RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals. Barrett Linburg, founder of Savoy Equity Partners, joins the show to discuss the opportunity for OZ developers and fund sponsors to tap into the RIA market, as well as the opportunity for RIAs to bolster their clients’ portfolios with Qualified Opportunity Fund holdings. Watch On YouTube Episode Highlights How RIAs and other financial advisors they think about OZs for their clients’ portfolios. Background on Savoy Equity Partners and how they have been able to successfully tap into the RIA market. How the Community Reinvestment Act can incentivize banks to act as another source of capital for Opportunity Zone deals. Examples of some Opportunity Zone deals that Savoy Equity Partners is working on. Barrett’s popular Twitter thread on successful Opportunity Zone projects that would not have been possible without the OZ legislation. Featured On This Episode Guest: Barrett Linburg, Savoy Equity Partners About The Opportunity Zones Podcast Hosted by OpportunityDb.com founder Jimmy Atkinson, The Opportunity Zones Podcast features guest interviews from fund managers, advisors, policymakers, tax professionals, and other foremost experts in opportunity zones. Listen Now Show Transcript Jimmy: Welcome to the “Opportunity […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
