Team – OZI

THE PARTNERS

Kyle spent his prior career in economic development with a regional Economic Development Council. Here, he built passion for helping communities grow their wealth and expand their opportunities. During his time with the Thurston EDC, Kyle served as the Recruitment Committee Chair where he aligned public and private sector interests that resulted in the successful recruitment of over $100 million of investment that generated over 2,000 jobs in the Puget Sound region of Washington State. When it came time to identify Opportunity Zones in Washington State, Kyle worked directly with the Washington State Department of Commerce and the Governor’s Office to identify and submit Qualified Opportunity Zones to the U.S. Department of the Treasury. Through this process, Kyle became a recognized expert in Opportunity Zones and built the OZI platform to pair capital with quality Opportunity Zone investments.

Kyle currently sits on the Olympia Downtown Alliance Board of Directors and serves as their Chair of Economic Vitality. Kyle graduated from The Evergreen State College with an emphasis in Business & Economics and a minor focus on Urban Planning and Political Science. In his spare time, Kyle is an avid soccer player who plays for, and helps manage, the Oly Town Artesians, an amateur semi-pro soccer team located in Olympia Washington.

Kaylee is passionate about building systems and processes. She enjoys working with teams to create a culture that supports the core mission of a company, increases retention, efficiency & profits. Over the past ten years she’s invested in more than a dozen companies helping them achieve results in these areas. She’s found that weaving the community and businesses together at a local level is essential to thriving in smaller economies. Kaylee began investing in real estate in 2011 in the multifamily space and has been hooked ever since. Her love of real estate and community development brought her to OZI. She enjoys working with communities at a local level to find QOF assets that could become an even better investment by combining the benefits from the Opportunity Zone Program to already solid investments. After learning of the tax savings available through the Opportunity Zone Program she’s been able to take advantage of these benefits personally and help educate others to do the same.

Jim has always had a passion for real estate and has spent his entire career fueling this passion. Prior to his current position as President of JPS Engineering, Jim acquired his Professional Civil Engineer license and spent 36 years building one of the region’s top civil engineering firms known as Larson and Associates Inc. in Tacoma Washington and retired as their Principal & Vice President before starting his own free-lance firm.

Through his 40+ years in real estate, on many occasions Jim has held the role of managing partner where he successfully deployed ground up residential and commercial developments. He has personally invested in many of the projects that he has worked on, representing a wide range of asset classes that include medium to large scale, multifamily, medical, office, retail, and self-storage. He utilizes his extensive experience to assess real estate investments for the OZI team. Jim graduated from the University Of Notre Dame with his Bachelors of Science in Engineering.

Reid has extensive experience in real estate finance, investments and analysis. From 1986 to 1988, Bates was a commercial loan officer originating commercial real estate loans in Northern California for a Utah-based Savings Bank. In 1988, he joined Weyerhaeuser Real Estate Company, a subsidiary of Weyerhaeuser Company, eventually becoming Vice President/Investment Manager making multi-million dollar equity investments in real estate development projects in California. From 2013 to 2018, Mr. Bates served on the Board of Directors of Anchor Bank in reviewing and approving bank loans that required board approvals.

Reid owns multiple residential and commercial properties in and around the Puget Sound of Washington State and is also the owner of a recruiting and staffing business known as Express Employment Professionals.

Perry was instrumental in helping form and create the business profile of OZI. As a founder and entrepreneurial for many companies, Perry’s strength is forming relationships that lead to partnerships and positive business outcomes. He is a successful businessman who has built several companies from start-ups to regional and national recognition. His passion for creating and developing economic opportunities for his clients is his number one goal and outcome for OZI.

Perry has technical expertise in the engineering and construction fields and uses this knowledge and experience to evaluate project opportunities for risk and financial feasibility. He applies these skills during the due-diligence period to understand project challenges, success factors and whether an investment is worth pursuing – this provides an extra level of fiduciary review for each investment and project considered by the OZI team.

Perry is the president of Dragonwheel Investment Group, which specializes in international real estate development and former CEO of SCJ Alliance, a nationally recognized engineering and planning firm.
He is the former chair of the Thurston Economic Development Council, serves on several non-profit organizations and is a Trustee of Saint Martin’s University.

