The Opportunity Zone Expo Podcast

He grew up in section 8 housing in northern Indiana. Through a combination of talent, a little luck and lot of hard work, he rose to the top of his profession: investment banking. And then he walked away. Why? Because the time is right to bring both alternative energy and affordable housing to those who need it the most. He's one of the Opportunity Zone's great success stories. AJ Patton of 548 Capital is my special guest on this episode of The OZExpo Podcast.

Host: Jack Heald
Guest: AJ Patton

He recognized the opportunities in mobile home parks long before Opportunity Zones came into being. With a business model that provides affordable housing for those who need it most, and has the added benefit of being a perfect fit for the OZ program, Sam Hales' Saratoga Group is positioned to do well by doing good. He's my guest on this episode of The OZExpo Podcast.

Host: Jack Heald
Guest: Sam Hales

Mike McMahon dives deep into the intricacies of structuring a Qualified Opportunity Fund, (QOF). He's got some surprising advice for folks who believe there's no way to make a REIT work in the OZ.

Host: Jack Heald
Guest: Mike McMahon

Jerry McGaughy walked away from a very comfortable life because he knew it was the best way for him to help those who need it most.

His plan for deploying Opportunity Zone funds in the neediest neighborhoods is nothing less than ingenious. If anyone is going to make a positive impact in the Opportunity Zone space, it's Jerry McGoughy.

I'm delighted to have him as my guest on this episode of The OZ Expo Podcast.

Host: Jack Heald
Guest: Jerry McGaughy

Property developer Martin Muoto came to Southern California by way of Nigeria. The Wharton graduate chose to make his mark in perhaps the toughest neighborhoods in America - South Central LA. 

His vision and determination is resurrecting neighborhoods most investors would rather avoid. His improbable story is one of the best I've ever heard on this podcast. It's a prototype Opportunity Zone success story.

Martin Muoto of SoLa Impact Fund is my guest on this episode of The OZExpo Podcast.

Scott Krone got his formal education as an architect. His mentor though gave him a meat-grinder, ground-up education in every aspect of real estate funding, design, development, and management. That brutal training period is paying  huge dividends now - both for his companies and his customers.

Scott Krone of Coda Management Group is my guest on this episode of The OZExpo Podcast.  

Host: Jack Heald
Guest: Scott Krone

As a rule, I don't host bankers here on The OZExpo Podcast. The reason is simple: in many ways, a bank is a bank is a bank. Yet I think we may have stumbled onto something different, something extraordinary. Dan Topple of Customers Bank embodies the spirit of the Opportunity Zone program. And he has the passion to help those who need it most, and the mandate and power of a private bank to get them that help. That's why he's our guest on this episode of The OZExpo Podcast.

Host: Jack Heald
Guest: Dan Topple

Jay Soave of Cadence Capital Partners builds relationships with patient capital. That's the specific kind of capital the Opportunity Zone was designed to attract. But it takes a particular kind of personality to find, build and maintain those relationships. That's exactly the kind of person I found Jay Soave to be. He excels at finding, building and maintaining those relationships. He's our guest on this episode of The OZExpo Podcast.

Host: Jack Heald
Guest: Jay Soave

Brett Siglin knows at least eight different ways to build a capital stack for Opportunity Zone investing, and only one of them involves private capital. He shares his insights on this episode of The OZExpo Podcast.

Host: Jack Heald
Guest: Brett Siglin

Michael Sanders literally wrote the textbook used by law students studying tax law. His work has been cited in Supreme Court rulings. So when he talks about both dangers and opportunities in the Opportunity Zone market, his opinion is worth hearing.

Michael Sanders of the law firm Blank Rome is our guest on this episode of The OZExpo Podcast.

Host: Jack Heald
Guest: Michael Sanders