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Seizing the Opportunity: The Ins and Outs of Opportunity Zones October 8, 2019 | Memphis Bioworks

Seizing the Opportunity: The Ins and Outs of Opportunity Zones
October 8, 2019 | Memphis Bioworks

AGENDA

8:30 am
Arrivals and check-in + light breakfast and networking

9:00 am
SHAWN MASSEY, CCIM, CRRP, ALC / MAAR Commercial Council President
Welcome

9:05 am
EVAN LIDDIARD, CPA – Director of Federal Tax Policy / National Association of REALTORS® (NAR)
Tax Benefits of Opportunity Zone Investments

9:30 am
CHRISTOPHER COES - Vice President, Land Use Development / Smart Growth America & Director of LOCUS: Responsible Real Estate Developers and Investors
Attracting Social Impact Investors to Make Memphis the Best Business Opportunity in the South

10:15 am
JOHN ZEANAH, AICP – Director / Memphis and Shelby County Division of Planning and Development
A virtual tour of Opportunity Zones in the Memphis area

10:25 am Break


10:35 am
EMILY LINE - Vice President of Member Experience / REALTORS Property Resource® (RPR)
REALTORS Property Resource® (RPR) OZ Map Overlay

11:00 am
BOB TURNER, ALC / MAAR Past President & 2019 NAR Commercial & Business Liaison
Opportunities in Opportunity Zones: Matching Investors to Projects; Project Types & Locations

11:25 am
SHAWN MASSEY, CCIM, CRRP, ALC / MAAR Commercial Council President
Building Thriving Communities & Dynamic Neighborhoods + The Role of REALTORS® Final thoughts + Q&A

OUR SPEAKERS

EVAN LIDDIARD, CPA
Director of Federal Tax Policy / National Association of REALTORS® (NAR)

EVAN LIDDIARD joined the National Association of REALTORS® in 2013 after serving for more than 20 years as the Senior Tax Policy Advisor to Senator Orrin G. Hatch (R-Utah), the former chairman of the Senate Finance Committee. Evan was Senator Hatch’s lead advisor on tax policy issues, as well as issues relating to the budget, financial services, and Social Security. Before going to Capitol Hill, he was a Tax Manager in the Salt Lake City and Washington National Tax offices of Deloitte, where he worked on a variety of corporate and small business tax issues, as well as on individual and estate tax matters.
Evan received his undergraduate degree in Accounting from the University of Utah (magna cum laude). Later, while working in the Senate, he completed a Master’s Degree in Legislative Affairs from The George Washington University and then a Master’s Degree in Taxation from American University. He is currently an adjunct professor in the business graduate tax program at American University in Washington, where he teaches a tax policy course as well as a course on the taxation of real estate transactions. Evan also currently serves as a member of the Tax Executive Committee of the American Institute of CPAs.


CHRISTOPHER COES
Vice President, Land Use Development / Smart Growth America & Director of LOCUS: Responsible Real Developers and Investors

CHRISTOPHER COES has advised cities on community revitalization and sustainable and equitable economic development over the past nine years, including serving as an advisor to USDOT’s LadderSTEP Pilot Cities (Atlanta and Baton Rouge). In addition, he has facilitated numerous deal-making opportunities that have produced over $1 billion in new smart growth real estate deals. Prior to joining LOCUS, Christopher served as a Consultant for Government Affairs and Campaigns at M+R Strategic Services. As a consultant, Christopher worked with various clients including Transportation for America – a broad, diverse and unprecedented coalition advocating for a national vision for a 21st-century transportation system. For three years, Christopher served as Transportation for America’s Senior Campaign Advisor and Deputy Director. In addition to his work on transportation and real estate issues, Christopher has more than fifteen years of experience in government relations, advocacy and coalition building and program management. He currently serves as an active member of Urban Land Institute (TOD Product Council, the Real Estate Executive Council) and serves as Treasurer and a Board Director for African American Real Estate Professionals of D.C.

