Reducing Capital Gains by Investing in a Qualified Opportunity Zone Fund – Griffin Capital Company – 3.15.19

Summary:

On Demand Soon.

The “Investing in Opportunity Act” included in the Tax Cuts & Jobs Act, passed in December 2017, and introduced an innovative way to stimulate private investment in underdeveloped land or communities around the U.S. 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 (QOZF) that will cover the following:

• Overview of the QOZF legislation
• Potential tax benefits related to a QOZF investment
• Benefits and risks of QOZF structures
• Types of real estate asset classes that may offer the best return potential

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Mark M. Goldberg serves as Chief Executive Officer of Griffin Capital Securities, LLC where he is responsible for the execution of the firm’s strategic direction. In addition, Mr. Goldberg serves as Executive Vice President of Griffin Capital Company, LLC, participating in the development of the company’s vision and policies.

As a financial services veteran with more than 30 years of experience, Mr. Goldberg previously served as Chairman of Carey Financial, LLC, President of W.P. Carey Investment Management, LLC, Managing Director of W.P. Carey Inc., as well as other senior executive positions at affiliated companies. Before joining W.P. Carey, Mr. Goldberg served as Chief Executive Officer and President of AIG-Royal Alliance, Executive Vice President of SunAmerica Financial Network and President of AIG Securities, Tokyo.

Mr. Goldberg serves on the Executive Committees of the Invest in Others Charitable Foundation and St. Mary’s Healthcare for Children. He was a founding member of the Financial Services Institute and the former Chair Emeritus, Chairman and Board Member of the Institute for Portfolio Alternatives (IPA). He was the 2016 recipient of the IPA’s Lifetime Achievement Award for his work on behalf of the alternative investment sector.

Mr. Goldberg is a sought-after thought leader and prolific writer and public speaker on issues related to advisor advocacy and investment solutions as well as regulatory and governmental matters and other significant issues affecting the financial services industry.

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 and several public, non-listed real estate investment trusts: Griffin Institutional Access® Credit Fund and Griffin Institutional Access® Real Estate Fund, for which Mr. Shields is the President and a Trustee, Griffin-American Healthcare REIT III, Inc. (GAHR III) and Griffin- American Healthcare REIT IV (GAHR IV), for which Mr. Shields serves as a Board of Directors observer, Griffin Capital Essential Asset® REIT, Inc. (GCEAR) for which Mr. Shields serves as the Chairman of the Board and Executive Chairman, and Griffin Capital Essential Asset® REIT II, Inc. (GCEAR II), for which Mr. Shields is the Chief Executive Officer and Chairman of the Board of Directors. Mr. Shields is also Chairman of Griffin Capital Securities, LLC, a FINRA registered broker-dealer which serves as the dealer manager for the REITs and the exclusive wholesale marketing agent for Griffin Institutional Access® Credit Fund and Griffin Institutional Access® Real Estate Fund.

Mr. Shields is also the Chief Executive Officer of Griffin Capital Advisor, LLC, an SEC-registered investment advisor and advisor to Griffin Institutional Access® Credit Fund and Griffin Institutional Access® Real Estate Fund.

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. Over the course of his 32-year real estate and investment- banking career, Mr. Shields has structured and closed over 200 transactions totaling in excess of $8 billion of real estate acquisitions, financings and dispositions.