How to Diversify Into Real Estate and Take Advantage of Opportunity Zones’ Tax Incentives

If you’re sitting on a large position in a name like Nvidia, you may be asking: “When’s the right time to sell?”

It’s not just about timing—it’s about strategy. For many tech executives and investors alike, Opportunity Zone investments may be a powerful solution to diversify and reduce their capital gain tax. Tech executives often face big unrealized gains but don’t want to trigger heavy tax liabilities. Opportunity Zone investing can help them diversify into real estate while shielding capital gains from immediate taxation. 

Many investors may feel anxious about leaving a stock like Nvidia at the wrong time. But you don’t have to go all-in or all-out, notes Steve Stroud, Senior Wealth Manager at Three Bell Capital. In fact, he advises his clients at major tech companies to set a timeline that offers both opportunity and tax efficiency. Steve further recommends building a balanced portfolio with diversification into real estate to add both stability and tax efficiency.  

Watch as Steve discusses this in more detail in the video below. 

Ready to unlock tax-advantaged solutions to diversify your portfolio? Contact us to learn more about OZ investing and our current offerings.

Past performance of Pinnacle Partners OZ Funds is not indicative of future results. There can be no assurance that the fund’s objectives will be achieved or that cash distributions will, in fact, be made or, if made, whether those distributions will be made when or in the amount anticipated or that certain tax benefits will be available to investors. An investment in the fund is illiquid, speculative, and will involve significant risks. It is only offered to suitable and qualified investors. Full details about the fund and its associated risks can be found in the fund offering documents. 

Nothing in this blog post should be construed as tax advice.  Please confer with your tax adviser to determine if an investment in an OZ fund is right for you.