JOHN ZEANAH, AICP
Director / Memphis and Shelby County Division of Planning and Development

JOHN ZEANAH oversees land use, comprehensive planning, sustainability and resilience, transportation, housing and construction code enforcement. The mission of John’s agency is to develop and administer plans, programs and services that result in thriving, livable neighborhoods, connected communities, enhanced human potential, and safe and efficient buildings. He led the creation of the city’s Office of Comprehensive Planning, which developed the Memphis 3.0 growth plan. Also, as administrator for the Memphis- Shelby County Office of Sustainability, John led the development of the Mid-South Regional Greeenprint and Sustainability Plan, a vision for a regional network of connected green spaces. He also led the development of Shelby County’s Greenprint for Resilience initiative, which received over $60 million in HUD’s National Disaster Resilience Competition.


EMILY LINE
Vice President of Member Experience / REALTORS Property Resource® (RPR)

BOB TURNER, ALC
MAAR Past President; 2019 NAR Commercial & Business Liaison

EMILY LINE is passionate about conducting research studies and educating on data driven insight. In her role at Realtors Property Resource® (RPR), a wholly owned subsidiary of the NATIONAL ASSOCIATION OF REALTORS® (NAR), Emily works alongside local and state REALTOR® Associations, national real estate companies, colleges and universities, as well as a variety of technology companies to explain the role of technology and analytics within the real estate industry. Internally, Emily collaborates with the RPR Product and Development Team to execute business strategies and technology advancements based on REALTOR® feedback. Prior to joining the RPR team, she managed Development and Outreach for the Commercial Real Estate (CRE) Division of the NAR, where she provided national legislative updates, delivered CRE research and connected REALTOR® members with continuing education opportunities. Emily has been with NAR for twelve years. She also serves on the Board of Advisors for CommissionTrac, a cloud based CRE commission tracking application. Emily earned a Master’s degree from the University of Michigan and a Bachelor of Arts
degree from Albion College.

BOB TURNER’s passion is the land business – whether it is farm land, development land, or hunting and recreation land. He has been involved in the acquisition, design and zoning of numerous tracts of development land over the past 15 years as an agent, partner and developer of residential and commercial properties. Bob holds the Accredited Land Consultant (ALC) designation, which is the esteemed credential of the REALTORS® Land Institute. This designation is attained only by those land specialists that demonstrate the highest level of knowledge, experience, and professionalism. Bob and his business partner and wife Wendy own and operate several separate real estate investment businesses in addition to Southern Properties Real Estate. In 1986 he was instrumental in forming the first farmers market in Memphis at Agricenter International. He partnered with Shelby County Government to create a produce outlet for local and regional produce farmers that has been the most successful farmers market in Memphis for 32 years. Bob and his family also run a small farm operation with cows, pigs, horses, and chickens to educate his two daughters on the importance of living off of the land, how to produce your own food and learn the farm way of life. Bob has held numerous leadership positions, including MAAR President (2004), MAAR Commercial Council President (2015), and RLI National President (2016).

SHAWN MASSEY, CCIM, CRRP, ALC
MAAR Commercial Council President

SHAWN MASSEY joined The Shopping Center Group Memphis office in 2003 and became a partner in 2008 to focus on shopping center leasing and tenant representation. He has 35+ years combined experience in the commercial real estate industry and he has been involved in every phase of an asset’s life cycle. In the urban and rural markets, Shawn has led the retail leasing effort on a variety of retail projects from large power centers, mixed- use developments (including; Crosstown Concourse, The Lake District, Binghampton Gateway), to single tenant buildings. He works with tenant clients looking for high-performing retail sites and landlords in providing a dynamic leasing program for their properties. Shawn has a BBA in Marketing and an MBA in Finance and Real Estate from The University of Memphis. Shawn is an adjunct professor at The University of Memphis where he teaches a Master’s level class in Real Estate Development, Sustainability and Investment. He has served on various Boards in Memphis, including Habitat for Humanity, the Binghampton Development CDC Retail Committee and the Fogelman College of Business and Economics Advisory Board. Shawn is a founding Board member and past Chairman of the Board for the Memphis Business Academy Charter Schools (K – 12th grade) in the Frayser area.

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