Texas Real Estate Opportunity Zones Summit

Summary

Texas Real Estate Opportunity Zones Summit
Thursday, March 28, 2019
8:00 AM - 12:00 PM Program
The Briar Club
2603 Timmons Ln, Houston, Texas 77027, USA

Emcee: John Hammond, President & CEO, Riverway Title 

8:00 am Opening Remarks and Opportunity Zones Location Overview 
Moderator: Josh Owens,
Senior Planner, Houston-Galveston Area Council
Raudel Garza,
Manager & CEO, Harlingen Economic Development Corporation 
Amanda Timm, Executive Director, LISC Greater Houston
B. J. Simon, Associate Executive Director, Baytown-West Chambers County EDF 
Zach Scott, Economic Development Manager, Greater Houston Partnership 
• Opportunity Zones 101 – what is it and what is the impact to the real estate community 
• Locations of Opportunity Zones in Houston Metro Area 
• How were the Houston Opportunity Zones selected? 
• Other economic development opportunities in O Zones
 
8:30 am Real Estate Opportunities in O Zones 
Moderator: Raudel Garza,
Manager & CEO, Harlingen Economic Development Corporation 
Chris Rector, Director, HINES 
Cory Older, President, River City Capital Partners 
Brad Elmore, Senior Vice President, NewQuest
Jonathan Paine, Senior VP, JLL
• 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 
• Investing in Opportunity Zone Based Businesses (How O Zone Rules can help your tenants)
 
9:20 Legal and Accounting Considerations 
Moderator: Omar Izfar, Attorney, Wilson Cribbs + Goren
Nancy Wakefield, Senior Director, Private Client Services, RSM US
Raj Bandla, Attorney, Locke Lord LLP
Kelly Longwell, Director, Coats Rose
Craig Brown, Esq., Senior Vice President, Regional Manager, Investment Property Exchange Services, Inc.
• What is the timing involved in an Opportunity Zone deal? 
• How does this compare to 1031
• Can I still do a 1031 exchange?
• 70/30 “substantially all” test 
• Governing documents of Opportunity Fund 
• Risk Factors to consider 
• Opportunity Zone Due Diligence and Representations 
• Legal timeline and Exit Strategies
 
10:00 am Break
 
10:15 Starting or Managing an Opportunity Fund / Fund Qualifications 
Moderators: Jay Cutler,
Airwavz
Chris Goodrich, Partner, Crady Jewett McCulley & Houren, LLP 
Duane Lund, CEO, NAI Legacy 
Craig Bernstein, Principal, OPZ Bernstein Opportunity Zone Fund 
• How to become an Opportunity Zone Sponsor 
• Single Asset funds vs Blind Pool funds 
• Governing documents of Opportunity Fund 
• Risk Factors to consider 
• Opportunity Zone Due Diligence and Representations 
• Legal timeline and Exit Strategies
• Financing Single Asset Opportunity Zone Opportunities 
• Equity sources for Opportunity Transactions 
 
11:00 am End of Program
 
11:00 to 12:00 Networking and Q&A

Houston Real Estate Opportunity Zones Summit

Details

  • When

  • Thursday, March 28, 2019
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • The Briar Club
    2603 Timmons Ln
    Houston, Texas 77027
    USA

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