Education Archives - Page 2 of 3 - Pinnacle Partner Management LLC

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Pinnacle In The News
Thought Leadership
Education

Real Estate Industry Insights

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

Private Wealth Strategies

VIDEO: How to mitigate your tax burden after selling stock

Education

What’s the latest with our BTR OZ Fund & Opportunity Zones?

OZ Education & Insights

We Answer Your Top Questions About Investing in OZs!

Education

Industry Experts Discuss Possibility of Opportunity Zones Extension

Real Estate Industry Insights

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

Private Wealth Strategies

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

OZ Education & Insights

Why OZ Investments Are Still Compelling

Education

What Do the Election Results Mean for the Opportunity Zones? Let’s Hear from Industry Leaders

OZ Education & Insights

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

How To Invest

Pinnacle Partners creates tax-advantaged multifamily real estate AIFs for wealth advisors, family offices, and individuals

1

Get In Touch

Tell us more about yourself so we can better understand your goals.

2

Review Due Diligence

Download and review documentation for our open investment opportunities.

3

Book A Call

If you have questions or are ready to invest, book a call with us.

Get Started

Get in touch with our team!

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How can we help?

Get in touch with our team!

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

*This represents 17 multifamily projects capitalized or in progress

Pinnacle Partner Management LLC (“Pinnacle Partners”) is an SEC-registered investment adviser located in Seattle, Washington. Pinnacle Partners does not offer legal, investment, tax, or other professional advice, and nothing in this communication or webinar is intended to be construed as offering any such advice, nor does it constitute an offering of limited partnership interests in any of our Funds. Any such offering will be made solely pursuant to the specific Fund’s offering documents. An investment in our Funds is suitable only for qualified investors who fully understand the risks of such an investment. OZ Funds are an illiquid investment and there are restrictions on redeeming and/or transferring the limited partnership interests. There is no secondary market for the limited partnership interest of the Fund(s) and none is expected to develop. Investors should thoroughly review the particular Fund’s private offering memorandum with their individual financial, investment, tax, accounting, and legal advisors before making an investment determination. IRS Circular 230 Disclaimer: To comply with requirements imposed by the Department of the Treasury, to the extent this communication contains information relating to a U.S. tax issue, it is not intended or written to be used, and it may not be used, for (1) the purpose of avoiding any penalties that may be imposed on you or any other person or entity under the Internal Revenue Code or (2) promoting or marketing to another party any transaction or matter addressed in this communication.