Last week, Novogradac hosted their annual Opportunity Zones Summit, a convening of key OZ stakeholders and professionals. Mike Novogradac, managing partner at Novogradac & Company, joins the show from the conference site in Washington DC to discuss the optimistic outlook for the Opportunity Zones incentive following the recent election results, and…

Donald Trump has won a second Presidential term. And with control of the Senate and House, tax legislation in 2025 looks very likely to extend and possibly renew Opportunity Zones. Mr. Ashley Tison of OZPros joins the show from the site of the Novogradac 2024 OZ Summit in Washington DC to discuss the election outcome and timing of potentially sweep…

Unlike more traditional Opportunity Zone Funds that focus on real estate, The Wyoming Reserve is centered around a secure vault operation that holds precious metals, specifically gold and silver, in an Opportunity Zone in Casper, Wyoming. In this sponsored fireside chat, Josh Phair, CEO of The Wyoming Reserve, discusses what makes The Wyoming Reser…

Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.Av OpportunityZones.com

Build-for-rent properties are newly constructed homes that are purpose-built for renting, and they just may be the next big thing in residential real estate. Leo Backer, Jill Homan, and Mike Nolan join the show to discuss the launch of their new Build-to-Rent Opportunity Zone Fund in this investor webinar sponsored by Pinnacle Partners and Trilogy …

It's the final episode of OZ NewsHour before the 2024 presidential election, and Jimmy and Andy are providing special coverage of this pivotal moment. Plus: Caliber announces a "first" in the OZ industry, and Pinnacle Partners capitalizes on growing interest in build-to-rent. Show notes: https://opportunityzones.com/2024/10/oznh-oct-24/…

Earlier this month, Caliber introduced a new merger program for self-directed Qualified Opportunity Funds (QOFs), allowing them to merge into its larger multi-asset QOFs. Chris Loeffler, co-founder and CEO of Caliber, joins the show to discuss some of the strategic benefits of the merger platform and how it fits into Caliber’s broader goals of econ…

The future of Opportunity Zones may be at stake in next month's election. The outcome is likely to determine whether the program is extended, renewed, or left to phase out by 2026. John Sciarretti and Jason Watkins, partners at Novogradac, join the show to discuss how different election outcomes may impact tax legislation in 2025. Plus, they provid…

Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.Av OpportunityZones.com

OpportunityDb has rebranded as OpportunityZones.com. Plus: the Fed’s lower interest rates may spur renewed interest in OZ investing, Jimmy tours a precious metals vault in an Opportunity Zone, and the U.S. Navy turns to an OZ fund to expand their nuclear submarine building capacity. Show notes: https://opportunityzones.com/2024/09/oznh-sep-2024/…

Despite being ideally suited for Opportunity Zone investing, less than one-third of family offices have made an OZ investment. DJ Van Keuren, executive director at the Family Office Real Estate Institute, joins the show to discuss why many investors have been hesitant about OZ investing, real estate market cycles, when the U.S. might enter a major …

Prominent Opportunity Zone attorneys Gerry Reihsen, Brett Siglin, and Ashley Tison answer your OZ questions. Recorded June 13th, 2024 during OZ Pitch Day. Registration is now open for our next OZ Pitch Day event on November 14th, 2024: https://opportunityzones.com/pitch-day/Av OpportunityZones.com

Hotel development deals are benefiting from favorable supply-demand dynamics post-COVID. John Schellhase, assistant vice president of investments at Peachtree Group, joins the show to discuss Peachtree's approach to Opportunity Zone investments, their focus on developing hospitality assets, and the broader real estate market trends currently shapin…

Join me on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.Av OpportunityZones.com

The New York Times recently featured the Opportunity Zones program, and the paper's coverage was surprisingly balanced (headline notwithstanding). Plus: Novogradac announces that 185,000 homes have been built with QOFs, and Jimmy announces a brand new project at OpportunityDb. Show notes: https://opportunityzones.com/2024/08/oznh-aug-2024/…

Miami is experiencing steady and comparatively outsized growth, with strategically located Opportunity Zones offering new avenues for investment and development. Liam Krahe and David Cohen, co-founders of the South Florida QOZ Fund, join the show to discuss the challenges and opportunities of investing in Miami's rapidly evolving urban landscape. S…

Kamala Harris is the new Democratic nominee for President, but does she hate Opportunity Zones? Plus: Polymarket believes President Trump is still favored to win the election, and Capital Square prepares to open yet another OZ building. Show notes: https://opportunityzones.com/2024/07/oznh-jul-2024/Av OpportunityZones.com

