OZ Pitch Day - June 13, 2024
July 27, 2021
OZ Pitch Day Summer 2021
Thank you to all of the OZ Pitch Day partners and attendees for making this a successful event! Recordings of all of the sessions are available below.
OZ Pitch Day - June 13, 2024
Investor Deck
OZ Pitch Day Investor Deck
- In-depth summary of all 12 OZ Pitch Day fund partners.
- Compare minimums and fees.
- Contact information for each fund.
Recordings
Urban Catalyst Opportunity Zone Fund II
Fund Pitch: Multi-Asset // Real Estate // San Jose, CA
Erik Hayden
After successfully raising $131 million for Fund I, Urban Catalyst Fund II is seeking $200 million for construction of ICON/ECHO, a single-site ground-up development project which will build 300 units of multifamily rental units and 420,000 square feet of office space in the heart of downtown San Jose, CA.
Urban Catalyst Fund II Projects | The Icon/Echo | About Urban Catalyst
Caliber Tax-Advantaged OZ 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.
Pitch Deck [PDF Download] | Learn more about Caliber Funds
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.
Pitch Deck [PDF Download] | Learn more about Investors Choice OZ
Shopoff DLV QOF
Fund Pitch: Single-Asset // Hotel // Las Vegas, NV
Bill Shopoff
Shopoff Realty's DLV QOF is a $200 million OZ fund that will provide the equity for construction of the new $545 million Dream Las Vegas hotel on the southern end Las Vegas Strip, conveniently located adjacent to McCarran International Airport.
Learn more about Shopoff
The video recording below has expired. Please refer to the OZ Pitch Day Fall 2021 video from Integris to learn more about the DLV QOF.
Riaz Capital Ozone Fund III
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.
Learn more about Riaz Capital
CRE Development Capital
Fund Pitch: Multi-Asset // Mixed-Use Residential // Phoenix & Cleveland
Lawrence Jatsek
CRE Development Capital is developing two Opportunity Zone projects. Their downtown Phoenix deal is a mixed-use residential featuring 225 hotel guest rooms and 180 condo units. Their downtown Cleveland deal is a multifamily high-rise that will feature 173 apartment units.
Learn more about CRE Development Capital
Nest Opportunity Fund
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 fund invests in Midwest cities with favorable demographics.
Pitch Deck [PDF Download] | Nest Personalized OZ Calculator and Examples | Nest PPM
Capital Square CSR Opportunity Zone Fund VI
Fund Pitch: Single-Asset // Multifamily // Raleigh, NC
James Brunger
CSRA Opportunity Zone Fund VI is a luxury, mixed-use, 297-unit multifamily and retail development located at 320 West South Street in the Warehouse District of Raleigh, NC.
Capital Square Developments | Tax Advantages of Opportunity Zones
Starpoint Properties
Fund Pitch: Multi-Asset // Real Estate // National
Sandy Schmid & Neil Sherlock
Starpoint Properties brings a 25-year track record and offers a mix of multifamily, mixed-use, industrial, and retail real estate properties located in Opportunity Zones across the entire country.
Pitch Deck [PDF Download] | Learn more about Starpoint
Darwin Mining / Inyoag OZ Fund
Fund Pitch: Single-Asset // Mining Operation // Inyo County, CA
Wally Sullivan (Javelin Securities)
The Darwin Mines Project represents a unique investment opportunity to participate in the reopening of one of the most storied and significant mining districts in the U.S. Located in California’s Inyo County, Darwin was America’s largest silver and strategic metals mining operation during WW1 and WW2.
Pitch Deck [PDF Download] | Learn more about the Darwin Mine
Eagle OZ Fund
Fund Pitch: Multi-Asset // Multifamily // Chicago, IL
Jamie Nahon
Eagle OZ invests in new construction of apartment buildings in Chicago's historic Bronzeville neighborhood, home to the $3.5 billion planned redevelopment of the Michael Reese Hospital site, and adjacent to the University of Chicago and future home of the Obama Presidential Library.
Pitch Deck [PDF Download | Learn more about Eagle OZ
Eagle OZ Fund II | Eagle OZ Investment Summary
Chicago Musictown
Fund Pitch: Multi-Asset // Chicago, IL
Powers Miller
Music Town is a first-of-its-kind master planned Opportunity Zone. The fund will invest in a few Opportunity Zones on the west side of Chicago with a total population of approximately 150,000 residents.
