The Opportunity Zone Expo Podcast: Recent Episodes
Jack Heald
On "The OZExpo Podcast", host Jack Heald has 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 the most influential voices on "The OZExpo Podcast."
Erik Hayden, the founder of Urban Catalyst, was redeveloping downtown San Jose long before the Opportunity Zone program came into being. When the OZ program was created and designated much of old San Jose as opportunity zones, he didn't miss a stride. He created an Opportunity Zone fund so that his investors could grab OZ tax benefits, and then kept right on going.
His single-minded focus on San Jose and only San Jose makes him the premier OZ developer and fund manager for Silicon Valley.
Erik Hayden is my guest on this episode of The OZExpo Podcast.
Guest:Erik Hayden
Website: urbancatalyst.com
Host: Jack Heald
John Lore left his home in the desert canyons of Utah for the concrete canyons of New York City. His Capital Fund Law Group was in such demand in the Big Apple that it made more sense to move his business. After a stint in Moscow - where he learned to speak Russian - he was a natural fit for a job in the Russian capital. Then 2008 hit. The financial crisis that shook the world ultimately led him back to the US and to founding his own law firm.
Today, he serves a wide variety of clients looking to structure financial deals both internationally and domestically. But for today's show, we talk about his work with the Opportunity Zone clients. John Lore is my guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: John Lore
Peter Hirschberg's early experience with government was the opposite of positive. His private industry experience rewarded fast prototyping, fast iteration and cooperative development. Now, with Maker City, he may have found a way to merge the speed and innovation of Silicon Valley with the potential for social good embodied in the OZ program. Peter Hirshberg is my guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Peter Hirshberg
Other References
Factory OS
Maker City
Catalyst Opportunity Zone Fund
Village Capital
Jake Soberal & Irma Olguin
Philly native David Waxman has been doing historic redevelopment projects in the Philadelphia neighborhood called Brewerytown since 2001. The reality is that he was an OZ developer long before the OZ program ever existed.
He's an investor, developer, entrepreneur, and exactly the kind of visionary who makes life better for everyone who gets involved with him. David Waxman of MMPartners is my guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: David Waxman
This conversation with the founders of Hotbed Entertainment Group is easily the most unique podcast I've done yet. Hotbed combines both Real Estate development and an utterly unique Operating Business that can scale across OZ communities. Their offering has the staying power required by the patient investor and the tangible, long-term benefits demanded by the residents of opportunity zones. Seth Dunlap and Todd Perlmutter of Hotbed Entertainment Group are my guests on The OZExpo Podcast.
Host: Jack Heald
Guest: Seth Dunlap & Todd Perlmutter
Barings has a history of making America a better place. After all, they're the company that financed the Louisiana Purchase. As a historic organization, they want to be part of financing the new American Dream represented by the Opportunity Zone program.
Nicole Pecoulas of Barings is my guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Nicole Pecoulas
Tax credits should be part of any developer's capital stack. But navigating the red tape can be a nightmare. That's where Stephanie M. Smith Esq. can help. Her long experience with government incentives taught her how to best take advantage of - and more importantly - avoid the pitfalls inherent in government programs.
She knows how to build relationships and navigate government programs: two essential qualities for success in the OZ.
If you're a developer, a sponsor, an investor or a fund manager in the OZ, you owe it to yourself to hear what she has to say about succeeding in the opportunity zone.
Stephanie Smith of SMS Global Advisors is my guest on this episode of The OZExpo Podcast.Host: Jack Heald
Guest: Stephanie M. Smith
Website: smsglobaladvisors.com
Email: ssmith@smsglobaladvisors.com
Phone: 202-384-2652
Avy Stein was already a successful entrepreneur, real estate investor and co-founder of one of the country's most innovative financial management companies. But a battle with cancer prepared him for a different kind of challenge in life. The Opportunity Zone program proved to be the perfect fit for a man who is commited to creating capitalism to drive results - especially in underinvested communities.
