Impact Investing and Decoding Opportunity Zone Investing-Two Great Presenters!

Folks, I am happy to announce our September event will feature two extremely experienced and talented real estate developers, each with their own unique approach to investing.

Social Impact Investing with Roof4All

Join us in September as our guest speaker Kent Mak from Roof4All goes into a detailed discussion on how his company, Topstone Investment, LLC, acquired over 700 properties in the Midwest over the past 5 years. From operations to funding, find out how this tiny operation grew to own properties more than 5 of the hottest secondary metropolitan markets in America. You will also find out opportunities to participate and join in making an impact by helping to provide affordable housing to families in need!

Decoding Opportunity Zone Investing: secrets to know and pitfalls to avoid

The Qualified Opportunity Zone (QOZ) program was established by Congress in the 2017 Tax Cuts and Jobs Act as a new tool to incentivize long-term private sector investments in gentrifying and emerging neighborhoods nationwide through Qualified Opportunity Funds, in exchange for a suite of tax benefits. Trillions of dollars of unrealized capital gains are eligible for tax efficient investment in real estate and businesses in designated QOZs. The Qualified Opportunity Zone program has the potential to emerge as the most meaningful federal incentive for long-term investment ever enacted.

CoPlace is an investment and advisory firm that focuses on activating distressed areas by revitalizing their local communities and business ecosystems. CoPlace has completed multiple socially and economically impactful projects, which have received awards and garnered international attention from industry, government, and academic groups. CoPlace team has established itself as an early thought leader in the QOZ space, and at the event you’ll be able to learn from Marc Berkowitz, The Co-Founder at CoPlace:

Benefits for investors in Opportunity Zones

Discussion of projects under development

Insights on new regulations

Pitfalls to avoid

Unique ways to succeed

Marc's Bio:

Marc Berkowitz, the Co-Founder at CoPlace, has 20 years of experience in real estate, investment banking, and start-ups. Marc is a seasoned leader and marketing maven who has advised real estate investment and development groups and municipalities. He has a passion for developing and nurturing business-centered relationships and managing successful large scale projects.

When and Where

Sep 9: 6:30 to 8:30 PM 809 Sacramento Street, San Francisco, CA, [New venue. 10 min short walk from Montgomery BART station. Please eat before coming. This venue does not permit outside food.]

Sep 10: 6:30 to 8:30 PM Roof4All Offices, 999 Baker Way, #430, San Mateo, CA. [Close to 92/101. Plenty of free parking. Light dinner will be provided.]

Sep 11: 6:30 to 8:30 PM Bank of America, 560 S Winchester Blvd, San Jose, CA [Plenty of free parking, close to freeways. Light dinner will be provided.]

Cost: Free if RSVP’d, $15 cash at the door

Must RSVP here:

Happy Investing!