Are you ready to attract investors for your Opportunity Zone deals?

Learn how to form an Opportunity Zone fund and raise capital for your OZ deals. Receive valuable information on legal structuring, compiling a pitchbook, and crafting the perfect pitch email.

This episode is a condensed version of the audio portion of the webinar, which includes the presentations by Jimmy Atkinson & Ashley Tison (OZ Pros) and Jeffrey Maganis (Crowdcreate), as well as a selection of the Q&A portion.

Visit OZPros.com/webinar for the complete video version and slide decks.

Why is social impact crucial to the long-term success of the Opportunity Zone initiative? Hear from the top urban Opportunity Zone fund, as awarded by the Forbes OZ 20, and the positive story of the impact that they are delivering in South Central Los Angeles.

Martin Muoto is founder and managing partner of SoLa Impact, a $115 million Opportunity Zone real estate impact investment fund located in South Los Angeles, and recent winner of the Forbes OZ 20 Grand Prize for best urban Opportunity Zone fund.

Reid Thomas is executive vice president and general manager of NES Financial's specialty fund administration technology platform.

Transcript and show notes on OpportunityDb.com

How has the Opportunity Zone marketplace matured over the past 12 months? What has the investor response been? And is the current pandemic-instigated economic downturn threatening to change everything?

Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor.

Transcript and show notes on OpportunityDb.com

What insights can be gleaned from the newest book on Opportunity Zone investing?

Jim White, PhD is chairman and CEO of Post Harvest Technologies and founder of the PHT Opportunity Fund. He is also a best-selling author; his latest book is Opportunity Investing: How To Revitalize Urban And Rural Communities With Opportunity Funds.

Transcript and show notes on OpportunityDb.com

How are Opportunity Zone funds responding to the ongoing coronavirus pandemic? Find out why one Opportunity Zone fund walked away from $500 million worth of real estate deals last month.

And could the current economic climate present some unique opportunities for investors?

Chris Loeffler is co-founder and CEO of Caliber, a private equity real estate investment firm whose Opportunity Zone fund has thus far raised $70 million.

Transcript and show notes on OpportunityDb.com

How can investors, financial institutions, and other local stakeholders leverage the Opportunity Zone incentive to improve community development results?

Jeanne Bonds is a professor of the Practice of Impact Investment and Sustainable Finance at UNC's Kenan-Flagler Business School in Chapel Hill. She was formerly director of community economic development for the Federal Reserve Bank of Richmond.

Show notes and transcript on OpportunityDb.com

Congress has passed three phases of coronavirus relief packages, with a fourth potentially on the way soon. How can Opportunity Zone businesses seek relief? And how can Opportunity Zones assist with economic recovery?

OZ Pros hosted a Zoom meeting with 80 of the most engaged Opportunity Zones participants in our network. The Zoom meeting included presentations from Ashley Tison (OZ Pros), Howard Matalon (OlenderFeldman), and Reid Thomas (NES Financial).

Show notes and transcript on OpportunityDb.com

What is an OZ fund on Colorado's western slope doing to spark catalytic impact and serve the long-term needs of rural communities?

Chris Montgomery is partner at Four Points Funding, whose Opportunity Zone fund was recently awarded the Grand Prize as the Forbes OZ 20's Top Rural Opportunity Zone Fund Catalyst by Forbes and the Sorenson Impact Foundation.

Show notes and transcript on OpportunityDb.com

How will the ongoing coronavirus pandemic affect financial markets and Opportunity Zones?

Craig Bernstein is principal of OPZ Capital, which launched the OPZ Capital Opportunity Zone Fund in 2018. Craig has over 20 years of real estate experience, and is a prominent thought leader in the Opportunity Zones industry.

Show notes and transcript on OpportunityDb.com

What is the capital raising and investment portfolio strategy for the first Opportunity Zone Fund to deploy capital to business ventures?

Len Mills is CEO of Verte OZ, a venture capital Opportunity Zone fund launched in September 2019 that invests in high-growth disruptive businesses. Natalie Elder is Verte's head of investor relations.

Show notes and transcript on OpportunityDb.com