OZ Pitch Day Fall 2023

Discover Your Next Opportunity Zone Investment.

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OZ Pitch Day Title Sponsor

Title Partner: Urban Catalyst Opportunity Zone Fund II

Pitch Deck: [Click To Request]

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

Self-Storage Deals in Phoenix & Vegas by YourSpace America

Single-Asset Self-Storage Deals // Phoenix, AZ & Las Vegas, NV — Presenting two Opportunity Zone self-storage deals. Phoenix Stadium is the development of a state-of-the-art, fifth-generation, institutional quality, climate controlled self-storage facility in downtown Phoenix, AZ, adjacent to Chase Field. Las Vegas Owens is the development of a Class A, institutional quality self-storage facility adjacent to I-15, just north of downtown Las Vegas.

Russ Colvin

Russ Colvin

CEO

Caliber Tax Advantaged OZ Fund II

Pitch Deck: [Click To Download]

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

Grubb Properties Link Apartment OZ REIT

Pitch Deck: [Click To Download]

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

Modern Mill

Pitch Deck: [Click To Download]

Operating Business // Fernwood, MS — Modern Mill is a manufacturing company based in Fernwood, Mississippi, and the maker of ACRE, a groundbreaking new building material made from upcycled rice hulls in a zero-waste environment, offering the warmth and beauty of real wood with all the conveniences of composites.

Kim Guimond

Kim Guimond

Chief Marketing Officer

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, Tocqueville Asset Management

Brandon Sockwell

Brandon Sockwell

Principal, 2-Five Real Estate & Development

USG Realty Capital Investors Choice OZ Fund

Pitch Deck: [Click To Download]

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

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

Pepper Tree Lofts by Tideline Partners

Pitch Deck: [Click To Download]

Single-Asset Multifamily // San Diego County, CA — Prime location 80-unit development in the charming and walkable downtown of Vista, CA. Pepper Tree is Tideline’s fourth project in the neighborhood, following on the success of its award-winning 42-unit Found Lofts development a few blocks away.

Lev Gershman

Lev Gershman

Managing Partner

Ellavoz Shared Values Opportunity Fund III

Pitch Deck: [Click To Download]

Multi-Asset Real Estate Portfolio — The Ellavoz Shared Values Opportunity Fund III invests in multifamily residential, commercial and industrial properties. Fund III targets New Jersey and Florida communities for investment. The FUND currently has 3 projects under contract with a total of 157 build-to-rent single family homes planned in Jacksonville, Florida.

Robert Hutchins

Robert Hutchins

Managing Director

GTIS Partners

Pitch Deck: [Click To Download]

Diversified Real Estate Portfolio — Follow-on to the $630M GTIS Qualified Opportunity Zone Fund, focused on residential and industrial properties in the Sunbelt. The fund is structured as a REIT, investors purchase shares upfront (no capital calls over time), and participate in a diversified portfolio of properties.

Peter Ciganik

Peter Ciganik

Senior Managing Director

Darwin Metals Mining Opportunity Zone Fund

Pitch Deck: [Click To Request]

Video replay not available.

Operating Business // Inyo County, CA — Darwin Metals Mining OZ Fund (Legal Name: InyoAg OZ Funding LLC) is raising $66 million in capital via Series A Units (limited to accredited investors with capital gains) and Series B units (accredited investors only). Series A shares are offered under the Opportunity Zone program and have the potential for significant tax benefits. Upon completion of the capital raise, the Fund will own 22% of Inyoag LLC which is the business that will be operating the Darwin Mine.

Wally Sullivan

Wally Sullivan

CEO, Javelin Securities

Opportunity Zones For High Net Worth Investors

Video replay coming soon.

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

Jimmy Atkinson

OpportunityDb

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

Jack Cust

Jack Cust

OZ Investor

Seth Rosenberg

Seth Rosenberg

OZ Investor

Remy Szykier

Remy Szykier

OZ Investor

OZPros Workshop: Ask The OZ Expert

Video replay coming soon.

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

Speakers

Jimmy Atkinson
OpportunityDb

Peter Ciganik

Peter Ciganik
GTIS Partners

Russ Colvin

Russ Colvin
YourSpace America

Jack Cust

Jack Cust
OZ Investor

Clint Edgington

Clint Edgington
Nest Opportunity Fund

Greg Genovese

Greg Genovese
USG Realty Capital

Lev Gershman

Lev Gershman
Tideline Partners

Kim Guimond

Kim Guimond
Modern Mill

Erik Hayden

Erik Hayden
Urban Catalyst

Robert Hutchins

Robert Hutchins
Ellavoz Impact Capital

Michael Johnston

Michael Johnston
Tax Efficient Investor

Chris Loeffler

Chris Loeffler
Caliber

Seth Rosenberg

Seth Rosenberg
OZ Investor

Brandon Sockwell

Brandon Sockwell
Veterans Villa

Clark Spencer

Clark Spencer
Grubb Properties

Wally Sullivan

Wally Sullivan
Javelin Securities

Ashley Tison

Ashley Tison
OZ Pros

Remy Szykier

Remy Szykier
OZ Investor

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.

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