Coalition

The Coalition

The Opportunity Zones Coalition is a diverse membership-based group of Opportunity Fund managers, financial institutions, community intermediaries, non-profits, and service providers that are working together to support Opportunity Zones implementation and ecosystem development nationwide. Members of the Coalition receive timely market, regulatory, and technical updates and analysis; networking opportunities with fellow Coalition members, policymakers, and key OZ stakeholders; and opportunities to regularly engage with leading service providers and peers on technical matters such as fund structuring, deal structuring, fundraising, and more.

The content on this page is for Coalition members only. If you are interested in more information about membership, please contact Catherine Lyons, Director of Policy and Coalitions, at [email protected].

Coalition Content

Coalition Call Agendas

2022

2021

2020

2019

  • EIG’s Comment Letter submitted June 11, 2021 on Proposed Regulations on Requirements for Certain Foreign
    Persons and Certain Foreign-Owned Partnerships Investing in Qualified Opportunity Funds and Flexibility for Working Capital Safe Harbor Plans
  • EIG’s Comment Letter submitted May 11, 2021 on Impact of Changes on Qualified Opportunity Zone Census Tracts
  • EIG’s Policy Recommendations Letter submitted March 11, 2021 on Legislative and Regulatory Modifications to the Opportunity Zone Incentive
  • EIG’s Comment Letter submitted February 16, 2021, in response to the Advance Notice of Proposed Rulemaking, Community Reinvestment Act, issued October 19, 2020
  • EIG’s Comment Letter submitted April 1, 2020, on COVID-19 Relief for Qualified Opportunity Zone Deadlines
  • Comment Letter submitted April 8, 2020, in response to the Notice of Proposed Rulemaking on Proposed Community Reinvestment Act Regulations, published January 9, 2020.
  • Comment Letter submitted December 2, 2019, in response to the draft Form 8997, Initial and Annual Statements of Qualified Opportunity Fund Investments, published on October 1, 2019 (84 FR 52176).
  • Comment Letter submitted November 29, 2019, in response to the draft Form 8996, Qualified Opportunity Fund, published on October 30, 2019.
  • Comment Letter submitted October 18, 2019, in response to the Review of Department of Commerce Policy in Opportunity Zones (84 FR 45946)
  • Comment Letter submitted July 1, 2019, in response to the Notice of Proposed Rulemaking on Investing in Qualified Opportunity Funds, published May 1, 2019 (REG-120186-18)
  • Comment Letter submitted May 31, 2019, in response to the Request for Information on Data Collection and Tracking for Qualified Opportunity Zones, published May 1, 2019 (84 FR 18648)
  • Comment Letter submitted December 27, 2018, in response to the Notice of Proposed Rulemaking on Investing in Qualified Opportunity Funds, published October 29, 2018 (REG–115420–18)
  • Comment Letter submitted June 18, 2018, on forthcoming administrative rules and guidance from the U.S. Department of Treasury and the Internal Revenue Service.
  • Issue Memo: Reasonable Time for Making Qualified Opportunity Fund Investments, October 3, 2019
  • Issue Memo: Opportunity Zones – Aggregation of Assets for Purposes of the Substantial Improvement Test, September 20, 2019
  • Issue Memo: Opportunity Zones – Vacant Property Threshold, September 20, 2019
  • Issue Memo: Opportunity Zones – Anti-Abuse Rules, September 20, 2019
  • Issue Memo: Opportunity Zones – Structuring Exit After 10-Year Holding Period, September 20, 2019

  • Coalition Member Directory
  • QOZ Investment Considerations 01.13
  • EIG Summary of the Final Opportunity Zones Regulations
  • Summary of Correcting Amendments to Final OZ Regulations
  • FAQs on the Second Round of Proposed Opportunity Zones Regulations
  • 2020 State and Local OZ Legislation Summary
  • Recording and Agenda of the Technical Assistance Working Group call – 1/31/20
    • Disclaimer: The material discussed on this working group call is for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. The views represented on this call do not necessarily reflect those held by the Economic Innovation Group.
  • Recording and Agenda of the Technical Assistance Working Group call – 3/20/20
    • Disclaimer: The material discussed on this working group call is for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. The views represented on this call do not necessarily reflect those held by the Economic Innovation Group.
  • Recording of Call with White House Economist on Latest CEA OZ Report

On December 14th, the Economic Innovation Group (EIG) hosted a webinar to discuss how residents are helping to revitalize their town’s Main Street through Opportunity Zones (OZ) investments.

Catherine Lyons

DIRECTOR OF POLICY AND COALITIONS

[email protected]

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