Podcasts about opportunity zones

In this episode of The Whissel Way Podcast, recorded during our weekly Tuesday team meeting, Kyle Whissel unpacks the key components of the One Big Beautiful Bill—a sweeping 1,100+ page tax reform proposal. Designed for real estate professionals, this session walks through critical wealth-building strategies like bonus depreciation, cost segregation, opportunity zones, 1031 exchanges, and the powerful “Buy, Depreciate, Borrow, Die” approach. You'll learn how to help your clients save tens of thousands on taxes, optimize your own portfolio, and set up long-term financial freedom. Whether you're working with investors, higher-net-worth clients, or building your own real estate empire—this is a masterclass you don't want to miss.   Chapters: 00:00 – Intro: Why This Meeting Matters 01:30 – Are These Events Worth Inviting People To? 03:00 – What the One Big Beautiful Bill Is 05:00 – The 199A QBI Deduction Explained 07:15 – SALT Tax Cap Changes (And Why Californians Should Care) 12:20 – Opportunity Zones vs. 1031 Exchanges 19:00 – Bonus Depreciation: How to Write Off 5-15 Year Assets 25:00 – The Buy, Depreciate, Borrow, Die Strategy 33:00 – Step-Up Basis and Estate Tax Changes 45:00 – How to Start These Conversations with Clients

Navigating Multifamily CRE in a Volatile Environment Insights from Paul Fiorilla, Director of U.S. Research at Yardi Matrix   Paul Fiorilla offers a data-driven view of today's commercial real estate (CRE) landscape using the vast resources he has at his disposal at Yardi.   While market sentiment may be growing more optimistic, Fiorilla acknowledges investors should separate short-term mood from long-term fundamentals. His perspective, rooted in close analysis of multifamily data and macro conditions, is both pragmatic and cautionary: yes, there's capital on the sidelines and deals are getting done but many investors may be misreading the durability of recent tailwinds and underestimating latent risks.   Short-Term Confidence, Long-Term Industry   Real estate is an inherently long-term, illiquid asset class yet, much of the current market behavior appears to be anchored in short-term confidence (and short term memories). That dissonance should give investors pause. While macroeconomic shocks like tariffs, interest rate hikes, and political uncertainty do not immediately register in quarterly CRE data, their effects compound over time.   Investor sentiment, meanwhile, remains buoyant. Debt markets have resumed activity, stock indices are back near prior highs, and many assume the worst is behind us. But the lagging nature of real estate data means we're still months away from fully seeing the impacts of recent fiscal and geopolitical developments.   Multifamily Fundamentals: A Shifting Landscape   Fiorilla addresses the fundamentals of the multifamily sector, noting that demand has remained strong in recent years, but the distribution of that demand is shifting. Rent growth is no longer universal. Over the past 15 months, metros in the Midwest and Northeast, markets like Chicago and New York, have consistently posted moderate, steady rent growth. In contrast, high-growth Sunbelt cities such as Austin, Atlanta, Nashville, and Salt Lake City are experiencing flat to negative rent trends.   What's driving this bifurcation is primarily supply. In oversupplied markets, absorption hasn't kept pace with new deliveries. Despite a sharp national decline in starts, down approximately 40% year-over-year, the existing pipeline remains heavy. Nationally, over 1.2 million units are either in lease-up or under construction. In high-growth markets, deliveries will continue at elevated levels for the next several years. Some cities may see 12–15% added to their multifamily inventory by 2027.   Fiorilla underscores that while national numbers suggest a tapering of supply, the local realities are more complex. Markets that arguably need more housing, Los Angeles, New York, and Chicago for example, are seeing similar slowdowns in new development as oversaturated markets. The result is a continued misalignment between where capital is building and where it's most needed.   The Waning Tailwinds of Demand   Fiorilla also points to softening demand drivers that may soon undermine current assumptions. Over the past several years, demand has been supported by several powerful tailwinds: robust job growth, high immigration, and pandemic-era trends such as household formation and suburban relocation. But these are now tapering.   Net immigration, while still meaningful, is slowing. Job growth has begun to decelerate. Moreover, federal employment cuts and delays in private-sector hiring – driven by political and fiscal uncertainty – are contributing to a weakening outlook for household formation. These are not necessarily signs of imminent distress, but they do suggest that the extraordinary absorption rates of 2021–2022 will be difficult to sustain.   As Fiorilla puts it, “the risks are to the downside.” He's not forecasting a collapse but cautions against overreliance on recent performance when underwriting future deals, particularly in light of ongoing supply pressure.   Policy Risk and the Fragility of Subsidized Housing   Among the more underappreciated risks in the market, Fiorilla emphasizes policy risk, especially in affordable and subsidized housing. He notes that while programs like LIHTC and Opportunity Zones appear safe, others such as Section 8 are under pressure.   Of particular concern are proposals to convert these programs into state-administered block grants. While this may seem like a technocratic shift, it would represent a material change for property owners. Federal guarantees would be replaced by varying state-level funding regimes, increasing payment risk and reducing the predictability that underpins underwriting in the subsidized housing sector. For owners reliant on these programs, even modest payment disruptions could be “catastrophic,” he notes.   Interest Rate Volatility: The Real Pain Point   Turning to capital markets, Fiorilla distinguishes between the level of interest rates and the pace at which they change. Today's rates, he argues, are not historically high. Pre-GFC, rates were often at similar levels. What's destabilizing is the speed of change. A sharp increase from near-zero to 4–5% within a single year has impaired refinancing feasibility and upended underwriting assumptions.   This volatility, not the rates themselves, has created most of the current distress. Borrowers facing refinancing at double or triple the prior coupon are under strain. And yet, transaction activity persists, with many deals still pricing at thin or even negative leverage. Why? Because the #1 driver of compressed cap rates is investor confidence in future cash flows. The belief that rents will continue to rise justifies aggressive pricing – until it doesn't.   This mindset echoes pre-GFC sentiment, where rent growth was taken as a given. Fiorilla is quick to clarify that today's market is not nearly as reckless. Still, elevated pricing in an environment of cooling fundamentals could leave investors dangerously exposed to even mild shocks.   Quiet Distress and the Maturity Wall   Another issue masked by short-term optimism is the growing volume of loan maturities. These include both regularly scheduled maturities and loans previously extended during 2021–2023 that are now reaching their end.   Fiorilla notes that many of these are being addressed quietly. Lenders, reluctant to force asset sales, are working with borrowers on a case-by-case basis. The result: distress is real, but it's largely invisible. There's little evidence of forced portfolio liquidations or widespread delinquencies – yet.   The availability of capital, particularly for multifamily, is helping to buffer these pressures. There's no shortage of dry powder. But absent a sharp rate reversal or improved clarity from policymakers, the sector could see a slow bleed of marginal deals rather than a systemic reset.   Underappreciated Geopolitical Risk   One of the most thought-provoking parts of the conversation concerns CRE's growing sensitivity to global and political dynamics. This is a structural change. The U.S. has long benefited from its role as a stable, rule-of-law jurisdiction. But shifts in foreign policy, trade restrictions, and political dysfunction are beginning to weigh on foreign investment.   Declining Canadian cross-border investment and tighter restrictions on visa travel are, in part, evidence of this shift. These aren't headline stories but they are meaningful. If the U.S. loses its perception as a reliable haven for capital, CRE pricing could face downward pressure from shrinking foreign demand. This is a long-term trend worth monitoring closely, not a transitory blip.   What He's Watching   When asked what indicators he watches most closely, Fiorilla points to three primary metrics: Occupancy Rates – Particularly in high-supply markets. Stabilized occupancy below 94% would be an early warning sign. Absorption Trends – A sustained drop in household formation or leasing activity could signal weakening demand. Employment Data – Job losses, especially if broad-based, would ripple into rent growth and occupancy. He also monitors transaction volume as a proxy for investor confidence. If deal flow freezes again, that would signal a recalibration of forward expectations.   Final Reflection   While Fiorilla resists giving investment advice, his closing thoughts reflect a conservative posture. He's not sitting on the sidelines entirely but he's not rushing in either. Caution, portfolio balance, and realistic expectations are the guiding principles.   For CRE professionals, this conversation is a reminder to look past sentiment and dig into the data and the fundamentals: local supply pipelines, policy shifts, interest rate trends, and the fragility of assumptions underpinning future rent growth. The macro backdrop is far from stable and the margin for error, even in multifamily, may be thinner than it appears.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