OPPORTUNITY ZONE LEGAL & COMPLIANCE

Victoria Byerly serves as the firm’s 103 lawyer and a public finance attorney. Victoria has extensive tax experience representing state and local governments, education districts, public authorities and underwriters with structuring transactions, audit defense, post-issuance tax compliance issues and VCAP, arbitrage, private use, reissuance, audit defense, affordable housing finance, and exempt facilities financing.

In addition to her extensive tax experience, Victoria is experienced in matters involving constitutional law, the Public Records Act, Open Public Meetings Act, and representation before the U.S. Tax Court, and has years of experience with estate planning, estate tax planning, probate, trust administration and elder law, and representing businesses as general business and tax counsel. Victoria serves on the Tax Committee for the National Association of Bond Lawyers and contributed to written materials for the 37th Annual Bond Attorneys’ Workshop.

Victoria graduated from the University of Oregon School of Law where she was Research Assistant to B.A. Kliks Professor, Nancy Shurtz. She earned her LL.M. in Taxation from the University of Washington School of Law and received a B.A. from the University of Oregon in Political Science.

William Carleton represents:

- a variety of B2B and B2C web services;
- independent game studios founded by “A-list” industry veterans;
- startups with breakthrough graphics rendering technologies;
- a pioneering social VR venture;
- a robotics company innovating solutions for assistive care;
- a leading business intelligence platform for the cannabis industry;
- a social media agency; and
- a number of serial entrepreneurs and angel investors.

Bill’s three-decade legal career traces a pattern of favoring entrepreneurs and the investors and teams who back them.

In the 1990s, he started the first dedicated Internet practice group in Seattle. At the beginning of this century, Bill served a number of tech startups in-house and as a board director. Earlier in this decade, Bill assumed a leadership role in the startup financing ecosystem through his work with the Angel Capital Association (ACA) and that organization’s efforts to protect the accredited investor definition and expand the scope of Reg D, culminating in a visit to the White House in 2012 for the signing of the JOBS Act. Bill has since continued to serve the ACA as chair of its advisory council.

Bill is an active angel investor in tech startups, as well as in local Seattle “lifestyle” businesses under the theme of “Brown Sauce” (BBQ, whiskey and beer). A published poet, Bill is working on a volume of verse in traditional English meters about the way we live now.

Jordan Rood practices in the Real Estate & Capital Markets group at McNaul, where he focuses on the representation of institutional real estate investors, pension funds, private real estate and venture investment funds. He provides counsel on a wide range of real estate and corporate transactional matters, such as the purchase and sale of commercial real estate, securities offerings, corporate acquisitions, strategic relationships, joint ventures, fund formations, reorganizations, and governance.

Prior to joining McNaul Ebel, Jordan worked as associate general counsel at the Washington State Department of Financial Institutions, Securities Division, where he provided substantive review and commentary on registered and exempt securities offerings for numerous issuers, including REITs, pooled investment funds, business development companies, and startup companies. Jordan also drafted interpretive opinions and provided counsel on federal and state securities law issues regarding securities transactions, investment advisers, broker-dealers, and franchise matters. He draws directly on this broad experience in giving timely, focused, and practical advice to clients on transactional matters.

Jordan is an active member of the securities bar, and makes regular presentations regarding securities regulation, with a particular emphasis on transactions exempt from registration, including those under federal Rules 506(b) and 506(c) and Washington State’s crowdfunding exemption.

Jordan previously served on the Board of Directors for Washington Lawyers for the Arts (WLA), where he has been a member since law school.

OUR ADVISORS

Prior to being named Executive Director of the Thurston EDC in 2004, Michael served as the Vice-President of the Snohomish County Economic Development Council from 1992 – 2003.

Michael’s career has spanned over 20 years in economic development with an emphasis on rural economic development strategies, business recruitment and attraction, community development, and community growth strategies.

Michael currently serves on the boards of the following organizations and agencies: Thurston Chamber of Commerce, Pacific Mountain Workforce Development Council, Morningside, Thurston Regional Planning Council, and the Technical Advisory Committee for Foreign Trade Zone 216.

THE PARTNERS

Kyle Wiese

Kaylee Purcell

Jim Schweickert

Reid Bates

Perry Shea

OPPORTUNITY ZONE LEGAL & COMPLIANCE

Victoria S. Byerly

William Carleton

Jordan Rood

OUR ADVISORS

Michael Cade

Company

Opportunity zones

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