Defer and eliminate capital gains tax with Opportunity Zone investments.
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WealthChannel Podcasts
The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, private credit, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.
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Why 2026 Is a Pivotal Year for Opportunity Zones (Episode 370)
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50:09Here's why 2026 is a pivotal year for Opportunity Zones, as the program transitions from OZ 1.0 to the new OZ 2.0 framework. Jimmy breaks down which tax benefits still apply through the end of 2026, what changes under OZ 2.0, and why 2026 serves as a bridge year for investors and fund managers. Plus, key 2026 dates, the timing of new Opportunity Zo…
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LaunchPad's Mission-Driven OZ Project in San Bernardino (Episode 369)
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8:06What does a mission-driven Opportunity Zone project actually look like Robert Carrillo of LaunchPad Collective joins the show to discuss his mission-driven OZ project in San Bernardino focused on social impact, affordable housing, and local job creation. Rather than luxury development, the conversation centers on a community-first model with mixed-…
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New survey data indicates a likely surge in Opportunity Zone investing in 2027. What else is coming down the pike? Plus, the long-awaited 2025 OZ Holiday Gift Guide! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a thorough review of the Annual Opport…
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Novogradac 2025 Opportunity Zones Summit Recap & Key Takeaways (Episode 368)
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17:14The largest Opportunity Zones conference in years just wrapped — and we’re bringing you the key takeaways straight from Las Vegas. Jimmy Atkinson sits down with Jason Watkins, chair of the Novogradac 2025 Opportunity Zones Summit, to break down the energy, announcements, and insights shaping the OZ industry as OZ 2.0 takes hold. Show notes & summar…
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The Biggest OZ Conference In 6 Years! (Episode 367)
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14:00The Opportunity Zones industry just witnessed its biggest conference in six years — and the energy was unmistakable. Recorded on-site at the Novogradac 2025 Opportunity Zones Summit in Las Vegas, Jimmy Atkinson and Ashley Tison break down the program’s resurgence, the new data validating OZ impact, and why both OZ 1.0 and OZ 2.0 are driving a surge…
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Opportunity Zone Office Hours - December 2025 (Episode 366)
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40:55On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson answers live questions and shares the latest updates on OZ 2.0, and upcoming events for investors and developers. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary…
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OZ 2.0 is officially on the horizon, and in this special live-recorded panel from OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons and Jason Watkins to break down what the next era of Opportunity Zones will look like. Together, they discuss new benefits, rural incentives, and how states and investors are already preparing for the January 2…
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The Best OZ 2.0 Resources (OZNH Nov 2025)
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48:19A new era of Opportunity Zone development is on the horizon. Plus, OZ Insiders is hosting a private networking dinner in Las Vegas next month, and you're invited! On this month's episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including Andy's top five OZ 2.0 resources. Show no…
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LIVE Preview of OZ Pitch Day Fall 2025 (Episode 364)
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40:07Jimmy Atkinson previews OZ Pitch Day Fall 2025, a LIVE online event for Opportunity Zone investors on November 13, 2025. Learn more and register: https://opportunityzones.com/pitch-day/By OpportunityZones.com
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OZ Insiders Hits A Major Milestone (OZNH October 2025)
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38:36Fueled by the momentum of Opportunity Zones 2.0, the OZ industry is surging into the final months of 2025 with record participation, a new rural map, and a wave of upcoming events. Jimmy Atkinson and Andy Hagans break down the latest news and trends shaping the OZ landscape — including a major milestone for OZ Insiders, the updated Opportunity Zone…
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Novogradac’s 2025 OZ Summit: What’s Next for OZ 2.0 (Episode 363)
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35:51The Opportunity Zone industry’s top professionals will gather in Las Vegas on December 3, 2025, for the Novogradac 2025 Opportunity Zones Summit, a one-day event at the Four Seasons dedicated to unpacking the next chapter of Opportunity Zones 2.0. Novogradac partners Jason Watkins and Kevin Wilson join the show to preview the summit, share the late…
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Structuring Preferred Equity in Opportunity Zones (Episode 362)
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37:57Many Opportunity Zone developments are stalling out... thin spreads, costly capital, and oversized equity requirements mean the math just doesn’t work like it used to. Enter preferred equity. Jordan Brustein & Andrew Rudy of Ackman-Ziff join the show to discuss how Opportunity Zone preferred equity is being used to rescue stalled ground-up developm…
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The New Rural Opportunity Zone Map (Episode 361)
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38:56By OpportunityZones.com
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A Perfect Storm For Opportunity Zones? (OZNH Sep 2025)
