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Alternative Assets  + Real Estate  | 
Pinnacle Partners, Trilogy Investment Co. Launch BTR OZ Fund

Pinnacle Partners, Trilogy Investment Co. Launch BTR OZ Fund

Pinnacle Partners and Trilogy Investment Company launched a new Build-to-Rent (BTR) Opportunity Zone Fund to capitalize three shovel ready BTR communities in Decatur, GA, Augusta, GA and Huntsville, AL. The construction of nearly 500 homes is planned across Qualified Opportunity Zones, while also intending to 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, Pinnacle Partners.

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

“This growing relationship with Trilogy has allowed us to be their co-GP investment partner for their upcoming pipeline of BTR projects,” states Feinstein.

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Inside The Story

Pinnacle PartnersTrilogy Investment Company

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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