Best WealthChannel Podcasts (2025)

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Advanced Tax Mitigation Strategies: Roth Conversions & ROBS Explained (Episode 359) 39:11

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4h ago39:11

39:11

Tax 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) 42:31

9h ago42:31

42:31

Washington 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) 53:03

6d ago53:03

53:03

Join 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) 41:31

23d ago41:31

41:31

How 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) 40:43

1M ago40:43

40:43

New 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) 44:23

2M ago44:23

44:23

On 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) 41:04

2M ago41:04

41:04

When 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) 52:36

2M ago52:36

52:36

Get 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) 34:10

2M ago34:10

34:10

How 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) 23:11

3M ago23:11

23:11

As 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) 1:00:37

3M ago1:00:37

1:00:37

The 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) 41:01

3M ago41:01

41:01

The 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) 46:36

3M ago46:36

46:36

Capitol 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) 28:45

3M ago28:45

28:45

Can 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) 30:34

3M ago30:34

30:34

While 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) 58:13

3M ago58:13

58:13

The 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) 29:24

4M ago29:24

29:24

In 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) 41:08

4M ago41:08

41:08

The 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 41:58

4M ago41:58

41:58

Are 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) 48:23

4M ago48:23

48:23

Congress 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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OZ Office Hours - May 2025 (Episode 342) 40:35

5M ago40:35

40:35

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) 46:23

5M ago46:23

46:23

OZ 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) 23:54

5M ago23:54

23:54

In 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) 15:05

5M ago15:05

15:05

As 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) 35:23

5M ago35:23

35:23

What 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) 42:39

5M ago42:39

42:39

On 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 1:01:03

6M ago1:01:03

1:01:03

Trump'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) 32:19

6M ago32:19

32:19

A 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) 27:38

6M ago27:38

27:38

Multifamily 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) 35:22

6M ago35:22

35:22

With 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) 1:02:58

6M ago1:02:58

1:02:58

President 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) 41:32

7M ago41:32

41:32

On 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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Trump Says Opportunity Zones Are #1 40:53

7M ago40:53

40:53

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) 42:12

7M ago42:12

42:12

Opportunity 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! 2:09

7M ago2:09

2:09

Follow 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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How To Legally Raise Opportunity Zone Capital, With Andrew Doup (Episode 331) 33:52

7M ago33:52

33:52

Raising capital for an Opportunity Zone project isn't easy. Plus, there are numerous legal complexities to consider if you want to avoid potential civil and criminal penalties. Andrew Doup, founder of SyndicationCounsel, joins the show to discuss how OZ project sponsors and investors can protect themselves legally by making appropriate SEC filings,…

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Trump Tariffs & Opportunity Zones // OZ Office Hours (Episode 330) 50:38

8M ago50:38

50:38

On this month’s live episode of OZ Office Hours, OpportunityZones.com founder Jimmy Atkinson explains how Trump's tariffs on imported goods from Canada, Mexico, and China will impact Opportunity Zone investors. Plus, Jimmy takes live questions from the audience. Join Jimmy the first Monday of every month at 3:00 PM Eastern Time, to get your Opportu…

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OZNH Jan '25: Trump's First Week Back 40:56

8M ago40:56

40:56

As Trump's second Administration began last week, the OZ industry's lobbying effort kicked into high gear, with op-eds, articles, letters and more. Plus: Jimmy shows off his new studio (with a minor technical glitch), and Andy tips his cap to Melania's inauguration wardrobe. Show notes: https://opportunityzones.com/2025/01/oznh-jan-2025/…

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Impact Investing In Opportunity Zones, With Noelle St.Clair Lentz (Episode 329) 23:26

8M ago23:26

23:26

Opportunity Zones aren't just about tax benefits. They're about creating a better future, both for investors and communities. Noelle St.Clair Lentz, CEO at Allivate Impact Capital, joins the show to discuss how her firm is driving innovative investments that elevate communities and foster entrepreneurship. Show notes & transcript: https://opportuni…

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Opportunity Zones In 2025 // OZ Office Hours (Episode 328) 41:08

