Inside R&E Podcast — Opportunity Zones: Tax Incentives, Real Estate Strategy, and the New Rules

In this episode of Inside R&E, Adam R. Sanders, a Member of R&E’s Transactions Department, joins Dave Lorenzo, Founder of Exit Success Lab, to discuss how Opportunity Zones are designed to encourage long-term investment in underserved communities and create opportunities for investors, developers, business owners, and advisors.

During the conversation, Adam and Dave discuss how Opportunity Zones can provide valuable tax and investment benefits when the legal structure, timing, and business strategy are aligned. Adam explains key requirements such as capital gains reinvestment, Qualified Opportunity Funds, and compliance with the programme’s rules. They also examine issues affecting developers and business owners, including substantial improvement requirements, active business standards, and the impact of New York State’s tax treatment on Opportunity Zone investments.

Adam’s practice focuses on representing clients in a wide variety of commercial real estate and business transactions and entertainment matters, including acquisitions and sales, financing, leasing, construction, portfolio structuring, Local Law 97, Opportunity Zones, 1031 transactions and general corporate and contractual representation in the real estate, entertainment, and other entrepreneurial industries. Adam is the firm’s go-to expert for all matters concerning Opportunity Zones. Investors and real estate developers exclusively rely on him for program updates and comprehensive legal analyses, keeping them on the cutting edge of the program even before regulations are released.
For any questions related to this episode, contact Adam R. Sanders at [email protected] or (212) 551-1275

Stream the full episode, now available on Apple Podcasts, Spotify and YouTube.