Pitch Deck [PDF Download] | Learn more about Chicago Music Town
Educational Presentations
Welcome Address
Jimmy Atkinson, Founder of OpportunityDb
OpportunityDb founder and Opportunity Zones Podcast host Jimmy Atkinson kicks off the day.
Opening Keynote Address
John Lettieri, Economic Innovation Group
John is co-founder, president, and CEO of EIG. He will address the current state of the Opportunity Zones marketplace and the potential impact that impending tax policy changes may have on the OZ incentive.
Tax Policy & Opportunity Zones
Educational Panel
Moderated by Jimmy Atkinson
What impact will impending tax policy changes by the Biden administration and Congress have on the Opportunity Zones tax incentive? Panelists include Shay Hawkins, chairman and CEO of the Opportunity Funds Association; Kunal Merchant, president and co-founder of CalOZ; and John Sciarretti, partner at Novogradac and coordinator of the Novogradac Opportunity Zones Working Group.
Successful OZ Investing Tactics
OZ Pros Workshop
Ashley Tison & Graham Allison
What are some of the most popular and successful Opportunity Zone investing strategies? Ashley Tison and Graham Allison of OZ Pros will walk you through real world case studies to highlight some of the best tactics.
Concluding Remarks
Jimmy Atkinson, Founder of OpportunityDb
OZ Pitch Day host Jimmy Atkinson closes down the event. Thank you to all attendees and partners!
OZ Pitch Day Summer 2021 Partners
Title Partner
Diamond Partners
Other Partners
Agenda
All times listed are Eastern Daylight Time. Agenda is subject to change.
- 10:00 AM -- Welcome Address by Jimmy Atkinson - 5 minutes
- 10:05 AM -- Keynote Address: John Lettieri, EIG - 15 minutes
- 10:25 AM -- OZ Fund Pitch: Urban Catalyst - 30 minutes
- 11:00 AM -- Panel: Tax Policy Changes and Opportunity Zones - 35 minutes
- 11:00 AM -- Concurrent Track: Urban Catalyst Breakout Session - 35 minutes
- 11:35 AM -- Break
- 11:45 AM -- OZ Fund Pitch: Nest Opportunity Fund - 10 minutes
- 12:00 PM -- OZ Fund Pitch: Riaz Capital - 15 minutes
- 12:20 PM -- OZ Fund Pitch: Caliber Funds - 30 minutes
- 12:55 PM -- Lunch Break
- 12:55 PM -- Lunch Track: Caliber Funds Breakout Session - 35 minutes
- 1:30 PM -- Welcome Back - 5 minutes
- 1:35 PM -- OZ Fund Pitch: Investors Choice OZ Fund by USG/OZI - 30 minutes
- 2:10 PM -- Workshop: Successful OZ Tactics with OZ Pros - 35 minutes
- 2:10 PM -- Concurrent Track: USG/OZI Breakout Session - 35 minutes
- 2:50 PM -- OZ Fund Pitch: CRE Development Capital - 15 minutes
- 3:10 PM -- OZ Fund Pitch: Shopoff Realty Investments - 15 minutes
- 3:25 PM -- Break
- 3:35 PM -- OZ Fund Pitch: StarPoint Properties - 10 minutes
- 3:50 PM -- OZ Fund Pitch: Javelin Securities / Darwin Mining - 10 minutes
- 4:05 PM -- OZ Fund Pitch: Capital Square - 10 minutes
- 4:20 PM -- OZ Fund Pitch: Eagle OZ Fund - 10 minutes
- 4:35 PM -- OZ Fund Pitch: Chicago Musictown - 10 minutes
- 4:45 PM -- Happy Hour Mixer, Presented by Urban Catalyst
Registration Is Now Closed.
Registration for OZ Pitch Day Fall 2021 will open in August.
FAQs
Tuesday, July 27th, 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 have already realized your gain and are facing a 180-day deadline, this event is designed to help you make a decision on how to proceed.
12 Qualified Opportunity Funds will pitch throughout 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 July 27th, 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 July 27th, 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, 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!
OZ Pitch Day Summer 2021 is sold out. But we are currently seeking OZ Pitch Day presenting partners for our fall event in November. Fill out the Pitch Day Partner interest form, and we will follow up with more information.
The OZ Pitch Day 2021 Summer Session on July 27, 2021 will be the third OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:
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