Opportunity Zone Investing: Key Concepts for Investors
Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.
- What the opportunity zone program is and how investors can take advantage of its tax benefits
- Where the best opportunity zones are located and why it matters in terms of securing investments
- Why private equity allows for more versatility as funds are controlled and maintained by expert managers, as opposed to direct ownership
- Real life examples of opportunity zone projects
- How you can diversify your portfolio while deferring capital gains taxes
Event Recording
Opportunity Zone Investing: Key Concepts for Investors
Speaker
Greg Talcott
- Title
- Senior Vice President, Private Client @
- Company
- Caliber Companies
- Role
- Speaker
Greg Talcott is the Senior Vice President, Private Client, at Caliber Companies. He assists clients in building their wealth and diversifying their income through private equity real estate investments.
Greg came to Caliber after a two-year stint with Scottsdale-based competitor Virtua Partners, where he raised more than $100 million in capital investment from high-net-worth individuals, registered investment advisors and institutional entities. Prior to that, he managed assets and served as a fiduciary for select private wealth clients at Scottrade-TD Ameritrade, Basilica Wealth Management and Charles Schwab in Arizona, the Pacific Northwest and other key markets for more than 15 years.
Greg received a Bachelor of Science degree in Law and Political Science from Arizona State University and holds Series 7, 9, 10, 63, and 66 securities licenses, which include Arizona. He is a registered representative with Caliber Funds, affiliated with Tobin & Company Securities, LLC – Member FINRA/SIPC.
About
Caliber Companies
Caliber is a leading investment company providing a full suite of real estate services. Caliber owns, operates, and invests both on its own and through individual operating companies. In addition, Caliber manages all aspects of the real estate investment deal continuum including fundraising, asset acquisition, construction and development, property management, asset management, brokerage services, and asset disposition.