Central Oregon Association of Realtors
2112 Northeast 4th Street
Bend, Oregon 97701

Get directions
Event Details
November 13, 2019 9:00 AM
Central Oregon Association of Realtors - Bend, Oregon
All Ages
Event Description

Over 300 million dollars have already been invested in Oregon's Opportunity Zones.   OZ is not a government program.  It is a marketplace.  And it is booming.  Are you ready to take advantage of this transformation in investing?

This marketplace event is an extension of the OZ Investing events that the Community Development Corporation of Oregon has hosted in Bend, Canby, Albany and Portland.  It is co-sponsored with Central Oregon Association of Realtors and the Oregon Association of Realtors. As a participant in this conference, you will go away with an understanding of

  • How you can defer or even eliminate capital gains taxes by investing your profits in opportunity zones.
  • What comprises an opportunity zone and why every astute investor with capital gains should be aware of it and considering it.
  • Why the first announced investments in Oregon have been in so much demand by investors.
  • How you can invest in emerging businesses or real estate opportunities through an opportunity zone investment.
  • How your opportunity zone investments can transform communities.
  • What policymakers in Salem and Washington DC can do now to make the OZ marketplace work even better 

Confirmed speakers include (subject to change)

  • Scott Gillis, Oregon Community Capital Inc – what is an Impact Investor?
  • Stephen Brooks, esq., - statewide investment and collaboration
  • Brad Ketch, Community Development Corporation of Oregon - keeping the social benefit in mind
  • Jonathan McGuire, Aldrich Advisors - CPA explains how it works
  • Jeremy Rogers, Oregon Association of Realtors
  • Tyler Neese, Central Oregon Association of Realtors – central Oregon’s OZ’s
  • Adam Bledsoe, Compass Commercial – examples of OZ deals that have gotten done
  • Evan Liddiard, Director of Federal Tax Policy, National Association of Realtors – OZ 101
  • Nan Wimmers, Oregon Association of REALTORS 2019 President – facilitating OZ investments, and setting up a small OZ fund in Klickitat & Wasco County
  • Martin Golden, US Small Business Administration – the view from Washington
  • Jeanmarie Kapp - my OZ project in Redmond
  • Michael Derman, entrepreneur – investing in a business using OZ capital

Seminar fee of $79 includes:

  • Full lunch
  • Bus tour (optional) of Bend OZ’s 
  • Printed/electronic conference materials
  • List of attendees and their contact information






Central Oregon Association of Realtors

Oregon Association of Realtors

Oregon Community Capital Inc




Family Business Advisors




9:30 Doors Open

9:30 - 10:00  Registration and coffee/donuts

10:00 - Noon -  Seminar

Noon – 12:15  Lunch Buffet

12:15 - 2:30pm  Seminar

2:30 – 4:00  Bus tour