Opportunity Zone and Multifamily Investing Summit

Wednesday, June 4, 2025 | Richmond, vA

Featured Speakers

Jimmy Atkinson

Host of the Opportunity Zones Podcast & Founder of OpportunityZones.com

Louis Rogers

Capital Square Founder & Co-CEO

Jay Parsons

Rental Housing Economist & Consultant

Shay Hawkins

Deputy Director for Opportunity Zones

Including a curated tour of Scott's Addition: A template for Opportunity Zone success.

Enter Scott's Addition, the template for Opportunity Zone impact and investor success, and hear from nationally-recognized experts like Capital Square Founder, Louis Rogers, Economist Jay Parsons, and OpportunityZones.com's Jimmy Atkinson about the latest insights in OZ legislation, the outlook for multifamily investing, and strategies for building successful OZ developments.

Enjoy a curated tour of the region’s hottest new residential neighborhood and dining and entertainment destination, and visit some of the best retail establishments and multifamily developments, including a hard hat tour of Chasen, Capital Square’s latest project under construction.

Don't miss out, this event is your chance to stay ahead of the curve on OZ legislation, multifamily investment trends, and neighborhood development strategies.

"Fascinating new economic research shows Opportunity Zones have created far more housing than previously known (313,000 units) and at far cheaper subsidy cost than most people realize ($26k/unit) - making OZs perhaps the most efficient, effective housing supply creation program in existence."

- Jay Parsons - Rental Housing Economist & Consultant

Presented by:

Founded by Jimmy Atkinson, the day's host and a well-respected voice in the Opportunity Zone space.

A leader in real estate investment and development, Capital Square specializes in Opportunity Zone investments and multifamily developments.

Why Attend?

Network with Experts
Meet leading professionals in Opportunity Zone investment, multifamily development, and real estate.

Get Insider Knowledge
Hear the latest trends in Opportunity Zone legislation and multifamily investing from top industry experts and dissect a template for reporting economic impact for Opportunity Zone investments.

Experience a Neighborhood Transformation
Take a curated tour of Scott’s Addition, one of the fastest-growing and most successful Opportunity Zones in the region.

See Development in Action
Tour Capital Square's 352-unit Chasen development, set to deliver in Fall 2025, and gain insights into what makes a successful development.

"Capital Square's economic impact reports are a master class of how to present as a qualified opportunity zone fund, all of the great positive impacts that your dollars are having on the different opportunity zones that you're employing capital into. This is I think exactly what the industry needs."

- Jimmy Atkinson - Founder of OpportunityZones.com

What's in store?

Wednesday, June 4, 2025

10:00 AM - 10:30 AM Arrivals & Networking

Resident Lounge, The Otis

Enjoy light refreshments from Grit and Parousia as you arrive and network with industry professionals.

10:30 AM - 11:00 AM Keynote Speaker - Jay Parsons and Multifamily Investing in 2025

With Jay Parsons

Explore the future of multifamily investments, including trends, opportunities, and forecasts for 2025. Jay Parsons will share critical insights on how multifamily development is evolving in an ever-changing market.

11:00 AM - 12:00 PM Panel - The Latest in Opportunity Zone Legislation & Investing Outlook

Featuring Louis Rogers, Founder & Co-CEO of Capital Square

This is your chance to hear from some of the leading experts in the Opportunity Zone space. Get the latest updates on OZ legislation, what’s changing, and how it could affect your investments.

12:00 PM - 12:30 PM How to Develop in an Opportunity Zone Neighborhood - Scott's Addition Case Study

With Capital Square's Co-CEO, Whit Huffman, and Natalie Mason, Co-Head of Development

Scott’s Addition is one of the hottest Opportunity Zone neighborhoods in the country, and you'll get a front-row seat to see how it’s transforming. Join Capital Square’s Whit Huffman and Natalie Mason as they showcase their successful development strategies that are turning this area into a bustling hub of residential and commercial growth.

12:30 PM - 2:30 PM Curated Foodie Walking Tour of Scott's Addition, including Construction Hard Hat Tour of Chasen, Capital Square's 352-Unit OZ Development

Discover the neighborhood’s vibrant retail and multifamily scene.

This is not just a lecture – it’s a dynamic, hands-on learning experience. During the curated walking tour, you’ll see successful retail businesses and multifamily developments in action. Visit hotspots like ShopMade, Cochiloco, Yellow Umbrella, and Lillian, and hear from their owners about how the neighborhood’s growth has contributed to their success.

Get an exclusive, behind-the-scenes look at Capital Square’s Chasen project. On this hard hat tour, you'll explore the construction site of a 352-unit multifamily development that’s set to deliver in Summer 2025. Hear from experts on the challenges and opportunities in today’s construction landscape, including labor, tariffs, and the latest trends in construction costs.

Other Speakers You'll Hear From

Visit some of Scott's Addition's favorite retail and dining destinations and hear what entrepreneurs in Scott's Addition have to say about the evolution of the neighborhood.

"We are pleased to bring together national experts in the Opportunity Zone and Multifamily Investing Space to share their insights, surrounded by the Scott's Addition neigborhood, which - thanks to hundreds of new housing units, dozens of retailers and businesses - is a national success story for Opportunity Zone investment."

-Louis Rogers - Capital Square Founder & Co-CEO

What You'll Walk Away With

A Deeper Understanding

Of Opportunity Zone Legislation and how it can affect your investments.

Strategies & Tips

For multifamily investing that will position you for success in 2025 and beyond.

Real Insights

From successful real estate developers and business owners about what it takes to build a thriving Opportunity Zone neighborhood.

Firsthand Knowledge

Of a rapidly transforming neighborhood that has become a model for Opportunity Zone success.

Exclusive Access

To one of Capital Square's most exciting projects and a rare behind-the-scenes tour.

Don’t Miss Out – Secure Your Spot Today!

This event is a must-attend for anyone looking to capitalize on the Opportunity Zone market, gain insight into multifamily investment trends, and learn how to develop successful projects in a thriving neighborhood. By registering, you'll not only gain valuable knowledge but also have the chance to connect with other industry leaders and potential partners.

Spaces are limited, so don’t wait – register now and take your Opportunity Zone investment knowledge to the next level!

Disclosure: Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Capital Square and WealthForge Securities, LLC are separate entities. There are material risks associated with investing in DST properties and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to see any securities Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing. Private placements are speculative.