Opportunity Zones

November 17, 2020

OZ Pitch Day 2020

Thank you to all of the OZ Pitch Day partners and attendees for making this a successful event! If you missed the event or want to re-watch anything, recordings and pitch decks are available below.

Fund Pitches

Erik Hayden

Urban Catalyst Opportunity Zone Fund

Fund Pitch: Multi-Asset // Real Estate // San Jose, CA
Erik Hayden
Real estate Opportunity Zone fund focused on ground-up development projects in downtown San Jose. Seven projects acquired across office, multi-family, student housing, senior housing, and hospitality to form a diverse portfolio of assets.
Learn More

Origin Investments QOZ Fund

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. The Fund currently has over $66 million invested in four Opportunity Zone projects located in Charlotte, Chicago, Houston, and Phoenix.
Pitch Deck [PDF Download] | Learn More

Greg Genovese

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.
Learn More

Adrian Beales

Luxury Hotel Development in Puerto Rico

Fund Pitch: Single-Asset // Hospitality Real Estate // Puerto Rico
Adrian Beales
Lifeafar Capital is launching their second Opportunity Zone project in Puerto Rico, an iconic luxury hotel redevelopment that is set to open in Q4 of 2022. 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

Sam Hales

Saratoga Group MHP Fund VII

Fund Pitch: Multi-Asset // Mobile Home Parks // National
Sam Hales
Saratoga MHP Fund VII (Saratoga's 3rd QOZ fund) is a $30M target raise for the purchase of neglected MHPs in Opportunity Zones. Saratoga anticipates purchasing 25-30 communities with existing tenants and cash flow, then pave the roads, install playgrounds, solar street lights, redo signage and bring in new homes.
Pitch Deck [PDF Download] | Learn More

Chris Loeffler

Caliber Opportunity Zone 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.
Learn More

Tom Darden

East Durham OZ Fund

Fund Pitch: Multi-Asset // Real Estate // Raleigh-Durham, NC
Tom Darden
East Durham provides an opportunity for investors to participate in a major redevelopment of approximately 135-acres just east of downtown Durham and proximate to Research Triangle Park and Raleigh/Durham International Airport.
Learn More

Angela O'Byrne

Keys Behavioral Health

Fund Pitch: Single-Asset // Operating Business // Healthcare
Angela O'Byrne
Winner of the Acadiana OZ Pitch Fest in October 2020. Fund proposal is to purchase and renovate four historic buildings in an Opportunity Zone in New Iberia, LA, to expand addiction recovery and sober living residences.
Pitch Deck [PDF Download] | Learn More

Garrick Monaghan

Riaz Capital ABD Ozone Fund

Fund Pitch: Multi-Asset // Workforce Housing // Oakland, CA
Garrick Monaghan
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.
Executive Summary [PDF] | Pitch Deck [PDF] | Learn More

Anh Mai

Nomadic Opportunity Pearl Fund

Fund Pitch: Multi-Asset // Operating Business // Healthcare
Anh Mai
Nomadic Oz is the first Qualified Opportunity Fund for health, wellness, and COVID-19. It will be a hybrid fund with 5 portfolio companies and a startup health and wellness incubator for new investment opportunities.
Learn More

Wally Sullivan

USVI Hemp Farm OZ Fund

Fund Pitch: Single-Asset // Operating Business // Agriculture
Wally Sullivan
This $7 million OZ Fund project represents direct ownership in an industrial hemp farm located in St. Croix, USVI. The project sponsor believes that the ideal growing environment with multiple tax advantages should allow this project to be the lowest cost producer of high-quality CBD oil in the U.S.
Pitch Deck [PDF Download]

Chris Cook

Elite Opportunity Fund

Fund Pitch: Multi-Asset // Oil & Gas
Chris Cook
The first and only oil and gas Opportunity Zone fund. The Elite Opportunity Fund will acquire producing, cash flowing minerals and royalties in Texas, Louisiana, and Pennsylvania, and provide investors with 10 years of tax-free capital gains on oil and gas producing assets in OZs.
Pitch Deck [PDF Download] | Learn More

Panels

Jimmy Atkinson

Welcome

Jimmy Atkinson, Founder of OpportunityDb
OpportunityDb founder and Opportunity Zones Podcast host Jimmy Atkinson kicks off the day.

