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Opportunity Zones Podcast

OpportunityZones.com
Opportunity Zones
Oz 2.0
Tax Cuts and Jobs Act
Capital Gains Tax
Investment Strategies
Oz Insiders
Affordable Housing
Real Estate Development
Congress
Qualified Opportunity Funds
Interest Rates
Economic Innovation Group
Tax Legislation
Donald Trump
Trump Administration
Tax Incentives
OZ Pitch Day
One Big Beautiful Bill Act
Real Estate
Real Estate Investment

Defer and eliminate capital gains tax with Opportunity Zone investments.

PublishesWeeklyEpisodes428Founded8 years ago
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InvestingBusinessBusiness NewsNews

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Artwork for Opportunity Zones Podcast

Latest Episodes

The OZ 2.0 map is being drawn right now. Five jurisdictions have already sent tract nominations to Treasury, and the other 51 have until September 28 to decide. On this episode of OZ LIVE, Jimmy Atkinson and Andy Hagans walk through where all 56 stat... more

YouTube

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 Pitc... more

YouTube

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 Gr... more

YouTube

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 ... more

YouTube

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Recent Guests

Jim Lang
Attorney, Greenberg Traurig
Greenberg Traurig
Episode: OZ LIVE: Governors Are Picking New Opportunity Zones Right Now
Alex Cartwright
Founder and CEO of HotelSHIFT
HotelSHIFT
Episode: Captive QOF vs. Sponsor QOF: Which Path Fits Your Gain? (Episode 391)
Gerry Reisen
Opportunity Zone attorney
Reisen and Associates
Episode: Captive QOF vs. Sponsor QOF: Which Path Fits Your Gain? (Episode 391)
Catherine Lyons
Senior Director of Policy and Coalitions at the Economic Innovation Group
Economic Innovation Group
Episode: Inside Treasury's $112 Billion Opportunity Zone Report (Episode 390)
Graham Allison
Graham Allison of Opportunity Zone Development Group
Opportunity Zone Development Group
Episode: The Capital Stack Behind a Rural Healthcare OZ Deal (Episode 389)
Michael Treiman
President and CEO of Standard Asset Management and Investments (SAMI)
Standard Asset Management and Investments (SAMI)
Episode: Inside the OZ Fund That Skips Development Risk (Episode 387)
Heather Gustafson
Head of Sales and Strategic Partnerships at CA South Development in Nashville
CA South Development
Episode: STR Condos as an Opportunity Zone Investment (Episode 381)
Josh Prywes
Real Estate Attorney at Winstead
Winstead
Episode: STR Condos as an Opportunity Zone Investment (Episode 381)
Barrett Linburg
Co-CEO of Savoy Companies (Savoy Equity Partners, Savoy Construction, Savoy Property Management)
Savoy Companies
Episode: OZ Case Study: One Dallas Neighborhood, 1,000 Units (Episode 380)

Hosts

Jimmy Atkinson
Host of the OZ-related podcast and related shows; long-running anchor with deep experience in Opportunity Zones and related events.
Andy Hagans
Editor/interviewer and co-host, active across OZ NewsHour and related content; contributes guest coordination and program development.

Reviews

5.0 out of 5 stars from 97 ratings
  • Absolutely Love It Adored the content Would recommend it to anyone who is looking forward to the future

    Audible
    5
    Glenn T. Smith
    United Statesa year ago
  • Opportunity Zones are the Fuel

    Absolutely Love It Adored the content Would recommend it to anyone who is looking forward to the future

    Audible
    5
    Glenn T. Smith
    United Statesa year ago
  • Awesome podcast!

    Excited for the next upcoming episodes!

    Apple Podcasts
    5
    JGHG31
    Philippines3 years ago
  • Opportunity Zone Treasure Trove

    The Opportunity Zone Db Podcast collection has grown through the week in-week out consistent efforts of its founder, Jimmy Atkinson, to add interviews with the top professionals in the industry to be without peer as a resource that is current and deep in the Opportunity Zone industry. Keep up the outstanding work!

