Pinnacle Partners, Trilogy Investment Launch Build-to-Rent OZ Fund
Posted on November 6, 2024 by Blake Backer

Pinnacle and Trilogy recently completed another build-to-rent townhome project in Charlotte’s NoDa neighborhood.
Real estate investment management firm Pinnacle Partners and build-to-rent development company Trilogy Investment Company launched a new BTR opportunity zone fund intended to capitalize three shovel-ready BTR communities – two in Decatur and Augusta, Ga., and one in Huntsville, Ala. With nearly 500 homes planned across these qualified opportunity zone projects, the fund aims to dually bring needed housing to communities and offer substantial tax incentives to investors.
“This tax-advantaged real estate fund is targeting strong risk-adjusted returns, fueled by long-term positive trends in these markets with an exciting in-demand asset class,” said Jeff Feinstein, managing partner of Pinnacle Partners. “In fact, the fund’s launch is timely for investors looking for more tax-efficient strategies as they complete their year-end tax planning. We believe this is a great opportunity for investors who can manage the risk and liquidity.”
“The Pinnacle Trilogy BTR OZ Fund is a groundbreaking initiative that will channel significant investments into underserved areas, foster community development and seek to offer attractive returns to investors,” comments Jason Joseph, chief executive officer and managing partner of Trilogy.
