The SEC and Opportunity Zones | SEC Statement

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The SEC issued an Opportunity Zone Staff Statement to alert investors to applicable compliance implications under federal and state securities laws. At the heart of the Opportunity Zone program is the requirement that investors utilize an investment vehicle designated as a Qualified Opportunity Fund (QOF). The QOF can be set up as a corporation or […]

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Colorado Opportunity Zone Conference | OEDIT

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The Colorado Opportunity Zone Conference (and pitch event) takes place on October 1st. The event is hosted by the Colorado Office of Economic Development and International Trade (OEDIT) and is a showcase for local Colorado communities, projects, professionals and investors. Tickets are free and available here. Here’s the agenda and details about the event. 2019 […]

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One Year Review Of An Opportunity Fund | Podcast

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Podcast Courtesy OpportunityDb – It’s been one year since Virtua Partners launched the very first Qualified Opportunity Fund. Since then, they have raised $100 million, roughly half of which has already been deployed; they’ve broken ground on numerous projects, and have a pipeline of about 100 more. Quinn Palomino is principal at Virtua Partners, a global […]

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Key Opportunity Zone Tax Considerations | Podcast

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Podcast Courtesy OpportunityDb – What are some of the most important tax accounting considerations when forming and managing an Opportunity Zone Fund? Valerie Grunduski is a real estate tax accounting specialist and leads Plante Moran’s Opportunity Zones practice. Jimmy Atkinson of OpportunityDb interviewed Valerie Grunduski to get a breakdown of the key tax and accounting issues […]

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OZ Colorado Opportunity Zone Presentation | For Investors

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We just updated the Colorado Opportunity Zone presentation to reflect the additional guidance by the Treasury addressing and clarifying a number of key regulatory issues. The presentation focuses on investment opportunities for individual investors, including “mom-and-pop” investors looking for smaller and one-off investments. It covers the key requirements for inclusion in the Opportunity Zone program […]

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Launching An Opportunity Zone Fund | Video | Part 4

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Part 4 – The Opportunity Zone program requires all investments to be directed through an investment vehicle called a Qualified Opportunity Fund (QOF). In practice, this means that an investor can’t invest directly into an Opportunity Zone property or business but must instead invest into a Qualified Opportunity Fund and the fund can then reinvest […]

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Launching An Opportunity Zone Fund | Video | Part 3

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Part 3 – The Opportunity Zone program requires all investments to be directed through an investment vehicle called a Qualified Opportunity Fund (QOF). In practice, this means that an investor can’t invest directly into an Opportunity Zone property or business but must instead invest into a Qualified Opportunity Fund and the fund can then reinvest […]

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Launching An Opportunity Zone Fund | Video | Part 2

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Part 2 – The Opportunity Zone program requires all investments to be directed through an investment vehicle called a Qualified Opportunity Fund (QOF). In practice, this means that an investor can’t invest directly into an Opportunity Zone property or business but must instead invest into a Qualified Opportunity Fund and the fund can then reinvest […]

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Launching An Opportunity Zone Fund | Video | Part 1

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Part 1 – The Opportunity Zone program requires all investments to be directed through an investment vehicle called a Qualified Opportunity Fund (QOF). In practice, this means that an investor can’t invest directly into an Opportunity Zone property or business but must instead invest into a Qualified Opportunity Fund and the fund can then reinvest […]

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