Earlier this month, Caliber introduced a new merger program for voluntary qualified opportunity funds (QOFs), allowing them to merge into larger multi-asset QOFs.
Caliber co-founder and CEO Chris Loeffler joins the show to discuss some of the strategic benefits of the merger platform and how it fits into Caliber’s broader goal of economic growth within Opportunity Zones. Discuss about.
episode highlights
A summary of Chris Loeffler’s recent OZ Insiders masterclass presentation, “Distressed OZ Real Estate Investment Strategies.” Learn more about how Caliber’s new QOF merger program works and the tax implications for captive QOF investors merging into Caliber’s OZ funds. Caliber’s first QOF rollup (believed to be an OZ industry first), a $14 million transaction, closed earlier this fall. The ideal type of captive QOF candidate for this merger program. Chris shares how he views the next election and why whoever wins is looking forward to a new presidential administration in 2025.
Guest: Chris Loeffler, Caliber
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About Opportunity Zone Podcast
The Opportunity Zones podcast, hosted by Jimmy Atkinson, founder of OpportunityZones.com, features guest interviews from fund managers, advisors, policymakers, tax experts, and other leading experts in the Opportunity Zone industry.
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