Understanding How Investing in a Qualified Opportunity Zone Fund Can Provide Capital Gains Tax Relief

Tuesday, December 1, 2020

2:00 PM EST | 11:00 AM PST

60 minutes

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The “Investing in Opportunity Act” included in the Tax Cuts & Jobs Act, passed in December 2017, introduced an innovative way to stimulate private investment in low-income communities. The program rewards investors with significant tax savings for their commitment of long-term investment capital. Join us for an in-depth educational presentation about Qualified Opportunity Zone Funds (QOZFs) that will cover the following:

You will learn: 

  • Examination of potential tax benefits related to a QOZFs, including deferral, reduction, and elimination
  • Investigation of well-structured QOZFs, deliberation of benefits, risks and strategic timelines
  • Types of real estate asset classes that may offer the best return potential


Kevin Shields Headshot

Kevin Shields
Chairman and CEO
Griffin Capital Company

Mr. Shields founded Griffin Capital in 1995, serves as the Company’s Chairman and Chief Executive Officer, and is based in the firm’s headquarters in El Segundo, CA. Griffin Capital is the sponsor or co-sponsor of two ‘40 Act Interval Funds, several public, non-listed real estate investment trusts and private offerings. Mr. Shields is the President and a Trustee of Griffin Institutional Access®Credit Fund and Griffin Institutional Access®Real Estate Fund, and Executive Chairman and Chairman of the Board of Directors of Griffin Capital Essential Asset REIT (GCEAR). Mr. Shields is also Chairman of Griffin Capital Securities, LLC, member FINRA/SIPC, the dealer manager, exclusive wholesale marketing agent and/or master placement agent for Griffin Capital Company sponsored and co-sponsored investment solutions. Mr. Shields also serves as Chief Executive Officer of Griffin Capital Advisor, LLC and Griffin Capital Credit Advisor, LLC, two SEC-registered investment advisors which are advisors to Griffin Institutional Access Real Estate Fund and Griffin Institutional Access Credit Fund, respectively.

Before founding Griffin, Mr. Shields was a Senior Vice President and head of the Structured Real Estate Finance Group at Jefferies &Company, Inc. in Los Angeles and a Vice President in the Real Estate Finance Department of Salomon Brothers Inc. in both New York and Los Angeles. With over 30 years of experience in real estate and investment banking, Mr. Shields has structured and closed over 200 transactions totaling in excess of $8 billion of real estate acquisitions, financings and dispositions.

Mr. Shields holds a Juris Doctorate from Boalt Hall School of Law and an MBA from Haas Graduate School of Business, University of California at Berkeley. He graduated Summa Cum Laude with a Beta Gamma Sigma distinction. Mr. Shields holds a BS, Haas Undergraduate School of Business, University of California and graduated with a Phi Beta Kappa distinction.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.