How Advisors Can Grow Their Practice with Opportunity Zones
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Our breakfast meeting will center on the tax intricacies of partnerships, publicly traded partnerships, and non traded and traded REITs.

When: Friday, November 22, 2019
Networking & Breakfast 8:00 AM, Program 8:45 AM
Where: Naperville Country Club
25W570 Chicago Ave
Naperville, Illinois  60540
United States
Presenter: Brandon Lacoff, Esq, CEO and Founder of the Belpointe REIT
Contact: Kristin Prine
(303) 867-7185

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 This session is an overview of Opportunity Zones. How they originated, what they are, how they work.  Also discussed, the tax intricacies of partnerships, publicly traded partnerships, and non traded and traded REITs. 


Learning Objectives:

  1. Regulations of Opportunity Zones
  2. Different structures being used
  3. Tax intricacies of each structure


Mr. Brandon Lacoff is currently the CEO and Founder of the Belpointe REIT which is the first public Opportunity Zone REIT in the country. Mr. Lacoff is also the Chief Executive Officer and Founder of Belpointe, a private equity investment firm.  Mr. Lacoff was the Co-Founder of Belray Capital, a Greenwich, Connecticut based real estate and investment firm, which was acquired by Belpointe in 2011.  Belpointe is known for its luxury condominium developments and its class A apartment communities.  Belpointe owns several operating businesses, including Belpointe Asset Management LLC, a financial asset management firm that manages over $1 billion in tradable securities.  Mr. Lacoff and its executive team bring financial strength, operational expertise and investing discipline to its portfolio of investments.  Mr. Lacoff holds a Juris Doctor degree and a Master’s of Business Administration from Hofstra University and a Bachelor’s degree in Finance from Syracuse University.


We'll get started at 8:00 am with 45 minutes for networking and breakfast and then the presentation will begin at 8:45 am.  Everything will wrap up by 10:00 am so you will have a full day at the office!

One (1) CFP CE credit pending

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