Tax & Investment Strategies with Capital Gains from Stock Sales

On Thursday, September 7, 2023, Pinnacle Partners hosted a webinar where we discussed Opportunity Zone real estate as a tax-efficient investment strategy for concentrated stockholders. Pinnacle was joined by Three Bell Capital, who provided expert insights on:

• How Three Bell specializes in working with tech employees managing concentrated equity positions, and the monetization strategies they advise.

• Once the equity position is sold, and a capital gain is realized, what are some tax-efficient reinvestment strategies that Three Bell recommends, including Opportunity Zone real estate

• Why OZ real estate is a great option for concentrated equity holders, and specifically, why Three Bell has advised their wealth management clients on investing with Pinnacle Partners

• With the recent rebound in the Nasdaq, up over 30% year to date, why it is prudent for employees at these companies like Nvidia, Microsoft, Apple, Amazon, and Tesla, to take some chips off of the table and diversify

• Why now is an opportunistic time to invest in multifamily and Build-to-Rent development projects in the right markets with compelling growth attributes

Please get in touch with our team if you have any specific questions.

Thank you!