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. 

With many headwinds facing the commercial real estate market, the landscape will never be the same. In this panel we will explore how the operators are planning to adapt to the digitization of operations and uncertainty in government eviction policies–while ensuring the health of their tenants.

Opportunity Zone Funds provide exceptional tax advantages for investments in real estate. Recent changes in Opportunity Zone legislation and the CARES Act have expanded the benefits. Reinventing Opportunity Zone Funds is an in-depth discussion of the best strategies for fund managers and investors. QOZ Portland and it’s fund Acqua QOF Portland have worked with experts to create a fund which employs as many of these strategies as we have seen in any fund. The fund leverages benefits of the Opportunity Zone Tax strategies and individual tax strategies to maximize investors' after-tax returns. This presentation promises to be a powerful blend of actionable information for those that are interested in capital preservation, long-term growth, and tax savings following the upheavals of Covid-19.

There is no doubt that edge can be gained through structuring and industry professionals are looking at every aspect of the industry to moved forward with confidence. Challenging times require flexibility and creativity, this panel will look at deal making, building a book in illiquid investments, using the Co-Investment / Direct Investment model to get a deal done. The panel will look at tax efficiency of Opportunity Zones in the different verticals. Please join this panel of experts for a deep dive and interactive Question and Answers with audience participation.

Tax efficient investing via Opportunity Zones has never been as attractive as today. The panel will look at how Opportunity Zones have matured and what investors should consider given the recent guidance and final regulations from the IRS. Our experts in tax efficient investing, accounting and fund management will also discuss what Family Offices need to consider when allocating capital to the various Opportunity Zone Funds.

Having a big idea in today's exceptional times, needs to be coupled with exceptional operating partners. Tax efficient investing needs to be aligned with proper planning, so join us to listen to our experts speak about different real estate investment opportunities to supplement this tax efficient structure.