Event Type Archives

In this Masterclass, our guest instructor will break down the brand new Opportunity Zone 2.0 map taking effect on January 1, 2027 — examining which census tracts were added, removed, or redesignated — and equip investors and advisors with the geographic and strategic insights needed to evaluate emerging OZ markets under the new framework. What’sContinue reading “Analysis of the New OZ 2.0 Map”

This Masterclass explores how OZ 2.0 legislation unlocks new potential for Opportunity Zone investing in rural America, examining the strategies, deal structures, and community impact considerations that define this emerging frontier for developers and investors. What’s covered:

In this Masterclass, Angela Hwang of RevGen Consulting explores the evolving landscape of capital formation for Opportunity Zone 2.0, equipping fund managers and advisors with practical strategies to attract and close investors in the current market environment. What’s covered:

In this Masterclass, OZ attorney Gerry Reihsen of Reihsen & Associates breaks down the multi-capital channel framework for Opportunity Zone deal structuring — showing how a single QOZB can simultaneously serve passive investors through a sponsor-managed QOF and sophisticated investors through their own self-directed “Captive” QOF — equipping sponsors, advisors, and investors with the toolsContinue reading “Two Channels, One Deal: Opportunity Zone Structuring for Sponsors and Investors”

In this Masterclass, Anthony Cheng of Anchorvest breaks down the financial and analytical frameworks behind underwriting Opportunity Zone investments — from projecting tax-advantaged returns to stress-testing deal assumptions — while also exploring how layering in available tax credits can further enhance deal economics for investors, fund managers, and advisors. What’s covered:

In this Masterclass, our instructor will break down the latest IRS regulatory guidance surrounding OZ 2.0 designation — including how new Opportunity Zones will be selected when the determination period opens on July 1, the criteria driving eligibility, and what investors and fund managers need to know to position themselves ahead of the next designationContinue reading “OZ 2.0 Designation Guidance”

In this Masterclass, Graham Allison of OZ Development Group explores the art of structuring creative and differentiated capital stacks for Opportunity Zone investments — walking through how to layer equity, debt, and alternative financing sources to optimize returns while maintaining OZ compliance. What’s covered:

In this Masterclass, an expert instructor breaks down how preferred equity and mezzanine financing can be strategically layered into Opportunity Zone deals — covering capital stack structuring, investor protections, and the unique compliance considerations that arise when subordinate debt and equity meet OZ tax requirements. What’s covered:

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This session covers the most powerful, yet commonly misunderstood, ways investors minimize capital gains.