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The Opportunity Zone Expo Podcast

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On the Opportunity Zone Expo Podcast, we have conversations with people who really know the Opportunity Zone market. From investors, fund managers and developers to tax experts, politicians and attorneys, if it involves Opportunity Zones, you’ll hear about them from the most influential voices on the Opportunity Zone Expo Podcast.

On the Opportunity Zone Expo Podcast, we have conversations with people who really know the Opportunity Zone market. From investors, fund managers and developers to tax experts, politicians and attorneys, if it involves Opportunity Zones, you’ll hear about them from the most influential voices on the Opportunity Zone Expo Podcast.
More Information

Location:

United States

Description:

On the Opportunity Zone Expo Podcast, we have conversations with people who really know the Opportunity Zone market. From investors, fund managers and developers to tax experts, politicians and attorneys, if it involves Opportunity Zones, you’ll hear about them from the most influential voices on the Opportunity Zone Expo Podcast.

Twitter:

@opzoneexpo

Language:

English

Contact:

480.382.8667


Episodes

Dave Euzarraga - Sierra Creek Developer Drops by for a Chat

6/11/2019
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Host: Jack Heald Guest: Dave Euzarraga

Duration:00:21:32

California Deputy Treasurer Jovan Agee - Right Man, Right Time, Right Place for OZ Success

6/9/2019
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His background, experience, faith and passion dovetail perfectly with the overall aim of the Opportunity Zone program. Now, as California's Deputy Treasurer, he occupies a uniquely powerful position in that state's government. He just may be exactly the right man in the right place at the right time for this moment in history. He's Jovan Agee, California's Deputy Treasurer, and he's our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: California Deputy Treasurer...

Duration:00:41:29

Sasha Favelukis - Gentrification without Displacement? Yes, It Can Be Done, (and He’s Proven It)

6/9/2019
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Sasha Favelukis has created a model for community and economic development that works. You can see it for yourself in the Quartyard neighborhood he developed in San Diego. He's an Investor, a Developer and the co-founder of CoPlace. Sasha Favelukis is our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Sasha Favelukis, Co-Founder of CoPlace

Duration:01:09:58

Neal Bawa - Grocapitus Founder Avoids "Irrational Exuberance" in OZ Investing

5/30/2019
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Neal Bawa found himself in the real estate sector almost by accident. But the rigorous habits of data analysis he honed as a tech industry executive proved even more valuable in the OZ space. The Founder and CEO of Gracapitus tells us about his unique perspective on Opportunity Zone investing in this episode of The OZExpo Podcast. Host: Jack Heald Guest: Neal...

Duration:00:48:50

Barry Stem - Champion of Factory-Built, Precast Concrete Homes for OZ Investment

5/24/2019
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Where does automated carousel manufacturing and Opportunity Zone investing converge? It might be with Barry Stem. His company - Fortified Precast Technologies - is bringing this proven German building technology to the United States. He tells us all about it on this episode of The OZExpo Podcast.

Duration:00:25:54

John McCarthy - OZMaps Creator Built It Because He Needed It

5/24/2019
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Real Estate Broker John McCarthy simply wanted to know who owned a particular piece of OZ property he saw one day while out driving. They say necessity is the mother of invention, and that moment of necessity was the genesis of the mobile app OZMaps. The creator of OZMaps is our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: John McCarthy Links: OZMaps

Duration:00:18:47

Manuel Laboy - Puerto Rico Economic Development Chief Confirms OZ is Once-in-a-Lifetime Opportunity

5/24/2019
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Puerto Rico is - by far - the most extraordinary of the Opportunity Zones. Today, we talk with Puerto Rico's Secretary of Economic Development about what makes the island territory a one-of-a-kind investment. Manuel Laboy is our guest today on The OZExpo Podcast.

Duration:00:41:56

Stefan Schimenes - InvestReal Provides the Data to Transform OZ Investing

5/22/2019
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Stefan Shimenes left a very comfortable life in Brazil as a serial entreprenuer. He built a new company in the US that uses data analytics to locate the best real estate deals in the country. Then, the Opportunity Zone happened. He immediately recognized the potential value his company's data could unlock for OZ investors and developers. Stefan Shimenes, the founder of InvestReal.com is our guest today on the OZExpo podcast.

