Defer and eliminate capital gains tax with Opportunity Zone investments.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Sell an asset at a gain and you have 180 days to get it into a Qualified Opportunity Fund. From there, two paths: start your own self-directed captive QOF, or invest through a professionally managed sponsor QOF. In this panel recorded live at OZ Pitch Day, host Jimmy Atkinson is joined by HotelSHIFT founder and CEO Alex Cartwright, HCVT tax partner Blake Christian, and attorney Gerry Reihsen, who…
Treasury's new working paper puts a hard number on the first seven years of Opportunity Zones: $112 billion of Opportunity Zone investments through the end of 2024, reaching more than 6,000 census tracts. Catherine Lyons of the Economic Innovation Group joins the show to unpack the data, including the finding that rural Opportunity Zones matched urban ones in reach at 77 percent, even as rural…
Rural hospitals are closing and patients are driving an hour or more for care, but one developer is betting a surgical institute in Chillicothe, Ohio can reverse that math. Graham Allison of Opportunity Zone Development Group joins the show to break down the full capital stack behind the deal, layering OZ equity with EB-5, New Market Tax Credits, and Ohio's 10% OZ tax credit. Plus, how IRS notice…
The Opportunity Zone 2.0 map is being redrawn right now — and the IRS just dropped the rules for the OZ 1.0 to 2.0 transition. In this OZ 2.0 Superwebinar, Jimmy Atkinson breaks down the OZ 2.0 designation guidance (Rev. Proc. 2026-14), the brand-new transition rules (IRS Notice 2026-40), and where all 56 states and territories stand in the nomination process, plus a live demo of the new OZ 2.0…
Almost every Opportunity Zone investment is a development deal: two or three years of construction risk, lease-up risk, and financing risk stacked on top of the tax play. One fund is built to do the opposite, offering stabilized assets, cash flow from day one, and Opportunity Zone benefits without the development risk. Michael Treiman of Standard Asset Management and Investments (SAMI), joins…
What if you could sell a business, stock, or real estate, defer the tax you owe today, and eliminate future capital gains tax? That is the promise of Opportunity Zones, and most investors hear about it too late. The Opportunity Zone program has been around since 2018, but now it has been made a permanent part of the tax code, thanks to the One Big Beautiful Bill Act. So how does it actually work,…
A special Book Launch Party celebrating the release of Jimmy Atkinson's new book, The Opportunity Zones Playbook: Master the OZ Tax Incentive to Build Wealth, Fund Deals, and Create Impact. Learn more and purchase the book: https://opportunityzonesplaybook.com/
The Opportunity Zones Playbook by Jimmy Atkinson launches June 16. In this preview, Jimmy shares what the book is, who it's for, and how to get involved before launch day. Join the book launch team before doors close on June 16 and you'll get two things: an invitation to an exclusive OZ 2.0 Superwebinar, plus early access to the Introduction and Chapter 1 before the book goes wide. Join the launch…
The U.S. House just passed an amended version of the 21st Century ROAD to Housing Act, and it removed the one provision that had Opportunity Zone investors on edge: a 7-year forced-sale requirement for build-to-rent (BTR) housing that would have collided head-on with the OZ 10-year hold. In this episode of OZ NewsHour, we break down what happened, why it matters for OZ fund sponsors and investors,…
Most Opportunity Zone investors are looking at real estate deals. But Josh Phair built a precious metals vaulting business inside an OZ in Casper, Wyoming that just landed on the front page of The Wall Street Journal, alongside contract wins with Wells Fargo and the state of Wyoming. Josh is CEO of The Wyoming Reserve. He joined the show to discuss how the business operates as a C Corp with…
