• OZ for Funds, Part 6: Panel Discussion: Opportunities & Pitfalls in Your Opportunity Zone ("OZ") Structuring

  • Jan 27 2021
  • Length: 24 mins
  • Podcast

OZ for Funds, Part 6: Panel Discussion: Opportunities & Pitfalls in Your Opportunity Zone ("OZ") Structuring

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  • Summary

  • Join Jason Hoard, Tax Partner, as he moderates a panel of Cherry Bekaert professionals on the opportunities and pitfalls in OZ structuring. The panel will discuss a variety of topics including how an OZ investment will fit into your overall investment plan, the implications of withdrawing from a Qualified OZ fund, uncovering opportunities with debt including basis issues, and the benefits of carried interest.

    Listen to the other podcasts in our OZ Fund Series:

    • Part 1 – Opportunity Zone Overview
    • Part 2 – Opportunity Zone Impact on Real Estate
    • Part 3 – Operating a Qualified Opportunity Zone Business ("QOZB")
    • Part 4 – Meeting the Tests for a Qualified Opportunity Zone Business ("QOZB")
    • Part 5 – Optimizing Alternative Capital Sources
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