Avy Stein of Cresset Capital is my guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Avy Stein
You wouldn't expect to hear a discussion of Immanuel Kant and his Categorical Imperative from a tax attorney. But Jon Talansky is no typical tax attorney. His broad education and deep experience reveal a humanity, expertise and wisdom that's rare in the cut-and-dried world of tax law, especially the Opportunity Zone. Jon Talansky of King & Spalding is my guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Jon Talansky
What are the biggest risks OZ investors face? What should you as a smart investor or fund manager do to mitigate those risks. Tax attorney Cory Bilodeau guides us through the risks and rewards of OZ investing in this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Cory Bilodeau
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
Maria Rivera brings extraordinary energy to her work as a tax partner and director of the international business center at Kevane Grant Thornton. She gets more done in one day than most people do in a week. And she knows how to get investors the very best tax opportunities in Puerto Rico. Maria Rivera is our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Maria de Los Angeles Rivera
The disposition of a U.S. real property interest by a foreign person is subject to the Foreign Investment in Real Property Tax Act - known as FIRPTA. It's not something we've discussed before on the podcast. Yet there's no reason why foreign persons cannot or should not benefit from investment in opportunity zones.
Tax attorney Eric Kodesch is an expert in FIRPTA. He explains how FIRPTA and OZ regulations interact on this episode of The OZExpo Podcast.Host: Jack Heald
Guest: Eric Kodesch
Warren Collier sold house numbers as a kid, jumped out of airplanes as a paratrooper, and published articles in an academic chemistry journal. But he found his true calling in financial services , teaching people how to turn money into wealth. So the Opportunity Zone program was a natural fit for him. His company - Black Wealth Group - is the right vehicle for investors who share his vision and passion for bringing the American Dream home to those who need it most. Warren Collier of Black Wealth Group is our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Warren Collier
You'd think any broker or real estate agent worth their wages would know about Opportunity Zones. It is after all just about the biggest thing to come along in real estate in the last decade. Peter Valleau of SVN has a warning for investors though. He sits down to discuss the problem of ignorant brokers and many other issues with us on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Peter Valleau
He's no wide-eyed, pie-in-the-sky optimist about Opportunity Zones. He's realistic about what will work. And - more importantly - what will not work. As a tax accountant who specializes in the Opportunity Zones, his opinion carries more weight than most. Blake Christian of accounting firm HCVT is our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Blake Christian
Kim Lisa Taylor is one of those rare individuals who makes a huge career change later in life. She left a successful career as geologist to become an lawyer. The courage, wisdom and smarts it took to succeed at that transition places her at the forefront of Opportunity Zone tax attorneys.
She's a nationwide speaker at investing and crowdfunding events, the founding attorney at Syndication Attorneys PLLC, and she's our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Kim Lisa Taylor, Esq.
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 Jovan Agee
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
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 Bawa
Links:
https://censusreporter.org/
https://www.costar.com/
https://www.neighborhoodscout.com/
http://www.city-data.com/
https://www.housingalerts.com/
https://www.localmarketmonitor.com/
https://multifamilyu.com/ (real estate trends 2019)
https://www.udemy.com/realfocus/
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.
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
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.
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.
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
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
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
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
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
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
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
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
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
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
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
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
Jim Sanford of Sag Harbor Advisors has "been there and done that." From the S&L crisis of the early 90s, to the internet meltdown in the first part of this century, to the 2008 crisis, he is intimately familiar with the risks and rewards that await investors in the Opportunity Zone. He's one of the most experienced - and successful - advisors in the business. And he's our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Jim Sanford
As Deputy Chief of Staff for the Florida Department of Economic Opportunity, she was intimately involved in the process that designated opportunity zones. Now, as the co-founder of Madison Street Strategies, she guides clients through the maze of OZ restrictions and requirements.
If anyone knows the ins and outs of navigating the opportunity zone program, Erin Gillespie does. She's our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Erin Gillespie
Website: https://www.madison-street.com/
Websites for communities mentioned in show:
https://littleriver.miami and http://www.liftorlando.org
He traded the life of an entrepreneur for the life of a tax lawyer, and the Rocky Mountains for the South Florida Beaches. Adam Yormack is our guest on The OZExpo Podcast.
Host: Jack Heald
Guest: Adam Yormack
On September 11, 2001, Jon Bonanno watched the south tower collapse. That experience changed the course of his life, and may fact change the way civilization uses energy.
