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Opportunity Zones Podcast

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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.
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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

Maria Rivera: OZ Investing in Puerto Rico (Episode #24)

4/24/2019
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Nearly the entire island of Puerto Rico lies in an opportunity zone. But what are some additional taxpayer benefits to investing in Puerto Rico, now a year and a half removed from the destruction of Hurricane Maria? María de los Angeles Rivera is head of tax and international business center director at Kevane Grant Thornton in San Juan, Puerto Rico. Show notes and transcript on OpportunityDb.com

Duration:00:53:36

Tony Nitti: Takeaways from the New OZ Regulations (Episode #23)

4/22/2019
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Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. Additionally, he serves on the editorial advisory board for The Tax Adviser. And he’s also a regular contributor at Forbes.com, where his latest article addresses the 10 biggest questions that the second tranche of OZ guidance answers. Show notes and transcript on OpportunityDb.com

Duration:01:04:11

Chris Paganelli: How to Assess OZ Funds (Episode #22)

4/17/2019
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Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advises high net worth clients on tax strategy, wealth preservation, and portfolio management. Stifel launched a qualified opportunity fund earlier this month. Show notes and transcript on OpportunityDb.com

Duration:00:37:04

Treasury's Daniel Kowalski: Upcoming IRS Regulations on QOFs (Episode #21)

4/15/2019
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The long awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds will produce a set of principles and safe harbors that will give investors the ability to move forward. The best part? One senior Treasury official has said that they want qualified opportunity zone businesses "to sell to the world." Daniel Kowalski is Counselor to the Secretary of the Treasury. He speaks regularly at Opportunity Zones conferences on behalf of the Treasury Department and is one of the...

Duration:00:31:52

Jill Homan: OZ Perspective from Washington DC (Episode #20)

4/10/2019
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Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor. She testified at the IRS hearing on Qualified Opportunity Funds in Washington earlier this year. Show notes and transcript on OpportunityDb.com

Duration:00:50:25

Stefan Schimenes: Using AI to Improve OZ Investing (Episode #19)

4/3/2019
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Former AirBNB executive Stefan Schimenes founded InvestReal last month with a mission to create the first data-driven real estate marketplace for Opportunity Zones, using AI to support investment decisions with data from numerous sources. Show notes and transcript on OpportunityDb.com

Duration:00:42:47

OZ Framework: Measuring Impact in Opportunity Zones (Episode #18)

3/27/2019
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John Cochrane is senior associate at the U.S. Impact Investing Alliance, which recently created the Opportunity Zones Reporting Framework in partnership with the Beeck Center for Social Impact + Innovation. Show notes and transcript on OpportunityDb.com

Duration:00:49:22

Activated Capital: Blockchain Technology for OZ Investing (Episode #17)

3/20/2019
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Josh Burrell and Lane Campbell at Activated Capital have an opportunity zone fund that may become one of the first to make use of a security token offering utilizing blockchain technology. Show notes and transcript on OpportunityDb.com

Duration:00:39:33

Loren Schirber: Triple Bottom Line Returns in OZs (Episode #16)

3/13/2019
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Loren Schirber is project pipeline manager for Minnesota Opportunity Zone Advisors, which recently started raising capital for their DREAM Fund. DREAM stands for “Developing Real Estate in Emerging Areas of Minnesota.” The fund is a Qualified Opportunity Fund that targets community-driven economic, social, and environmental impact. Show notes and transcript on OpportunityDb.com

Duration:00:51:02

Launch Pad: Coworking Hubs & Startups in OZs (Episode #15)

3/6/2019
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The husband-wife team of CEO Chris Schultz and president Anne Driscoll are on a mission to create the world's strongest community of entrepreneurial workers. Show notes and transcript on OpportunityDb.com

Duration:00:47:09

Erin Gillespie: Community-Driven OZ Investing (Episode #14)

2/27/2019
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Erin Gillespie is principal at economic development consulting firm Madison Street Strategies and former deputy chief of staff for Florida’s Department of Economic Development Opportunity. Show notes and transcript at OpportunityDb.com

Duration:00:42:28

The IRS Hearing on Opportunity Zones: A Complete Recap (Episode #13)

2/20/2019
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Last Thursday, February 14, the IRS Auditorium in Washington DC was packed to capacity with over 200 attendees as stakeholders spoke during the public hearing on proposed regulations: “Investing in Qualified Opportunity Funds” (REG-115420-18). For the most part, hearing participants requested additional clarification on several aspects of proposed regulations and suggested improvements to the regulations that would allow for more flexibility. Full hearing recap on OpportunityDb.com Show...

