Differentiation Through
Tax-Advantaged Solution
Wealth managers can play a critical role in helping clients strategically diversify their portfolios and build long-term wealth through Opportunity Zone investing — deferring capital gains, gaining exposure to institutional-quality real estate, and reinforcing a differentiated, after-tax planning practice.
The Challenge
As client balance sheets become more complex, top advisory teams are differentiating themselves by focusing on after-tax performance and tax-efficient diversification rather than pre-tax returns alone.
Why It Resonates
Opportunity Zones provide a differentiated solution for advisors focused on after-tax optimization, pairing capital gains deferral with diversified real estate exposure while also enhancing business development and client retention by offering a thoughtful, high-impact planning strategy for complex wealth situations.
The Result
Clients benefit from improved after-tax outcomes and greater portfolio resilience, while advisors reinforce their value through proactive planning and differentiated solutions that deepen long-term relationships.
HOW PINNACLE WORKS WITH YOU
Built exclusively around Opportunity Zones — and around the advisors who bring them to clients
A Singular OZ Focus
Every fund we manage is a Qualified Opportunity Zone fund. No competing strategies, no divided attention — a team that lives inside OZ structuring and compliance every day.
Diligence-Ready Materials
Fund terms, compliance documentation, and performance history organized for an investment committee — not just a client-facing brochure.
Client-Ready Content
Co-brandable education, case studies, and presentation materials that bring OZ investing into a client conversation without a rebuild from scratch.
Direct Partner Access
A dedicated regional director, not a call queue — direct access to the people who manage your clients’ capital.
Top 5%
OZ Fund Manager by equity raised, per Novogradac
$300M+
in OZ AUM
17*
multifamily projects capitalized or in progress
$1B+
capitalized in multifamily development
Download Our OZ Guide for Wealth Managers
OZ Tax Benefits*
Basis
Step-Up
Defer Original
Capital Gains Tax
Eliminate Taxes on
OZ Investment Gains
No Depreciation
Recapture
*These tax benefits are associated with the current OZ program (OZ 2.0), made permanent through federal legislation in 2025.
Have More Questions?
What Sets Pinnacle Partners Apart
Pinnacle Partners is an SEC-Registered Investment Advisor (RIA) focused on tax advantaged private real estate investment opportunities; specifically, through Qualified Opportunity Zones and workforce housing developments, in partnership with 50+ RIAs and hundreds of individual investors. Pinnacle has capitalized over $1B in multifamily development projects, including more than 2,400 units of multifamily housing, and sources off-market opportunities with best-in-class development partners.
Let’s talk about your practice
Let’s talk about your practice
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
