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Tweeted by moseskagan@14041792
Are you an investor who has recently or will shortly realize a large capital gain (maybe from SpaceX or AI stock)?
Are you a real estate operator seeking capital for heavy value-add or development projects?
If your answer to either or both of these questions is "yes", then you should strongly consider attending the Opportunity Zones 2.0 Breakout at Reconvene '26.
We have brought in two experts to lead this off-the-record discussion:
Barrett Linburg: Co-founder of Savoy, a vertically integrated multifamily platform in Texas with an OZ portfolio exceeding $250 million, an active advocate for OZ legislation in Washington, and long-time friend of Reconvene.
Jimmy Atkinson: Founder and CEO of OpportunityZones.com and the host of The Opportunity Zones Podcast. He is the author of The Opportunity Zones Playbook and has been a leading authority on OZ investing since 2018.
This is a plain-English, tactical strategy session designed for both high-net-worth investors looking to deploy capital and the developers and GPs who want to partner with them.
Here is a look at what we will cover in the room:
Underwrite the Deal First, the Tax Last: OZ is a tax layer, not an investment strategy. We will discuss how to evaluate the underlying real estate to ensure you are buying an asset you would want to own anyway.
The Power of the Layer: We will explore why OZ is one of the cleanest tax strategies available. It offers tax escape (rather than deferment, like a 1031 exchange), has no income caps (unlike a Roth), and provides zero depreciation recapture on top of your tax-free appreciation after a 10-year hold.*
The Maps are Being Drawn Now: OZ 2.0 brings a new map. Tracts are being nominated right now, will be certified in Q4, and go live January 1, 2027. We will show you how to read the new boundaries.
What to Do with a Gain Right Now: We will discuss how to handle the 1.0 to 2.0 transition in practice. We will map out exactly which gains must go into a 2026 fund (such as 2025 K-1s needing deployment by mid-September or first-half 2026 personal gains) and which can be delayed into 2027 to capture the new 5-year deferral and step-up benefits.
Navigating the Fee Layer: National OZ funds often stack a secondary promote and annual fees on top of the developer’s economics, which compounds and reduces returns over a 10-year hold. We will outline ways to cut out the middleman, including direct operator investing and captive family funds.
The Developer's Perspective: As investors learn to go direct to save on fees, the operators who can run a compliant fund and deliver the real estate become the preferred destination for this capital.
Real-World Case Studies: A look at live projects currently straddling the OZ 1.0 to 2.0 transition timeline.
For more information about Reconvene '26 (10/6-10/8 in Santa Monica, CA) or to buy tickets, please visit https://t.co/cJJy5L9xJk