Duration:00:39:30

Craig Bernstein: The Biggest OZ Regulatory Issues (Episode #12)

2/13/2019
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It's been nearly four months since the Treasury Department published its initial set of proposed Opportunity Zones regulations. With a public hearing scheduled for February 14 and the second set of guidelines expected within weeks, what are some of the biggest regulatory issues still outstanding? Craig Bernstein is principal at OPZ Bernstein, which recently launched the OPZ Bernstein Opportunity Zone Fund. Craig has over 20 years of real estate experience, and is one of the leaders in the...

Duration:00:49:55

Thomas Morgan: Income, Impact, and Return in Opportunity Zones (Episode #11)

2/6/2019
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Real estate broker, developer, investor, and impact investing expert Thomas Morgan joins me today to discuss this topic and more. Note: this is Part 2 of my conversation with Thomas. If you missed it, go to the previous episode for Part 1, where we discuss the key similarities and differences between 1031 exchanges and Opportunity Zones. Show notes and transcript on OpportunityDb.com

Duration:00:28:17

Thomas Morgan: 1031 Exchanges vs. Opportunity Zones (Episode #10)

2/6/2019
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Real estate broker, developer, investor, and 1031 expert Thomas Morgan joins me today to discuss these topics and more. Note: this is Part 1 of my conversation with Thomas. Go to the next episode for Part 2, where we discuss impact investing in opportunity zones. Show notes and transcript on OpportunityDb.com

Duration:00:25:15

Rich Rogers: Twinning Historic Tax Credits & Opportunity Zones (Episode #9)

1/30/2019
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The place-based nature of the Opportunity Zones program makes it ideally suited to be paired with the Historic Tax Credit. The HTC is a 40+ year old tax policy that encourages private sector investment in the rehabilitation and re-use of historic buildings. Rich Rogers is a land use law and economic development planning attorney at Borrelli & Yots. Show notes and transcript on OpportunityDb.com

Duration:00:43:31

Gerry Reihsen: Creating Positive Social Impact in Opportunity Zones (Episode #8)

1/23/2019
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Dallas-based entrepreneurial business attorney Gerry Reihsen is out to answer those questions (and more) with his new endeavor — Coasis Coalition, an organization that will offer solutions and create community among those interested in participating in opportunity zone investing. Show notes and transcript on OpportunityDb.com

Duration:01:06:07

David Dragoo & John Renfrow: Rural Community Revitalization in an OZ (Episode #7)

1/16/2019
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Montrose, Colorado is home to 20,000 people. Although it has struggled since the economic downturn of the last decade, Montrose is one of the better up-and-coming communities in the western Colorado region. Located within 2 hours of every major outdoor activity you can possible imagine, it is truly an outdoor mecca. Led by real estate developers David Dragoo and John Renfrow, the 164-acre Colorado Outdoors project is a mixed-use development that aims to transform Montrose and provide a...

Duration:00:44:56

Allen Alley: Renewable Energy Development in Opportunity Zones (Episode #6)

1/9/2019
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Allen Alley is a technology investor, former Republican candidate for governor of Oregon, and co-founder of the Obsidian Opportunity Fund. Obsidian’s fund applies opportunity fund investing to renewable energy, and solar in particular. Allen has a vision for ubiquitous, low-cost, CO2-free power, and he believes opportunity zones may help make his vision a reality sooner than you think. Show notes and transcript on OpportunityDb.com

Duration:00:47:54

Greg Genovese: Project-Driven OZ Funds (Episode #5)

1/2/2019
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Greg Genovese is president of Seattle-based Sound West Realty Capital, a full-service real estate firm raising funds for a re-development project in Bremerton, Washignton. Greg and I discuss what investors should look for in any opportunity zone investment, the business case for opportunity zone investing west of Seattle, and why he thinks shovel-ready, project-driven OZ funds excel, compared to blind-pool OZ funds. Show notes and transcript on OpportunityDb.com

Duration:00:55:09