Conor Donohue is the Vice President of Wealth Development at Caliber Companies. He manages client relationships and ensures that investors make well-informed decisions when investing in Caliber funds.
Prior to his position at Caliber, Connor was a Client Associate in Chicago for a private wealth management firm specializing in high-net worth individuals.
Conor received his Bachelor of Arts degree in Economics from the University of Illinois at Urbana-Champaign. He is a registered representative with Caliber Funds, which is affiliated with Tobin & Company Securities, LLC – Member FINRA/SIPC.
Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.
Speakers: Conor Donohue
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.
Speakers: Daniel Oschin , Conor Donohue, Nathan Whigham, and Ashley Tison
Caliber is a leading investment company providing a full suite of real estate services. Caliber owns, operates, and invests both on its own and through individual operating companies. In addition, Caliber manages all aspects of the real estate investment deal continuum including fundraising, asset acquisition, construction and development, property management, asset management, brokerage services, and asset disposition.