OZ Pitch Day - June 13, 2024
July 28, 2022
OZ Pitch Day Summer 2022
Thank you to all of our partners and attendees for helping us put together another successful OZ Pitch Day event. Recordings of the event sessions are available below.
OZ Pitch Day - June 13, 2024
Investor Deck
OZ Pitch Day Investor Deck
- In-depth summary of every OZ Pitch Day fund.
- Compare minimums and fees.
- Contact information for each fund.
Recordings
Urban Catalyst Opportunity Zone Fund II
Fund Pitch: Multi-Asset // Multifamily & Office // San Jose, CA
Pitch Deck [Click to Request]
Xebec Realty 15191 Sylmar QOF
Fund Pitch: Single-Asset // Sound Stage Facility // Sylmar, CA
Pitch Deck [PDF Download]
Caliber Tax Advantaged Opportunity Zone Fund
Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Pitch Deck [PDF Download]
Origin Investments QOZ Fund II
Fund Pitch: Multi-Asset // Class A Multifamily // Southern U.S.
Pitch Deck [PDF Download]
Ozone Capital Markets / Nexus I OZ Fund
Fund Pitch: Single-Asset // Operating Company // Hazleton, PA
Video recording and pitch deck are available by request only. Contact Wally Sullivan for more information.
Integris DLV Opportunity Zone Fund
Fund Pitch: Single-Asset // Hotel // Las Vegas, NV
Pitch Deck [PDF Download]
Island Paradise QOF
Fund Pitch: Multi-Asset // Hospitality // Puerto Rico
Pitch Deck [PDF Download]
Nest Opportunity Fund
Fund Pitch: Multi-Asset // Residential Real Estate // Midwest U.S.
Pitch Deck [Click to Request]
Cbus OZ Funds
Fund Pitch: Multi-Asset // Residential Real Estate // Columbus, OH
Pitch Deck [PDF Download]
Aguadilla International Industrial R&D OZ Fund
Fund Pitch: Single-Asset // Industrial // Aguadilla, PR
MIT Modular QOF
Fund Pitch: Single-Asset // Operating Business // Provo, UT
Pitch Deck [PDF Download]
Educational Sessions
OZs vs. 1031s, DSTs, And Other Tax Mitigation Strategies
Moderator: Jimmy Atkinson
Panelists: Louis Reynolds (SES 1031) and Nick Rosenthal (Griffin Capital)
OZ Reform Legislation: What Investors Need To Know
Moderator: Jimmy Atkinson
Panelists: Blake Christian (HCVT) and Reid Thomas (JTC Americas)
Ask The Opportunity Zone Expert
OZ Pros Workshop with Ashley Tison
Register Now
Registration is now closed.
One-Day Online Event
Don’t Miss Your 180-Day Investment Deadline.
- 100% Online
- 100% Free
- 100% Easy to Attend on Any Device
OZ Pitch Day Title Partner
Thank You To All Of Our Partners
Welcome!
Welcome to OZ Pitch Day Summer 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.
