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Speakers and Panels
HUD Leadership Keynote - To Be Announced!
Special Keynote Speaker
Secretary
U.S. Department of Housing and Urban Development (HUD)
Policy & Program Update: Understanding OZ 2.0
New Map, New Rules, New Clock: What Every Investor Needs to Know Before January 1st
Jill Homan
Managing Director
America First Policy Institute
Steve Glickman
Co-Founder and CEO
Statt
Alfonso Costa Jr.
COO
Falcone Group
Angel Rice
Partner
Cohen & Co Advisory
Investment Strategy: Capital, Deferral, and the New Math
From Fixed Deadline to Rolling Clock: Where Smart Capital Is Moving Next
Peter Ciganik
Partner & Head of Capital Markets
Brightshore Capital
Jonathan Tower
Founder
Arctaris Impact Investors
P. David Bramble
Co-Founder & Managing Partner
MCB Real Estate
Jason Glasser
Managing Director and Portfolio Manager
Clarion Partners
Ross Baird
Founder, CEO
Blueprint Local
Sam Spencer
CEO and Managing Director
CEI Boulos
Development & Deal Structuring: Building in the New Zones
Two Maps, One Transition: What's Actually Getting Built Right Now and How Developers are Preparing for Tomorrow's Projects
Kelli Brooks
CIO
Urban Atlantic
Thomas Skinner
Managing Partner
Redbrick LMD
Abe Schlisselfeld
National Real Estate Practice Leader & Shareholder
CBIZ
Why You Can't Miss This Conversation
The Opportunity Zone program is entering its most consequential stretch since it launched in 2018, and the decisions get made this year, not next year.
By December, Treasury will have certified the final national map of newly designated Opportunity Zone tracts. Original OZ 1.0 deferrals come due December 31st, forcing investors who deferred gains under the first version of the program into a hard tax decision. And on January 1st, the new OZ 2.0 rules take effect nationwide: a rolling five year deferral tied to investment date, a new Qualified Rural Opportunity Fund with a 30% basis step up, tightened eligibility criteria, and expanded reporting requirements for funds and fund managers. For the first time in the program's history, two maps will be live at once, the original zones running through 2028 and the new zones taking effect in 2027, and everyone with capital, land, or a pipeline in play needs to know exactly where they stand.
Bisnow's National Opportunity Zones Summit brings the people driving these decisions into one room in Washington, DC on December 3rd, at the exact moment the new rules lock into place.
The day unfolds across three conversations:
Policy & Program Update: Understanding OZ 2.0 opens the day by grounding the room in what actually changed, the tightened eligibility standards, the new decennial designation process, and the reporting requirements funds are now building compliance infrastructure around.
Investment Strategy: Capital, Deferral, and the New Math turns to the money, how fund managers are timing raises around this year's deadlines, what the Qualified Rural Opportunity Fund opens up for rural markets, and how the shift from a fixed deadline to a rolling deferral is changing deal structuring.
Development & Deal Structuring: Building in the New Zones closes the day at ground level, with a look at what's actually getting built, where, and how developers are underwriting the transition between the outgoing map and the incoming one.
In the room: The policymakers shaping the program's next decade, the fund managers who have raised and deployed billions under the original rules and are now building the vehicles for the next phase, and the developers and owners translating policy into projects on the ground, from established Opportunity Zone platforms to the rural and Mid-Atlantic markets seeing the newest activity. This is not a room for theory. It's a room for the people who need to make a decision before the calendar turns.
For questions, recommendations, comments, or press inquiries please email our Vice President of Production, Elizabeth Baker at liz.baker@bisnow.com. To request disability-related accommodations, please contact caroline.moshedi@bisnow.com no later than seven business days prior to the event.
Agenda
| Time | Activity |
|---|---|
|
8:00 AM
9:00 AM
|
Registration, Networking, and Breakfast
|
|
9:00 AM
9:45 AM
|
Policy & Program Update: Understanding OZ 2.0
New Map, New Rules, New Clock: What Every Investor Needs to Know Before January 1st |
|
9:45 AM
10:00 AM
|
Networking Break
|
|
10:00 AM
10:45 AM
|
Investment Strategy: Capital, Deferral, and the New Math
From Fixed Deadline to Rolling Clock: Where Smart Capital Is Moving Next |
|
10:45 AM
11:30 AM
|
Development & Deal Structuring: Building in the New Zones
Two Maps, One Transition: What's Actually Getting Built Right Now and How Developers are Preparing for Tomorrow's Projects |
|
11:30 AM
12:00 PM
|
Closing Networking
|
Venue
The Westin Washington, D.C. City Center
1400 M Street NW
Washington, DC, 20005
Ballroom: National Ballroom
Valet: $60.00 per day
Parking Garage Entrance: 1427 M St NW