Unlocking Opportunity: a playbook for OZ 2.0

Four rules for using the second round of Opportunity Zones for housing, from a panel at TAAHP's Texas Housing Conference.

TAAHP’s Texas Housing Conference. Joshua Gold of Nixon Peabody moderated. On the panel with me: Ashlea Quinonez from HUD, Melissa Avelino from the Texas Governor’s economic development office, and Leo Gomez.

I used North Oak Cliff as the case study and boiled it down to four rules:

  • Underwrite the neighborhood, not just the deal. Projects clustered together de-risk each other.
  • Renovate first, then build new. A stabilized older building proves the rents and sets the stage for ground-up construction.
  • Stack incentives. OZ pairs with other affordability and financing tools. It rarely stands alone.
  • Bring patient capital. The full benefit is earned at the ten-year mark, so structure for a ten-year hold.
Barrett Linburg, co-founder and Co-CEO of Savoy Companies
Barrett Linburg

Co-founder and Co-CEO, Savoy Companies, Dallas, Texas

I write about Dallas apartments, Opportunity Zones and running a real estate company on AI. More about me →

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