Duration:00:35:04

Michael Bernier - Precision Analysis of OZ Tax Strategies

5/17/2019
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Michael Bernier possesses a rare facility with pattern recognition and creative problem solving. These talents and skills help him can excel at chess, and also excel at helping clients navigate the pitfalls of OZ investing. E&Y Partner Michael Bernier is our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Michael Bernier

Duration:00:28:53

Susan P. Rounds - Deutsche Bank Director of Wealth Planning on the Benefits of OZ Investing

5/16/2019
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Susan P. Rounds is the head of Wealth Management for Deustche Bank, a role she came to after a career in the law. Her rare combination of experience and skills honed in the courtroom make her a formidable force and a voice to be heard in the OZ world. Susan P. Rounds is our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Susan P. Rounds

Duration:00:28:00

Craig Bernstein - Fund Manager Believes OZ Program is “the Opportunity of a Lifetime”

5/16/2019
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As CIO for the Bernstein Companies, Craig Bernstein learned how to do the analysis that would identify those deals that were, quote - "too good to be true." He's done analysis. He knows the promise. And his insights into the market and the opportunities are both unique and compelling. Craig Bernstein of OPZ Bernstein is my guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Craig Bernstein

Duration:00:33:30

Brandon Lacoff - BelPointe REIT Leader: “I’ve Always Had to Work Harder than Everyone Else”

5/16/2019
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Brandon Lacoff embodies the American can-do spirit. He has made a career out of solving seemingly impossible problems. With his Belpointe REIT, he's figured out how to deliver Opportunity Zone benefits to investors who are wary of OZ restrictions. Brandon Lacoff of BelPointe REIT is our guest on this episode of THE OZExpo Podcast. Host: Jack Heald Guest: Brandon Lacoff

Duration:00:31:20

Jay Darby - Harvard-Educated Sportswriter-turned-OZ Tax Wizard Gives Guidance with Levity

5/15/2019
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Jay Darby has a razor-sharp wit and a legal mind to match it. He can navigate the arcana of baseball or tax law with equal aplomb. Join us for an incredibly informative - and entertaining - conversation with attorney Jay Darby of Sullivan Law on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Jay Darby

Duration:00:43:56

Chenin Dow - The City of Lancaster, California Is Serious About OZ Development

5/14/2019
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The City of Lancaster, California is not waiting around. During the post-2008 downturn, city management recruited Chinese Electric Vehicle company BYD and brought them to Lancaster. Now, the city is equally aggressive seeking out Opportunity Zone development. Chenin Dow - from the City Managers office in Lancaster California, is our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Chenin Dow

Duration:00:23:23

Jill Homan - D.C. Investment Advisor With Deep Roots in Impact Investing

5/13/2019
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Jill Homan's company focuses exclusively on Opportunity Zone investments. In a way, she's been focused on OZ work since she studied the effects of impact investing in graduate school. Her career in both the public and private sector has always focused on ways to improve the lives of those who need it most. Jill Homan of Javelin19 Investments is our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Jill Homan

Duration:00:45:02

Paul Wassgren - From Youngest Bond Trader Ever to OZ Legal Expert

5/13/2019
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Attorney Paul Wassgren was an investor long before he even started studying law. His background as a trader and an investor, combined with his broad legal experience, gives him insights into Opportunity Zone investing that few people anywhere can match. Paul Wassgren of DLA Piper is our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Paul Wassgren

Duration:00:48:17

Zack Streit - LA Native Finds His Calling Driving Entrepreneurial Mid-Market Deals

5/13/2019
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Zack Streit took an unconventional path to find his calling. He loves to help people who need each other find each other. Specifically, in his role at George Smith Partners, he connects developers and sponsors together with financiers and fund managers. Zach Streit is our guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Zach Streit

Duration:00:30:03

Ronnie Fieldstone - A 40 Year Record of Capitalizing on Opportunities

5/8/2019
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Attorney Ronnie Fieldstone has been spotting and taking advantage of opportunities longer than most of us. His track record is impressive. And His enthusiasm is telling. When he speaks, anyone with an interest in the OZ program should be listening. Tax Attorney Ronnie Fieldstone is out guest on this episode of The OZExpo Podcast. Host: Jack Heald Guest: Ronnie Fieldstone

Duration:00:39:49

Jessica Millett - Peace Corps Vet, Tax Attorney and Passionate OZ Advocate

5/6/2019
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You've never run into a Tax Attorney like Jessica Millett. Her experience as a Peace Corps volunteer in West Africa was an unlikely stop in her career path. Yet it has informed her choices in life and in her work. That's one reason why she's such a passionate and skillful advocate for the OZ program. And why she is so dedicated to seeing it succeed - for everyone involved. Jessica Millett is our guest on this episode of The OZExpo Podcast. Host:Jack Heald Guest: Jessica Millett

Duration:00:35:12

Jim Costello - Real Capital Analytics Provides Real Time Pricing Answers

5/6/2019
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Jim Costello loves data and loves research. And he's got the mind of a scientist. He knows there are no easy answers to the hard problems that the Opportunity Zone program addresses. But his company - Real Capital Analytics - can help anyone involved in the OZ market make better, more informed decisions. Jim Costello is our guest on The OZExpo Podcast. Host: Jack Heald Guest: Jim Costello

Duration:00:52:35