Podcast
Opportunity Zones Podcast
Hosted by OpportunityZones.com · EN
Defer and eliminate capital gains tax with Opportunity Zone investments.
33episodes
Episodes
Newest firstAll episodes
The Gold OZ Fund Picked by Wells Fargo and Wyoming (Episode 383)
6d ago00:44:00Tap to summarizeMost Opportunity Zone investors are looking at real estate deals. But Josh Phair built a precious metals vaulting business inside an OZ in Casper, Wyoming that just landed on the front page of The Wall Street Journal, alongside contract wins with Wells Fargo and the state of Wyoming. Josh is CEO of The Wyoming Reserve. He joined the show to discuss how the business operates as a C Corp with audited physical metal on its balance sheet, the smart liquidity feature offering quarterly redemptions after a one-year hold, and the company's plan to build a second vault in a nearby rural tract to unlock the 30% basis step-up for OZ 2.0 investors in 2027. Show notes & summary: https://opportunityzones.com/2026/05/josh-phair-383/
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Only 60% of Opportunity Zones Are Eligible for OZ 2.0 (Episode 382)
2w ago00:53:09Tap to summarizeOnly 60% of current Opportunity Zones are fully eligible for re-designation under OZ 2.0. In this OZ Office Hours livestream, Jimmy Atkinson breaks down the results of a new tract-by-tract analysis of all 8,764 OZ 1.0-designated tracts and walks through which ones survive the tighter eligibility criteria established by the One Big Beautiful Bill Act (OBBBA). Read more: https://opportunityzones.com/2026/04/ozs-eligible-for-redesignation/
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2027 Opportunity Zone Eligible Tracts? (OZNH Apr 2026)
3w ago00:31:11Tap to summarizeThe IRS has published the list of census tracts eligible for nomination as 2027 Qualified Opportunity Zones... and the clock is now ticking for states to act. On this LIVE episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down what this IRS release means, which tracts made the list, and what happens next in the OZ 2.0 designation process. Show notes & summary: https://opportunityzones.com/2026/04/oznh-apr-2026/
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STR Condos as an Opportunity Zone Investment (Episode 381)
4w ago00:29:37Tap to summarizeShort-term rental condos inside an Opportunity Zone. In this episode, Jimmy Atkinson speaks with Heather Gustafson of CA South Development and Josh Prywes of Winstead about a structure that lets OZ investors own individual short-term rental condo units in Nashville, bypassing development risk entirely by purchasing pre-certificate of occupancy. They cover the original use qualification, how the flexible ownership model works inside a QOF, the Nashville STR market and why it attracts a different traveler than hotels, and what exit planning looks like at the ten-year mark. Show notes & summary: https://opportunityzones.com/2026/04/heather-gustafson-josh-prywes-381/
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OZ Case Study: One Dallas Neighborhood, 1,000 Units (Episode 380)
Apr 1500:42:19Tap to summarizeMany OZ developers make a single bet — one deal, one census tract — and hope it works. Barrett Linburg is making a different bet — that concentrating nearly 1,000 units across dozens of deals in a single Dallas neighborhood would let his company control its own destiny and create a flywheel of investment that keeps compounding. Barrett, co-CEO of Savoy Companies, joins Jimmy on-site in Bishop Ridge to discuss the neighborhood concentration thesis, Savoy's vertically integrated platform, and how stacking OZ with CRA equity and the Texas Public Facility Corporation structure transforms project returns. Plus, managing the 2026 OZ inclusion event and what OZ 2.0 permanency means for the program's future. Show notes & summary: https://opportunityzones.com/2026/04/barrett-linburg-380/
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5 New IRS Rules for OZ 2.0 Nominations (Episode 379)
Apr 700:40:07Tap to summarizeThe IRS just released Rev. Proc. 2026-14, the first official guidance on how states will nominate census tracts for Opportunity Zone designation under OZ 2.0. The nomination window opens July 1, 2026, with the new zones going into effect on January 1, 2027. In this live episode of OZ Office Hours, Jimmy Atkinson breaks down the new guidance, including the five key things you need to know. Note: The IRS originally numbered this guidance as Revenue Procedure 2026-12 before renumbering it to Rev. Proc. 2026-14 after this episode was recorded. More info: https://opportunityzones.com/2026/04/irs-releases-oz-2-0-nomination-guidance-5-things-you-need-to-know/
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The 21st Century ROAD to Housing Act (OZNH Mar 2026)
Mar 3100:39:49Tap to summarizeThe 21st Century ROAD to Housing Act has advanced in the Senate with 89 yes votes — and it explicitly touches Opportunity Zones. Jimmy Atkinson and Andy Hagans break down what's in the bill, what it means for OZ investors, and why its restrictions on institutional ownership of single family homes could have significant unintended consequences for the nation's housing supply. Plus, an update on the Wyoming Reserve, a live demo of the new free OZ tax benefits calculator at OpportunityZones.com, upcoming OZ Insiders events, and picks of the month. Show notes & summary: https://opportunityzones.com/2026/03/oznh-mar-2026/
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Hidden OZ Tax Advantages Most Investors Are Missing (Episode 378)
Mar 2500:43:42Tap to summarizeMost Opportunity Zone investors treat the program as its own isolated thing, but OZ is really an overlay on the pre-existing tax code, and understanding that interaction is where the real edge is. Jonathan McGuire, CPA at Aldrich Advisors, joins the show to break down Section 280B demolitions, bonus depreciation and cost segregation, partial disposals, and why operating businesses have seen so little OZ investment. Plus, what to watch as OZ 2.0 zone designations begin to take shape. Show notes & summary: https://opportunityzones.com/2026/03/jonathan-mcguire-378/
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OZ 1.0 vs. OZ 2.0: Should You Invest Now or Wait? (Episode 377)
Mar 1800:43:50Tap to summarizeWith Opportunity Zones now permanent and OZ 2.0 launching January 1, 2027, should you invest in a QOF now or wait? Recorded live at OZ Pitch Day, Jimmy Atkinson is joined by Catherine Lyons of the Economic Innovation Group, Blake Christian of HCVT, and Jason Watkins of Novogradac & Company to break down the trade-offs between OZ 1.0 and OZ 2.0 — including valuation discounts, the 5-year deferral, basis step-ups, rural zone benefits, and the latest on the OZ 2.0 designation timeline. Show notes & summary: https://opportunityzones.com/2026/03/ozpd-panel-377/
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Trump's Maritime Prosperity Zones (Episode 376)
Mar 200:43:38Tap to summarizeThe Trump administration's Maritime Action Plan calls for 100 Maritime Prosperity Zones explicitly modeled after Opportunity Zones. And many of the most likely locations may already be OZ-designated. Jimmy Atkinson breaks down the plan, explains the potential for incentive stacking, and answers live listener questions. Show notes & summary: https://opportunityzones.com/2026/03/ozoh-376/
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