Episodes

  • Hidden OZ Tax Advantages Most Investors Are Missing (Episode 378)

    Hidden OZ Tax Advantages Most Investors Are Missing (Episode 378)
    Mar 25 2026
    Most 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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    44 mins
  • OZ 1.0 vs. OZ 2.0: Should You Invest Now or Wait? (Episode 377)

    OZ 1.0 vs. OZ 2.0: Should You Invest Now or Wait? (Episode 377)
    Mar 18 2026
    With 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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    44 mins
  • Trump's Maritime Prosperity Zones (Episode 376)

    Trump's Maritime Prosperity Zones (Episode 376)
    Mar 2 2026
    The 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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    44 mins
  • OZ NewsHour For February 2026

    OZ NewsHour For February 2026
    Feb 23 2026
    A new AI tool built specifically for Opportunity Zones is here — and it may change how investors, fund managers, and advisors navigate the transition from OZ 1.0 to OZ 2.0. In this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans unveil OzBot, a purpose-built chatbot trained on the actual statute, regulations, and proprietary analysis behind the program — and they put it to the test live. Show notes & summary: ⁠https://opportunityzones.com/2026/02/oznh-feb-2026/
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    49 mins
  • Rural Opportunity Zone Strategy & Incentive Stacking (Episode 375)

    Rural Opportunity Zone Strategy & Incentive Stacking (Episode 375)
    Feb 18 2026
    Rural Opportunity Zones could play a much bigger role in the next phase of the program than they did the first time around. In this episode, Coni Rathbone of VF Law joins Jimmy Atkinson to discuss the new rural incentives under OZ 2.0 (including the 30% basis step-up), and how incentive stacking, bonus depreciation, and smart tract advocacy can position developers and investors ahead of the 2027 designation round. Show notes & summary: https://opportunityzones.com/2026/02/coni-rathbone-375/
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    42 mins
  • How Treasury Should Determine OZ 2.0 Tract Eligibility (Episode 374)

    How Treasury Should Determine OZ 2.0 Tract Eligibility (Episode 374)
    Feb 9 2026
    The census data that will likely inform Opportunity Zones 2.0 eligibility is now out. But how Treasury uses that data is still undecided. In this episode, Jimmy Atkinson is joined by Jason Watkins of Novogradac to discuss why a mechanical, spreadsheet-driven approach to census tract eligibility would be a mistake, how margins of error and unreliable income estimates complicate the analysis, and what a commonsense framework could look like as Treasury prepares to define the OZ 2.0 eligibility universe. Show notes & summary: https://opportunityzones.com/2026/02/jason-watkins-374/
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    34 mins
  • New Census Data: Which Tracts Qualify For OZ 2.0? (Episode 373)

    New Census Data: Which Tracts Qualify For OZ 2.0? (Episode 373)
    Feb 3 2026
    The U.S. Census Bureau has released the 2020–2024 ACS data, which determines which census tracts are eligible for the next round of Opportunity Zone designations. See which tracts qualify for OZ 2.0 designation. Plus, listener questions answered LIVE. Show notes & summary: https://opportunityzones.com/2026/02/ozoh-373/
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    55 mins
  • OZ 2.0 Tract Eligibility Data Coming Soon (OZNH Jan 2026)

    OZ 2.0 Tract Eligibility Data Coming Soon (OZNH Jan 2026)
    Jan 28 2026
    New U.S. Census Bureau data that will determine OZ 2.0 eligibility is scheduled to be released on Thursday, January 29, 2026. But with a potential government shutdown looming, questions remain about whether Treasury’s official list of eligible census tracts could be delayed. On this month’s episode of OZ NewsHour, Jimmy Atkinson and Andy Hagans break down what the data release means for OZ 2.0. Show notes & summary: ⁠https://opportunityzones.com/2026/01/oznh-jan-2026/
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    42 mins