Jon Bonanno is our guest on this 25th episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Jon Bonnano
4th Generation Reno builder Tom Ortiz finds himself in the middle of a huge opportunity. Tesla Motors built the world's largest factory just down the street, and the construction industry benefits. But Tom's idea for creating the ultimate sustainable housing goes far beyond Reno, Nevada. His Bionic building system could revolutionize the affordable housing industry.
Tom Ortiz is our guest on today's episode of The OZ Expo Podcast.
Host: Jack Heald
Guest: Tom Ortiz
Email: tom@sierrageneral.com
Websites:
http://www.sierrageneral.com/
http://www.bionicbuild.com/
Thrust into real estate by the market collapse of 2008, Toby Moskovits turned her inexperience into an advantage. Where more experienced developers might only see obstacles, she saw possibilities. And as a first-generation American, she's the perfect avatar for the spirit of the OZ market.
Developer Toby Moskovits of Heritage Equity Partners is today's guest on The OZ Expo Podcast.
Host: Jack Heald
Guest: Toby Moskovits
James Mann describes himself as "a boring tax lawyer." But his passion to help people by guiding them through the maze and complexity of Opportunity Zone tax regulations is anything but boring. And he believes in cannabis business!
James Mann, of Greenspoon-Marder, is today's guest on The OZ Expo Podcast.
Host: Jack Heald
Guest: James Mann
Eddie Lorin was raised by a single mom. So when he talks about the vital necessity of affordable housing, he's speaking from experience. And he proves that affordable housing is not just an investment that does good, it also does well. Eddie Lorin of Strategic Realty Holdings is our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Eddie Lorin
Steve Schneider of Baker & McKinsey admits he has a mind as logical as Star Trek's "Mr. Data. But he also has a heart for connecting people.
A most unusual combination in one of the nation's foremost tax attorneys. Steve Schneider is our guest on this episode of The OZExpo Podcast.Host: Jack Heald
Guest: Steve Schneider
Jared Hutter built Aptitude Development from dreams, persistence, hustle and chutzpah. His company is one of the premier developers of OZ Student Housing. And he tells us the amazing story of how it all started on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Jared Hutter
Matthew Rappaport's fanatical attention to detail reveals itself in his encyclopedic recall of the 2006 baseball playoffs as well as his expertise to the ins and out of Opportunity Zone tax law. Matthew Rappaport is our wildly entertaining guest today on The OZExpo Podcast.
Host: Jack Heald
Guest: Matthew Rappaport
Mike Sassano's eclectic career has taken him from Cleveland to Wall Street, to Monaco and now Las Vegas. As the leader of one the first - if not only - cannabis operations in an oppportunity zone - he holds a unique position straddling the two industries. Mike Sassano of Solaris Farms is today's guest on The OZExpo Podcast.
Host: Jack Heald
Guest: Mike Sassano
He's served his country as a Marine, the city of Las Vegas as a lawyer, the state of Nevada as an assemblyman and now - in his role as deputy director of the Governor's Office of economic development for Nevada, he serves not just his state, but - as he sees it - the whole world.
Derek Armstrong is our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Derek Armstrong
Puerto Rico native Gerardo (Gerry) Portela had a lucrative career in investment banking. But when the Governor of Puerto Rico asked him to help bring the island back from the one-two punch of hurricanes and bankruptcy, he said, "Yes."
He's the first-ever Chief Investment Officer of Puerto Rico and he's our guest today on The OZExpo Podcast.Host: Jack Heald
Guest: Gerardo Portela
Lance Growth may be the only skateboarding, championship boxing, tax attorney in the world. And now he turns his talents, his ability to focus and his attention to detail to the Opportunity Zone.
Today, Lance Growth of Growth1031 on The OZExpo Podcast.
Host: Jack Heald
Guest: Lance Growth
Brett Messing is President and Chief Operating Officer of Skybridge Capital Partners. His broad and deep experience - from finance and trading to public policy and service - makes him ideally suited to lead the company. And his leadership style? He leads by example.
