Opportunity Zone Real Estate Investing

Tax-advantaged strategies for individual investors and their advisors

About the Opportunity Zone Program

Qualified Opportunity Zones (OZ) were created as part of the Tax Cuts and Jobs Act of 2017.

These zones were designed to spur economic development and job creation
in communities throughout the country by providing tax benefits to investors
with eligible capital gains.

The OZ program incentivizes long-term investment to revitalize underserved,
often underdeveloped communities across the U.S.

Investors have 180 days from the day the capital gains event occurs
to invest into a Qualified Opportunity Zone Fund.

OZ Tax Benefits*

*These tax benefits are associated with the current OZ program (OZ 1.0), effective through 12/31/2026. 

Current Offerings

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

Fund Type Target Fund Size

Build-to-Rent OZ

Diversified

$60M

60-Unit OZ Workforce/Affordable Housing

Single Asset

$11.8M

OZ Education & Insights

PODCAST RECAP: From Ambiguity to Permanence: The Evolution of Opportunity Zone Investing

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OZ Education & Insights

Opportunity Zones FAQs

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OZ Education & Insights

How Tech Executives Can Use Opportunity Zones to Defer Taxes and Diversify Into Real Estate

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OZ Education & Insights

How Bonus Depreciation in OZ Investing Can Create a Powerful Investment Strategy 

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OZ Education & Insights

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

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Get in touch with our team!

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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