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42:00With many major asset classes at or near all-time highs, is a perfect storm brewing for Opportunity Zone investing? Plus, a recap of recent Opportunity Zone events, and a preview of upcoming events. Show notes & summary: https://opportunityzones.com/2025/09/oznh-sep-2025/By OpportunityZones.com
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Bonus Depreciation & Opportunity Zones 2.0 (Episode 360)
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40:41Opportunity Zones 2.0 has made the program permanent... and restored 100% bonus depreciation. Securities attorney Coni Rathbone of VF Law joins the show to explain how these changes impact Qualified Opportunity Funds, real estate developers, and operating businesses like manufacturing facilities. Plus, discussion of OZ permanence, structuring consi…
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Advanced Tax Mitigation Strategies: Roth Conversions & ROBS Explained (Episode 359)
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39:41Tax attorney John Hyre joins Jimmy Atkinson to discuss advanced tax mitigation strategies for high-net-worth investors. From Puerto Rico residency to self-directed IRAs, Trump Accounts, Roth conversions, and ROBS, John shares practical insights on how investors can minimize their tax burden while avoiding costly mistakes. In this episode, you’ll he…
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What Makes DC's Bridge District a Model OZ Project (Episode 358)
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42:58Washington DC's Bridge District is quickly emerging as one of the nation's most ambitious Opportunity Zone projects, transforming vacant land into a thriving new neighborhood. With thousands of multifamily units, new retail, and vital community amenities, the Bridge District is showing how OZ capital can deliver long-term, transformative impact in …
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Top 10 Counties For Opportunity Zones 2.0 (Episode 357)
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53:33Join Opportunity Zone Office Hours and get your own OZ questions answered live. Today's topics include: OZ Insiders updates (our upcoming dinner in Fort Worth and Masterclass on minimizing your 2026 OZ tax bill); a new 2027 OZ 2.0 eligibility map from Novogradac; the 10 counties with the most OZ-eligible tracts; plus your OZ questions answered live…
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How OZ 2.0 Is Changing Capital Flows (Episode 356)
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42:01How is OZ 2.0 changing capital flows into Opportunity Zone funds? Peter Ciganik of GTIS Partners joins the show to discuss how permanence is boosting investor confidence, why institutions are returning, and GTIS’s strategy across multifamily and industrial projects. Show notes & summary: https://opportunityzones.com/2025/08/peter-ciganik-356/…
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Which Opportunity Zones Are Active In 2027? (OZNH Aug 2025)
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41:13New Opportunity Zones will go into effect on January 1, 2027. But there will be a two-year overlap with existing OZ 1.0 zones. What options do OZ investors have beginning in 2027? Show notes & summary: https://opportunityzones.com/2025/08/oznh-aug-2025/By OpportunityZones.com
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OZ 2.0 Effective Dates + Office Hours Q&A (Episode 355)
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44:53On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses key dates related to OZ 2.0, plus answers live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.c…
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How Fair Market Value Could Affect Your 2026 OZ Tax Bill (Episode 354)
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41:34When an investor defers a capital gain by rolling it into a Qualified Opportunity Fund (QOF), that deferred gain is ultimately recognized for tax purposes on December 31, 2026, unless triggered earlier by an inclusion event. Real estate attorney Brad Molotsky of Duane Morris joins the show to discuss how the fair market value of an Opportunity Zone…
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Opportunity Zones 2.0 Explained: Ultimate Crash Course (Episode 353)
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53:06Get the full breakdown of the biggest update to Opportunity Zones since 2017. OpportunityZones.com founder Jimmy Atkinson covers everything investors, developers, and communities need to know about the new OZ 2.0 rules signed into law by President Trump on July 4, 2025. Watch the video version of this episode and download our OZ 2.0 resources: http…
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Executing A Location-Driven OZ Strategy, With Alicia Miller (Episode 352)
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34:40How does a prime neighborhood drive an Opportunity Zone project’s success? Alicia Miller of Black Salmon joins the show to discuss her firm’s “location-first” strategy. Alicia shares details on Black Salmon’s new multifamily development in downtown St. Petersburg and a flagship retail project in Miami’s Design District, and explains how a single-as…
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Trump Signs Megabill: Opportunity Zones Made Permanent! (Episode 351)
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23:41As President Trump signs the “One Big Beautiful Bill,” Opportunity Zones are made permanent. In this live episode, Jimmy Atkinson and Andy Hagans recap Congressional passage of H.R. 1 and the signing ceremony at the White House. Plus, a breakdown of exactly how OZ 2.0 reshapes the incentive for investors, developers, and communities. Show notes & e…
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Senate Passes Opportunity Zones 2.0 Legislation (Episode 350)