Can Opportunity Zones be re-tooled to help create additional social impact for years to come? Ja'Ron Smith, chief advocacy officer at the Opportunity Funds Association, joins the show to discuss efforts to reauthorize the Opportunity Zones legislation, grow the coalition, and implement new incentives to boost community development. Show notes & tra…

Opportunity Zone investing is down significantly over the past two years. Why might now still be a great time to invest in Qualified Opportunity Funds? Recorded live at OZ Pitch Day on June 13, 2024, featuring OZ Insiders members Andrew Doup of SyndicationCounsel, Jill Homan of Javelin 19 Investments, and Coni Rathbone of VF Law. Moderated by Jimmy…

According to Novogradac’s poll of experts, an OZ program extension would likely spur an avalanche of new investment activity. Plus: Inland’s Keith Lampi provides insights on the self storage sector, and Capital Square launches their ninth OZ project. Show notes: https://opportunityzones.com/2024/06/oznh-jun-2024/…

The self-storage industry is booming. Russ Colvin, CEO and president of YourSpace America, joins the show to share his insights on the unique advantages of self-storage development within Opportunity Zones, emphasizing the sector's resilience and potential for outsized returns. Show notes & transcript: https://opportunityzones.com/2024/06/russ-colv…

Ashley Tison Fields Your OZ Questions LIVE at OZ Pitch Day Spring 2024. Recorded on March 7, 2024. Learn more about OZ Pitch Day: https://opportunityzones.com/pitch-day/Av OpportunityZones.com

Congress' powerful Ways and Means Committee recently took a field trip to Erie, Pennsylvania to talk about Opportunity Zones. Plus: Jimmy recently availed himself of an OZ Open Bar, and the upcoming OZ Pitch Day agenda is shaping up to be a barn-burner. Show notes: https://opportunityzones.com/2024/05/oznh-may-2024/…

The Opportunity Zones concept as a place-based economic development policy is a great idea with broad bipartisan support, but some the execution leaves much to be desired. Matthew Rappaport, vice managing partner and co-chair of the tax group at Falcon Rappaport & Berkman, joins the show to discuss a wide range of Opportunity Zone issues, including…

The sudden turn from a longstanding zero-interest rate policy to our current environment of higher interest rates has paused capital markets and resulted in a slowdown in real estate investment volume. Michael Tillman, CEO and CIO of PTM Partners, joins the show to discuss why a return to fundamentals is key to any successful Opportunity Zone real …

Raising capital for Opportunity Zone projects can be a challenge, especially in today's macroeconomic environment of high interest rates and inflation. But, the OZ incentive itself along with the current equities bull market present a unique fundraising opportunity for OZ project sponsors. On today's episode, OpportunityDb founder Jimmy Atkinson pr…

Novogradac has announced a staggering number of homes that Qualified Opportunity Funds have helped to finance, detailed in a new report. Plus: Big OZ development news from Urban Catalyst in San Jose, and Driftwood Capital in Miami. Show notes: https://opportunityzones.com/2024/04/oznh-apr-2024/Av OpportunityZones.com

Triple net leasing is a common commercial real estate investing strategy. Unfortunately, it doesn't qualify for the purposes of Opportunity Zone investing. But double net leasing does. And for some investors, it can offer a shortcut to OZ cash flow. Axel Adler, a commercial real estate broker at Centennial Advisers, joins the show to explain how ne…

OZ Insiders members are invited to a private members-only Opportunity Zones networking dinner in Chicago, IL on May 17, 2024. Learn more about OZ Insiders: https://ozinsiders.com/Av OpportunityZones.com

Navigating economic uncertainty requires a bold investor's eye for uncovering emerging opportunities before they hit the mainstream. Bob Clippinger, president of Clippinger Investment Properties, joins the show to discuss Opportunity Zone investing in the California Bay Area, and why he thinks now may be a great time to invest in real estate. Show …

In today's high interest rate environment, C-PACE financing can help lower a sophisticated real estate project's cost of capital. Bert Belanger, managing director at PACE Equity, joins the show to discuss Commercial Property Assessed Clean Energy financing, how it can fit into the capital stack for an Opportunity Zone project, and what types of imp…

In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of interest rate changes on real estate investments, the resurgence of hospitality, and evolving multi-asset OZ fu…

OpportunityDb founder Jimmy Atkinson has announced his new premium, flagship workshop for Opportunity Zone investors... and it's a barn-burner. Plus: Hollywood takes a trip to "OZ, Oklahoma", and the OZ program passes its first "check-up." Show notes: https://opportunityzones.com/2024/03/oznh-mar-2024/…

The most important issues that Opportunity Zone investors should scrutinize before making an OZ investment, whether its into a professionally managed multiasset fund, or a single deal. Recorded live at OZ Pitch Day on March 7, 2024, featuring panelists Jill Homan of Javelin 19 Investments, Michael O'Mara of Ozone Capital, and Gerry Reihsen of Reihs…

