OZ for Funds, Part 5: Optimizing Alternative Capital Sources

Join Ron Wainwright, Partner and Leader of the Firm’s Credits & Accounting Methods practice, and Peter Byford, NMTC Program Senior Manager with Tax Advantage Group by Cherry Bekaert, for a discussion on capital formation. They will analyze the traditional OZ capital stack, highlight the potential synergy with New Market Tax Credits and other additional credits, and examine the implications of social impact investing.

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 6 – Panel Discussion: Opportunities & Pitfalls in Your Opportunity Zone ("OZ") Structuring