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1:01:07The U.S. Senate passed H.R. 1, the One Big Beautiful Bill, which will make Opportunity Zones permanent. The bill now heads back to the House for final passage before going to President Trump for enactment. Show notes & summary: https://opportunityzones.com/2025/07/senate-bill-passes-350/By OpportunityZones.com
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Will The Senate Make Opportunity Zones Permanent? (OZNH June 2025)
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41:31The U.S. Senate has released draft legislation that could make Opportunity Zones a permanent part of the tax code. In this special OZ NewsHour edition of the podcast, Jimmy Atkinson and Andy Hagans break down what’s in the Senate’s proposal, how it compares to the House version, and what it could mean for investors, fund managers, and the future of…
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The 2025 Tax Cuts & Opportunity Zones 2.0 (Episode 349)
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47:06Capitol Hill is moving toward a permanent Opportunity Zones program, but the fine print matters. In this OZ Pitch Day panel, Jimmy Atkinson is joined by Blake Christian and Jim Lang to unpack the Senate’s draft OZ 2.0 bill. They explore the proposal’s major reforms, potential pitfalls, and what developers and investors need to know right now. Show …
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How OZ Capital Revived a Vacant Landmark, With Joel Mazza & Bob Erlanger (Episode 348)
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29:15Can Opportunity Zone capital bring a long-abandoned property back to life? Joel Mazza and Bob Erlanger of Erma Capital tell the incredible story of The GRAD Apartments in Mount Vernon, Ohio—a 1939 high school building that sat vacant for over 25 years, before being transformed into new apartments with Opportunity Zone capital. Show notes & transcri…
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Fixing Opportunity Zones For Small Business Investment, With Jonathan Goldstein (Episode 347)
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31:04While the original policy intent behind Opportunity Zones was to catalyze more entrepreneurship and small business investment in disadvantaged communities all across the nation, most OZ capital has flowed into real estate. Jonathan Goldstein of Advantage Capital joins the show to discuss how a few targeted legislative fixes could finally make the O…
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Live From The Opportunity Zone & Multifamily Investing Summit (Episode 346)
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58:43The Opportunity Zones program is on the verge of major reform. In this live panel recording from Capital Square's Opportunity Zones & Multifamily Investing Summit, Jimmy Atkinson is joined by Shay Hawkins (Sen. Tim Scott's tax counsel), Emily Lavery (Fulcrum Public Affairs), Catherine Lyons (EIG), Louis Rogers (Capital Square), and Jay Parsons (ren…
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5 Ideas To Improve Opportunity Zones 2.0 (Episode 345)
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29:54In this June 2025 edition of Opportunity Zones Office Hours, Jimmy Atkinson answers live questions and shares his 5 ideas for improving Opportunity Zones. Plus, how you can sign our OZ 2.0 advocacy letter to Congress.By OpportunityZones.com
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OZ 2.0 Bill Heads To The Senate (OZNH May 2025)
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41:38The House has passed their OZ 2.0 bill as part of budget reconciliation. The bill now heads to the Senate. How should the Senate address OZ 2.0 and what are the next steps for doing so? Show notes & summary: https://opportunityzones.com/2025/05/oznh-may-2025/By OpportunityZones.com
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22% Fewer Opportunity Zones? House Bill's Impact On OZ 2.0
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42:28Are Opportunity Zones about to shrink nationwide? Join me for a live deep dive into my new analysis of how the new House bill would result in 22% fewer OZ designations. I'll walk through the latest data, the newly proposed eligibility rules, and what it all means for investors, communities, and the future of OZs. Featuring a state-by-state breakdow…
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Opportunity Zones 2.0 Legislation Advances: What's Inside? (Episode 343)
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48:53Congress has officially unveiled its draft legislation for Opportunity Zones 2.0—what’s in it, and what’s missing? In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to break down the brand new OZ provisions released by the House Ways and Means Committee as part of a larger tax package. They discuss how the proposal would resh…
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Jimmy Atkinson hosts the May 2025 edition of Opportunity Zones Office Hours, diving into the latest updates on OZ legislation, reform ideas under discussion, and key timelines for potential extension or renewal of the program. He also answers live questions about fund structuring, working capital compliance, census tract remapping, and OZ investing…
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Budget Reconciliation Begins: A Green Light For New OZ Legislation (OZNH Apr 2025)
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46:53OZ NewsHour episode for April 2025: Budget reconciliation is underway, and new Opportunity Zone legislation now officially has a green light to move forward. Plus, Novogradac has released new QOF survey data, and OZ Insiders is gearing up to host a networking dinner in Los Angeles. Show notes & summary: https://opportunityzones.com/2025/04/oznh-apr…
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The Opportunity Zone Deal Onshoring America's Most Critical Resources (Episode 341)
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24:24In the age of supply chain insecurity, one Opportunity Zone project is bringing cobalt processing—and critical jobs—back to U.S. soil. Gil Michel-Garcia of EVelution Energy joins the show to discuss how OZs are helping to power a major industrial comeback via a $322 million cobalt processing facility being developed in Arizona. Backed by OZ equity …