Don shares a deeply personal tale from 2007 when, as an HOA treasurer, he dodged a financial landmine involving auction-rate securities—just before the 2008 crisis froze their liquidity. That real-life scare flows into a fierce takedown of today's institutional obsession with illiquid assets like private equity, especially in university endowments. Harvard's high-risk strategies, retirement plans promoting alternatives, and the seductive myths of market outperformance get picked apart. Don and Tom warn investors not to chase complexity or “exclusive” returns, especially when liquidity disappears. Plus: a pension tax trap, Opportunity Zone hype, and the nerdy joys of CD ladders. 0:04 Don's HOA horror story: auction-rate securities before the 2008 collapse 2:06 Liquidity vanishes when you need it most—Wall Street Journal echoes the warning 3:51 Harvard's endowment crash: elite returns turn embarrassing 4:34 Private equity's scary recipe: micro-cap risk + debt + 3–4% fees 5:44 Why these complex products often spark crises 6:42 “Works until it doesn't”: the fatal flaw of illiquid alternatives 8:10 Illiquidity explained with the real estate analogy 10:13 State pension investing: lessons from Washington's shift to index funds 11:32 Why elite endowment managers must pretend to be smarter than markets 12:10 Microsoft vs. Mac: the cost of complexity, again 13:15 Secret formulas, snake oil, and the myth of exclusive financial wisdom 14:36 Listener Q1: Can Alaska pension income go into a Roth? 16:25 Listener Q2: Qualified Opportunity Zones—worth it or tax dodge trap? 19:05 Tax deferral vs. sound investing: when kicking the can isn't smart 20:27 Listener Q3: Fidelity's CD ladder tool and emergency funds 21:40 How CD ladders smooth yields—and a shortcut with bond funds 23:27 Volatility = reward: why risk is the reason stocks outperform 24:10 Why indexed annuities kill returns—and the fake comfort they sell 25:30 Tech support rants, Gen Z lifelines, and the “is it plugged in?” curse Learn more about your ad choices. Visit megaphone.fm/adchoices

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 breakdown and my top policy recommendation. Read the full article: https://opportunityzones.com/2025/05/oz-house-bill-analysis/

