Opportunity Zone investing 2.0: Questions advisors should know how to answer – Platform Ventures – 9.5.19

Summary:

Now On Demand.

There is no shortage of information alerting investors to the potential benefits of investing capital gains in to Qualified Opportunity Zone funds. However, there are common questions that investors may be asking and advisors should know how to answer. Platform Ventures is pleased to offer an informative presentation that will provide further education on the risks and benefits of Opportunity Zone investing and will answer questions that advisors should know how to answer.

Topics will include:

• Case studies on Opportunity Zone investing
• Income distributions and recycling capital
• Popular sectors and locations
• 1031 Exchange vs. Opportunity Zones
• Considerations for picking the right fund

This will be an interactive session so please feel free to ask specific questions and we will be sure and answer them during or after the webcast.

Speakers:

Terry Anderson is a seasoned entrepreneur who has started and continues to run several real estate related ventures. As Co-President and Co-Founder, Terry provides overall strategic direction and leads the financial management, acquisition, and investor relations functions. He has spearheaded the acquisition of over $2.5 billion of debt and real estate assets. He is involved in various real estate related operating companies, including Silverwest Hotels, Inspired Homes, and APD Management, and has previously been involved with Pillar Financial. Terry earned a Bachelor of Science in Finance and Accounting and a Master of Business Administration in Finance from Rockhurst University.

Kerry Scanlon is Senior Vice President and is responsible for developing and executing growth strategy across the business. Kerry has more than 20 years of experience in the financial services and alternative investment industry. Previously, Kerry was a regional vice president for Realty Capital Securities, an open architecture wholesale distribution platform for public and private real estate investment programs, credit and lending programs, and other alternative investments. He worked directly with registered representatives and investment advisors, covering all channels in Kansas and Missouri. From 1999-2010 Kerry was a regional vice president with John Hancock, where he was responsible for the sale of variable annuities and college saving plans in Kansas and Missouri. Kerry earned a Bachelor of Arts degree in History from Southern Methodist University.

Todd Blanding, CFA, serves as Chief Investment Officer. He is responsible for managing the real estate investment process and product development. Todd has more than 19 years of real estate investment experience. Previously, he was a vice president and portfolio manager at Essex Property Trust, where he managed a $3.1 billion portfolio of multi-family assets. His past experience also includes serving as vice president of real estate acquisition at GI Partners, where he helped grow equity commitments in the firm’s real estate funds from $750 million to $1.25 billion and sourced more than $200 million in new investments for the portfolio. Todd also served as vice president of real estate acquisitions at JPMorgan. In that role, he sourced $1.1 billion in investment opportunities and led the formation of more than $600 million in acquisition and development joint ventures on behalf of JPMorgan’s commingled funds and separate account clients. Todd is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the Urban Land Institute. He earned a Bachelor of Science in Finance from the University of Michigan and a Master of Business Administration in Finance, Real Estate and Strategy from Northwestern University’s Kellogg School of Management, where he graduated summa cum laude.