Opportunity Zone Magazine Volume 1, Issue 3 | Page 3

OPPORTUNITY ZONE MAGAZINE | VOLUME 1 • ISSUE 3
TABLE OF CONTENTS
3
TABLE OF CONTENTS
TREASURY RESPONDS TO THE COVID-19 CRISIS
BY OFFERING RELIEF FOR THE OZ INDUSTRY
EB-5 AND OPPORTUNITY ZONE OFFERINGS — A
SYNERGISTIC APPROACH
4
By Marc L. Schultz
By Ronald R. Fieldstone and Rohit Kapuria
45
12
HOW DO I START MY OWN QOF?
By Matthew E. Rappaport
OPPORTUNITY ZONES AND ECONOMIC IMPACT: A
PRACTICAL FUND APPROACH
By Natalie Elder, Leonard Mills and Stephanie Smith
50
18
HOW COMMUNITY DEVELOPMENT FINANCIAL
INSTITUTIONS CAN PARTICIPATE IN THE
OPPORTUNITY ZONE PROGRAM
By Jerry McGaughy
HOW TO ACHIEVE SYMMETRY WITH OPPORTUNITY
ZONE FUNDS AND PRIVATE EQUITY FUNDS
By Dannielle Lewis and Josh Graham 58
22
WHY NUMBERS SHOW OPPORTUNITY IN
OPPORTUNITY ZONES
By Jeremy Goldstein
STATE TAX CONFORMITY WITH OPPORTUNITY
ZONES
By Matt Johnson and Markie Zick
62
26
SCALING OPPORTUNITY ZONE INVESTMENTS
By Bo Kemp
WHY AND HOW WE STRATEGICALLY SHOULD
MEASURE SOCIAL IMPACT IN OZS
By Reid Thomas
67
COVER STORY
30
TOP 25 OZ INFLUENCERS OF 2020
PUERTO RICO’S RARE POSITION IN THE OZ SPACE
By María de los Angeles Rivera
70
THE SECURITIES LAWS LANDSCAPE FOR OZ FUNDS
AND THEIR MANAGERS
By Christopher Rogers
76
POTENTIAL ISSUES WITH OZ COMPLIANCE FOR REAL
ESTATE FOCUSED OPPORTUNITY FUNDS
By Frank Lucas and
Jack S. Clarizio 82
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