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Opportunity Zones Podcast

Business & Economics Podcasts

Weekly show featuring interviews with opportunity zones professionals and experts. If it impacts opportunity zones or the opportunity funds industry, we cover it here.

Weekly show featuring interviews with opportunity zones professionals and experts. If it impacts opportunity zones or the opportunity funds industry, we cover it here.

Location:

United States

Description:

Weekly show featuring interviews with opportunity zones professionals and experts. If it impacts opportunity zones or the opportunity funds industry, we cover it here.

Language:

English


Episodes

The Three Best Capital Sources for OZ Deals, with Hall Labs (Episode #128)

3/3/2021
What are the three different classes of investors that are the most likely capital sources for Opportunity Zone funds or deals? And what are some tips for approaching and pitching to them? Dave Kunz is managing partner and general manager of Hall Venture Partners. Will Walker is a private equity veteran and advisor to Hall Labs and HVP. Transcript and show notes at OpportunityDb.com

Duration:00:32:18

OZ Investing in Puerto Rican Tourism, with Lifeafar Capital (Episode #127)

2/24/2021
What are some of the factors that may make Puerto Rico a compelling destination for Opportunity Zone investment, particularly in a post-COVID world? Eric Berman is chief investment officer and Adrian Beales is director of sales at Lifeafar Capital, a boutique private equity real estate firm with two OZ projects in Puerto Rico. Transcript and show notes available at OpportunityDb.com

Duration:00:25:45

The Evolution of the OZ Marketplace, with Peter Truog (Episode #126)

2/17/2021
How has the Opportunity Zone marketplace evolved over the past 2+ years and how will it continue to evolve going forward? Peter Truog is founder of The Opportunity Exchange, a marketplace that connects impactful Opportunity Zone projects to capital sources. The Opportunity Exchange is a key partner in OZ Pitch Day. Transcript and show notes at OpportunityDb.com

Duration:00:37:44

Creating Impact with Essential Housing in Opportunity Zones, with Clark Spencer (Episode #125)

2/10/2021
After raising over $200 million for Qualified Opportunity Zone investment, how is one OZ fund creating impact with essential housing? Clark Spencer is senior vice president at Grubb Properties, a vertically integrated real estate operating company founded in 1963. Transcript and show notes available at OpportunityDb.com

Duration:00:34:45

Announcing OZ Pitch Day 2021 (Episode #124)

2/9/2021
If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the newly extended deadline of March 31, 2021? OpportunityDb's OZ Pitch Day 2021 online event is coming to help. OZ Pitch Day 2021 will take place on Tuesday, March 9, 2021 and will feature educational content and pitches from roughly one dozen Qualified Opportunity Funds. Visit OZPitchDay.com to learn more and register today.

Duration:00:18:44

How Opportunity Zones Can Succeed, with Steve Glickman and Ira Weinstein (Episode #123)

2/3/2021
How can five different groups of Opportunity Zone stakeholders come together to make the program a success? And what can we expect the Biden administration to do with Opportunity Zones? Steve Glickman is founder and CEO of Develop LLC, an Opportunity Zones advisory firm, and was previously co-founder and CEO of the Economic Innovation Group. Ira Weinstein is managing principal and Opportunity Zones practice leader at CohnReznick, a professional services firm. Transcript and show notes on...

Duration:00:59:25

Key Opportunity Zone Deadlines for 2021, with Ashley Tison (Episode #122)

1/27/2021
Why is 2021 expected to be a big year for Opportunity Zones and what are some of the key deadlines that investors and fund issuers should be aware of? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes available at OpportunityDb.com

Duration:00:43:43

Finding Opportunity Zone Investors in 2021, with Will Walker & Jeffrey Maganis (Episode #121)

1/20/2021
What are some of the best ways to find Opportunity Zone investors in 2021? Jeffrey Maganis is co-founder of Crowdcreate, a digital marketing company that focuses on investor outreach for private equity funds. Will Walker is Crowdcreate's director of business development. Transcript and show notes at OpportunityDb.com

Duration:00:30:07

How to Be a Shrewd Opportunity Zone Investor (Episode #120)

12/23/2020
What does it take to be a shrewd Opportunity Zone investor? Several Opportunity Zone experts provided their insights on a live panel recorded on November 17, 2020 during OZ Pitch Day, titled "Being a Shrewd Opportunity Zone Investor." Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Dave Kunz of Hall Venture Partners, Rocco Forino of DealConnectHub, Jeffrey Maganis of Crowdcreate, Chris Cooley of OZworks Group,...