    Apple Podcasts
    5
    Y2856Y
    United States3 years ago
  • Great Show

    Jimmy does a great job explaining all the ins and outs of opportunity zones. His guests have a wealth of knowledge to provide on the topic as well. If you are considering this as an investment path, I highly recommend this show!

    Apple Podcasts
    5
    PaigeBPodcasting
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Insightful, current analysis of OZ policy and deals.
Well-produced episodes with practical takeaways for sponsors and investors.
Guests bring deep expertise across finance, law, and development.
Regular policy updates keep the audience ahead of regulatory changes.

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Talking Points

Recent interactions between the hosts and their guests.

Inside Treasury's $112 Billion Opportunity Zone Report (Episode 390)
Q: What does the Treasury data say about overall reach and the pace of investment across OZ tracts?
The data indicate a broad reach with more than 6,000 tracts receiving investment and 77% reach across all states, accompanied by an understanding that rural investments grew in line with rural policy changes, though per-tract amounts varied by urban versus rural locations.
The Capital Stack Behind a Rural Healthcare OZ Deal (Episode 389)
Q: How does the capital stack work in this specific project, and what layers are involved beyond OZ equity?
The stack includes OZ equity plus New Markets Tax Credits, EB-5 funding for potential green-card pathways, 10% Ohio OZ tax credits, foundations through Program Related Investments, bank debt, and TIF/other local incentives to cover infrastructure and operating needs.
The Capital Stack Behind a Rural Healthcare OZ Deal (Episode 389)
Q: What does it mean to be in an Opportunity Zone and why is this deal attractive for rural health care?
Being in an OZ unlocks tax incentives that can be layered with other financing to backfill funding gaps for rural health care projects, making it feasible to retrofit facilities and deploy advanced equipment while guiding capital to underserved markets.
Inside the OZ Fund That Skips Development Risk (Episode 387)
Q: How does the fund deploy capital in relation to the OZ rules and what makes it compliant?
The fund invests in qualifying Opportunity Zone businesses with careful attention to QOZB 70% threshold and QOF 90% requirements. Investments are made into existing or new OZB structures, ensuring that the asset itself qualifies for OZ benefits, while avoiding aggressive tax positions and often including tax insurance where appropriate.
Inside the OZ Fund That Skips Development Risk (Episode 387)
Q: What is the core thesis behind focusing on stabilized assets instead of development-heavy OZ deals?
The core thesis is that long-term, wealth-preserving investors prefer lower risk with predictable cash flow. By stabilizing an asset and using OZ benefits, the fund provides a de-risked path to the tax advantages, rather than exposing capital to the volatility and extended timelines of development projects.

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Frequently Asked Questions About Opportunity Zones Podcast

What is Opportunity Zones Podcast about and what kind of topics does it cover?

A data-driven deep-dive into Opportunity Zone investing, finance, and policy, with a focus on structure options (captive vs sponsor QOFs), regulatory changes, and data-backed decision making. Episodes frequently cover tax advantages, designations under OZ 2.0, capital stacks for real estate and infrastructure, and practical guidance for investors, developers, and sponsors. Noteworthy is the emphasis on real-world case studies, practical frameworks, and timely policy updates, often paired with expert guest insights and live demonstrations of maps, datasets, and regulatory rules that shape deal design and timing.

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Which podcasts are similar to Opportunity Zones Podcast?

These podcasts share a similar audience with Opportunity Zones Podcast:

1. The Best Ever CRE Show
2. Tax Smart Real Estate Investors Podcast
3. BiggerPockets Real Estate Podcast
4. On The Market
5. POWERS

How many episodes of Opportunity Zones Podcast are there?

Opportunity Zones Podcast launched 8 years ago and published 428 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Opportunity Zones Podcast?

Recent guests on Opportunity Zones Podcast include:

1. Jim Lang
2. Alex Cartwright
3. Gerry Reisen
4. Catherine Lyons
5. Graham Allison
6. Michael Treiman
7. Heather Gustafson
8. Josh Prywes

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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