8M ago41:08

41:08

Here's why 2025 is a do-or-die year for Opportunity Zones. Plus, OpportunityZones.com founder Jimmy Atkinson takes live questions from the audience. Show notes: https://opportunityzones.com/2025/01/ozoh-328/By OpportunityZones.com

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Webinar: Will Trump Save Opportunity Zones In 2025? (Episode 327) 1:03:41

9M ago1:03:41

1:03:41

Opportunity Zones are in danger of ending. Will President Trump save them in 2025? In this webinar, Jimmy Atkinson details how Congress and President Trump will work together to both extend and renew the Opportunity Zone tax incentive in 2025… before it's too late, including eight new ideas that are being considered to improve the OZ legislation. S…

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OZNH Dec '24: 2025 Opportunity Zones Preview & Holiday Gift Guide 41:51

9M ago41:51

41:51

Trump makes several OZ-friendly picks. Plus, our annual holiday gift guide for that special OZ someone in your life.By OpportunityZones.com

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Opportunity Zones & Tax Reform In 2025, An OZ Pitch Day Panel Discussion (Episode 326) 37:30

9M ago37:30

37:30

The future of Opportunity Zones hangs in the balance. With Trump as President and a Republican Congress, will the tax policy be extended and renewed in 2025? This panel discussion was presented live at OZ Pitch Day on November 14, 2024, featuring Catherine Lyons of the Economic Innovation Group and Jill Homan of Javelin 19 Investments. Moderated by…

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OZ Office Hours - Dec '24 (Episode 325) 42:46

10M ago42:46

42:46

Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.By OpportunityZones.com

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Capital Square's 2,000 New OZ Housing Units, With Louis Rogers & Whit Huffman (Episode 324) 39:38

10M ago39:38

39:38

To date, Capital Square has nine different Opportunity Zone multifamily building projects in various states of development. When completed, these projects will have created roughly 2,000 new residential units in Opportunity Zones located in North Carolina, South Carolina, Tennessee, and Virginia. Capital Square's co-CEOs Louis Rogers and Whit Huffm…

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OZNH Nov '24: Trump Won. What's Next For Opportunity Zones? 35:46

10M ago35:46

35:46

Donald Trump won a decisive victory in the Presidential election. Does that mean an OZ extension is a “lock”? Plus: Jimmy provides a recap of the 2024 Novogradac Opportunity Zones Summit, and the team at OpportunityZones.com has released a groundbreaking new survey. Show notes: https://opportunityzones.com/2024/11/oznh-nov-2024/…

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Election Analysis At The Novogradac 2024 OZ Summit, With Mike Novogradac (Episode 323) 8:57

10M ago8:57

8:57

Last week, Novogradac hosted their annual Opportunity Zones Summit, a convening of key OZ stakeholders and professionals. Mike Novogradac, managing partner at Novogradac & Company, joins the show from the conference site in Washington DC to discuss the optimistic outlook for the Opportunity Zones incentive following the recent election results, and…

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How Trump Will Reshape Opportunity Zones, With Ashley Tison (Episode 322) 20:10

10M ago20:10

20:10

Donald Trump has won a second Presidential term. And with control of the Senate and House, tax legislation in 2025 looks very likely to extend and possibly renew Opportunity Zones. Mr. Ashley Tison of OZPros joins the show from the site of the Novogradac 2024 OZ Summit in Washington DC to discuss the election outcome and timing of potentially sweep…

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A Sound Money OZ Investing Strategy, With Josh Phair (Episode 321) 34:06

11M ago34:06

34:06

Unlike more traditional Opportunity Zone Funds that focus on real estate, The Wyoming Reserve is centered around a secure vault operation that holds precious metals, specifically gold and silver, in an Opportunity Zone in Casper, Wyoming. In this sponsored fireside chat, Josh Phair, CEO of The Wyoming Reserve, discusses what makes The Wyoming Reser…

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OZ Office Hours - Nov '24 (Episode 320) 47:13

11M ago47:13

47:13

Join Jimmy Atkinson on YouTube the first Monday of every month at 3 PM Eastern Time, to get your Opportunity Zones questions answered live.By OpportunityZones.com