Brett Messing is our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Brett Messing
Paul Saint-Pierre's (PSP Advisors) distinguished career has been marked by a single over-riding passion: to protect the investor - both individual and institutional - from risks seen and unseen. We talk with him about the brave new world of opportunity zone investing - and the risk's therein - on today's episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Paul Saint-Pierre
Ice hockey and Beethoven are two things that don't usually go together. But Reid Thomas has the experience and skill set to makes it seem like a natural fit.
His company's impact reporting software may well become the industry standard for the opportunity zone market.
We talk with Reid Thomas, Executive VP and General Manager of NES Financial on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Reid Thomas
Kevin Kim is a partner with Geraci Law Firm. He graduated from Loyola Law School in downtown LA. Undergrad, from Cal, Berkeley.He' been in the real estate business his entire career. Prior to law school, he was a commercial loan officer for a regional bank and a third- generation banker. Real estate investing is in his blood.
At Geraci, his focus is almost exclusively in real estate and real estate finance in the private sector. They even do real estate syndications for crowdfunding.
Kevin Kim is our guest on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Kevin Kim
Brett M. Johnson is a Founder and Partner of Fortuitous Partners, a diversified opportunity fund platform investing in professional sports anchored multi-asset developments in opportunity zones. In addition, he is the Co-Chairman of the Phoenix Rising Football Club, a minor league professional soccer team, based in Phoenix, Arizona.
He shares his vision for stadium-centered OZ development on this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Brett Johnson
Michael Fitzpatrick of Baker-Tilly has a gift for making the complex simple to understand. Today, he explains some of the ins and outs of alternative financing for Opportunity Zone projects here on The OZExpo Podcast.
Host: Jack Heald
Guest: Michael Fitzpatrick
"This is my favorite outcome, when the facts become the solution versus the issue. And that means you've properly vetted the facts. You've asked all the right questions, and maybe you found an element of the facts that weren't front of mind, even for those that are providing you with the facts." -Tim TrifiloHost: Jack Heald
Guest: Tim Trifilo
Disruptive.
It's a word that applies to certain technologies as well as the Opportunity Zone program. But up till now, those two contexts didn't have much in common. Kyle Walker's AgoraAltX brings the disruption of blockchain technology to the disruptive market that is the opportunity zone.
We speak to Kyle Walker about both types of disruption on this episiode of The OZExpo Podcast.
Host: Jack Heald
Guest: Kyle Walker
Moses Kagan of Adaptive Realty has renovated 80 Los Angeles apartment buildings since 2008. Learn about his company's perspective on creating tremendous long-term value by applying the buy-and-hold-forever model to Opportunity Zone investing.Host: Jack Heald
Guest: Moses Kagan
Tax attorney Phil Jelsma talks about the the opportunities that await in gray areas of the new Opportunity Zone law and how investors can benefit from them.
Host: Jack Heald
Guest: Phil Jelsma
"My dad was a no education, seat of the pants guy, right and he was instrumental in helping build a multi-billion-dollar supermarket empire. He taught my brothers and I this honest thinker rule. Don't B.S. yourself, don't B.S other people, always be an honest thinker."Anthony Nanula of R3 Capital Partners talks about how Opportunity Zone investing allows him to leverage a lifetime of experience in public service and entrepreneurship.
Anthony Nanula is a financier, Real estate developer/investor and former elected official.
Anthony is bringing his real estate development and finance background along with extensive public sector experience his latest venture, R3 Catalyst Partners, a Fund Sponsor for Qualified Opportunity Zone (QOZ) projects.
Prior to co-founding R3 Anthony co-founded Chalice Financial Network and is registered with its Broker Dealer.
He has served as President of Nanco Group, his family’s investment arm and led its real estate and commercial development efforts.
Anthony served as a NY State Senator, City Comptroller of Buffalo and Deputy NY State Comptroller. As Buffalo City Comptroller, he structured the financing for a $1.5 billion Public/Private Partnership (P3) school reconstruction/new construction program for the City of Buffalo School District.
Host: Jack Heald
Guest: Anthony Nanula
Imagine you wake up one morning to discover four of your development projects are already in an Opportunity Zone. How would you take advantage of it? That's the situation developer Jay Gold of DeferGain found himself in.
Learn how Opportunity Zone investors can benefit from his experience in this episode of The OZExpo Podcast.
Host: Jack Heald
Guest: Jay Gold