Opportunity Zones and Real Estate Private Equity: 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
- The common mistakes that business owners and executives make and how these errors impact investments
- What the illiquidity premium is and how illiquid assets may result in higher returns
Event Recording
Opportunity Zones and Real Estate Private Equity: Key Concepts for Investors
- The Wealth Development CompanyFLAIA Webinar (1).pdf11 MB
Speaker
Chris Loeffler
- Title
- CEO and Co Founder @
- Company
- Caliber Companies
- Role
- Speaker
Chris Loeffler is the CEO and Co-Founder of Caliber and serves as Chairman of the Company’s Board of Directors. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation.
Prior to forming Caliber, Chris served as a Senior Associate in the audit and assurance practice for PwC in Phoenix, Arizona, Some of Chris' clients included Honeywell International, Inc., CSK Auto Inc., Verizon Communications, Inc., Republic Services, Inc., Car Wash Partners, Inc., and the Arizona Diamondbacks
Chris earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo.
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.