Opportunity Zone incentives may soon reach new areas, thanks to a proposed extension through 2033. A key House committee has included major Opportunity Zone reforms in a sweeping tax package, aiming to give investors more time and more places to deploy capital gains for powerful tax advantages. The proposal would allow states to nominate a new round of zones—especially in rural communities—with even stronger incentives, while also tightening eligibility and expanding what kinds of income qualify for OZ investment. In this episode, Kathy Fettke breaks down what's in the bill, how it could reshape the Opportunity Zone landscape, and what investors should consider now as Congress debates the future of this high-impact program. Topics Discussed: 00:00 Opportunity Zones 00:20 House Committee Proposal  01:10 Program Tax Incentives 01:48 Rural Areas  02:10 Tightened Rules and Shift in Funds 02:44 Positive Feedback for Bill 03:16 Critics of Bill LINKS Download Your Free Top 5 Cities to Invest in 2025 PDF!https://www.realwealth.com/1500 JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Source: https://www.bisnow.com/national/news/opportunity-zones/oz-opportunity-zone-extension-expansion-house-proposal-129324

On this episode of the Passive Income Playbook, Pascal Wagner interviews Michael O'Shea, Head of Private Wealth at Origin Investments. Michael shares how his firm has built a $3.3B portfolio offering institutional-quality investments to high-net-worth individuals, particularly through tax-advantaged vehicles like DSTs and Opportunity Zone funds. The episode dives deep into the mechanics, benefits, and misconceptions around both strategies—highlighting when each is appropriate, how they support estate planning, and their roles in diversifying and deferring or eliminating taxes. Michael also addresses regulatory expectations and why Origin's vertically integrated model gives investors access to highly curated, risk-managed real estate opportunities. Michael O'Shea Current Role: Head of Private Wealth, Origin Investments Based in: Chicago, IL Say hi to them at: origininvestments.com → Book a call via team page Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 reshape Opportunity Zone designations, introduce rural incentives, and impact timelines for investors and developers. They also highlight key omissions—like interim gains relief and fund-of-funds eligibility—and raise concerns about a potential 2026 “capital freeze” unless major changes are made. Show notes & summary: https://opportunityzones.com/2025/05/oz-legislation-343/

The opportunity zones (OZ) incentive remains a versatile tool in the workshop of community development, housing production and renewable energy generation. In this week's episode of the Tax Credit Tuesday podcast, host Michael Novogradac, CPA, and guest Brent Parker, CPA, discuss the intersection of the OZ incentive with other tax incentives, including renewable energy tax credits (RETCs) such as the investment tax credit (ITC) and production tax credit (PTC), low-income housing tax credits (LIHTCs), new markets tax credits (NMTCs) and historic tax credits (HTCs). Parker and Novogradac discuss some of the benefits and challenges of combining OZs with these other financial tools, including discussing various types of transaction structures. The two talk about the possibilities for the incentive before the Dec. 31, 2026, expiration to realize capital gains, which may see an extension after its inclusion in the U.S. House of Representatives Ways and Means Committee's reconciliation budget proposal this week.

Hosts Gregg Masters and Fred Goldstein meet veteran health policy thought leader and managed care activist John Gorman, Founder & Executive Chairman at Nightingale Partners LLC. John is a prominent figure in U.S. health policy, renowned for his extensive experience in Medicare and Medicaid programs. He founded Gorman Health Group, a leading consultancy in government health programs, and later established Nightingale Partners LLC, the first Opportunity Zone fund focused on SDOH investments. John is a vocal advocate for addressing poverty and racism as core health issues and is recognized for his candid insights into the challenges and reforms needed in the healthcare system. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

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-2025/

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 and driven by federal policy—including President Trump's recent executive order on critical minerals—this project is onshoring a vital part of America's supply chain for electric vehicles, battery storage, and national defense. Show notes & episode summary: https://opportunityzones.com/2025/04/gil-michel-garcia-341/

Shane is President and CEO of Hampshire Capital, LLC based in NH. Hampshire Capital, LLC buys, develops, renovates, repositions and holds apartment buildings, commercial assets and land in New England and the Southern states. Shane has over 25 years of active real estate experience under his belt. Since 1996, Shane has acquired, renovated and managed more than $305M in multi-family and commercial assets and has developed and built over $110M in real estate through his construction and development firm. What You Will Learn: Who is Shane Carter? What prompted Shane to transition from working with the Forest Service to real estate? How did Shane get started in real estate while living in Colorado? What were Shane's initial experiences with house flipping and wholesaling? How did Shane's career evolve from real estate sales to general contracting? What challenges did Shane face during the housing market crash in 2008? How does Shane define the importance of mindset in achieving success? What role does health and fitness play in Shane's approach to personal development? What does Shane believe is essential for individuals seeking to optimize their lives? How does Shane suggest listeners can benefit from surrounding themselves with positive influences? How can incentive programs like Opportunity Zones address the affordable housing shortage? What innovations in construction, such as tiny homes and modular homes, are emerging to meet housing needs? What are some common mistakes or myths people have about real estate investing? How do wealthy individuals typically allocate their investments compared to the average investor? Why is diversification across different asset types important in real estate investing? What are the benefits of investing in multifamily properties, according to Shane? How does outdoor hospitality fit into Shane's investment strategy? How does Shane ensure that the assets in his fund are of high quality and long-term value? What role does lifestyle choice play in the demand for outdoor hospitality options? Shane shares how everyone can contact him. Additional Resources from Mark Anderson: Website: https://hampshirecap.com/ Facebook: https://www.facebook.com/people/Hampshire-Capital-LLC/61559704756885/ LinkedIn: https://www.linkedin.com/in/shanecarternh/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