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What We Learned At The OZ 2.0 Summit, With Jim Lang (Episode 340)
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15:05As Congress unlocks the path for major tax legislation, Opportunity Zone leaders gather in Park City, Utah to shape what comes next. Recorded live at the “Yellow Brick Road to QOZ 2.0” summit, Jimmy Atkinson is joined by Jim Lang of Greenberg Traurig to break down the biggest takeaways from the event. They discuss the policy priorities gaining trac…
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Inside OZ 2.0: Key Ideas In Play, With Jill Homan (Episode 339)
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35:53What would an Opportunity Zones 2.0 look like—and what do investors actually want? Jill Homan from the America First Policy Institute joins the show from the site of The Yellow Brick Road To QOZ 2.0 Event in Park City, UT, to discuss the results of a new investor survey and explore the leading proposals on the table for OZ legislation in 2025. Show…
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The Yellow Brick Road To OZ 2.0 (Episode 338)
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43:09On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson discusses the upcoming Yellow Brick Road To OZ 2.0 conference in Park City, plus how the Senate's recent budget vote may impact tax legislation and OZs in the coming weeks and months. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to ge…
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Trump's Big Budget Win Lifts Opportunity Zone Outlook
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1:01:33Trump's recent budget win has sparked renewed enthusiasm for new Opportunity Zones legislation in 2025. Plus, OZ Pitch Day attracted a record audience, proving the program's growing popularity among investors. Show notes & summary: https://opportunityzones.com/2025/03/oznh-mar-2025/By OpportunityZones.com
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Previewing The OZ Event In Park City & The Road To OZ 2.0, With Jim Lang (Episode 337)
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32:49A big Opportunity Zones event coming to Park City, UT next month is set to be the premier gathering for Opportunity Zone investors and other stakeholders ahead of much anticipated OZ 2.0 legislation. Jim Lang of Greenberg Traurig join the show to discuss what attendees can expect, how the OZ market has evolved since its inception, and why upcoming …
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The Future Of Multifamily Real Estate & Opportunity Zones (Episode 336)
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27:38Multifamily real estate development has become the dominant strategy in Opportunity Zones, and with a nationwide housing shortage, the demand for new projects is stronger than ever. Jeff Tompkins and Joseph Julian of Altes Capital join the show to discuss their approach to OZ investing, the role of workforce housing, and why now may be the right ti…
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The Future Of Opportunity Zone Deal Flow, With Todd Vitzthum (Episode 335)
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35:22With hundreds of thousands of housing units developed and billions of dollars in capital raised, Opportunity Zones have become a major force in real estate. But how do investors find the best projects? Todd Vitzthum, president at ACARA, joins the show to discuss the evolution of Opportunity Zone investing, the role of development in OZ projects, an…
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Trump's 2025 Plans For Opportunity Zones Legislation, An OZ Pitch Day Panel (Episode 334)
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1:03:28President Trump has big plans for Opportunity Zones legislation in 2025. Extending and renewing the OZ incentive is part of his broader tax cuts agenda for his second term in the White House. And with the House passing their 2025 budget resolution last month, the stage is set to accomplish just that. This panel discussion was recorded live at OZ Pi…
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House Passes Budget Bill: What's Next For OZs? (Episode 333)
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41:32On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains what's next for Opportunity Zones legislation after the House passed their 2025 budget bill. Plus, Jimmy takes live OZ questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportunity Zones qu…
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President Donald J. Trump just said that Opportunity Zones are "probably the number one economic development project ever." Plus, two more OZ champions join the Administration, and Jimmy highlights the upcoming OZ Pitch Day agenda. Show notes & summary: https://opportunityzones.com/2025/02/oznh-feb-2025/…
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Revitalizing Cities With Opportunity Zones - Jonathan Tower (Episode 332)
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42:12Opportunity Zones have driven over $150 billion in investment into underdeveloped areas, but their future depends on Congressional action. Jonathan Tower, founder and CEO of Arctaris Impact Investors, joins the show to discuss the next phase of Opportunity Zone policy, the role of public-private partnerships, and the investment strategies that can …
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Learn How To Start A Fund... My New Podcast!
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2:09Follow my new "Fund Playbook" podcast, so you don't miss any new episodes. Just go to fundplaybook.com ... and click the Apple Podcasts or Spotify button. Or, search for "Fund Playbook" in your podcast app, and subscribe right now.By OpportunityZones.com
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