- 10:00 AM -- Welcome Address: OZ 101 For HNW Investors, by Jimmy Atkinson - 10 minutes
- 10:10 AM -- OZ Fund Pitch: Cbus OZ Funds - 10 minutes
- 10:25 AM -- OZ Fund Pitch: Xebec Realty - 30 minutes
- 11:00 AM -- Panel: OZs vs. 1031s, DSTs, And Other Tax Mitigation Strategies - 20 minutes
- 11:00 AM -- Concurrent Track: Xebec Realty Breakout Session - 20 minutes
- 11:25 AM -- OZ Fund Pitch: Origin Investments - 20 minutes
- 11:50 AM -- OZ Fund Pitch: Nexus I OZ Fund - 20 minutes
- 12:15 PM -- OZ Fund Pitch: Integris Real Estate Investments - 20 minutes
- 12:40 PM -- OZ Fund Pitch: Caliber OZ Fund II - 30 minutes
- 1:15 PM -- OZ Pros Workshop: Ask The OZ Expert, with Ashley Tison - 20 minutes
- 1:15 PM -- Concurrent Track: Caliber OZ Fund II Breakout Session - 20 minutes
- 1:40 PM -- OZ Fund Pitch: Island Paradise QOF - 20 minutes
- 2:05 PM -- OZ Fund Pitch: Urban Catalyst - 30 minutes
- 2:40 PM -- Panel: OZ Reform Legislation: What Investors Need To Know - 20 minutes
- 2:40 PM -- Concurrent Track: Urban Catalyst Breakout Session - 20 minutes
- 3:05 PM -- OZ Fund Pitch: Nest Opportunity Fund - 10 minutes
- 3:20 PM -- OZ Fund Pitch: Aguadilla R&D Industrial OZ Fund - 10 minutes
- 3:35 PM -- OZ Fund Pitch: MIT Modular - 10 minutes
- 3:50 PM -- Happy Hour Mixer, Presented by Urban Catalyst
Speakers
Jimmy Atkinson
OpportunityDb
Blake Christian
HCVT
Clint Edgington
Nest Opportunity Fund
Kira Golden
Direct Source Wealth
Erik Hayden
Urban Catalyst
Chris Knoppe
Cbus OZ Funds
Ari Kresch
Island Paradise QOF
Chris Loeffler
Caliber
Daniel Oschin
Integris Real Estate
Louis Reynolds
Synergistic Exchange Solutions
Nick Rosenthal
Griffin Capital
David Scherer
Origin Investments
Wally Sullivan
Nexus I OZ Fund
Reid Thomas
JTC Americas
Ashley Tison
OZ Pros
Alex Virtue
Xebec Realty
Register Now
Registration is now closed.
FAQs
This is a one-day event, taking place entirely online on Thursday, July 28th. 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 July 28th, 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 28th, 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!
We have a limited amount of presentation slots still available for OZ Pitch Day Summer 2022. If you are interested in partnering on this event with OpportunityDb, fill out the Pitch Day Partner interest form, and we will follow up with more information.
OZ Pitch Day Summer 2022 will be the sixth OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:
Partner with OZ Pitch Day
- Pitch your OZ fund or deal
- Generate investor leads
- Targeted investor outreach
Past Events
Every OZ Pitch Day is recorded and available for free viewing. Click the links below to watch on-demand…
OZ Pitch Day 2020
- Keynote Address: Rachel Reilly, EIG
- Diamond Partners: Origin Investments | USG/OZI | Urban Catalyst
- Panels: Opportunity Zone Investing 101 | Being a Shrewd Opportunity Zone Investor
OZ Pitch Day Spring 2021
- Keynote Fireside Chat: Steve Glickman, Develop Advisors
- Diamond Partners: Urban Catalyst | Grubb Properties | USG/OZI
- Panels: How to Invest in Opportunity Zones | Structuring a Captive QOF
OZ Pitch Day Summer 2021
- Keynote Address: John Lettieri, EIG
- Title Partner: Urban Catalyst
- Diamond Partners: Caliber | USG/OZI
- Panels: Tax Policy Changes & Opportunity Zones | Successful OZ Tactics
OZ Pitch Day Fall 2021
- Keynote Presentation: OZ Investing 101, by Jimmy Atkinson & Andy Hagans
- Fireside Chat: Shay Hawkins, OFA
- Title Partner: Urban Catalyst
- Diamond Partners: Origin Investments | USG/OZI | Grubb Properties | Caliber | CRE Development Capital
- Panels: State of the OZ Marketplace | How to Evaluate OZ Deals
OZ Pitch Day Spring 2022
- Keynote Address: Shay Hawkins, OFA
- Title Partner: Urban Catalyst
- Diamond Partners: USG/OZI | Caliber | Origin Investments
- Panels: State Of The OZ Marketplace in 2022 | Ask The OZ Expert | OZ Strategies For High Net Worth Investors