Opportunity Zones Podcast
Defer and eliminate capital gains tax with Opportunity Zone investments.
Episodes
August 5, 2026 • 48 mins
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 Den...
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July 29, 2026 • 43 mins
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, Cathe...
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July 22, 2026 • 24 mins
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 i...
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July 8, 2026 • 92 mins
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 &am...
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July 1, 2026 • 33 mins
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 f...
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June 24, 2026 • 32 mins
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 intervie...
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June 16, 2026 • 31 mins
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/
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June 9, 2026 • 10 mins
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...
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May 28, 2026 • 46 mins
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 he...
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May 13, 2026 • 44 mins
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 she...
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May 7, 2026 • 53 mins
Only 60% of current Opportunity Zones are fully eligible for re-designation under OZ 2.0. In this OZ Office Hours livestream, Jimmy Atkinson breaks down the results of a new tract-by-tract analysis of all 8,764 OZ 1.0-designated tracts and walks through which ones survive the tighter eligibility criteria established by the One Big Beautiful Bill Act (OBBBA). Read more: https://opportunityzones.com/2026/04/ozs-eligible-for-redesigna...
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April 28, 2026 • 31 mins
The IRS has published the list of census tracts eligible for nomination as 2027 Qualified Opportunity Zones... and the clock is now ticking for states to act. On this LIVE episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down what this IRS release means, which tracts made the list, and what happens next in the OZ 2.0 designation process. Show notes & summary: https://opportunityzones.com/2026/04/oznh-apr-2026/
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April 23, 2026 • 29 mins
Short-term rental condos inside an Opportunity Zone. In this episode, Jimmy Atkinson speaks with Heather Gustafson of CA South Development and Josh Prywes of Winstead about a structure that lets OZ investors own individual short-term rental condo units in Nashville, bypassing development risk entirely by purchasing pre-certificate of occupancy. They cover the original use qualification, how the flexible ownership model works inside...
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April 15, 2026 • 42 mins
Many OZ developers make a single bet — one deal, one census tract — and hope it works. Barrett Linburg is making a different bet — that concentrating nearly 1,000 units across dozens of deals in a single Dallas neighborhood would let his company control its own destiny and create a flywheel of investment that keeps compounding. Barrett, co-CEO of Savoy Companies, joins Jimmy on-site in Bishop Ridge to discuss the ...
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April 7, 2026 • 40 mins
The IRS just released Rev. Proc. 2026-14, the first official guidance on how states will nominate census tracts for Opportunity Zone designation under OZ 2.0. The nomination window opens July 1, 2026, with the new zones going into effect on January 1, 2027. In this live episode of OZ Office Hours, Jimmy Atkinson breaks down the new guidance, including the five key things you need to know. Note: The IRS originally numbered this guid...
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March 31, 2026 • 39 mins
The 21st Century ROAD to Housing Act has advanced in the Senate with 89 yes votes — and it explicitly touches Opportunity Zones. Jimmy Atkinson and Andy Hagans break down what's in the bill, what it means for OZ investors, and why its restrictions on institutional ownership of single family homes could have significant unintended consequences for the nation's housing supply. Plus, an update on the Wyoming Reserve, a live demo...
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March 25, 2026 • 43 mins
Most Opportunity Zone investors treat the program as its own isolated thing, but OZ is really an overlay on the pre-existing tax code, and understanding that interaction is where the real edge is. Jonathan McGuire, CPA at Aldrich Advisors, joins the show to break down Section 280B demolitions, bonus depreciation and cost segregation, partial disposals, and why operating businesses have seen so little OZ investment. Plus, what to wa...
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March 18, 2026 • 43 mins
With Opportunity Zones now permanent and OZ 2.0 launching January 1, 2027, should you invest in a QOF now or wait? Recorded live at OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons of the Economic Innovation Group, Blake Christian of HCVT, and Jason Watkins of Novogradac & Company to break down the trade-offs between OZ 1.0 and OZ 2.0 — including valuation discounts, the 5-year deferral, basis step-ups, rural zon...
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March 2, 2026 • 43 mins
The Trump administration's Maritime Action Plan calls for 100 Maritime Prosperity Zones explicitly modeled after Opportunity Zones. And many of the most likely locations may already be OZ-designated. Jimmy Atkinson breaks down the plan, explains the potential for incentive stacking, and answers live listener questions. Show notes & summary: https://opportunityzones.com/2026/03/ozoh-376/
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February 23, 2026 • 49 mins
A new AI tool built specifically for Opportunity Zones is here — and it may change how investors, fund managers, and advisors navigate the transition from OZ 1.0 to OZ 2.0. In this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans unveil OzBot, a purpose-built chatbot trained on the actual statute, regulations, and proprietary analysis behind the program — and they put it to the test live. Show notes ...
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