Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or exploring Opportunity Zone funds for real estate and operating businesses, you’ll gain the insights needed to confidently allocate capital for long-term, tax-free growth as OZ 2.0 rules arrive in 2027.

About Our Guest:

Gerald J. (Gerry) Reihsen III is a dynamic legal strategist and entrepreneurial advisor based in Dallas, Texas, with more than two decades of experience in corporate law and capital markets. As the founder of Coasis Coalition and principal of Reihsen & Associates, Gerry blends deep legal expertise with entrepreneurial insight to empower transformative ventures. Nationally recognized for his leadership in Opportunity Zone investments and innovative business structuring, he is also a prominent leader in blockchain law and a passionate advocate for Texas business policy. Through strategic counsel, advisory leadership, and public speaking, Gerry continues to shape the future of enterprise, earning distinction as one of the nation’s Top 25 Opportunity Zone Attorneys by Opportunity Zone Magazine.

Connect with Gerry on LinkedIn: https://www.linkedin.com/in/gerry-reihsen/

Takeaways

1. 10-Year Tax-Free Growth: Why the biggest OZ benefit isn’t the deferral—it’s the unlimited tax-free upside after a 10-year hold.
2. OZ 1.0 vs. OZ 2.0: Understand the key changes coming in January 2027, including rolling deferrals and rural incentives.
3. Structuring QOFs: How self-directed Qualified Opportunity Funds can help you control and scale your tax-advantaged investments.
4. Real Estate & Beyond: Why 95% of OZ investments are multifamily projects—and why crypto mining, bourbon barrels, and data centers are emerging opportunities.
5. Timing Strategies: How to use K-1 reporting windows and failed 1031 exchanges to capture more OZ benefits.
6. Rural Playbook: How rural Opportunity Zones unlock up to 30% capital gains reductions and new growth markets.
7. Common Advisor Oversights: Why many accountants and lawyers miss OZ opportunities—and how to avoid leaving money on the table.

Chapters

00:00 – Welcome & Introductions

02:00 – Origins of Opportunity Zones: A Bipartisan Vision

04:30 – The #1 OZ Benefit Most Investors Overlook

08:15 – OZ 1.0 vs. OZ 2.0: Key Rule Changes Coming in 2027

13:30 – How Qualified Opportunity Funds (QOFs) Work

18:00 – Real Estate vs. Operating Business Investments

25:00 – Timing Strategies: K-1 Windows & Failed 1031 Exchanges

32:30 – Creative OZ Investment Ideas: Bourbon, Crypto, Rentals

38:45 – Rural Opportunity Zones: Unlocking 30% Capital Gain Reductions

50:00 – Closing Thoughts & Resources

Ready to explore how Opportunity Zones can work for your portfolio?
Book a strategy call to see how your capital gains can be allocated for maximum impact.

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

© 2025 AltInvestingMadeEasy.com LLC All rights reserved

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights on generational wealth, the role of independent advisors, and the unique opportunities present in mid-market private equity. The discussion emphasizes the need for intentional planning and the value of intellectual capital in achieving financial success.

About Our Guest:

Carlos Lowenberg is the founder of Masterpiece Capital, an investment advisory firm based in Austin, Texas. With a focus on entrepreneurs and business owners, Carlos specializes in optimizing financial strategies to enhance business value and manage wealth effectively. His approach is rooted in transformational relationships, aiming to achieve significant financial goals for his clients through fiduciary advice and strategic planning. Carlos's expertise spans investment advice, tax strategies, and asset positioning, making him a trusted partner in the journey of wealth creation and preservation. Carlos and his team are dedicated to helping good and great company owners get the most out of what they have, acting as investors and partners in their success.

Connect with Carlos on LinkedIn: https://www.linkedin.com/in/carloslowenberg/.

Takeaways

Transformational relationships are essential in wealth management.

Alternative investments can provide significant opportunities for growth.

Private markets are often overlooked but hold great potential.

Democratization of capital is allowing more people to invest in private assets.

Generational wealth requires careful planning and education.

Independent advisors can offer tailored solutions for clients.

Intellectual capital is as important as financial capital.

Wealth management should focus on long-term transformation.

Clients often miss opportunities due to lack of awareness.

Partnerships in wealth management can lead to better outcomes.

Chapters

00:00 Introduction to Masterpiece Capital

02:37 Transformational Relationships in Wealth Management

05:24 Understanding Alternative Investments

08:01 The Importance of Private Markets

10:44 Democratization of Capital

13:36 Generational Wealth and Transformation

16:17 The Journey to Wealth Management

19:03 The Role of Independent Advisors

21:31 The Value of Partnership in Wealth Management

24:30 Mid-Market Private Equity Opportunities

27:06 The Importance of Intellectual Capital

30:07 Conclusion and Personal Motivation

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

© 2025 AltInvestingMade Easy.com LLC All rights reserved