Pinnacle Partners & Trilogy Investment Co. Launch a New Build-to-Rent OZ Fund

Pinnacle Partners and Trilogy Investment Company have partnered to launch a new Build-to-Rent (BTR) Opportunity Zone Fund. The Fund seeks to raise capital from accredited investors to develop three BTR communities in Decatur, GA, Augusta, GA, and Huntsville, AL. 

Build-to-Rent (BTR) properties have become increasingly attractive to investors seeking the potential of stable cash flow and long-term appreciation since they typically see premium monthly rental rates and lower vacancy rates. Not only that, but in our experience, BTR properties also tend to attract stronger renter profiles who prefer longer term leases compared to other multifamily properties. 

Besides offering an opportunity to invest in this growing asset class, the Pinnacle/Trilogy BTR OZ Fund also offers the tax benefits that come with investing in Qualified Opportunity Zones. Key benefits include deferring capital gains tax for eligible gains, elimination of taxes on OZ investment gains and no depreciation recapture. While there are no guarantees, we believe this is a great opportunity for investors who can manage the risk and liquidity. 

This partnership also brings together Pinnacle’s expertise in raising and managing capital and Trilogy’s development and asset management experience with the BTR product type. 

The timing of the Fund launch may be beneficial to investors as they look for more tax-efficient strategies for their year-end tax planning. By investing in the BTR OZ Fund, they can take advantage of the tax incentives associated with OZ investments. 

The Pinnacle/Trilogy BTR OZ Fund launch also follows Pinnacle Partners’ successful closing of two BTR projects with Trilogy Investment Company through the Pinnacle Partners OZ Fund VIII. This closing includes a NoDA, townhome development in Charlotte, NC, and Avondale Station, a single-family home development in Avondale, AZ. 

As Pinnacle Partners and Trilogy Investment Company forge ahead with this venture, we remain dedicated to transforming underserved areas into thriving communities, thus setting a new standard in Opportunity Zone investments.

For more information on the Fund, visit our Build-to-Rent OZ Fund page. If you’d like to speak with our Investor Relations Team, please contact Blake Backer directly at blake@pinnacleoz.com. 

Past performance of Pinnacle Partners OZ Funds is not indicative of future results. There can be no assurance that the fund’s objectives will be achieved or that cash distributions will, in fact, be made or, if made, whether those distributions will be made when or in the amount anticipated or that certain tax benefits will be available to investors. An investment in the fund is illiquid, speculative, and will involve significant risks. Full details about the fund and its associated risks can be found in the fund offering documents.