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CDFA Opportunity Zones Update Newsletter - April 21, 2020

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CDFA Opportunity Zones Update
April 21, 2020
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Opportunity Zones Update Newsletter

Features

IRS Extends Like-Kind and Qualified Opportunity Zone Deadlines
The 45-day and 180-day requirements for investing in QOZs and like-kind properties were causing concern for taxpayers given the current state of the country as a result of the coronavirus pandemic. In recognition of this, the IRS extended the deadline to July 15, 2020, for several types of returns or other filing obligations which were due to be performed on or after April 1, 2020, and before July 15, 2020.

House Republicans Introduce Bill to Extend Opportunity Zone Program
Representative Denver Riggleman (R-VA) and five cosponsors have introduced a bill dubbed The Opportunity Zone Extension Act (H.R. 6513) that would extend the opportunity zone program from 2026 to 2030, allowing investors additional time to invest in qualifying communities.

Deriving Maximum Benefit from Rural Opportunity Zones
In rural Opportunity Zones, revenues from an improvement of a single property will not significantly, nor beneficially, move the needle on property tax revenues. Solar panel farms in underserved, rural Opportunity Zones offer an attractive package of economic development, significant increases in local property tax base, direct payments to landowners above "farming margin," lower electricity costs to all ratepayers, and reductions in environmental issues.

How OZs Can Support Affordable Housing Creation, Preservation
State housing finance agencies (HFAs) use qualified allocation plans (QAPs) to promote their LIHTC priorities and practices. By providing specific set-asides, directives for the location of affordable housing using LIHTCs and other preferences, HFAs can use QAPs to incentivize investments in OZs.

Opportunity Appalachia Announces Selection of 16 Projects to Participate in a Program to Bring Jobs, Business Support, and Investment to Central Appalachia
Opportunity Appalachia received 56 OZ project proposals from Central Appalachia which were submitted by 42 project sponsors. From this project pool, 16 OZ projects have been selected for participation. Opportunity Appalachia will now provide technical assistance to selected projects to support the development of investment prospectus, structuring of project financing, market research, operations planning, and investor outreach.

COVID-19: Impact on Financial Markets and Opportunity Zones
Craig Bernstein, principal of OPZ Capital, which launched the OPZ Capital Opportunity Zone Fund in 2018, is the guest on this episode of Opportunity Zones podcast. He discusses opportunity zones and what the pandemic means for their future, as well as the overall economic shift the virus has caused at it spreads across the United States. Find the episode and a transcript here.

The Future of Opportunity Zone Funds Could Be in Renewable Energy
Opportunity Zone funds that focus on solar and wind energy businesses have the potential to yield comparable returns to real estate focused funds. Beyond the potentially attractive returns, renewable energy businesses developed within Opportunity Zones can drive powerful positive differences for the communities the legislation was intended to help.

What COVID-19 Means For Opportunity Zone Projects
Opportunity Zone project managers have numerous tools at their disposal to protect their investments during the COVID-19 crisis. The final OZ regulations released in December allow for leniency regarding investment deadlines and Opportunity Fund requirements in times of financial strain, meaning the public health crisis is not a death sentence for OZ projects and may result in more OZ investments than before.

Upcoming Events
Intro Property Assessed Clean Energy (PACE) Finance WebCourse

CDFA-Bricker PACE Webinar Series: PACE 101 - The Basics of PACE Financing
Wednesday, May 12, 2020 - 11:00 AM - 1:00 PM Eastern
During this installment of the CDFA-Bricker PACE Webinar Series, learn about the basic principles of PACE financing from experts from across the field including the origins and laws of PACE financing, current market trends, and eligible technologies including energy efficiency and alternative energy technologies.

CDFA // BNY Mellon Development Finance Webcast Series: Historic Preservation Financing
Tuesday, May 19, 2020 - 1:00 PM Eastern
During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, we will explore the challenges of historic preservation projects and how financing tools can be combined to make preservation projects possible.

