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OZ-Related Reports and Substantive Articles

While the U.S. Congress has been discussing the need for a new private investment incentive for lower income areas, the Opportunity Zone incentive was not approved until December 2017.  Since then, a number of reports, briefings, and articles have been written about the potential use and, sometimes, potential misuse of Opportunity Zones.  Below are links to a selection of these materials, with the most recent information at the top.

"A Big Tax Break for Socially Responsible Investing"
New York Times, November 9, 2018

"Treasury Releases Proposed Regulations on Opportunity Zones Designed to Incentivize Investment in American Communities"
U.S. Treasury, October 19, 2018

'Everything You Need to Know About Opportunity Zones"
Pacific Community Ventures, September 19, 2018

"CDFA Opportunity Zones Report- State of the States"
Council of Development Financial Agencies, August 2018

"Tax Update: Qualified Opportunity Zones"
Holthouse, Carlin & Van Trigt, LLP, August 6, 2018

"Early movers are getting a jump on opportunity zones – and the future of community investing"
ImpactAlpha – Investment News for a Sustainable Edge, July 18, 2018

"How States Can Maximize Opportunity Zones"
Bruce Katz & Jeremy Nowak,  June 26, 2018

"Kresge, Rockefeller Partner to Support New Community Development Initiatives through Open Call
The Kresge Foundation, Social Investment Practice  June 11, 2018.

"Will 'Opportunity Zones' Lift Neighborhoods Out of Poverty?"
Edmund Andrews, Stanford Graduate School of Business, June 1, 2018.

"Are Qualified Opportunity Zones a Golden Opportunity for Avoiding Capital Gains Tax?"
CBiz, May 29, 2018.

"The Early Results of States’ Opportunity Zones are Promising, But there’s Still Room for Improvement"
Adam Looney, Brookings, April 18, 2018.

"New Federal Law encourages Private Investment for Public Good"
California Forward, Elevate California News, March 13, 2018.

"Guiding Principles for Opportunity Zones"
Bruce Katz & Jeremy Nowak, Commissioned for the Governance Project, March 9, 2018

Suggestions for additional reports and articles are welcome.  Please email the committee's chief consultant at


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