How effective has the Opportunity Zone program been at driving private investment into low income communities? Panel replay from OZ Pitch Day Spring 2023

The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors.

The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months.

On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of "Ask The OZ Expert." We peppered him with live Q&A from our audience of High Net Worth investors, and he didn't skip a beat.

Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters.

WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame).

Gordon Goldie and Valerie Grunduski from Plante Moran join the show to discuss 20+ traps that Opportunity Zone investors can fall into without the right guidance.

How are High Net Worth investors using Opportunity Zones to build generational wealth?

OZ investing can be challenging. That's why I started OZ Pitch Day.

Logistics-based industrial real estate has been a strong sector in recent years, with the growth of e-commerce continuing to fuel its rise. Will industrial continue to outperform in 2023?

Inland Private Capital has over $12 billion in assets under management, across over 300 private placements, and they are the nation's largest sponsor of Delaware Statutory Trusts.

Fannie Mae estimates that the nation is facing an affordable housing shortage of close to 4 million units. Can manufactured housing help solve this societal problem?

Opportunity Zone reform legislation introduced in April 2022 failed to pass before the end of last year. But extending and improving the tax policy remains a priority for the industry and key supporters in Congress.

This current point in time may offer a great opportunity for real estate investors, despite (or perhaps partly due to) negative investor and consumer sentiment.

Last year's economic turbulence posed a challenge to investors as well as real estate fund sponsors raising equity. But amidst the economic headwinds, there have been a few success stories.

RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals.

Your OZ questions get answered live.

To kick off the new year, OpportunityDb founder Jimmy Atkinson recaps the current state of the Opportunity Zone marketplace, and what may lie in store for OZs in 2023.

An example of a rural Main Street OZ project.

Perennial crop farms and regenerative agriculture in many ways overlaps with Opportunity Zones, creating a positive financial benefit for investors, as well as a positive environmental impact.

Why now may be a perfect time to strike on new deals in high quality Opportunity Zone locations.

The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same?

Brett Siglin, partner at Jennings Strouss, joins the show to discuss the impact of the recession on the Opportunity Zones marketplace, and what he expects for 2023.

How Inflation Reduction Act credits can be applied to Opportunity Zone deals.