigh, NC
Fund VI: Single-Asset // Mixed Use // Charleston, SC
James Brunger
CSRA Opportunity Zone Fund VI is a luxury, mixed-use, 297-unit multifamily and retail development located at 320 West South Street in the Warehouse District of Raleigh, NC. Capital Square is also developing a mixed-use building development complete with 50 luxury apartment hotel units plus retail space in Charleston, South Carolina.
Pitch Deck [PDF Download]
Integris DLV Opportunity Zone Fund
Fund Pitch: Single-Asset // Hotel // Las Vegas, NV
Bill Shopoff
The Integris DLV QOF (formerly under the Shopoff Realty Investments brand) is a $200 million OZ fund that will provide the equity for construction of the new $545 million Dream Las Vegas hotel on the southern end Las Vegas Strip, conveniently located adjacent to McCarran International Airport.
Pitch Deck [PDF Download]
North Country Growers OZ Fund
Fund Pitch: Single-Asset // Agriculture // Berlin, NH
Wally Sullivan & Richard Rosen
Wally Sullivan of Javelin Securities and Richard Rosen of American Ag Energy present North Country Growers, a 20-acre commercial hydroponic greenhouse project located in Berlin, NH. When completed, this will be the Northeast's first greenhouse using combined heat and power technology.
Pitch Deck [PDF Download]
Riaz Capital Ozone Fund III
Fund Pitch: Multi-Asset // Workforce Housing // Oakland, CA
Riaz Taplin
Riaz Capital aims to build workforce housing to address the San Francisco Bay Area's substantial housing shortfall for single-income households earning $40,000-$120,000 annually. They have more than 2,000 OZ-located units in various stages of planning and construction.
Pitch Deck [PDF Download]
Eagle OZ Fund
Fund Pitch: Multi-Asset // Multifamily // Chicago, IL
Jamie Nahon
Eagle OZ invests in new construction of apartment buildings in Chicago's historic Bronzeville neighborhood, home to the $3.5 billion planned redevelopment of the Michael Reese Hospital site, and adjacent to the University of Chicago and future home of the Obama Presidential Library.
Pitch Deck [PDF Download]
Cbus OZ Fund III
Fund Pitch: Multi-Asset // Residential // Columbus, OH
Chris Knoppe
Cbus OZ Fund III specializes in urban redevelopment in Columbus, Ohio. The fund has a long term focus on delivering value to investors while improving communities by providing affordable and attainable housing solutions throughout the urban core of Columbus.
Pitch Deck [PDF Download]
Nest Opportunity Fund
Fund Pitch: Multi-Asset // Residential // Midwest
Clint Edgington
The Nest Opportunity Fund is focused on 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 other criteria including favorable pricing and rent, with a rule of thumb of getting the “all-in costs” for given properties at around or less than 110 times monthly rent revenue.
Pitch Deck [PDF Download]
Acquity Realty
Fund Pitch: Single-Asset // Mixed-Use // San Jose, CA
Dennis Randall
New Class A 21-story office and apartment development located two blocks from Google’s new 80-acre San Jose campus.
Pitch Deck [PDF Download]
Starpoint Properties
Fund Pitch: Single-Asset // Multifamily // Long Beach, CA
Neil Sherlock
Starpoint Properties brings a 25-year track record and offers a mix of multifamily, mixed-use, industrial, and retail real estate properties located in Opportunity Zones across the entire country. Their OZ Pitch Day presentation will focus on their Locust multifamily development in downtown Long Beach, CA.
Pitch Deck [PDF Download]
Hall Venture Partners
Fund Pitch: Multi-Asset // Operating Companies // Provo, UT
Will Walker
Hall Venture Partners backs Hall Labs, a 130-acre state-of-the-art, modern-day Edison lab, located in an Opportunity Zone in Provo, Utah. The campus is home to numerous patent-protected technology companies that form the portfolio for the Hall Opportunity Zone Fund.
Pitch Deck [PDF Download]
Educational Sessions
Opportunity Zone Investing 101
Andy Hagans & Jimmy Atkinson
AltsDb founder Andy Hagans joins Jimmy Atkinson for a beginner's crash course in Opportunity Zone investing, how the tax incentive works, and important considerations when making a Qualified Opportunity Fund investment.
State of the Opportunity Zone Marketplace
Educational Panel
How the Opportunity Zone marketplace has evolved since inception in 2018, and potential regulatory and legislative updates that may impact Opportunity Zone investing in the future.
The Future of Opportunity Zones
Fireside Chat
Shay Hawkins, Opportunity Funds Association
Jimmy Atkinson chats with Shay Hawkins about the future of Opportunity Zones, and how legislative and regulatory changes may be coming to improve reporting and the overall impact of the initiative.
