Your Guide to Tax-Advantaged Investment Strategies 

Explore our resource hub for the latest insights at the intersection of real estate investing, Opportunity Zones, and private wealth strategy. We offer a range of timely industry updates, expert analysis, and educational content tailored to help investors and advisors navigate today’s dynamic market. From Opportunity Zone news and tax-advantaged investment strategies to in-depth materials on private wealth planning and our active offerings, our resources are designed to inform, empower, and support long-term financial goals. Whether you’re an individual investor, family office, or advisor, you’ll find valuable tools to guide your investment decisions with clarity and confidence.

OZ Education

1/1

Thought Leadership

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

Read More

Private Wealth Strategies

Opportunity Zones vs. 1031 Exchanges

Read More

Thought Leadership

OZ 2.0: Key Updates, Tax Benefits, & Strategic Insights for Real Estate Investors

Read More

OZ Education & Insights

OZ Q&A with Jeff Feinstein and Jill Homan

Read More

OZ Education & Insights

Qualified Opportunity Zones Offer Key Tax Benefits for Investors for Year-End Tax Planning

Read More

OZ Education & Insights

Round Trip OZ Investments, with Jeff Feinstein & OpportunityDb

Read More
Frequently Asked Questions

OZ Education & Insights

We Answer Your Top Questions About Investing in OZs!

Read More

OZ Education & Insights

Why OZ Investments Are Still Compelling

Read More

Private Wealth Strategies

1/1

Thought Leadership

Build-to-Rent 2025: The Future of Rental Living & Investing

Read More

Private Wealth Strategies

CPA Academy Webinar Highlights: Reduce Your Tax Burden with QOZ Investing

Read More

Thought Leadership

How to Navigate the Current Market Volatility

Read More

Thought Leadership

Navigating Summer Market Volatility with Tax-Smart Real Estate Investing

Read More

Private Wealth Strategies

Opportunity Zones vs. 1031 Exchanges

Read More

Private Wealth Strategies

VIDEO: How to mitigate your tax burden after selling stock

Read More

Real Estate Industry Insights

1/1

Thought Leadership

2025 Multifamily Market Outlook Webinar Recap

Read More

Real Estate Industry Insights

2025 Outlook for the BTR Sector Is Positive, Says Multi-Housing News

Read More

Thought Leadership

Build-To-Rent Strategies In Opportunity Zones

Read More

Thought Leadership

How GMP Benefits Shovel Ready Projects

Read More

Thought Leadership

Multifamily Market Insights with Mollie Fadule and Jay Parsons of JPI – Navigating Volatility and Opportunity

Read More

Real Estate Industry Insights

VIDEO: How to mitigate your tax burden after selling your business

Read More

Thought Leadership

What is the 2025 Multifamily Market Outlook?

Read More

Thought Leadership

What Separates the Great Developers from the Rest and Why Build Now?

Read More

Thought Leadership

What’s the 2025 Outlook for BTR Communities

Read More

Thought Leadership

Why Develop in Augusta, Atlanta and Huntsville?

Read More

Thought Leadership

Why Workforce Housing?

Read More

Connect with us!

This field is for validation purposes and should be left unchanged.

Connect with us!

Let us be your guide and help you take the next step to diversify into real estate while deferring and potentially eliminating your capital gains tax.

Schedule a call with our team to get you started.

Blake Backer
Principal & Vice President,
Investor Relations
Western Region
blake@pinnacleoz.com
425.736.7084

John “JB” Menefee, CFA
Director of Investor Relations
Eastern Region
john@pinnacleoz.com
541.610.5671