While traditional investment strategies often focus on individual assets, "ecosystem investing," or "correlated asset investing" considers the coordination of assets in a way that spurs growth of the entire community, which can lead to reduced risk and increased upside for investors. Kelly Ann Winget and Rachel Vass of EPIC Economies join the show …

Jimmy Atkinson of OZ Insiders brings you the latest on Opportunity Zone reform and extension legislation. Find out: what’s inside the OZ extension legislation, updates on the bill’s progress, and Jimmy's real timeline for when it could be enacted. Show notes: https://opportunityzones.com/2024/03/oz-legislation-297/…

The OpportunityDb team prepares for the first OZ Pitch Day of 2024, and it's going to be one for the record books. Plus: Jimmy's breaks down the recent data from Novogradac, with emphasis on two "headline" numbers. Show notes: https://opportunityzones.com/2024/02/oznh-feb-2024/Av OpportunityZones.com

In times of uncertainty, gold is often considered a safe-haven asset. But is it possible to gain exposure to gold within an Opportunity Zone investment? Josh Phair, CEO of The Wyoming Reserve Opportunity Zone Fund Corporation, joins the show to discuss his innovative approach to combining the advantages of Opportunity Zones with actively managed in…

When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson details the implications of offering an investment security, and the five critical things that every sponsor n…

In order to beat 90 percent of investors, meet your investment goals, and enjoy a worry-free retirement, you need to understand just a few basic concepts. Michael Johnston, president of WealthChannel, joins the show to discuss the 7 things that every investor needs to know, and the launch of WealthChannel Academy. Learn more: https://wealthchannel.…

Coni Rathbone pens an incisive op-ed that advocates for OZ reform legislation, but she reaches a somewhat pessimistic conclusion. Plus: Andy plays a wild game of "what if," if Sen. Tim Scott were to be elected Vice President (and what that would mean for the Opportunity Zones program). Show notes: https://opportunityzones.com/2024/01/oznh-jan-2024/…

Opportunity Zones aren't just for real estate. The OZ tax incentive can be leveraged to drive investment into early-stage companies that are structured as Qualified Opportunity Zone Businesses (QOZBs). Jack Januszewski, vice president at Spring Mountain Capital, joins the show to discuss the intersection of venture capital, Opportunity Zones, and c…

Opportunity Zones have greatly exceeded initial expectations as we enter Year 6 of the tax incentive program. To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for the Opportunity Zone industry in 2024. Show notes & transcript: https://opportunityzo…

It's Year 6 of Opportunity Zones. The marketplace has matured a lot over the years. Industry best practices are still being formed, but more or less have reached a point of stability. Ashley Tison of OZPros and Chris Cooley of OZworks Group join Jimmy Atkinson of OZ Insiders on this LIVE edition of The Opportunity Zones Podcast to discuss three mem…

GTIS Partners has announced a joint venture with Collett Industrial, and it's a big one. Plus: Rep. Mike Kelly sings the praises of the OZ program, and Jimmy brings in the new year with a tip of his party cap. Show notes: https://opportunityzones.com/2024/01/oz-newshour-0124/Av OpportunityZones.com

Investors cannot always rely on market valuations increasing. Especially with uncertain market conditions and asset values potentially pulling back in the near-term, it may behoove investors to return to basics, and find other ways to generate alpha. Clint Edgington, founder of Nest Opportunity Fund, joins the show to discuss how to keep costs low …

Acquiring distressed hotel properties during the peak of the pandemic has proved profitable for value-add investors. The next opportunity may lie in ground-up hotel development deals. Michael Ealy, CEO of Nassau Investments, joins the show to explain how he used real estate investments to go "From Broke to Millions," and why he's now spearheading a…

Jimmy and Andy go LIVE with their 2023 OZ Gift Guide… for that “special Opportunity Zone someone” in your life! Plus: Caliber promotes a premier pickleball project, and Revitate celebrates breaking ground in Albuquerque. Show notes: https://opportunityzones.com/2023/12/oz-newshour-1223/Av OpportunityZones.com

OZ Insiders is the first mastermind group of its kind... a private, closed-door community of Opportunity Zone professionals and investors, all focused on getting to the next level with their OZ strategy. Today's episode is a recording of a live webinar on November 28, 2023 to officially launch OZ Insiders. Get Started Today: ⁠https://ozinsiders.com…

A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios. Featuring Jack Cust, Seth Rosenberg, and Remy Szykier. Recorded live at OZ Pitch Day on November 9, 2023. Show notes & transcript: https://opport…