OZ Pitch Day - June 13, 2024
OZ Pitch Day - June 13, 2024
Thank you to all of our partners and attendees for helping us put together another successful OZ Pitch Day event. Recordings of all of the event sessions are available below. OZ Pitch Day will return on March 23, 2023.
Fund Pitch: Multi-Asset // Multifamily & Office // San Jose, CA
Pitch Deck [Click to Request]
Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Fund Pitch: Multi-Asset // Curated Multifamily // AZ, CO, TN, TX
Fund Pitch: Multi-Asset // Class A Multifamily // Southern U.S.
Pitch Deck [PDF Download]
Fund Pitch: Multi-Asset // Residential // Columbus, OH
Pitch Deck [PDF Download]
Fund Pitch: Single-Asset // Residential // Austin, TX
Pitch Deck [PDF Download]
Fund Pitch: Multi-Asset // Multifamily // Southeast
Pitch Deck [PDF Download]
Fund Pitch: Multi-Asset // Operating Businesses // Puerto Rico
Pitch Deck [PDF Download]
Fund Pitch: Multi-Asset // Mixed-Use & Multifamily // Phoenix & Denver
Pitch Deck [PDF Download]
Fund Pitch: Multi-Asset // Residential Real Estate // OH, KY
Pitch Deck [PDF Download] | Additional Documents
Fund Pitch: Multi-Asset // Multifamily & Industrial // Mesa & Denver
Pitch Deck [PDF Download]
Fund Pitch: Multi-Asset // Multifamily // Southeast & Texas
Shay Hawkins, Opportunity Funds Association
Moderator: Jimmy Atkinson
Panelists: Gordon Goldie (Plante Moran) and Kirk Walton (GPWM Funds)
Moderator: Jimmy Atkinson
Panelists: Paul Saint-Pierre (PSP Advisers) and John Sciarretti (Novogradac)
Moderator: Jimmy Atkinson
Panelists: Alex Bhathal (Revitate) and Brett Siglin (Jennings Strouss)
OZ Pros Workshop with Ashley Tison
Registration is now closed. OZ Pitch Day will return on March 23, 2023.
Don’t Miss Your 180-Day Investment Deadline.
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.
Founder of OpportunityDb
Host of the Opportunity Zones Podcast
All times listed are Eastern Standard Time.
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, 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.
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.
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.
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
Moderator
Gordon Goldie
Plante Moran
Kirk Walton
GPWM Funds
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.
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.
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.
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.
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.
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
Moderator
Paul Saint-Pierre
PSP Advisers
John Sciarretti
Novogradac
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.
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.
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
Moderator
Alex Bhathal
Revitate
Brett Siglin
Jennings Strouss
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%.
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.
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.
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.
Meet and mingle with fund managers and other Opportunity Zone investors and participants.
All times listed are Eastern Standard Time. Agenda is subject to change.
Registration is now closed. OZ Pitch Day will return on March 23, 2023.
Jimmy Atkinson
OpportunityDb
Alex Bhathal
Revitate
Clint Edgington
Nest Opportunity Fund
Michael Episcope
Origin Investments
Mollie Fadule
Cephas Partners
Jeff Feinstein
Pinnacle Partners
Gordon Goldie
Plante Moran
Shay Hawkins
Opportunity Funds Assn.
Erik Hayden
Urban Catalyst
James Holleman
Grubb Properties
Jill Homan
Javelin 19 Investments
Chris Knoppe
CBUS OZ Funds
Chris Loeffler
Caliber
Jeff Pintar
PICOZ Fund
Paul Saint-Pierre
PSP Advisors
Sandy Schmid
Starpoint Properties
John Sciarretti
Novogradac
Brett Siglin
Jennings Strouss
Joe Stampone
Atlas Real Estate Partners
Ashley Tison
OZ Pros
Ryan Tobias
Jackson Dearborn Partners
Jose Torres
PROZ Fund
Kirk Walton
GPWM Funds
Noah Weiss
Atlas Real Estate Partners
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:
Every OZ Pitch Day is recorded and available for free viewing. Click the links below to watch on-demand…