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OZ Podcast

From Opportunity Zone Expo

On the Opportunity Zone Expo Podcast, we have conversations with people who truly know the Opportunity Zone market. From investors, fund managers and developers to tax specialists, politicians and attorneys, our podcast will present the industry’s most influential voices. If it involves Opportunity Zones, you’ll hear about it here.


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Sierra Creek Developer Drops By for a Chat

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His background, experience, faith and passion dovetail perfectly with the overall aim of the Opportunity Zone program. Now, as California's Deputy Treasurer, he occupies a uniquely powerful position in that state's government.


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Sasha Favelukis has created a model for community and economic development that works. You can see it for yourself in the Quartyard neighborhood he developed in San Diego. He's an Investor, a Developer and the co-founder of CoPlace.

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Real Estate Broker John McCarthy simply wanted to know who owned a particular piece of OZ property he saw one day while out driving. They say necessity is the mother of invention, and that moment of necessity was the genesis of the mobile app OZMaps.

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Neal Bawa found himself in the real estate sector almost by accident. But the rigorous habits of data analysis he honed as a tech industry executive proved even more valuable in the OZ space.  

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Where does automated carousel manufacturing and Opportunity Zone investing converge? It might be with Barry Stem. His company - Fortified Precast Technologies - is bringing this proven German building technology to the United States.  

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Puerto Rico is - by far - the most extraordinary of the Opportunity Zones. Today, we talk with Puerto Rico's Secretary of Economic Development about what makes the island territory a one-of-a-kind investment.  

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Stefan Shimenes left a very comfortable life in Brazil as a serial entreprenuer. He built a new company in the US that uses data analytics to locate the best real estate deals in the country. Then, the Opportunity Zone happened. He immediately recognized the potential value his company's data could unlock for OZ investors and developers.  

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Michael Bernier possesses a rare facility with pattern recognition and creative problem solving. These talents and skills help him can excel at chess, and also excel at helping clients navigate the pitfalls of OZ investing.

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Susan P. Rounds is the head of Wealth Management for Deustche Bank, a role she came to after a career in the law. Her rare combination of experience and skills honed in the courtroom make her a formidable force and a voice to be heard in the OZ world.

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As CIO for the Bernstein Companies, Craig Bernstein learned how to do the analysis that would identify those deals that were "too good to be true." He's done analysis. He knows the promise. And his insights into the market and the opportunities are both unique and compelling.

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Brandon Lacoff embodies the American can-do spirit. He has made a career out of solving seemingly impossible problems.  With his Belpointe REIT, he's figured out how to deliver Opportunity Zone benefits to investors who are wary of OZ restrictions.

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Jay Darby has a razor-sharp wit and a legal mind to match it. He can navigate the arcana of baseball or tax law with equal aplomb.

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The City of Lancaster, California is not waiting around. During the post-2008 downturn, city management recruited Chinese Electric Vehicle company BYD and brought them to Lancaster. Now, the city is equally aggressive seeking out Opportunity Zone development.  

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From Youngest Bond Trader Ever to OZ Legal Expert

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D.C. Investment Advisor With Deep Roots in Impact Investing

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LA Native Finds His Calling Driving Entrepreneurial Mid-Market Deals

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A 40 Year Record of Capitalizing on Opportunuties

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Peace Corps Vet, Tax Attorney and Passionate OZ Advocate

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Real Capital Analytics Provides Real Time Pricing Answers  

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Industry Vet Knows the Risks & Reward of the OZ

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Insider Knowledge from Madison Street Founder Steers OZ Development

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Entrepreneur-Turned-Tax Lawyer Guides OZ Business Creation

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How 9/11 Changed His Life - and perhaps World Energy Usage

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4th Generation Builder Revolutionizes Affordable Housing

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Where Other Developers See Obstacles, She Sees Possibilities

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This Self-Descibed "Boring Tax Attorney" Believes in the Cannabis Opportunity

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The Human Side of Tax Law

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A Passion for Developing Communities, Not Just Building Buildings

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Fanatical Attention to Detail in Tax Law ...and Baseball!

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Visionary Developer Transforms OZ Student Housing

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A Cannabis Business in the Opportunity Zone

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He's served his country as a Marine, the city of Las Vegas as a lawyer, the state of Nevada as an assemblyman and now - in his role as deputy director of the Governor's Office of economic development for Nevada, he serves not just his state, but - as he sees it - the whole world.

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Puerto Rico's First-Ever Chief Investment Officer

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Pain is Coming; Don't Fear It

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Leadership by Example at SkyBridge Capital Partners

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A Passion to Protect Investors

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Software Solutions for OZ Fund Managers

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Kevin Kim is a partner with Geraci Law Firm. He graduated from Loyola Law School in downtown LA. Undergrad, from Cal, Berkeley. At Geraci, his focus is almost exclusively in real estate and real estate finance in the private sector.

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Brett M. Johnson is a Founder and Partner of Fortuitous Partners, a diversified opportunity fund platform investing in professional sports anchored multi-asset developments in opportunity zones. In addition, he is the Co-Chairman of the Phoenix Rising Football Club, a minor league professional soccer team, based in Phoenix, Arizona.  

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Alternative OZ Financing? Nobody Listens Better

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Digging Deep to Unearth OZ Tax Advantages

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Disruption Squared - Blockchain Combined with OZ

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A Buffett-esque Approach to OZ Development

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Opportunity Lurks in the Gray Areas

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Don't BS Yourself; Don't BS Other People

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