What if your brand's perfect position is hiding in plain sight? In this episode, I discuss how to map competitors, understand customer psychology, and find the gaps others have overlooked. Learn why "great customer service" isn't a differentiator and how our 4 opportunity zones can create your unique market space. Plus, the $50 million Tropicana mistake that proves why positioning research matters, and how your business can map a path to distinction that competitors can't copy.PS. Want the same research framework I've used with clients who've finally found their space and broken through their growth plateaus.Check out our Market Advantage Gap Workbook is part of our extensive step-by-step process we use with our brand development clients and is made available at an accessible investment. Inside, you'll get:The competitor positioning map template that reveals untapped market opportunitiesCustomer psychology frameworks that go beyond basic demographicsAll 4 opportunity zones fully explained with practical examplesResearch methods that uncover what your competitors are missingSend us a textVisit https://youroneandonly.com.au/ Follow YO&O on IG https://www.instagram.com/youroneandonly_au/Follow Tara on IG https://www.instagram.com/iamtaraladd/Connect with Tara on https://www.linkedin.com/in/tarajoyladd/Sign up for the Design Mind Theory Email – See how other Brands use psychology to nail their strategies.

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 traction for OZ 2.0, including a 10-year extension, rolling deferral, expanded eligibility, and strategies to bring banks and operating businesses into the ecosystem. Plus: insights on rural investment, national security industries, and how stakeholders can help influence upcoming legislation. Show notes & summary: https://opportunityzones.com/2025/04/jim-lang-340/

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 notes & summary: https://opportunityzones.com/2025/04/jill-homan-339/

Royalty bill clears Senate committee, heads to floor; Opportunity Zone program amended by legislature; MHS students receive honors; Main Street Morrilton finalizing plans for Farmers Market; high school sports roundup; we visit with Mary Clark of UACCM.

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 get your Opportunity Zones questions answered live. Show notes & summary: https://opportunityzones.com/2025/04/ozoh-338/

Send us a textJoin the CRE Collaborative Roundtable hosts for a candid conversation and insights into the real estate industry, focusing on Digital Transformation and Technology in Real Estate, Tariffs and Construction Industry Impacts, Fiscal Policy, Tax, and Opportunity Zones including Broader Regulatory and Economic Considerations. This month's RoundTable Hosts: Andreas Senie, Host, Founder CRE Collaborative, Technology Growth Strategist, CRETech Thought Leader, Founder & Brokerage OwnerSaul Klein, Realtor Emeritus, Data Advocate & Futurist, Original Real Estate Internet Evangelist, Executive Editor Realty TimesChris Abel, Vice President Associated Builders & Contractors Association, CT Chapter•Dan Wagner, Senior Vice President Government Relations at The Inland Real Estate Group of Companies, Inc.Learn more at https://welcome.creco.ai/reroundtable## Key Take Aways ## Despite economic uncertainties, positive trends include:- Busy market conditions with active lending, growing investor interest, and steady construction activity- Continued evolution and adaptation of MLS systems and real estate data management- Increased focus on technology integration (both AI and digital platforms) to drive efficiency and customer satisfaction• Emphasis on proactive engagement:- Encouragement for industry participants to become involved in policy discussions, association activities, and technological innovation to navigate challenges and capitalize on opportunities in the evolving real estate landscape.ABOUT THE ROUNDTABLE: Your all in one comprehensive view of what is happening across the real estate industry -- straight from some of the industry's earliest technology adopters and foremost experts in Technology, Marketing, Capital, Construction & Cyber Security in Real Estate  Join us live at 6 PM EST on the 1st Thursday of each month, across all major social media channels and wherever you get your podcasts.  This three-part show consists of:  Part I: Introductions and what's new for each panelist and the business sector Part II: Sector Focus on the past month's most prominent news and paradigm shifts Part III: What does all this mean for real estate businesses, and what you can do for the next 30 days  Learn more at https://welcome.creco.ai/reroundtable #crecollaborator #CRE #CommercialFinance #RealEstate #cpace #CommercialRealEstate #Financing #Podcast#DST #1031exchanges #datadrivenbusiness #businessmanagement #commercialrealestateDon't forget to subscribe to our YouTube channel where there is a host of additional great content and to visit CRECo.ai the Commercial Real Estate Industry's all-in-one dashboard to connect, research, execute, and collaborate online CRECo.ai. Please be sure to share, rate, and review us it really does help! Learn more at : https://welcome.creco.ai/reroundtable

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/

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 legislative changes will define the program's future. Show notes & summary: https://opportunityzones.com/2025/03/jim-lang-337/

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 time for investors to take advantage of Opportunity Zone incentives. Show notes & summary: https://opportunityzones.com/2025/03/altes-336/

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, and the launch of OZ Listings, a new marketplace designed to connect investors with high-quality OZ deals. Show notes & summary: https://opportunityzones.com/2025/03/todd-vitzthum-335/

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 Pitch Day on March 6, 2025, featuring Jimmy Atkinson of OpportunityZones.com, Emily Lavery of Fulcrum Public Affairs, and Peter Lawrence of Novogradac & Company. Show notes & summary: https://opportunityzones.com/2025/03/ozpd-trump-legislation-334/

