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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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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QOZ Spotlight | Colorado Opportunity Zone

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The QOZ Spotlight conference and expo is taking place on September 24th at the Oxford Hotel in Downtown Denver. The event focuses on Opportunity Zone projects within Colorado and features a number of local investors, professional service providers, fund managers and project developers. Come learn about exciting Qualified Opportunity Zone projects right in your backyard! […]

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Treasury Issues Second Tranche of Regulations | Opportunity Zone Guidance

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The Treasury released a second Opportunity Zone guidance that greatly clarifies how investors should proceed with opportunity zone investments.  The guidance has removed a number of key uncertainties that had, until now, stalled many opportunity zone projects. Note that the regulations remain proposed and the Treasury has invited and received additional comments concerning the proposed […]

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On Your Marks, Get Set | Opportunity Zone Update

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Opportunity Zone investors are queued at the gate and ready to launch a flood of OZ investments. All that’s missing is the next round of guidelines from the IRS that will clarify a number of rules and requirements for qualified investments. James Jago of Pebb Capital talks with Bisnow about imminent release of the IRS […]

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IRS Form 8949 | Instructions For Form 8949

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The IRS released Form 8949 and Instructions for Form 8949 for taxpayers to report the sale or exchange of capital assets and the election to defer the capital gain, in whole or in part, under the Opportunity Zone program. Form 8949 provides taxpayers with a clearer understanding of the proposed Opportunity Zone regulations and how […]

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Colorado Governor Announces New Opportunity Zone Office

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In a further demonstration of Colorado’s commitment to the Opportunity Zone program, Colorado Governor Jared Polis announced the formation of a dedicated office within the Office of Economic Development and International Trade (OEDIT) to cultivate active investment in Colorado’s 126 federally designated Opportunity Zones. The latest initiative builds on the State’s publication of the Colorado-Invest […]

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Sebastian Partners Offers The Gravitas Fund

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Sebastian Partners, a long-time Denver real estate developer, has launched and is now offering investment in one of the first major Colorado Qualified Opportunity Funds (QOF), the Gravitas Fund. The Gravitas QOF was created as an investment vehicle to take advantage of the tax incentives offered by the Opportunity Zone program within the 2017 Tax […]

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