ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "15. QOZs and QOFs Explained: Expert Lessons from $100M+ in Deals with Barrett Linburg"
Episode Synopsis
In this episode of the Major League Real Estate Podcast, Nathan Sosa is joined at the 2025 Tax, Legal, and Wealth Summit by Barrett Linburg, Managing Partner at Savoy Equity Partners, to dig into the real-world strategies, structures, and tax benefits of Qualified Opportunity Zones (QOZs) and Qualified Opportunity Funds (QOFs).
Nathan and Barrett discuss:
- How Barrett went from an 8-unit rehab in 2012 to managing $100M+ of OZ equity
- The unique two-tier structure of QOFs and QOZBs, and why paperwork precision matters
- Why OZ projects align with long-term, community-focused investing
- Lessons learned from OZ 1.0 and what’s changed in OZ 2.0, including permanency and new rules for rural tracts
They also cover how to evaluate census tracts and identify the “path of progress,” how to manage the substantial improvement test, the myths about 10-year lockups, and why sticking to plain-vanilla real estate deals often produces the best OZ outcomes.
Request a free discovery meeting: go.therealestatecpa.com/mlre
Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber
Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide
Submit your questions to: [email protected]
The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
Nathan and Barrett discuss:
- How Barrett went from an 8-unit rehab in 2012 to managing $100M+ of OZ equity
- The unique two-tier structure of QOFs and QOZBs, and why paperwork precision matters
- Why OZ projects align with long-term, community-focused investing
- Lessons learned from OZ 1.0 and what’s changed in OZ 2.0, including permanency and new rules for rural tracts
They also cover how to evaluate census tracts and identify the “path of progress,” how to manage the substantial improvement test, the myths about 10-year lockups, and why sticking to plain-vanilla real estate deals often produces the best OZ outcomes.
Request a free discovery meeting: go.therealestatecpa.com/mlre
Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber
Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide
Submit your questions to: [email protected]
The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
In God we trust