Identifying and developing strategies for how and where the private capital community can have an impact on the economic growth of North Carolina.
North Carolina Governor Roy Cooper urged private capital investors to work with government policymakers to bolster investment in the state’s economy.
On Tuesday, June 12, scholars, investment influencers and government officials convened at the North Carolina Museum of Natural Sciences in Raleigh to participate in working groups and discussion as part of the North Carolina Investment Forum (NCIF) Summer Symposium.
On Feb. 21, the state’s leading investors, researchers and policymakers gathered at the Kenan Center in Chapel Hill for the 2019 North Carolina Investment Forum.
The 2019 North Carolina Investment Forum convened a highly select group of private capital investors who back N.C.-based companies. Linda McMahon, administrator of the U.S. Small Business Association, served as the keynote speaker.
 

Recent News & Media

Will Opportunity Zones help distressed residents or be a tax cut for gentrification?

February 26, 2018

States are fast approaching a deadline set by the new tax law to designate low-income neighborhoods as “Opportunity Zones”—a designation that will unlock favorable capital gains treatment for investments in those areas. Supporters say this will help revitalize distressed communities, but there is a risk that instead of helping residents of poor neighborhoods, the tax break will end up displacing them or simply provide benefits to developers investing in already-gentrifying areas. More

Treasury, IRS Issue Guidance On Opportunity Zones To Spur Private Investment In Distressed Communities

February 08, 2018

The Tax Cuts and Jobs Act established Opportunity Zones to spur private investment in distressed communities throughout the country. Opportunity Zones advance President Trump’s goal that the benefits of the Tax Cuts and Jobs Act reach across the entire country and boost economic development and job opportunities. Today, the U.S. Department of the Treasury and the Internal Revenue Service (IRS) provided guidance to states, the District of Columbia, and any possession of the United States, on designating Opportunity Zones. More

High-growth firms and cities in the US: An analysis of the Inc. 5000

February 05, 2018

"Each year, Inc. Magazine publishes its list of the fastest-growing businesses in America — the Inc. 5000. To qualify, companies must be independent, privately-owned, domiciled in the United States, and meet certain revenue thresholds. Of qualifying companies, those with the fastest three-year revenue growth rates are selected"... "this post analyzes the Inc. 5000 data for the years 2011 to 2017, with a focus on those companies meeting the standard definition of high-growth established by the Organization for Economic Co-operation and Development (OECD).The industry representation of these companies, their geographic distribution across the U.S., and factors explaining regional variation of Inc. 5000 high-growth firm “density” are explored." More

Latest Research

North Carolina Opportunity Zones Program

March 15, 2018

"H.R. 1 (the Tax Cuts and Jobs Act), signed into law on December 22, 2017, created a new tool for community and economic development, designed to provide tax incentives to help unlock new capital sources to fund new investments in underserved low-income communities. The Opportunity Zones Program (Sec. 13823) provides tax incentives for qualified investors to re-invest unrealized capital gains into low-income communities throughout the state, and across the country. Per legislation, each state is authorized to designate up to 25 percent of its total low-income census tracts as qualified Opportunity Zones. Low-income census tracks are areas where the poverty rate is 20 percent or greater and/or family income is less than 80% of the area's median income." More