Rachel Reilly

Keynote Address

Rachel Reilly, Economic Innovation Group
Rachel is director of impact strategy at EIG. She will address the importance of Opportunity Zones and how OZ investing will continue to be viable under a Biden administration.

Ashley Tison

Opportunity Zone Investing 101

Educational Panel Presented by OZ Pros
Jimmy Atkinson and Ashley Tison
A crash course on the Opportunity Zone incentive for beginners. Learn how the incentive works, what types of investments are eligible to receive the investment, and how to invest in a Qualified Opportunity Fund.

OZ Pitch Day 2020

Being a Shrewd Opportunity Zone Investor

Educational Panel
Panelists: Chris Cooley (OZworks), Rocco Forino (DealConnectHub), Dave Kunz (Hall Labs), Jeffrey Maganis (Crowdcreate), and Gerry Reihsen (Coasis Coalition)
How family offices and high net worth individuals should assess Opportunity Zone investment options, with real world examples.

Jimmy Atkinson

Welcome!

Welcome to OZ Pitch Day 2020. This will be a first-of-its-kind event with a mission of matching investors who have capitals gains with Qualified Opportunity Funds that are seeking capital.

Jimmy Atkinson

Founder of OpportunityDb and OZ Pros
Host of the Opportunity Zones Podcast

Agenda

This was the agenda for the live event that took place on November 17, 2020. All times are listed in Eastern Standard Time.

10:00 AM -- Welcome

Jimmy Atkinson, Founder of OpportunityDb

10:05 AM -- Keynote Address

Rachel Reilly, Economic Innovation Group

10:15 AM -- Opportunity Zone Investing 101

Educational Panel Presented by OZ Pros
Jimmy Atkinson and Ashley Tison

10-Minute Break

11:00 AM -- Origin Investments QOZ Fund

Fund Pitch: Multi-Asset // Class A Multifamily // National
Michael Episcope

11:35 AM -- Luxury Hotel Development in Puerto Rico

Fund Pitch: Single-Asset // Hospitality Real Estate // Puerto Rico
Adrian Beales

10-Minute Break

12:00 PM -- Saratoga Group MHP Fund VII

Fund Pitch: Multi-Asset // Mobile Home Parks // National
Sam Hales

12:20 PM -- Investors Choice OZ Fund by USG/OZI

Fund Pitch: Multi-Asset // Real Estate // National
Greg Genovese

30-Minute Lunch Break

1:20 PM -- Being a Shrewd Opportunity Zone Investor

Educational Panel
Panelists: Chris Cooley (OZworks), Rocco Forino (DealConnectHub), Dave Kunz (Hall Labs), Jeffrey Maganis (Crowdcreate), and Gerry Reihsen (Coasis Coalition)

2:00 PM -- Caliber Opportunity Zone Fund

Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Chris Loeffler

2:20 PM -- Urban Catalyst Opportunity Zone Fund

Fund Pitch: Multi-Asset // Real Estate // San Jose, CA
Erik Hayden

10-Minute Break

3:00 PM -- East Durham OZ Fund

Fund Pitch: Multi-Asset // Real Estate // Raleigh-Durham, NC
Tom Darden

3:20 PM -- Keys Behavioral Health

Fund Pitch: Single-Asset // Operating Business // Healthcare
Angela O'Byrne

3:35 PM -- Riaz Capital ABD Ozone Fund

Fund Pitch: Multi-Asset // Workforce Housing // Oakland, CA
Garrick Monaghan

10-Minute Break

4:00 PM -- Nomadic Opportunity Pearl Fund

Fund Pitch: Multi-Asset // Operating Business // Healthcare
Anh Mai

4:20 PM -- USVI Hemp Farm OZ Fund

Fund Pitch: Single-Asset // Operating Business // Agriculture
Wally Sullivan

4:40 PM -- Elite Opportunity Fund

Fund Pitch: Multi-Asset // Oil & Gas
Chris Cook

5:00 PM -- Happy Hour Mixer

Meet and mingle with fund managers and other Opportunity Zone investors and participants.

Register For the Next OZ Pitch Day

Free to register for investors.

After registration, you will receive an email with instructions on how to join the online event.

By registering, you agree to receive messages from our Qualified Opportunity Fund partners who may contact you with investment opportunities. We will not spam you.

Partner with OZ Pitch Day