OZ Pitch Day - June 13, 2024
OZ Pitch Day - June 13, 2024
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 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
View Portfolio on The Opportunity Exchange
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
View Portfolio on The Opportunity Exchange
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
View Portfolio on The Opportunity Exchange
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.
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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
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.
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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.
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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
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
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 | Pitch Deck
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]
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
Jimmy Atkinson, Founder of OpportunityDb
OpportunityDb founder and Opportunity Zones Podcast host Jimmy Atkinson kicks off the day.
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.
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.
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.
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.
Founder of OpportunityDb and OZ Pros
Host of the Opportunity Zones Podcast
This was the agenda for the live event that took place on November 17, 2020. All times are listed in Eastern Standard Time.
Jimmy Atkinson, Founder of OpportunityDb
Rachel Reilly, Economic Innovation Group
Educational Panel Presented by OZ Pros
Jimmy Atkinson and Ashley Tison
10-Minute Break
Fund Pitch: Multi-Asset // Class A Multifamily // National
Michael Episcope
Fund Pitch: Single-Asset // Hospitality Real Estate // Puerto Rico
Adrian Beales
10-Minute Break
Fund Pitch: Multi-Asset // Mobile Home Parks // National
Sam Hales
Fund Pitch: Multi-Asset // Real Estate // National
Greg Genovese
30-Minute Lunch Break
Educational Panel
Panelists: Chris Cooley (OZworks), Rocco Forino (DealConnectHub), Dave Kunz (Hall Labs), Jeffrey Maganis (Crowdcreate), and Gerry Reihsen (Coasis Coalition)
Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Chris Loeffler
Fund Pitch: Multi-Asset // Real Estate // San Jose, CA
Erik Hayden
10-Minute Break
Fund Pitch: Multi-Asset // Real Estate // Raleigh-Durham, NC
Tom Darden
Fund Pitch: Single-Asset // Operating Business // Healthcare
Angela O'Byrne
Fund Pitch: Multi-Asset // Workforce Housing // Oakland, CA
Garrick Monaghan
10-Minute Break
Fund Pitch: Multi-Asset // Operating Business // Healthcare
Anh Mai
Fund Pitch: Single-Asset // Operating Business // Agriculture
Wally Sullivan
Fund Pitch: Multi-Asset // Oil & Gas
Chris Cook
Meet and mingle with fund managers and other Opportunity Zone investors and participants.
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.