OZ Pitch Day - June 13, 2024
OZ Pitch Day - June 13, 2024
Thank you to all of the OZ Pitch Day 2021 partners and attendees for making this a successful event! If you missed the event or want to re-watch any of the sessions, recordings and pitch decks are available below.
This was the agenda for the live event that took place on March 9, 2021. All times are listed in Eastern Standard Time.
Jimmy Atkinson, Founder of OpportunityDb
OpportunityDb founder and Opportunity Zones Podcast host Jimmy Atkinson kicks off the day.
Steve Glickman, Develop Advisors
Steve Glickman is one of the foremost Opportunity Zone experts in the country. Discussion topics for the fireside chat will include: background on OZ inception, progress over the first few years of the program, marketplace update, how the program may evolve under Biden, and how OZs can reach their fullest potential.
Learn More about Develop Advisors
Educational Panel
Panelists: Greg Genovese, Dave Kunz, Clark Spencer, Will Walker, and Dana Woodbury
What should an investor consider before writing a check to a QOF? We will cover this topic and more in this crash course on investing in Opportunity Zones.
Fund Pitch: Multi-Asset // Multifamily // National
Clark Spencer & Todd Williams
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.
Learn More about Grubb Properties
Fund Pitch: Multi-Asset // Business & Infrastructure // National
Jonathan Tower
Growth equity investments in small- to medium-sized operating businesses in manufacturing, renewable energy, and telecom, in addition to real estate infrastructure.
Learn More about Arctaris Impact Investors
Fund Pitch: Single-Asset // Hospitality // Puerto Rico
Adrian Beales & Josh Ziegelbaum
Lifeafar Capital's second Opportunity Zone project in Puerto Rico is an iconic luxury hotel redevelopment that is set to open late 2022 / early 2023. This spectacular property is perfectly situated to benefit from the post-COVID tourism recovery as well as Puerto Rico's record-breaking tourism boom. It combines not only Opportunity Zone tax incentives, but many local tax incentives that bolster returns.
Learn More about Lifeafar Capital
Fund Pitch: Multi-Asset // Real Estate // National
Greg Genovese & Kyle Wiese
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] | Learn More
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.
Learn More about Caliber Funds
Lunch Track
During the lunch break, meet directly with different Qualified Opportunity Fund issuers in our fund breakout sessions.
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] | Learn More
Fund Pitch: Single-Asset // Mixed-Use // 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.
Learn More about Urban Catalyst
Workshop Presented by OZ Pros
Ashley Tison
A deep dive into how to construct your own self-directed Qualified Opportunity Fund that can invest directly into OZ projects alongside other funds or into your own deals.
Learn More about OZ Pros
Concurrent Track
During the lunch break, meet directly with different Qualified Opportunity Fund issuers in our fund breakout sessions.
Fund Pitch: Multi-Asset // Class A Multifamily // National
Michael Episcope
The Origin QOZ Fund invests in institutional-quality multifamily development projects located across some of the fastest-growing markets in the United States.
Slide Deck [PDF Download] | Learn More
Fund Pitch: Single-Asset // Operating Business
Derek Pew
Low-energy cost, enterprise-grade, American-based Bitcoin mining and captive development company. Funds received will be invested in the cost of equipment acquisition, deployment, and operational expenses for Bitcoin mining operations, and associated business development.
Learn More about HashWatt
Fund Pitch: Multi-Asset // Residential // Austin, TX
Tim Howard
The HEX Fund invests in residential real estate projects in Austin, Texas. Due to how HEX holds their working capital, all investments with the HEX Fund are cash-flow positive from Day 1. HEX provides a 6% preferred return that can be cashed out quarterly or re-invested in the fund.
Pitch Deck [PDF Download] | Learn More
Fund Pitch: Single-Asset // Multifamily // Colorado Springs, CO
Ryan Tobias
JDP has successfully closed seven single-asset Opportunity Zone funds. The focus of their eighth OZ fund is the Solace at Cimarron Hills, a $61 million 234-unit multifamily development located in Colorado Springs, CO. The Qualified Opportunity Fund seeks to raise $18.3 million of Opportunity Zone equity in this single project. Preferred return of 8.00% and a projected IRR of 19.13%.
Learn More about Jackson Dearborn Partners
Fund Pitch: Multi-Asset // Business & Infrastructure // Puerto Rico
Jose Torres
Investing in the future of Puerto Rico, the PROZ Fund seeks to achieve sustainable impact investing by following Environmental, Sustainable, Governance (“ESG”) guidelines. Current and future projects include a seaweed biorefinery, renewable energy, and infrastructure redevelopment.
Pitch Deck [PDF Download] | Learn More
Jimmy Atkinson, Founder of OpportunityDb
OpportunityDb founder and Opportunity Zones Podcast host Jimmy Atkinson concludes OZ Pitch Day 2021.
Presented by OZworks Group
Moderated by Chris Cooley
Meet and mingle with fund managers and other Opportunity Zone investors and participants.
Learn More about OZworks Group
Welcome to OZ Pitch Day 2021. Building off the success of OZ Pitch Day 2020, this upcoming event is designed to match investors who have capitals gains with Qualified Opportunity Funds that are seeking capital.
Founder of OpportunityDb
Host of the Opportunity Zones Podcast
This event has concluded. Registration is currently closed.
We will open up registration for the next OZ Pitch Day soon.
Tuesday, March 9th, beginning at 10:00 AM Eastern Time.
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 are facing a March 31st deadline, this event is designed to help you make a decision on how to proceed.
12 Qualified Opportunity Funds will pitch throughout the day. I 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 March 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 March 9th, I 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, I will be hosting at least one educational panel. At the beginning of the event, there will be a panel on Investing in Opportunity Zones.
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!
The partnership slots on this event are sold out. To learn more about participating as a presenting partner on future events, fill out the Pitch Day Partner interest form, and we will follow up with more information.
The OZ Pitch Day on March 9, 2021 will be the second OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below: