Opportunity Zones

March 29, 2022

OZ Pitch Day Spring 2022

Thank you to all of our OZ Pitch Day partners and attendees for making this a successful event! Recordings of all of the sessions are available below.

Investor Deck

OZ Pitch Day Investor Deck

Recordings

Urban Catalyst Opportunity Zone Fund II

Fund Pitch: Multi-Asset // Multifamily & Office // San Jose, CA
Pitch Deck [Click to Request]

Origin Investments QOZ Fund II

Fund Pitch: Multi-Asset // Class A Multifamily // Southern U.S.
Pitch Deck [PDF Download]

Caliber Tax Advantaged Opportunity Zone Fund

Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Pitch Deck [PDF Download]

Investors Choice OZ Fund by USG/OZI

Fund Pitch: Multi-Asset // Multifamily & Senior Living // National
Pitch Deck [PDF Download]

Ozone Capital Markets 828 Studios OZ Fund

Fund Pitch: Single-Asset // Operating Company // Las Cruces, NM
Pitch Deck [PDF Download]

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Grubb Properties Link Apartments OZ REIT

Fund Pitch: Multi-Asset // Multifamily // National
Pitch Deck [PDF Download]

CRE Development Capital OZ Funds

Fund Pitch: Multi-Asset // Multifamily & Hotel // Phoenix & Las Vegas
Pitch Deck [PDF Download]

Nest Opportunity Fund

Fund Pitch: Multi-Asset // Residential Real Estate // Midwest U.S.

Veterans Victory Opportunity Fund

Fund Pitch: Multi-Asset // Multifamily, Office, Solar // Colorado Springs, CO
Pitch Deck [PDF Download]

Integris DLV Opportunity Zone Fund

Fund Pitch: Single-Asset // Hotel // Las Vegas, NV
Pitch Deck [PDF Download]

Cbus OZ Funds

Fund Pitch: Multi-Asset // Residential Real Estate // Columbus, OH

Aguadilla International Industrial R&D OZ Fund

Fund Pitch: Single-Asset // Industrial // Aguadilla, PR

Educational Sessions

The Evolution of Opportunity Zones

Keynote Address by Shay Hawkins 

The State of the Opportunity Zone Marketplace in 2022

Panelists: Catherine Lyons, John Sciarretti, Reid Thomas

Ask The Opportunity Zone Expert

OZ Pros Workshop with Ashley Tison

Opportunity Zone Strategies for High Net Worth Investors

Panelists: Jay Frank, Scott Hawksworth, Rob Johnson

Register Now

Registration has closed.

OZ Pitch Day

One-Day Online Event

Don’t Miss Your 180-Day Investment Deadline.

OZ Pitch Day Partners

Title Partner

Pitch Partners

Supporting Partners

Jimmy Atkinson

Welcome!

Welcome to OZ Pitch Day Spring 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.

Jimmy Atkinson

Founder of OpportunityDb
Host of the Opportunity Zones Podcast

Agenda

All times listed are Eastern Daylight Time. Agenda is subject to change.

Speakers

Jimmy Atkinson

Jimmy Atkinson
OpportunityDb

John Cerne

John Cerne
CRE Development Capital

Chris Cooley

Chris Cooley
OZworks Group

Conor Donahue

Conor Donohue
Caliber

Clint Edgington

Clint Edgington
Nest Opportunity Fund

Michael Episcope

Michael Episcope
Origin Investments

Jay Frank

Jay Frank
Cantor Fitzgerald

Greg Genovese

Greg Genovese
USG Realty Capital

Kira Golden

Kira Golden
Direct Source Wealth

Shay Hawkins

Shay Hawkins
OFA

Scott Hawksworth

Scott Hawksworth
MultifamilyInvestor.com

Erik Hayden

Erik Hayden
Urban Catalyst

James Holleman

James Holleman
Grubb Properties

Lawrence Jatsek

Lawrence Jatsek
CRE Development Capital

Rob Johnson

Rob Johnson
Realized

Chris Knoppe

Chris Knoppe
CBUS OZ Funds

Kim Kuhle

Kim Kuhle
Veterans Victory Opportunity Fund

Catherine Lyons

Catherine Lyons
Economic Innovation Group

Ben Matheson

Ben Matheson
Integris Real Estate

John Sciarretti

John Sciarretti
Novogradac

Clark Spencer

Clark Spencer
Grubb Properties

Wally Sullivan

Wally Sullivan
Javelin Securities

Reid Thomas

Reid Thomas
JTC Americas

Ashley Tison

Ashley Tison
OZ Pros

Register Now

Registration has closed.

FAQs

This is a one-day event, taking place entirely online on Tuesday, March 29th. Programming will begin at 10:00 AM EDT.

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 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 March 29th, 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 29th, 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!

Presentation slots for OZ Pitch Day Spring 2022 are sold out. If you are interested in partnering on a future OZ Pitch Day, fill out the Pitch Day Partner interest form, and we will follow up with more information.

The OZ Pitch Day Spring 2022 will be the fifth OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:

Partner with OZ Pitch Day