2019 Montana Opportunity Zones Summit


2019 Montana Opportunity Zones Summit
Thursday, July 11, 2019
10:00 AM - 2:00 PM Program
Best Western Plus GranTree Inn
1325 N. 7th Avenue, Bozeman, Montana 59715, USA

9:55 am Welcome and Introduction
Jay Kodytek,
Vice President,  Real Estate Summits

10:00 am Opportunity Zones Location Overview
Morgan Haynes
, Partner,  Wipfli
Dannielle Lewis, Tax Manager, Wipfli
Michelle Bazzanella, Senior Manager, Wipfli 
• Opportunity Zones 101 – what is it and what is the impact to the real estate community
• Locations of Opportunity Zones in Montana 
• How were the Montana Opportunity Zones selected?
• Other economic development opportunities in Opportunity Zones
• What are the tax benefits of investing?
• What types of investment can I make?
• How does this compare to 1031?
• Can I still do a 1031 Exchange?
• How long do I have to keep my money in?

11:00 am Legal Considerations
Ross Keogh,
Attorney, Worden Thane, P.C.
• What is the timing involved in an Opportunity Zone deal?
• 70/30 “substantially all” test 
• Governing documents of Opportunity Fund
• Risk Factors to consider
• Legal timeline and Exit Strategies
• Can I do this on my own or do I need to invest in / create a Fund?
• How to become an Opportunity Zone Fund Sponsor
• Risk Factors to consider
• Opportunity Zone Due Diligence and Representations

11:45 am Lunch Break & Networking

12:00 pm Affordable Housing Update & How Opportunity Zones can Impact the Affordable Market
Maureen Rude,
Executive Director, NeighborWorks Montana
• Current State of the Market 
• Trends In Affordable Housing Development & Investment
• Financing & Incentives to Develop Affordable Housing
• Utilizing the new Opportunity Zones laws to make your project work
• Social Impact Investing in Affordable Housing Through Opportunity Zones
• What do all Developers and Investors need to know about Affordable Housing
• Where is the industry going and where are the Opportunities 

12:45 am Real Estate Investment & Development Opportunities in Opportunity Zones
Moderator: Ross Keogh
, Attorney, Worden Thane, P.C.
Andrew Gordon, Managing Partner, Vision Growth Capital Group
Matt Mellott, Commercial Real Estate Advisor, Sterling CRE Advisors
Brent Campbell, President/CEO, WGM Group
David Fine, Economic Development, City of Bozeman
• How existing property owners in Opportunity Zones can participate
• The role of commercial real estate brokers in Opportunity Zones
• Opportunities in Office and Industrial
• Opportunities in Housing and Hospitality
• Real Estate Development vs Rehab opportunities
• Equity sources for Opportunity Funds
• LTV considerations 
• Recourse vs Non-recourse considerations
• Investing in Opportunity Zone Based Businesses - How Opportunity Zone Rules can help your tenants

2:00 pm Adjourn, Networking & Happy Hour

2019 Montana Opportunity Zones Summit


  • When

  • Thursday, July 11, 2019
    10:00 AM - 2:00 PM
    Mountain Time

  • Where

  • Best Western Plus GranTree Inn
    1325 N. 7th Avenue
    Bozeman, Montana 59715

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