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Opportunity Zones Podcast

Opportunity Zones Podcast

Hosted by OpportunityZones.com

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Episodes

427

Latest episode

Aug 2026

Language

EN

About the show

Defer and eliminate capital gains tax with Opportunity Zone investments.

Listen to episodes

60 recent
August 5, 202648 min

Captive QOF vs. Sponsor QOF: Which Path Fits Your Gain? (Episode 391)

Sell an asset at a gain and you have 180 days to get it into a Qualified Opportunity Fund. From there, two paths: start your own self-directed captive QOF, or invest through a professionally managed sponsor QOF. In this panel recorded live at OZ Pitch Day, host Jimmy Atkinson is joined by HotelSHIFT founder and CEO Alex Cartwright, HCVT tax partner Blake Christian, and attorney Gerry Reihsen, who compare the two paths through a Denver hotel-to-apartment conversion that raised capital through both channels. Plus: which 2026 gains can still reach OZ 2.0, a contract-sale strategy that converts a sponsor's acquisition fee into short-term capital gain, HotelSHIFT's end-of-life hotel conversion model, and how much gain it takes to justify a fund of your own. Show notes: https://opportunityzones.com/2026/08/captive-qof-vs-sponsor-qof-which-path-fits-your-gain/

July 29, 202643 min

Inside Treasury's $112 Billion Opportunity Zone Report (Episode 390)

Treasury's new working paper puts a hard number on the first seven years of Opportunity Zones: $112 billion of Opportunity Zone investments through the end of 2024, reaching more than 6,000 census tracts. Catherine Lyons of the Economic Innovation Group joins the show to unpack the data, including the finding that rural Opportunity Zones matched urban ones in reach at 77 percent, even as rural deals came in far smaller. Plus, Catherine explains what separates a 96 percent hit rate from a 23 percent one as governors finalize their OZ 2.0 nominations, why only 3,000 new investors entered the market between 2021 and 2024, and where the EIG Opportunity Zones Coalition is pushing Treasury to change transition guidance issued in IRS Notice 2026-40. Show notes & summary: https://opportunityzones.com/2026/07/catherine-lyons-390/

July 22, 202624 min

The Capital Stack Behind a Rural Healthcare OZ Deal (Episode 389)

Rural hospitals are closing and patients are driving an hour or more for care, but one developer is betting a surgical institute in Chillicothe, Ohio can reverse that math. Graham Allison of Opportunity Zone Development Group joins the show to break down the full capital stack behind the deal, layering OZ equity with EB-5, New Market Tax Credits, and Ohio's 10% OZ tax credit. Plus, how IRS notice 2026-40 lets an OZ 1.0 deal carry investors into OZ 2.0 benefits. Show notes & summary: https://opportunityzones.com/2026/07/graham-allison-389

July 8, 20261 hr 32 min

OZ 2.0 Superwebinar (Episode 388)

The Opportunity Zone 2.0 map is being redrawn right now — and the IRS just dropped the rules for the OZ 1.0 to 2.0 transition. In this OZ 2.0 Superwebinar, Jimmy Atkinson breaks down the OZ 2.0 designation guidance (Rev. Proc. 2026-14), the brand-new transition rules (IRS Notice 2026-40), and where all 56 states and territories stand in the nomination process, plus a live demo of the new OZ 2.0 eligibility map. Show notes & summary: https://opportunityzones.com/2026/07/superwebinar-388/

July 1, 202633 min

Inside the OZ Fund That Skips Development Risk (Episode 387)

Almost every Opportunity Zone investment is a development deal: two or three years of construction risk, lease-up risk, and financing risk stacked on top of the tax play. One fund is built to do the opposite, offering stabilized assets, cash flow from day one, and Opportunity Zone benefits without the development risk. Michael Treiman of Standard Asset Management and Investments (SAMI), joins Jimmy Atkinson to break down how that fund works, and how it also functions as rescue capital for OZ 1.0 developers facing today's cap rate expansion and financing gaps. Mike explains the mechanics behind the strategy, who's investing, and how it's already deploying capital on a seed asset in Washington DC. Show notes & summary: https://opportunityzones.com/2026/07/michael-treiman-387/

June 24, 202632 min

Inside The Opportunity Zones Playbook, My New OZ 2.0 Book (Episode 386)

What if you could sell a business, stock, or real estate, defer the tax you owe today, and eliminate future capital gains tax? That is the promise of Opportunity Zones, and most investors hear about it too late. The Opportunity Zone program has been around since 2018, but now it has been made a permanent part of the tax code, thanks to the One Big Beautiful Bill Act. So how does it actually work, and who is it for? In this interview, Andy Hagans digs into those questions with Jimmy Atkinson, founder of OpportunityZones.com and author of The Opportunity Zones Playbook, featuring a foreword by Senator Tim Scott. If you have a capital gain coming, this conversation is for you. Get the book in hardcover, paperback, or ebook: https://opportunityzonesplaybook.com/

June 16, 202631 min

LIVE Book Launch Party: The Opportunity Zones Playbook (Episode 385)

A special Book Launch Party celebrating the release of Jimmy Atkinson's new book, The Opportunity Zones Playbook: Master the OZ Tax Incentive to Build Wealth, Fund Deals, and Create Impact. Learn more and purchase the book: ⁠https://opportunityzonesplaybook.com/

June 9, 202610 min

Coming Soon: A New Book About Opportunity Zones (Episode 384)

The Opportunity Zones Playbook by Jimmy Atkinson launches June 16. In this preview, Jimmy shares what the book is, who it's for, and how to get involved before launch day. Join the book launch team before doors close on June 16 and you'll get two things: an invitation to an exclusive OZ 2.0 Superwebinar, plus early access to the Introduction and Chapter 1 before the book goes wide. Join the launch team: https://opportunityzones.com/book/

May 28, 202646 min

House Flushes Warren's BTR Poison Pill: Big Win For OZs (OZNH May 2026)

The U.S. House just passed an amended version of the 21st Century ROAD to Housing Act, and it removed the one provision that had Opportunity Zone investors on edge: a 7-year forced-sale requirement for build-to-rent (BTR) housing that would have collided head-on with the OZ 10-year hold. In this episode of OZ NewsHour, we break down what happened, why it matters for OZ fund sponsors and investors, and what comes next as the bill heads back to the Senate. We also look ahead to how states are gearing up for the OZ 2.0 nomination window, share an update on Jimmy's forthcoming book, and take your questions live. Show notes: https://opportunityzones.com/2026/05/oznh-may-2026/

May 13, 202644 min

The Gold OZ Fund Picked by Wells Fargo and Wyoming (Episode 383)

Most Opportunity Zone investors are looking at real estate deals. But Josh Phair built a precious metals vaulting business inside an OZ in Casper, Wyoming that just landed on the front page of The Wall Street Journal, alongside contract wins with Wells Fargo and the state of Wyoming. Josh is CEO of The Wyoming Reserve. He joined the show to discuss how the business operates as a C Corp with audited physical metal on its balance sheet, the smart liquidity feature offering quarterly redemptions after a one-year hold, and the company's plan to build a second vault in a nearby rural tract to unlock the 30% basis step-up for OZ 2.0 investors in 2027. Show notes & summary: https://opportunityzones.com/2026/05/josh-phair-383/

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