On this episode of the Beyond Multifamily, hosts Amanda Cruise and Ash Patel interview Ryan Wittig, principal of Kinvara Capital, about his journey from residential development to acquiring a diverse portfolio of commercial assets. Wittig shares how he pivoted from building single-family homes and townhouses to strategically acquiring a 28,000 sq ft warehouse through an Opportunity Zone structure, a boutique lodging house near Harvard, short-term rentals, and an office condo. The conversation offers valuable insights on finding deals through unexpected channels (like residential MLSs), identifying value-add opportunities in multi-tenant retail centers, and navigating condo association challenges. Wittig also reveals his current focus on acquiring flex industrial and retail properties to create sustainable cash flow streams beyond development projects. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode provides a comprehensive guide to everything to know about Opportunity Zones with industry experts Ashley Tison and John Vachon of OZPros.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with top CRE professionals. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, host Yannis Papadakis sits down with Ashley and John Vachon to explore the intricacies of Opportunity Zones and their impact on commercial real estate. Ashley and John share their extensive expertise on Opportunity Zones, tax advantage structures, and investment strategies. They delve into the lifecycle of OZ investments, the evolving OZ market, and its broader economic impacts. They also discuss various creative opportunities within OZ investments, including distressed assets, adaptive reuse, and operating businesses. Tune in to learn about how OZ investments can offer significant tax deferrals and contribute to long-term community revitalization.Welcome to The Crexi PodcastMeet the Guests: Ashley Tyson and John Vachon of OZProsCareer Paths and Lessons LearnedDiving into Opportunity ZonesMentorship and Career InfluencesDaily Habits for SuccessUnderstanding Opportunity ZonesChallenges and Considerations in OZ InvestmentsWho Should Pay Attention to Opportunity Zones?Setting Up Your Qualified Opportunity FundTimeline and Requirements for InvestmentDoubling the Basis and Holding InvestmentsTax Benefits and Depreciation StrategiesEvolution of the Opportunity Zone MarketOpportunity Zone Designation and BenefitsPending Legislation and Future ProspectsImpact on Communities and Generational WealthDistressed Assets and Unique OpportunitiesPuerto Rico Case StudyFuture of Opportunity ZonesCommercial Real Estate Market InsightsRapid-Fire QuestionsFinal Thoughts and Contact InformationIf you enjoyed this episode, please subscribe to our newsletter and enjoy the next Podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog.Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease.Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi About Ashley Tison:Ashley Tison, Esq. is the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations. Ashley is an engaging and enthusiastic speaker covering topics such as opportunity zones, tax advantaged alternative investments, real estate, and tax planning for leading national conferences and educational seminars. About John Vachon:John Vachon is a prominent collaborator and influencer in the OZ arena, sharing his expertise through advising/moderating several groups within OZWorks and OZPros. He is an experienced sales professional with a demonstrated history of 20+ years in the real estate redevelopment sector and 15-years working in the Orthopedic surgical sales industry.His main focus is Opportunity Zones and their potential generational impact on American communities from a financial, social, and environmental perspective. Over the past 20+ years, he has worked on the Urban Synergy team that has amassed 23 properties in Downtown Kingsport and worked to adaptively reuse many of them as urban lofts, loft office space, restaurant/retail space. The team has identified 15 of those properties as qualified OZ properties and have packaged them to sell to a QOF or investor. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

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 questions answered live. Show notes & summary: https://opportunityzones.com/2025/03/ozoh-333/

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/

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 maximize both impact and returns. Show notes & episode summary: https://opportunityzones.com/2025/02/jonathan-tower-332/

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, disclosing material risks in PPMs, and more. Show notes & summary: https://opportunityzones.com/2025/02/andrew-doup-331/

Legislation to modernize and renew the opportunity zones (OZ) incentive in 2025 is essential to its long-term prospects. In this episode of Tax Credit Tuesday, Michael Novogradac, CPA, and Jason Watkins, CPA, discuss the path forward for OZs under potential tax law changes. They discuss the political outlook and priorities under a Republican Party that holds the White House, Senate and House. They discuss the push for an extension to the incentive. Later, Novogradac and Watkins discuss modernization and statutory proposals for OZs, including reporting requirements, investment in rural OZs and reinvesting gains in new businesses. Finally, they talk about how the outlook for permanency for the incentive might look.

Eric Pierre is a second-generation CPA and former professional basketball player, Eric brings the same competitive edge to finance that he brought to the court. He graduated with a Master of Professional Accountancy from Stephen F. Austin State University and holds CPA licenses in both Texas and California.   While many CPAs stick to basic moves, Eric sees the entire board, anticipating challenges and opportunities far in advance. His strategic approach to wealth preservation has caught the attention of major media outlets, with Eric being quoted or mentioned in Forbes, CNBC, and Bloomberg Tax.   Eric's expertise allows him to navigate the complex world of finance with the precision of a seasoned pro. For those seeking to protect and grow their wealth, he offers more than just accounting services. Eric provides comprehensive strategies, always thinking several moves ahead to ensure his clients win in the high-stakes game of financial success.   What You Will Learn: Who is Eric Pierre? Why is effective tax management considered essential for business owners? What unique challenges do high net worth individuals face regarding taxes? What specific tax strategies are discussed, such as the "Augusta Rule" and vehicle depreciation? How can real estate investments impact tax liabilities and benefits for business owners? What qualifications must someone meet to be considered a qualified real estate professional for tax purposes? What common misconceptions about wealthy individuals and their tax issues are addressed in the conversation? What tax rule allowed the host to expense major capital expenditures like roofing through business entities? How does cost segregation and bonus depreciation work for property owners? What common misconceptions do people have about IRS audits and tax-related issues? What are some common mistakes or oversights consumers make regarding tax management? How can tools like QuickBooks assist business owners in tracking their expenses effectively? What is the significance of the Opportunity Zone legislation in tax planning? What are the main topics covered in Eric's book, "The Great Tax Escape"? What tax planning strategies should people consider as the year-end approaches to prepare for tax season? Eric shares how everyone can contact him. Additional Resources from Eric Pierre: Website: http://www.pierreaccounting.com/ Email: eric@pierreaccounting.com Phone: 619-997-2750 LinkedIn: http://www.linkedin.com/in/pierreaccounting Facebook: http://www.facebook.com/pierreaccounting/ Instagram: http://www.instagram.com/pierreaccounting/ X: http://x.com/PierreCPA YouTube: http://www.youtube.com/channel/UCO1XWRM-KZpjtlrbHnrYGFg Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

