Qualified Opportunity Zone Financial Issues & IRS Guidance
Qualified Opportunity Zone Financial Issues & IRS Guidance
Please join CREFC & Greenspoon Marder LLP for an After-Work Seminar on qualified opportunity zone financial issues and IRS guidance. Discussion topics will include:
- Synopsis of IRS guidance on OZ’s and update
- How OZ’s will impact real estate finance – have they yet, and if so, who will lend for financing bridge, construction and take-out loans?
- Institutional banks
- Private equity
- Potential future issues and ghosts of the past:
- Refinance wave on December 31, 2026 (end of temporary deferral period)?
- Eventual federal regulation as securities?
- Similarities with other tax deferral structures: tenancy-in-common (TIC) sponsors and Delaware Statutory Trust structures – could lead to IRS scrutiny
Moderator:
Loretta Thompson, Partner, Greenspoon Marder LLP
Panelists:
Patrick Crandall, Managing Director, Pacific Western Bank, National Lending Division
Jeremy DeMuth, Senior Manager, Deloitte Tax LLP
Bill Fishel, Senior Managing Director, Los Angeles Office Co-Head, JLL Capital Markets, Americas
Robin Potts, Co-Head of Real Estate Investments, Director of Acquisitions, Canyon Partners Real Estate LLC
Sponsored by:
Registration: 4:30pm - 5:00pm
Seminar: 5:00pm - 6:30pm
Networking Reception: 6:30pm - 7:30pm
Attendee List
Price: $50 Members / $75 Non-Members
Young Professional* Price: $25 Members
*must be approved for the discounted rate in advance - available to CREFC Members only
Academic** Price: $25 Members
**must be approved for the discounted rate in advance
Registration
Online registration not available.