Louis Rogers on Real Estate: Opportunity zones unpacked with Jimmy Atkinson
These are exciting times for opportunity zones (OZs). Regulatory and other changes are happening that will impact the fast-moving space for years to come. For an update and to help kick off our new podcast, Louis Rogers on Real Estate, we asked Jimmy Atkinson of OpportunityZones.com and our own in-house OZ expert Natalie Mason, EVP, co-head of development, to unpack the state of play with our founder and co-CEO.
The takeaway: opportunity zones are working.
The OZ program has successfully directed billions in investment to low-income communities, helping create much-needed new housing supply where demand is greatest.
Listen in as this powerhouse trio also explores:
- OZ basics for advisors and investors
- OZ regulation past, present and future
- The outlook for opportunity zone investing
These industry experts also help identify ideal candidates for OZ investing and walk through different investment scenarios and timelines.
Access the podcast audio below and learn more about opportunity zone investing and how OZs connect private capital with economic growth.
Disclosure
Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Capital Square and WealthForge Securities, LLC are separate entities. There are material risks associated with investing in DST properties and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short-term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing. Private placements are speculative and illiquid. Diversification does not guarantee profits or protect against losses. FINRA Broker Check link: https://brokercheck.finra.org/.