Duration:00:44:57

Workforce Housing in Opportunity Zones, with Riaz Taplin (Episode #119)

12/16/2020
Why should investors consider workforce housing as a stable Opportunity Zone investment strategy? Riaz Taplin is principal and founder of Riaz Capital, an Oakland-based developer and operator of workforce housing specifically focusing on how to address the changing housing need of the millennial generation. Show notes and transcript on OpportunityDb.com

Duration:00:29:31

Last-Minute Opportunity Zone Strategies for 2020, with Ashley Tison (Episode #118)

12/9/2020
With just a few weeks left in the year, what are some last-minute strategies and options to keep in mind for Opportunity Zone investors? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes on OpportunityDb.com

Duration:00:20:51

Opportunity Zones: Past, Present, and Future, with Rachel Reilly (Episode #117)

12/2/2020
With a new President taking office next month, what does the future hold for Opportunity Zones? And what policy reforms under a Biden-Harris administration would improve the policy such that it more closely adheres to legislative intent? Rachel Reilly is former director of impact strategy at Economic Innovation Group, a bipartisan public policy organization that helped to create the Opportunity Zone legislation. Transcript and show notes at OpportunityDb.com

Duration:00:33:57

Announcement: New Episodes Coming December 2nd

11/24/2020
The Opportunity Zones Podcast is on a short hiatus. We will return with a new episode on Wednesday, December 2nd. In the meantime, head to OZPitchDay.com to watch the recordings from OZ Pitch Day.

Duration:00:01:18

Top Questions to Ask Before Investing in an Opportunity Zone Fund (Episode #116)

11/11/2020
What are the biggest questions you should ask before investing in an Opportunity Zone fund? With many investors facing a year-end deadline for rolling over their capital gains into an Opportunity Zone investment, know which questions to ask any fund manager before writing that big check. Transcript and show notes on OpportunityDb.com

Duration:00:28:31

The Surprising Durability of OZ Multifamily in a Pandemic, with Pete LaMassa (Episode #115)

11/4/2020
What are the biggest questions on the minds of Opportunity Zone investors? And what have been some of the most surprising real estate market outcomes from the coronavirus pandemic? Pete LaMassa is Opportunity Zone deal captain and managing director at Bridge Investment Group, a vertically integrated real estate private equity firm with a $1 billion Opportunity Zone strategy. Transcript and show notes at OpportunityDb.com

Duration:00:35:25

The 2020 Election and Opportunity Zones, with Mike Novogradac and John Sciarretti (Episode #114)

10/28/2020
What impact will the 2020 election have on the Opportunity Zones incentive? Expect major changes if Joe Biden is elected, and potential expansion of the program if Donald Trump wins reelection. The balance of power in the Senate should have an impact as well. Mike Novogradac is the managing partner of Novogradac, a top 50 accounting firm founded in 1989. John Sciarretti is chair of the Novogradac Opportunity Zones conferences and leader of the Novogradac Opportunity Zones Working Group....

Duration:00:37:45

How Regional EDA Groups Can Leverage Opportunity Zones, with Chad LaComb (Episode #113)

10/21/2020
How can a regional economic development planning commission help their communities leverage their Opportunity Zone designations? Invest Acadiana serves as a perfect example. Chad LaComb is the economic development planner for the Acadiana Planning Commission. Transcript and show notes at OpportunityDb.com

Duration:00:28:00

University Research Parks and Opportunity Zones, with Brian Darmody (Episode #112)

10/14/2020
Can university research parks, incubators, and accelerators catalyze innovation in Opportunity Zones? Brian Darmody is CEO of the Association of University Research Parks (AURP). Many of AURP's member institutions are located in Opportunity Zones. Transcript and show notes at OpportunityDb.com

Duration:00:35:29

Announcing OZ Pitch Day 2020, an Online Investor Matchmaking Event (Episode #111)

10/7/2020
If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the end of this year? Today I’m officially launching the OpportunityDb OZ Pitch Day 2020 Online Event. OZ Pitch Day will take place on Tuesday, November 17, 2020 and will feature roughly one dozen Qualified Opportunity Funds. Transcript and show notes at OpportunityDb.com

Duration:00:17:33

Securities Law Considerations for Opportunity Zone Funds, with Clem Turner (Episode #110)

9/30/2020
What securities laws should Qualified Opportunity Fund issuers be aware of before they start raising capital from investors? And what are the major differences between the different types of private placement offerings? Clem Turner is a New York-based corporate and securities attorney for CSG and leads the firm's alternative capital practice. Transcript and show notes at OpportunityDb.com

Duration:00:49:04