Loading Events

« All Events

5th Annual Real Estate Outlook: Opportunity Zones

5th Annual

Real Estate Outlook: 

Opportunity Zones

Thursday, April 25 | 5:30 – 8:00 PM
Followed by a Catered Networking Reception

Become a Member



Members: $30

 Nonmembers: $75

Register to Attend



Members & Nonmembers

Register for Livestream
The Opportunity Zone program was devised as an investment tool established by Congress to encourage long-term private investments in economically distressed communities. The national program provides significant tax incentives for investors to defer existing capital gains tax for up to seven years and potentially eliminate new capital gains tax altogether. As investment cap rates are hovering around record lows in the urban cores, especially in the cities along the coasts, the timing of the program to encourage investments in often overlooked areas and “flyover cities” could not have been more appropriate. Since its passage in late 2017, the program has received significant attention from investors, developers, money managers, city officials and urban planners nationwide. Despite the tremendous activity, many challenges lay ahead as the kinks of the tax laws get ironed out from both an investment perspective and a fundraising standpoint and as investors weigh the risk of emerging markets against the potential upside. Join us for the Fifth Annual Real Estate Outlook for a lively discussion with investors, developers and money managers who are at the frontier of this real estate gold rush.

Learning Outcome Statements

  • Meet and learn from the industry-leading experts on the latest trend in real estate investments 
  • Learn about the various strategies developers are implementing to fundraise for their funds and capitalize deals
  • Gain a strong understanding of the tax program overview
  • Network with fellow CFA members and other investors who are interested in Opportunity Zones


Welcome Remarks

Keynote Speaker: Continuity and Change – How Each Generation Shapes the World of Investing

Panel Discussion: Rethinking the Financial Industry for a New Generation of Investors: Discussion of seven investing myths about millennials and how the investment industry can engage these emerging clients effectively.

Closing Remarks

Networking and Catered Reception

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)

For more information: Policies and Procedures