The Opportunity Zone Expo Podcast

The Opportunity Zone Expo Podcast

On "The Opportunity Zone Expo Podcast", host Jack Heald has conversations with people who really know the Opportunity Zone market. From investors, fund managers and developers to tax experts, politicians and attorneys, if it involves Opportunity Zones, you’ll hear the most influential voices on "The Opportunity Zone Expo Podcast."... Show More

Episodes

Philly native David Waxman has been doing historic redevelopment projects in the Philadelphia neighborhood called Brewerytown since 2001. The reality is that he was an OZ developer long before the OZ program ever existed. He's an investor, developer, entrepreneur, and exactly the kind of visionary who makes life better for everyone who gets involved with him. David Waxman of MMPartners is my guest on this episode of The OZExpo Podc... Read more

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This conversation with the founders of Hotbed Entertainment Group is easily the most unique podcast I've done yet. Hotbed combines both Real Estate development and an utterly unique Operating Business that can scale across OZ communities. Their offering has the staying power required by the patient investor and the tangible, long-term benefits demanded by the residents of opportunity zones. Seth Dunlap and Todd Perlmutter of Hotbed... Read more

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Barings has a history of making America a better place. After all, they're the company that financed the Louisiana Purchase. As a historic organization, they want to be part of financing the new American Dream represented by the Opportunity Zone program. Nicole Pecoulas of Barings is my guest on this episode of The OZExpo Podcast. Host: Jack HealdGuest: Nicole Pecoulas

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Tax credits should be part of any developer's capital stack. But navigating the red tape can be a nightmare. That's where Stephanie M. Smith Esq. can help. Her long experience with government incentives taught her how to best take advantage of - and more importantly - avoid the pitfalls inherent in government programs.She knows how to build relationships and navigate government programs: two essential qualities for success in the O... Read more

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Avy Stein was already a successful entrepreneur, real estate investor and co-founder of one of the country's most innovative financial management companies. But a battle with cancer prepared him for a different kind of challenge in life. The Opportunity Zone program proved to be the perfect fit for a man who is  commited to creating capitalism to drive results - especially in underinvested communities. Avy Stein of Cresset Cap... Read more

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You wouldn't expect to hear a discussion of Immanuel Kant and his Categorical Imperative from a tax attorney. But Jon Talansky is no typical tax attorney. His broad education and deep experience reveal a humanity, expertise and wisdom that's rare in the cut-and-dried world of tax law, especially the Opportunity Zone. Jon Talansky of King & Spalding is my guest on this episode of The OZExpo Podcast.Host: Jack HealdGuest: Jon Tal... Read more

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What are the biggest risks OZ investors face? What should you as a smart investor or fund manager do to mitigate those risks. Tax attorney Cory Bilodeau guides us through the risks and rewards of OZ investing in this episode of The OZExpo Podcast.Host: Jack HealdGuest: Cory Bilodeau

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He grew up in section 8 housing in northern Indiana. Through a combination of talent, a little luck and lot of hard work, he rose to the top of his profession: investment banking. And then he walked away. Why? Because the time is right to bring both alternative energy and affordable housing to those who need it the most. He's one of the Opportunity Zone's great success stories. AJ Patton of 548 Capital is my special guest on this e... Read more

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He recognized the opportunities in mobile home parks long before Opportunity Zones came into being. With a business model that provides affordable housing for those who need it most, and has the added benefit of being a perfect fit for the OZ program, Sam Hales' Saratoga Group is positioned to do well by doing good. He's my guest on this episode of The OZExpo Podcast.Host: Jack HealdGuest: Sam Hales

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He recognized the opportunities in mobile home parks long before Opportunity Zones came into being. With a business model that provides affordable housing for those who need it most, and has the added benefit of being a perfect fit for the OZ program, Sam Hales' Saratoga Group is positioned to do well by doing good. He's my guest on this episode of The OZExpo Podcast.Host: Jack HealdGuest: Sam Hales

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Mike McMahon dives deep into the intricacies of structuring a Qualified Opportunity Fund, (QOF). He's got some surprising advice for folks who believe there's no way to make a REIT work in the OZ.Host: Jack HealdGuest: Mike McMahon

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Jerry McGaughy walked away from a very comfortable life because he knew it was the best way for him to help those who need it most.His plan for deploying Opportunity Zone funds in the neediest neighborhoods is nothing less than ingenious. If anyone is going to make a positive impact in the Opportunity Zone space, it's Jerry McGoughy. I'm delighted to have him as my guest on this episode of The OZ Expo Podcast.Host: Jack HealdGuest:... Read more

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Property developer Martin Muoto came to Southern California by way of Nigeria. The Wharton graduate chose to make his mark in perhaps the toughest neighborhoods in America - South Central LA. His vision and determination is resurrecting neighborhoods most investors would rather avoid. His improbable story is one of the best I've ever heard on this podcast. It's a prototype Opportunity Zone success story.Martin Muoto of SoLa Im... Read more

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Scott Krone got his formal education as an architect. His mentor though gave him a meat-grinder, ground-up education in every aspect of real estate funding, design, development, and management. That brutal training period is paying  huge dividends now - both for his companies and his customers. Scott Krone of Coda Management Group is my guest on this episode of The OZExpo Podcast.  Host: Jack HealdGuest: Scott Krone

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As a rule, I don't host bankers here on The OZExpo Podcast. The reason is simple: in many ways, a bank is a bank is a bank. Yet I think we may have stumbled onto something different, something extraordinary. Dan Topple of Customers Bank embodies the spirit of the Opportunity Zone program. And he has the passion to help those who need it most, and the mandate and power of a private bank to get them that help. That's why he's our gue... Read more

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Jay Soave of Cadence Capital Partners builds relationships with patient capital. That's the specific kind of capital the Opportunity Zone was designed to attract. But it takes a specfic kind of personality to find, build and maintain those relationships. That's something Jay Soave excels at doing. He's our guest on this episode of The OZExpo Podcast.Host: Jack HealdGuest: Jay Soave

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Brett Siglin knows at least eight different ways to build a capital stack for Opportunity Zone investing, and only one of them involves private capital. He shares his insights on this episode of The OZExpo Podcast.Host: Jack HealdGuest: Brett Siglin

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Michael Sanders literally wrote the textbook used by law students studying tax law. His work has been cited in Supreme Court rulings. So when he talks about both dangers and opportunities in the Opportunity Zone market, his opinion is worth hearing.Michael Sanders of the law firm Blank Rome is our guest on this episode of The OZExpo Podcast.Host: Jack HealdGuest: Michael Sanders

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Maria Rivera brings extraordinary energy to her work as a tax partner and director of the international business center at Kevane Grant Thornton. She gets more done in one day than most people do in a week. And she knows how to get investors the very best tax opportunities in Puerto Rico. Maria Rivera is our guest on this episode of The OZExpo Podcast.Host: Jack HealdGuest: Maria de Los Angeles Rivera

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The disposition of a U.S. real property interest by a foreign person is subject to the Foreign Investment in Real Property Tax Act - known as FIRPTA. It's not something we've discussed before on the podcast. Yet there's no reason why foreign persons cannot or should not benefit from investment in opportunity zones. Tax attorney Eric Kodesch is an expert in FIRPTA. He explains how FIRPTA and OZ regulations interact on this episode o... Read more

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