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Navigating Summer Market Volatility with Tax-Smart Real Estate Investing

Posted on June 18, 2025 by Blake Backer

Jeff Feinstein, Managing Partner of Pinnacle Partners, and Steve Stroud, Senior Wealth Manager at Three Bell Capital, shared key insights when it comes to navigating market volatility with tax-efficient real estate investing. 

Watch the video below as they discuss: 

  • How to navigate current market volatility (4:35 – 7:12) 
    • Market volatility has increased significantly in 2025 compared to 2024 with key contributing factors that include federal policy decisions, trade tariff negotiations and possible tax legislation changes. 
    • Investors may want to reassess their portfolio allocations and explore diversification beyond stocks and bonds 
  • How to diversify into real estate and utilize tax-smart strategies  (7:15 – 12:09) 
    • For investors with recent or anticipated liquidity events, they may want to look at Opportunity Zone tax incentives to potentially defer their capital gains tax  
  • How volatility equates to opportunity (13:10 – 17:31)
    • Investors can find tax-smart ways to protect and grow their wealth 
  • The potential renewal of the OZ Legislation – what will OZ 2.0 look like? (17:40 – 19:14) 
  • How have Three Bell Capital’s tech clients utilized OZ investing to their advantage? (19:15 – 26:13) 
    • Case studies
    • How to successfully redeploy capital into OZ projects to not only build a diversified investment portfolio but also to potentially reduce your tax burden  
WATCH THEIR FULL DISCUSSION HERE



Visit our Current Offerings page to learn more about tax-efficient real estate investing opportunities.

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.