Why Now is the Best Time to Invest in Opportunity Zones
Over the past couple of years, there has been non-stop reporting on Opportunity Zones. With this bevy of articles, many investors are still unclear on how the legislation can be incorporated in their overall investment strategy.
Contrary to popular narratives regarding timelines, now is still a great time to allocate to OZ’s in 2021.
In this panel discussion we will provide an operator's overview of why investors still have plenty of time to incorporate this investment strategy. We will clarify the definition of “substantially improved” regarding real estate projects. Outline how to utilize backward and forward claims. Provide a complete breakdown of the 6 month time period. Discuss tactics to incorporate when doing estate planning.
- Why there is plenty of time to invest in Opportunity Zones
- Explain the government’s definition of “substantially improved” regarding CRE
- Define how to use the OZ 6 month time period
- How OZ’s are used in estate planning
Event Recording
Why Now is the Best Time to Invest in Opportunity Zones
- About IntegrisAbout Integris.pdf397 kB
Speakers
Ron Mann
- Title
- Vice President @
- Company
- Madison Capital Group
- Role
- Moderator
Ron is a Vice President with Madison Capital Group, a leading provider of debt and equity financing and sales, as well as financial advisory for owners, operators, and developers in the real estate industry.
Ron is also a Senior Commercial Real Estate Broker with Apex Capital in Miami, specializing in the sale, acquisition and leasing of properties in the urban core of Miami. Focus areas include multi-family and mixed-use assets, development sites, industrial properties as well as retail and office, for a host of private real estate developers, landlords, institutional investors, and high net-worth individuals.
Mann has also been involved in the financial funding and operations of several media and technology firms and was instrumental in the launch of Rediff USA (NASDAQ: REDF), a worldwide media and technology company that broadened the reach of the burgeoning Asian-Indian Market throughout the United States, Canada, and Europe.
As the President of Executive Publishing Group, Ron was involved in the publication of several industry and trade magazines in the South Florida area. He has also managed and hosted numerous industry focused conferences that covered the commercial real estate, finance, and investment communities in the region.
Ron’s affiliation with FLAIA extends over a decade, as a member and sponsor and has seen its grow to one of the regions top membership organizations for top private equity firms, hedge funds, portfolio managers and family offices.
Ron’s expertise and experience in an array of industry sectors including real estate, financial services, asset allocation and business development provides comprehensive advisory and capital raising opportunities for the firms in which he is affiliated with.
Ron is a graduate of the University of Miami with a BA in Business/Marketing and communications.
Daniel Oschin
- Title
- Chief strategy officer of Shopoff Realty Investments @
- Company
- Integris Real Estate Investments
- Role
- Panelist
Daniel Oschin is chief strategy officer of Shopoff Realty Investments, where he is focused on cultivating the company’s platform of distinctive public and private programs, enhancing its brand and market presence, and broadening the visibility and impact of its added value, institutional co-investment model. For more than 25 years, Mr. Oschin has owned, operated and managed businesses in a range of industries, including securities and financial services, real estate, asset management, international and domestic manufacturing, retail, non-profit and trust management. As a leader in the securitized real estate industry, he has been instrumental in the development of more than 100 public and private offerings, as well as programs resulting in the procurement of more than $2 billion in assets since 2005.
Lane Lowry
- Title
- Fund Manager @
- Company
- Acqua QOZ Portland
- Role
- Panelist
Lane has 31 years of experience in in all aspects of development from site analysis, acquisition, design, construction and lease up. Lane has completed hundreds of remodel, new home, apartment and new homebuilding communities including large land parcels for merchant home building.
About
Acqua QOZ Portland
QOZ Portland can provide Investors up to 101% Tax Savings in the First Year by Investing in Multifamily Real Estate in an Opportunity Zone Fund and pay No Tax When You Sell. Our combination of Tax Strategies allows investors to Grow Investments Tax Free for up to 27.5 Years.
Integris Real Estate Investments
Integris is a national real estate investment firm that primarily focuses on proactively generating appreciation through the repositioning of commercial, income-producing properties and the entitlement of land assets.
Madison Capital Group
Madison Capital Group is committed to providing innovative, comprehensive capital and transactional solutions for real estate owners and developers.
The firm is a leading provider of debt and equity financing and investment sales, as well as financial advisory for owners, operators and developers. The team at Madison Capital approaches every assignment with the unique perspective of a true overall capital advisor. A broad-based knowledge of the real estate capital markets combined with its deep understanding and relationships within the Florida real estate and financial services industries provides our clients with comprehensive advice and guidance on an ongoing basis.