Opportunity Zones Headlines

U.S. Dept. of Commerce Invests $4.5M in Former Roosevelt Roads Naval Station
News is my Business | Apr. 21 | Access to Capital | Opportunity Zones | Redevelopment

Colorado Congressman Introduces Opportunity Zone Extension Act
Mile High CRE | Apr. 16 | Legislative | Opportunity Zones | Rural Development

Erie, PA Moves Forward with Plan for Free Public Wi-Fi in Opportunity Zones
Go Erie | Apr. 15 | Local Finance Program | Opportunity Zones | Redevelopment

EDA Grants $1.1M for Disaster Recovery in Puerto Rico Opportunity Zones
The Weekly Journal | Apr. 15 | Access to Capital | Disaster Recovery & Relief | Opportunity Zones | Redevelopment | U.S. Economic Development Administration (EDA) | COVID-19

Opp Zone Capital Launches the OZC - Southern US Real Estate Qualified Opportunity Fund Seeking Accredited Investors
Benzinga | Apr. 15 | Housing Finance | Incentives | Opportunity Zones | Opportunity Funds

Berkeley, CA Council May Require Developers to Build Low-Income Units in Opportunity Zones
Berkeleyside | Apr. 15 | Housing Finance | Local Finance Program | Opportunity Zones

Dept. of Education Awards $65M to Create and Expand Public Charter Schools
U.S. Department of Education | Apr. 15 | Access to Capital | Legislative | Opportunity Zones | Social Finance | Education

Senators to Introduce Opportunity Zone Data Mandates Bill
Bloomberg Tax | Apr. 12 | Federal | Legislative | Opportunity Zones

Four Points Funding Revitalizes Hope In Rural Colorado
Forbes | Apr. 8 | Economic Development | Opportunity Zones | Rural Development

Former Sacramento, CA Air Force Base Site Could Become a Data Center Campus
Data Center Knowledge | Apr. 2 | Incentives | Opportunity Zones | Redevelopment

Opportunity Zones Incentive Sees Early Success, Investment Accelerating
Novogradac | Apr. 1 | Incentives | Opportunity Zones | Redevelopment

Investing in the Future - The Future of Real Estate Investment
MReport | Mar. 27 | Housing Finance | Opportunity Zones

Old Twin Falls, ID Clinic Building to Become Charter School With Apartments Next Door
MagicValley.com | Mar. 25 | Economic Development | Housing Finance | Opportunity Zones | Social Finance | Opportunity Funds | Education

Capital Square Fully Subscribes OZ Fund for $7M for VA Mixed-Use Project
Capital Square | Mar. 23 | Housing Finance | Opportunity Zones | Opportunity Funds

Opportunity Zones Bring Development Dollars, New Hope to Disadvantaged Duluth, MN Neighborhoods
Duluth News Tribune | Mar. 16 | Opportunity Zones

Sacramento Kings Co-Owners Plow $850M Into Opportunity Zones, But Mostly Pass On California
Bisnow | Mar. 16 | Opportunity Zones


Resources

COVID-19 Rebirth Using Proven Tools
Access to Capital | Community Development | Disaster Recovery & Relief | Energy Finance | Opportunity Zones | Property Assessed Clean Energy (PACE) | Tax Credits
This white paper looks at how 5 successful programs can be used to finance the recovery from COVID-19. The 5 programs are C-PACE and R-PACE, State Historic Tax Credits, State Opportunity Zones Programs, State New Markets Tax Credits, and Solar and Energy Tax Credits (ITCs).


The Council of Development Finance Agencies (CDFA) is a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation's leading and most knowledgeable members of the development finance community representing public, private and non-profit entities alike. For more information, visit www.CDFA.net or email info@cdfa.net.


Council of Development Finance Agencies
100 E. Broad Street, Suite 1200
Columbus, OH 43215
(614) 705-1300
info@cdfa.net

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