Pinnacle Overview

Pinnacle Partners Introduction

TRACK RECORD

Talented team with deep experience with investing in adaptive re-use and ground-up development in all cycles.

Current portfolio consists of approx. 1300 multifamily units

Advisory Board comprises expert industry professionals.

DEAL FLOW

Established relationships with top developer

Institutional quality underwriting

Highly selective investment methodology

PROVEN OZ EXPERTISE

Exclusively focused on Opportunity Zones since 2018

Thought leader and expert in OZ regulatory compliance

08
OZ PROJECTS CLOSED*
+$557M
TOTAL OZ PROJECT COSTS CAPITALIZED*
+$130M
IN OZ EQUITY DEPLOYED*

* includes one current offering closing in November 2021

Experience and Due Diligence Guide Our Investments

CAPITAL INVESTMENT ADVANTAGE

Our expertise lies in these four foundational areas:

DUE DILIGENCE

Pinnacle and its consultants conduct extensive analysis and due diligence prior to executing an investment. The Due Diligence process is outlined below:

1

INITIAL UNDERWRITING

2

ENVIRONMENTAL AND GEOTECH REVIEW

3

CONSTRUCTION PROCESS AND BUDGET ANALYSIS

4

LEGAL REVIEW

  • Title, Survey
  • Purchase and Sale Agreement
  • Zoning and Entitlements
  • Joint Venture Agreement

5

INSURANCE REVIEW

6

FINANCIAL ANALYSIS

7

DEVELOPER BACKGROUND STUDY

8

OPPORTUNITY ZONE COMPLIANCE

9

REAL ESTATE TAX ASSESSMENT AND PROJECTIONS

10

FINAL UNDERWRITING