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 Opportunity Zones questions answered live. Show notes & transcript: https://opportunityzones.com/2025/02/ozoh-330/

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Stories covered this: “Trump's executive orders will affect investments in climate, equity, AI and global development,” by Dennis Price, Isaac Silk and Amy Cortese “Investors look for Opportunity Zones to get an extension and a fresh dose of tax-advantaged capital,” by Roodgally Senatus “Adding a dash of guaranteed liquidity to impact funds to attract more institutional LPs,” by David Bank.

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Stories covered this: “⁠Trump's executive orders will affect investments in climate, equity, AI and global development⁠,” by Dennis Price, Isaac Silk and Amy Cortese “⁠Investors look for Opportunity Zones to get an extension and a fresh dose of tax-advantaged capital⁠,” by Roodgally Senatus “⁠Adding a dash of guaranteed liquidity to impact funds to attract more institutional LPs⁠,” by David Bank.

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676 Stitcherhttps://www.stitcher.com/podcast/espn960sports/cougar-bytes

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://opportunityzones.com/2025/01/noelle-lentz-329/

Dive into the intricacies of Opportunity Zones with this episode of Passive Income Pilots. Hosts Tait Duryea and Ryan Gibson are joined by CPA Nathan Sosa of Hall CPA, who demystifies Opportunity Zone (OZ) investments and their potential for tax deferral and appreciation. Whether you're an active investor or prefer passive opportunities, learn how OZs can defer taxes on gains from stocks, businesses, or real estate, and how they compare to other tax strategies like 1031 exchanges. Nathan explains the steps, requirements, and benefits, all while offering actionable insights tailored to high-income earners, especially pilots.Nathan Sosa is a Certified Public Accountant (CPA) with Hall CPA, a firm specializing in real estate tax strategy. As a seasoned tax strategist, Nathan works closely with high-income professionals and investors to navigate complex tax codes and optimize financial outcomes. With expertise in Opportunity Zones, real estate syndications, and tax planning, Nathan empowers clients with proactive strategies to minimize tax liabilities and build wealth.Show notes:(0:00) Intro(3:45) Why OZs matter for tax deferral(5:35) Hands-off investing in Opportunity Zones(7:16) What qualifies as a capital gain?(9:49) The difference between OZ boundaries and OZ funds(16:25) IRS requirements for OZ investments(27:30) Doubling basis and the 10-year hold explained(31:04) Depreciation recapture benefits in OZs(49:45) Connecting with Hall CPA(51:00) OutroRelated Episode:#75 - Unlocking Real Estate Professional Status (REPS) with Brandon HallConnect with Nathan Sosa:Book a Discovery Call with Nathan Sosa: https://bit.ly/HallCPA — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

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/

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. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-webinar-327/

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

Nancy attended Cornell University, went on to SUNY Buffalo Law School from there and, entered the world of corporate law. An entrepreneur at heart, Nancy has owned several businesses over the years. Today, Nancy is an award winning Broker-In-Charge / Owner of Showcase Realty LLC & Carolina Property Management, LLC-- having spent two decades successfully evolving a leading, award winning, and nationally recognized brokerage in the Carolinas, with a growing team of over 50 agents and staff. In addition to its main office location on S. Mint Street in Charlotte's busy center, the company has branch offices in Gastonia and Rock Hill, South Carolina to provide efficient and best-in-class client support. The firm's real estate services, includes licensed specialists in five departments serving luxury and traditional buyers, sellers, investors, relocation, probate estate, short sale and foreclosure, commercial and property management clients in North and South Carolina. Nancy and Showcase Realty LLC are nationally recognized industry leaders consistently ranking on America's Best Real Estate Agents and RealTrends Top 1% in the country, as recognized by the Wall Street Journal. Nancy is a Certified Member of The Institute for Luxury Home Marketing, marketing for the high end market. The Initiative for a Competitive Inner City (ICIC) and FORTUNE ranked Showcase among the fastest-growing inner city businesses in the U.S. for the 2014 Inner City 100. Nancy also won the 2014 Charlotte Business Journal Woman in Business award, City of Charlotte Crowns of Enterprise Award, and was a finalist for Charlotte Athena Leadership Award. In April 2017, Nancy was appointed Advisory Council Chairperson for the Federation of REO Certified Experts (FORCE). She is also a Scholar and graduate of Babson College's Goldman Sachs 10,000 Small Businesses program (#10KSB) & Accepted to WBENC Tuck Capstone program 2024 at Dartmouth College. What You Will Learn: Who is Nancy Braun? Nancy shares how she accidentally built a career in real estate after moving to Charlotte. What is the importance of adapting to market changes and diversifying income sources? How investors adapt to market conditions, including entering new sectors like midterm rentals and corporate housing.   The importance of reliable property management for investors and homeowners. Nancy shares experiences with inherited properties that were poorly managed, illustrating the risks involved. The value of relationships in property management, including connections with service providers, contractors, and municipal employees. Nancy emphasizes the role of good property management in maximizing investment returns and protecting assets. The importance of building relationships with clients. How tax considerations influence investor behavior. What are Opportunity Zones, and why are they considered beneficial for investors? How can investors identify properties located in Opportunity Zones? What tax savings are available to investors who invest in Opportunity Zones? Why does she think many properties in Opportunity Zones are undervalued? What steps can real estate agents take to increase awareness of Opportunity Zones among their clients? What challenges have she faced in marketing properties within Opportunity Zones? How does she effectively communicate the value of Opportunity Zone properties to potential buyers? What makes Charlotte an attractive location for real estate investment? How do the suburbs of Charlotte compare to the city regarding investment opportunities? Nancy shares how everyone can contact her. Additional Resources from Bishoy M. Habib, Esq: Website: https://showcaserealty.net/about-us/, http://www.carolinaspropertymanagement.com/ Email: nancy@showcaserealty.net Phone: (704) 512-0070 Twitter: https://twitter.com/ShowcaseRealty LinkedIn: https://www.linkedin.com/company/showcase-realty/ Facebook: https://www.facebook.com/ShowcaseRealtyLLC/ Instagram: https://www.instagram.com/showcaserealtyllc/ YouTube: https://www.youtube.com/user/ShowcaseRealtyLLC Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

