Opportunity Zone Investing

Greg Talcott is the Senior Vice President, Private Client, at Caliber Companies. He assists clients in building their wealth and diversifying their income through private equity real estate investments.. Greg came to Caliber after a two-year stint with Scottsdale-based competitor Virtua Partners, where last year he raised more than $100 million in capital investment from high-net-worth individuals, registered investment advisors and institutional entities. He delivers a high level of trust among customers past and present with his background in managing assets and serving as a fiduciary for select private wealth clients at Scottrade-TD Ameritrade, Basilica Wealth Management and Charles Schwab in Arizona, the Pacific Northwest and other key markets for more than 15 years. During his time at Schwab, he led a team that managed more than $2.5 billion in assets that provided portfolio management and financial planning designed for a particular client suitability. Greg received a Bachelor of Science degree in Law and Political Science from Arizona State University and holds Series 7, 9, 10, 63 and 66 securities licenses, which include Arizona. He is a registered representative with Caliber Funds, which is affiliated with Tobin & Company Securities, LLC – Member FINRA/SIPC.

As Chief Operating Officer (COO) of the Falcone Group, Alfonso Costa Jr. oversees the development of multifamily apartment communities and condominium projects, leading public-private partnership opportunities as well as the company’s operational and strategic initiatives. His current pipeline of mixed-use development projects includes more than 2,000 residential units and 200,000 square feet of retail & self-storage, with a total value exceeding $1 billion. Such projects include “Block C-East” at Miami WorldCenter, and the “Horizon of Oakland Park,” a mixed-use public-private-partnership with the City of Oakland Park. Prior to joining the Falcone Group, Alfonso served as Deputy Chief of Staff & Opportunity Zones lead for the U.S. Department of Housing and Urban Development (HUD), where he oversaw policy for the $50 billion annually-budgeted Cabinet agency, which maintains a wide range of housing and community development programs, a $1.3 trillion mortgage insurance portfolio, and approximately 7,000 employees across 57 offices nationwide. As an expert on the bi-partisan Opportunity Zones program, he held the title of Chairman’s delegate and HUD’s lead representative on the Federal Government’s inter-agency Opportunity and Revitalization Council, and for his efforts he was recognized in the Opportunity Zone Magazine’s “Top 25 OZ Influencers” list for both 2020 and 2021. A former 5th-grade teacher as a Teach for America corps member, Alfonso is now an active social advocate through philanthropic & academic volunteer efforts on both the local and national levels. In his home State of Florida, he is the Program Chair of ULI Florida’s Affordable & Workforce Housing Council (AWHC), Advisory Board Member & recent Chair of the Nova Southeastern University Master’s in Real Estate Development (MSRED) Program, recent Member of the City of West Palm Beach Affordable Housing Advisory Committee, Heart & Spirit Society member for the Boca Helping Hands food-giving non-profit organization, and an In Jacob’s Shoes of Hope Hero member for the shoes/socks/school supplies non-profit organization. Nationally, he serves as a Member of the Harvard Alumni Real Estate Board, National Housing Taskforce, Housing Advisory Council Member of the Bipartisan Policy Center, Board Member of the Home Builders Institute, and Full Member of the Urban Land Institute. He earned his law degree from Harvard University, master’s degree from the University of Oxford, and bachelor’s degree from Yale University, where he played both Division-I basketball and Division-I lacrosse while serving as Chair of the Yale Athletic Department’s Thomas W. Ford Community Outreach Committee.

Marc Schultz's practice is concentrated in federal, local and state taxation matters, including complex transactions involving corporations, limited liability companies, limited partnerships, tax exempt entities, and real property. Marc regularly engages in advising clients with respect to mergers and acquisitions, joint ventures, formation of private investment funds, tax credit financing, and energy transactions. Marc currently chairs Snell & Wilmer’s Tax Credit Finance Group and Renewable Energy Group, and founded and co-chairs the firm’s Opportunity Zones and Funds Industry Group. Marc has represented investors, developers, and syndicators with respect to Low-Income Housing Tax Credit transactions, and has represented numerous parties with respect to transactions involving New Markets Tax Credits, Historic Tax Credits, and Renewable Energy. As part of his renewable energy practice, Marc regularly drafts Power Purchase Agreements. Marc is a regular speaker and panelist on the subject of tax credit finance and the Opportunity Zone incentive, and has written numerous articles and has been quoted in numerous publications with respect to these subject areas. Marc is currently representing investors, fund sponsors, and developers with respect to the Opportunity Zone incentive. Marc was involved in the advising and drafting of a number of comment letters that were submitted to the U.S. Department of the Treasury and the Internal Revenue Service regarding the Opportunity Zone proposed regulations. Marc served as an adjunct professor, teaching taxation of business entities in the Graduate Program of Accountancy, at the University of Illinois-Chicago. Marc also served on the Board of Directors for the Arizona Housing Finance Authority, as an appointment by Arizona Governor Doug Ducey.