Opportunity Zones: Why Now is the Best Time to Invest
Over the past couple of years, there has been non-stop reporting on Opportunity Zones. With this bevy of articles, many investors are still unclear on how the legislation can be incorporated in their overall investment strategy.
Contrary to popular narratives regarding timelines, now is still a great time to allocate to OZ’s in 2021.
In this panel discussion we will provide an operator's overview of why investors still have plenty of time to incorporate this investment strategy. We will clarify the definition of “substantially improved” regarding real estate projects. Outline how to utilize backward and forward claims. Provide a complete breakdown of the 6 month time period. Discuss tactics to incorporate when doing estate planning.
- Why there is plenty of time to invest in Opportunity Zones
- Explain the government’s definition of “substantially improved” regarding CRE
- Define how to use the OZ 6 month time period
- How OZ’s are used in estate planning
Event Recording
Opportunity Zones: Why Now is the Best Time to Invest
Speakers
Nathan Whigham
- Title
- Founder & President @
- Company
- EN Capital
- Role
- Moderator
Nathan Whigham is the Founder and President of EN Capital. He has been placing debt and equity across all types of commercial real estate since 2006 and has been involved in the origination of over $1B of commercial real estate finance. Prior to founding EN Capital he was the Senior Director of Business Development for CleanFund Commercial PACE Capital for Southern California. Before his tenure as a commercial PACE lender he was Senior Vice President & Director of Business Development at Nebo Capital, a boutique commercial real estate capital advisory firm. Nathan has also developed over six megawatts of large commercial renewable energy projects and has been involved in a variety of entrepreneurial ventures. He holds an MBA from the Marshall School of Business at the University of Southern California and a BS in Systems Engineering from the University of Arizona and is a licensed California Real Estate Broker.
Daniel Oschin
- Title
- Chief strategy officer of Shopoff Realty Investments @
- Company
- Integris Real Estate Investments
- Role
- Panelist
Daniel Oschin is chief strategy officer of Shopoff Realty Investments, where he is focused on cultivating the company’s platform of distinctive public and private programs, enhancing its brand and market presence, and broadening the visibility and impact of its added value, institutional co-investment model. For more than 25 years, Mr. Oschin has owned, operated and managed businesses in a range of industries, including securities and financial services, real estate, asset management, international and domestic manufacturing, retail, non-profit and trust management. As a leader in the securitized real estate industry, he has been instrumental in the development of more than 100 public and private offerings, as well as programs resulting in the procurement of more than $2 billion in assets since 2005.
Conor Donohue
- Title
- Vice President of Wealth Development @
- Company
- Caliber Companies
- Role
- Panelist
Conor Donohue is the Vice President of Wealth Development at Caliber Companies. He manages client relationships and ensures that investors make well-informed decisions when investing in Caliber funds.
Prior to his position at Caliber, Connor was a Client Associate in Chicago for a private wealth management firm specializing in high-net worth individuals.
Conor received his Bachelor of Arts degree in Economics from the University of Illinois at Urbana-Champaign. He is a registered representative with Caliber Funds, which is affiliated with Tobin & Company Securities, LLC – Member FINRA/SIPC.
Ashley Tison
- Title
- Founder and President @
- Company
- OZPros.com
- Role
- Panelist
Ashley is founder of OZPros.com, which has helped 700+ businesses create their own OZ entities, and advised investors with significant capital gains tax exposure on how to make investments that reduce their tax burden. Ashley Tison is the nation’s foremost opportunity zone consultant.
About
EN Capital
EN Capital is a capital real estate capital advisory firm placing debt and equity on all types of commercial real estate, all parts of the capital stack, nationwide.
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.
Integris Real Estate Investments
Integris is a national real estate investment firm that primarily focuses on proactively generating appreciation through the repositioning of commercial, income-producing properties and the entitlement of land assets.
OZPros.com
OZPros.com was started to streamline the Opportunity Zone education, strategy, formation and ongoing compliance process. With over 600 strategy calls and over 500 Opportunity Zone entities formed, OZPros is a national leader in helping people with capital gains harness the generational wealth creation opportunity of one of the best tax incentive programs ever created. Set your strategy call today with one of our OZPros and let us help you launch your Opportunity Zone dreams!