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 Jimmy Atkinson of OpportunityZones.com. Show notes & transcript: https://opportunityzones.com/2024/12/legislation-panel-326/

What makes California's competitive real estate market a hidden gem for family offices?   Zihao Wang, head of the real estate division in his family office, shares his journey from managing property to leading acquisitions. This episode dives into his expertise in deep value-add strategies, navigating California's regulatory landscape, and leveraging 1031 exchanges to maximize returns. Gain insights into creative tax strategies, avoiding over-leveraging, and how small-scale syndications can thrive in today's market. Whether you're a seasoned investor or new to real estate, this episode offers valuable lessons from one of the most competitive markets in the U.S.     [00:01 - 05:27] Intro: A Family Legacy in Real Estate Zihao's transition from fashion to real estate through his family office Why Southern California remains their core market Key differentiators in California's competitive real estate environment   [05:28 - 10:49] Why California Over Sunbelt States? The advantages of staying local in California Competing in under-50-unit markets Benefits of California's 1031 exchange popularity   [10:50 - 15:09] Mastering 1031 Exchanges Understanding 1031s for different property types How families leverage this tool for long-term tax benefits The importance of strategic planning to avoid over-leveraging   [15:10 - 20:55] Managing Risk Through Leverage and Liquidity Pref and Mez financing: balancing risk and opportunity Leverage strategies that avoid pitfalls Liquidity solutions for short-term challenges   [20:56 - 24:12] Creative Tax and Investment Strategies Diversifying into Opportunity Zones and other tax-friendly assets Benefits of alternative investments like oil, gas, and car washes Aligning investments with personal and family goals       Key Quotes:   “Leverage can make or break a deal—plan carefully, or the downside can be catastrophic.” – Zihao Wang   “1031 exchanges aren't just about scaling—they're tools to keep your capital working efficiently.” – Zihao Wang     Connect with Zihao:   Website: https://motivaholdings.com/ LinkedIn: https://www.linkedin.com/in/zihao-wang-mh/   Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.   Are you confused about where to start? Join our community and learn more about real estate investing.    Head over to our Facebook Page, YouTube channel, or website  https://www.theacademypresents.com/jointhesummit36848306.

Matt Laridon is a Licensed Real Estate Agent with over 30 years of Real Estate and Finance Experience. Started career at Wall St. Investment Banking Firm Paine Webber where quickly rose to Vice President. Anticipating the foreseeable fee compression brought on by the online discount brokerage firms, shifted to the Private Equity markets and then to Commercial Real Estate focusing specifically on 1031 Exchanges and Opportunity Zones. Recognizing that most real estate professionals lacked in-depth understanding and knowledge of both 1031 Exchanges and Opportunity Zones with high attrition rates, founded 1031.TV and published The 1031 Exchange Play Book and 1031 Exchange Masters Course. The 1031 Exchange Masters Course is a comprehensive 7 hour online course with over 90 lessons including videos for each course, 450 practice questions with a 100 question final exam. Opinions on real estate and corporate finance have been featured on CNBC and in numerous regional and national publications. A published author and sought after speaker and real estate panel member has been fortunate to share the stage with some of the best and brightest finance and real estate minds in the country. Born and raised in Long Beach, CA, is involved in a number of organizations that advocate for the homeless and those in recovery. Solving food scarcity and nutritional deficiency in the home are the primary focus of his philanthropic efforts. Most weekends spends time with his 3 children and 2 grandsons. Also serves as a USA Pickleball Ambassador representing the greater Los Angeles market. A highly ranked amateur with the goal of turning professional, Pickleball has replaced tennis where he was a highly competitive junior player. In our podcast, Matt shares how real estate agents can leverage 1031 exchange transactions to increase their revenue and break into the commercial real estate industry by representing investor clients who are doing 1031 exchanges. Matt also shares the 3 reasons why agents are guaranteed to get paid a commission through 1031 exchange transactions! You Can Find Matt@: FREE SCRIPT: https://www.laridon.org/ Youtube: https://www.youtube.com/@1031TV-zy4ub Linkedin: https://www.linkedin.com/in/matt-laridon-1310841a6/ Instagram: https://www.instagram.com/1031coach/?hl=en

