Skip to content

OpportunityDb: How To Diligence Opportunity Zone Funds & Deals, An OZ Pitch Day Panel

OpportunityDb hosted a panel at OZ Pitch Day discussing key diligence steps for Opportunity Zone (OZ) investments. The panel, featuring experts including Pinnacle's own Managing Director, Jill Homan, who was joined by fellow professionals, Michael O'Mara, and Gerry Reihsen, focused on evaluating multi-asset funds versus single-asset deals, understanding risk-return dynamics, and scrutinizing offering documents. They emphasized the importance of considering the investment’s potential beyond tax benefits and performing thorough due diligence. This panel provided essential insights for investors looking to navigate the complexities of OZ investments.

Watch this webinar and view the transcript here:

how to diligence