Opportunity Zone Investing: Insights from a $140M Real Estate Owner Webinar
Guest Speaker: Barrett Linburg, Co-Founding Principal of Savoy Equity Partners
The webinar focused on Opportunity Zones (OZ) as a real estate investment strategy. Barrett Linburg shared his expertise on the subject, highlighting the benefits, structure, compliance requirements, and the future of OZs.
The webinar focused on Opportunity Zones (OZ) as a real estate investment strategy. Barrett Linburg shared his expertise on the subject, highlighting the benefits, structure, compliance requirements, and the future of OZs.
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1Key Points Discussed
- Introduction to Opportunity Zones:
- Background
- Designation
- Current Status
- Benefits of Investing in Opportunity Zones:
- Tax Deferral
- Step-Up in Basis
- Depreciation Recapture
- Eligibility and Compliance:
- Who Can Invest
- Types of Gains
- Compliance Requirements
- Structuring an Opportunity Zone Fund:
- Fund Options
- Partnership Requirements
- Substantial Improvement Requirement
- Investment Strategies:
- Real Estate Focus:
- Personal Use Property
- Vacant Land
- Future of Opportunity Zones:
- Legislation Outlook
- Investor Sentiment
- Introduction to Opportunity Zones:
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2Resources:
- Savoy Equity Partners Website - Includes a calculator, project examples, and contact page.
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