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

In this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., dive into various tax strategies. You'll hear about renting property to your business, self-rental rules, and IRS grouping options. Then, we address the sale of a California primary residence, including the $500,000 capital gains exclusion for married couples. We'll explore cost segregation for landlords and the 1244 stock loss provision for individuals. We also have answers about tax implications for C Corps, including reimbursement rules for accountability plans and transitioning from LLCs. Lastly, we touch on Opportunity Zones, rental property sales strategies like 1031 exchanges, and the tax impact of converting a rental to a primary residence. Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics:   So can I rent real property to my business? - Check self-rental rules, and the ‘grouping' option from the IRS Just sold our primary California residents in July for a million and ninety thousand dollars. We purchased it five years ago for six hundred and fifty thousand, with three hundred thousand down and a three hundred fifty-thousand-dollar mortgage. Any taxes due considering the 121 married filing joint exclusion of five hundred000 capital gains. - We're going to look at the sales price, less our ‘adjusted basis.' Could you give an example about cost segregation? Have you heard? I have heard you talk a lot about it and they're kind of confused. I'm thinking about becoming a landlord. How can I do a cost segregation on, for example, the appliances that come with a purchased property? - The building itself has straight-line depreciation over many years. Contents of the building are depreciated at different rates. Is the 1244 stock loss provision, a $50,000 tax credit, that is dollar for dollar, against your 2024 interest, social security and passive incomes on your 1040 for 2024. - 1244 is only applicable to individuals, as a deduction/loss. It reduces your taxable income. When using the accountability plan for a C Corp, do the charges have to be made from the employee's personal account to qualify, and what happens if those charges are made on the company credit card? - The individual needs to pay for them first personally of their own pocket for a reasonable business expense, then submit for reimbursement. We purchased our first commercial building this year. Even though I knew in the back of my mind the property was in an opportunity zone, it did not hit me until a couple days ago. Is there still an advantage for us to go into the opportunity zone route? I believe the only benefit at this point is a 10-year mark and step-up in basis. Is this correct? I believe there would be some elections we would have to make in a fund. Can you explain how it all gets set up and what we would need to do? - Once you obtain that property, a stopwatch starts, and you have 30 months to substantially improve it. You had to put the funds into the Opportunity Zone fund, which is the business entity, and then purchase the property there, not going to be able to back into it. We are changing our LLC from being disregarded to being a C corporation. Over the year we have moved substantial money from our LLC to our personal accounts as distributions. Do we need to relabel those as dividends and would we be able to transfer the funds back, or does the C Corp election only affect forms from the date of transition, meaning we'll file a split return 1040 for a disregarded entity, 1120 for the C Corp? Thank you for all the great media you guys put out. - Nothing happens with the previous activity, but going forward you can't take money out in the same way. We have rental property bought originally in 1991 as our residence. The current tenants want to purchase the property. What is the best way to approach this? To lower capital gains, we are considering using the funds either to purchase another property or invest in tax liens and deeds. - You have a lot of options. Installment payments, interest from seller financing, or 1031 exchange What are the tax implications of moving into a house that has been held as a rental for 12 years? They've never lived in it themselves. - What is your value/investment in the house? That becomes your adjusted basis when you move in, for future tax purposes. Many items are no longer deductible if they become your personal residence.   Resources: Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=demystifying-cost-segregationt&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=demystifying-cost-segregationt&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons    

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 Huffman join the show to discuss how their OZ fund management strategy has evolved over the years since their first OZ project launched in 2019. Show notes & transcript: https://opportunityzones.com/2024/11/louis-rogers-whit-huffman-324/

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/

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 the potential impact on future tax legislation and program extensions. Show notes & transcript: https://opportunityzones.com/2024/11/mike-novogradac-323/

In this podcast episode, we delve into the world of wealth-building with a focus on 10 powerful debt and tax strategies that the wealthy utilize to grow their fortunes—and how you can implement them in your own financial journey. We'll explore innovative tactics like the 'Buy, Borrow, Die' strategy, which leverages asset appreciation for tax efficiency, and uncover the ins and outs of private placement life insurance, a tool that provides both protection and investment benefits.   We'll also discuss the benefits of Roth IRA exploitation and how savvy investors maximize their tax-free growth potential. Charitable foundations are another critical topic, as we reveal how the affluent use them not only for philanthropy but as a smart tax strategy. Real estate depreciation will be examined for its ability to create significant tax advantages, while we'll shed light on the carried interest loophole that allows hedge fund managers to pay lower tax rates.   Additionally, we'll take a closer look at Opportunity Zones, which offer lucrative tax incentives for investment, and explore Family Limited Partnerships (FLPs) as a means of asset protection and estate planning. You'll learn about intentionally defective grantor trusts (IDGTs) and how they can help with wealth transfer, as well as deferred compensation plans that enable high earners to manage their tax liabilities strategically.   Join us as we unpack these sophisticated methods that help the rich sidestep taxes and accumulate wealth. With practical insights and expert advice on navigating the complexities of the tax code, you'll come away with actionable steps you can discuss with your CPA to protect and enhance your financial future. Don't miss this opportunity to unlock the secrets of the wealthy and take control of your financial destiny! Learn more about your ad choices. Visit megaphone.fm/adchoices