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Highlights from Yellow Brick Road to QOZ 2.0 with Jill Homan

Posted on April 21, 2025 by Blake Backer

Yellow Brick Road to QOZ 2.0 took place in Salt Lake City earlier this month, sparking insightful discussions about the possibility of OZ 2.0.

Jill Homan, our Managing Director, provides highlights from the event in the video below.

Key takeaways include: 

  • Permanence: The industry appears to be rallying around the idea of permanence for Opportunity Zones, whether through rolling 10-year periods or fixed investment windows. While immediate changes aren’t guaranteed, the focus on long-term stability signals a shift toward sustained community investment.
  • Expanding Access: Currently, Opportunity Zones largely benefit investors with capital gains. A major topic at the conference centered around OZ 2.0 including non-capital gain dollars to unlock broader capital pools.
  • Boosting Rural Communities: Proposed solutions may include enhanced incentives for rural investments and reducing barriers for small projects. 
  • Transparency and Reporting: Expect some additional reporting requirements to track community impact—without overburdening businesses. Metrics like job creation and project costs could provide policymakers with data to refine the program while ensuring accountability.

The industry is watching closely with a possible draft of a bill expected in May. Stay tuned as we bring you the latest news and developments as they happen. 


Have questions? Contact us below. 

Past performance of Pinnacle Partners OZ Funds is not indicative of future results. There can be no assurance that the fund’s objectives will be achieved or that cash distributions will, in fact, be made or, if made, whether those distributions will be made when or in the amount anticipated or that certain tax benefits will be available to investors. An investment in the fund is illiquid, speculative, and will involve significant risks. It is only offered to suitable and qualified investors. Full details about the fund and its associated risks can be found in the fund offering documents. 

Nothing in this blog post should be construed as tax advice.  Please confer with your tax adviser to determine if an investment in an OZ fund is right for you.