How to Evaluate OZ Deals
Educational Panel
Investment due diligence considerations when evaluating Opportunity Zone business and real estate deals.
Self-Directed OZ Funds & Businesses
OZ Pros Workshop
Ashley Tison, with Tobin Arthur (AngelMD)
How to structure a self-directed Qualified Opportunity Fund for the purposes of investing in your own Opportunity Zone real estate deals and businesses, investing in others' deals, or alongside other QOFs.
OZ Pitch Day Fall 2021 Partners
Title Partner
Pitch Partners
Other Partners
Agenda
All times listed are Eastern Daylight Time. Agenda is subject to change.
Day 1 – Wed 11/3
- 10:00 AM -- Welcome Address by Jimmy Atkinson - 20 minutes
- 10:05 AM -- OZ Investing 101 by Andy Hagans & Jimmy Atkinson - 20 minutes
- 10:25 AM -- OZ Fund Pitch: Origin Investments - 30 minutes
- 11:00 AM -- Panel: State of the Opportunity Zone Marketplace - 30 minutes
- 11:00 AM -- Concurrent Track: Origin Investments Breakout Session - 30 minutes
- 11:30 AM -- Break
- 11:40 AM -- OZ Fund Pitch: Integris DLV Opportunity Zone Fund - 15 minutes
- 12:00 PM -- OZ Fund Pitch: Javelin Securities - 15 minutes
- 12:20 PM -- OZ Fund Pitch: Urban Catalyst - 30 minutes
- 12:55 PM -- Lunch Break
- 12:55 PM -- Lunch Track: Urban Catalyst Breakout Session - 30 minutes
- 1:25 PM -- Welcome Back - 5 minutes
- 1:30 PM -- OZ Fund Pitch: USG/OZI Investors Choice OZ Fund - 30 minutes
- 2:05 PM -- Workshop with OZ Pros: Self-Directed QOFs - 30 minutes
- 2:05 PM -- Concurrent Track: USG/OZI Breakout Session - 30 minutes
- 2:40 PM -- OZ Fund Pitch: Capital Square - 20 minutes
- 3:05 PM -- OZ Fund Pitch: Eagle OZ - 10 minutes
- 3:15 PM -- Break
- 3:25 PM -- OZ Fund Pitch: Riaz Capital - 15 minutes
- 3:45 PM -- OZ Fund Pitch: Cbus OZ Fund III - 10 minutes
- 4:00 PM -- OZ Fund Pitch: Nest Opportunity Fund - 10 minutes
- 4:15 PM -- OZ Fund Pitch: Acquity Realty - 10 minutes
- 4:30 PM -- Happy Hour Mixer, Presented by Urban Catalyst
Day 2 – Thu 11/4
- 10:00 AM -- Welcome Address by Jimmy Atkinson - 5 minutes
- 10:05 AM -- OZ Fund Pitch: Grubb Properties - 30 minutes
- 10:40 AM -- Fireside Chat: Shay Hawkins - 30 minutes
- 10:40 AM -- Concurrent Track: Grubb Properties Breakout Session - 30 minutes
- 11:15 AM -- OZ Fund Pitch: Starpoint Properties - 10 minutes
- 11:30 AM -- Break
- 11:45 AM -- OZ Fund Pitch: Caliber Funds - 30 minutes
- 12:20 PM -- Panel: How to Evaluate Opportunity Zone Deals - 30 minutes
- 12:20 PM -- Concurrent Track: Caliber Funds Breakout Session - 30 minutes
- 12:55 PM -- OZ Fund Pitch: Hall Venture Partners - 10 minutes
- 1:10 PM -- OZ Fund Pitch: CRE Development Capital - 30 minutes
- 1:45 PM -- Group Networking Session, Presented by OZworks Group
Registration Is Now Closed.
Registration for OZ Pitch Day Spring 2022 will open in January.
FAQs
This is a two-day event, taking place on Wednesday, November 3rd and Thursday, November 4th. Programming on each day will begin at 10:00 AM EDT.
If you are an 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 or if you’re seeking to make an investment before year-end, this event is specifically designed to help you make a decision on how to proceed. Of note, the 10% basis step-up benefit is not available to anyone who makes a QOF investment after December 31, 2021.
18 Qualified Opportunity Funds will pitch across the 2-day event. Day 1 on Wednesday, November 3 will be a full day, with 12 different funds pitching. Day 2 on Thursday, November 4 will be a half day, with 6 different funds pitching. 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 3-4, 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 3-4, 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!
OZ Pitch Day Fall 2021 is currently seeking presenting partners. If you are interested in presenting your fund live during OZ Pitch Day, fill out the Pitch Day Partner interest form, and we will follow up with more information.
The OZ Pitch Day Fall 2021 will be the fourth OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:
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