Opportunity Zones Podcast

Opportunity zones can benefit multifamily investors in a range of ways. Multifamily investments offer several tax benefits, income appreciation, and are a hedge against inflation. Coupled with OZ funds, multifamily housing offers several more compelling advantages. In particular, the Southeast is an area with substantial growth potential for OZ fund investors in this particular real estate niche.

James Brunger serves as executive vice president, national sales of Capital Square 1031, a national real estate investment and management company. Whitson Huffman oversees investment activity at Capital Square, which includes leadership of the firm’s real estate investments related to its Delaware statutory trust/Section 1031 exchanges, qualified opportunity zone funds and other private placement investment offerings. 

Transcript and show notes at OpportunityDb.com.

What does the future holds for the tax-incentivized Opportunity Zone investments? Will there be a reasonable expansion of the OZ policy in the coming years? While future legislation for OZs remains open to debate, this bipartisan investment program offers distinct financial benefits with social and economic impacts.

Shay Hawkins is the co-founder of the Opportunity Funds Association, an organization that enables Opportunity Fund managers and investors to participate in public policy, share best practices, and communicate the industry’s contributions to distressed rural and urban communities across the country. 

Transcript and show notes at OpportunityDb.com.

When it comes to managing capital gains tax, are Opportunity Zones the solution? Are these funds, in fact, the quintessential hedge in an uncertain and rapidly-changing economy? As awareness increases, investors and advisors look to QOZ funds (and their deadlines) as a primary vehicle for their gains.

Ashley Tison is founder and president of OZPros, a national leader in helping people with capital gains harness the generational wealth creation opportunity of Opportunity Zones. 

Transcript and show notes at OpportunityDb.com.

How has the Opportunity Zone marketplace evolved since 2018 and what changes may be forthcoming?

This episode is the audio version of an OZ Pitch Day panel titled, "The State of the Opportunity Zone Marketplace." The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Emily Lavery, Catherine Lyons, and Reid Thomas. Recorded live on November 3, 2021.

What are the current trends in alternative investments and how can investors take advantage of the growth to come?

Transcript and show notes at OpportunityDb.com.

How can investors execute long-term investments in low-income urban and rural communities via qualified Opportunity Zones funds? 

Chris Knoppe owns and operates CBUS OZ Funds with his brothers, Sean and Brian. The fund specializes in urban redevelopment in Columbus, Ohio with a long-term focus on delivering value to investors by providing affordable and attainable housing solutions throughout the urban core of Columbus.

Show notes and transcript at OpportunityDb.com

Time is running out on the December 31, 2021 Opportunity Zone deadline.

If you’re an investor with capital gains, how can you find a suitable Opportunity Zone investment before the end of this year? On today’s episode, you’ll learn more about the OpportunityDb OZ Pitch Day Fall 2021 Online Event.

OZ Pitch Day will take place on Wednesday, November 3 and Thursday, November 4. The event will feature educational content and pitches from over a dozen different Qualified Opportunity Funds.

Learn more at OZPitchDay.com

Multifamily investment opportunities can have various structures, risks, and return profiles. But what makes this what makes this investment option compelling and potentially actionable? And how can Opportunity Zones play a role in that?

Neil Sherlock is the Vice President Capital Markets at Starpoint Properties, LLC, a private real estate firm with over 25 years of delivering market-leading returns throughout the United States. 

Transcript and show notes at OpportunityDb.com

How will the first publicly traded Opportunity Zone fund impact the industry?

Show notes and transcript at OpportunityDb.com

Are tertiary markets in the Southeast U.S. a prime opportunity for real estate investors?

Transcript and show notes at OpportunityDb.com